Bio

Ms. Roberts joined Crestline in 2005 and has been in the investment advisory industry for over 25 years and has experience in registration, regulatory filings, disclosing conflicts of interest, rules on personal trading, reviewing marketing materials and maintaining compliance policies and procedures. Ms. Roberts was named CCO in 2017 and is responsible for overseeing the firm’s compliance program. She leads the Compliance Committee and also sits on Crestline’s Valuation Committees. Prior to joining Crestline, Ms. Roberts worked at HBK Investments, L.P. as financial reporting manager. Ms. Roberts is an Investment Adviser Certified Compliance Professional (IACCP), as well as 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 Women’s University.