HOUSTON, Dec 20, 2018 — Sentinel Trust Company, LBA, one of the nation’s leading boutique wealth management firms and multi-family offices, is pleased to announce senior officer promotions:
- Dennis A. Montz, MBA, CFA, CAIA is promoted to Managing Director, Director of Private Investments.
- Helen Qu, MBA, CFA, CPA, CAIA is promoted to Senior Vice President, Director of Hedge Fund Investments.
- M. Taylor Scott, CFA is promoted to Senior Vice President, Senior Investment Advisor.
- David L. Zahn, CPA, CFP® is promoted to Senior Vice President, Senior Relationship Officer.
“These new senior officers are accomplished technicians committed to serving Sentinel families,” notes Lissa S. Gangjee, President, “I am proud of their achievements and look forward to all they will bring to our firm and our clients.”
About Sentinel Trust Company, LBA
Sentinel Trust Company, LBA is an independent wealth management firm and multi-family office that provides comprehensive wealth and succession planning, fiduciary, investment management, philanthropic, and family office services to a select group of affluent families and their closely held entities and foundations. Founded in 1997 as the successor to two 40-plus-year old single-family offices, Sentinel Trust currently serves more than 30 multi-generational families nationwide and is responsible for approximately $4 billion in assets as of December 31, 2017. To learn more, visit www.sentineltrust.com.