Stephen Montes

Stephen Montes has been working in the finance industry since 2011. Stephen began their career as an Analyst at Southwestern University Financial Analyst Program in 2011. In 2012, they worked as an Intern at Whitley Penn. From 2013 to 2019, they held the roles of Audit Senior and Audit Staff at Whitley Penn. In 2017, they became a Financial Analyst II at Crescent Real Estate Holdings LLC. In 2019, they moved to Weaver as an Audit - Investment Funds. Currently, they are the Corporate Controller at American Track.

Stephen Montes attended Southwestern University from 2009 to 2013, where they earned a Bachelor of Arts (B.A.) degree in Accounting.