Promoting a Long-Standing Culture of Creativity, Collegiality and Trust
We balance our institutional-caliber processes with a creative and collaborative culture that befits our Fort Worth, family-backed roots.
A History of Valuing Culture
The Edward P. Bass family championed collegiality and trust, while prioritizing long-term and repeat relationships.
We strive to extend this long-standing culture from our firm to our investment and lending relationships.
Signatory of the PRI’s six principles for responsible investment.
Working at Crestline
Paula Roberts
Managing Director, Chief Compliance Officer
“Integrity, mutual respect and a spirit of excellence are in operation every day. I enjoy coming to work and genuinely like and appreciate the people. Crestline encourages employees to set high professional goals and provides opportunities to achieve those goals. During my tenure at Crestline, I’ve attained IACCP designation and moved from junior compliance staff to CCO.”
Frank Ramas-Smith
Associate, Client Partnership Group
“Crestline’s collaborative environment is filled with intelligent, genuine individuals that foster professional growth. I look forward to working each and every day with my team across multiple projects and capital raising efforts in the growing alternatives asset class.”
Sam Romero
Vice President, Credit/Opportunistic
“Crestline is a deep rooted and integral contributor to the DFW community. The firm was built from the ground up and has remained consistent with its core values of providing an inclusive culture and strong mentorship for all.”
Michael Benard
Analyst, Operations – Credit/Opportunistic
“I have worked with great mentors throughout my time at Crestline – people who have had a true impact on my life and provided me with experience into different aspects of finance and business. Crestline also introduced me to programs like STREAM, where I get the chance to network with diverse professionals who have expertise in multiple sectors of finance and asset management.”
Mary D’Alise
Senior Analyst, Finance & Accounting
“My Crestline coworkers have turned into lifelong friends. We enjoy our time together in and out of the office, and I have especially enjoyed spending time volunteering in the Fort Worth community.
I learn something new about our industry every day and am constantly challenged and supported by both firm leadership and my peers.”
Michael Bullard
Director, Credit/Opportunistic
“Crestline has created a culture which not only attracts individuals with exceptional ability but also those who demonstrate the utmost respect for their co-workers and peers across the industry. Crestline’s powerful focus on collaboration is rare to find in such a competitive industry.”
Helping to Build Stronger Communities
At Crestline our culture and values guide us to support and give back to the communities in which we work and live. Whether supporting racial equity, helping feed our community or supporting the future of our industry, Crestline utilizes its human and financial resources to make a positive impact for others.