Melinda Lilly is Managing Director and Chief Administrative Officer at SummitTX Capital, where she has been a member of the team since 2015. She leads the firm's HR team and Operational Due Diligence function for prospective and existing portfolio managers, and sits on the firm's Investment, Best Execution & Soft Dollar, Expense Allocation, and AI Committees. Before SummitTX, Ms. Lilly was Director of Operations at Paradigm Advisors in Dallas, where she held responsibilities across compliance, research, operations, and investor relations, and prior to that was a Financial Representative at Fidelity Investments focused on trading, client service, and high-net-worth client relationships. She graduated Magna Cum Laude with a B.A. in Psychology from Lee University and holds a SHRM-CP certification.

Paula Roberts is Managing Director and Chief Compliance Officer at Crestline, where
she oversees the firm’s compliance program and helps safeguard the integrity of its
investment advisory business. Named CCO in 2017, she leads Crestline’s Compliance
Committee and serves on the firm’s Valuation Committees, bringing a steady, detail-
driven perspective to the decisions that shape how the firm operates and serves its
clients.

With more than 25 years of experience in the investment advisory industry, Paula has
deep expertise across registration, regulatory filings, conflict-of-interest disclosures,
personal trading rules, marketing review, and the development and maintenance of
compliance policies and procedures. She joined Crestline in 2005 after serving as
financial reporting manager at HBK Investments, L.P. Paula is an Investment Adviser
Certified Compliance Professional (IACCP), a Certified Public Accountant, and a
Certified Internal Auditor. She holds a BA in Economics from The University of Texas at
Austin and a BBA in Accounting with honors from Texas Woman’s University.