Shereata Pontius

Senior Associate

Portfolio Administrator

Shereata Pontius

Shereata K. Pontius is a Senior Associate and Portfolio Administrator at Avalon Advisors. Prior to joining Avalon, Shereata served as Partner and CCO at Houston Global Investors and was responsible for portfolio accounting, client reporting and other administrative and operational duties. Prior to Houston Global, she spent four years as the Director of Portfolio Accounting at Breen Investors LP, a Houston-based equity manager. Her responsibilities included portfolio accounting, performance generation, client service, and broker relations. Prior to Breen Investors LP, she spent seven years as the Manager of Operations for DLR Advisors where her responsibilities included fund accounting and institutional reporting. Prior to DLR Advisors, she spent 13 years as the Manager of Operations for Daniel Breen & Company where she was responsible for all aspects of internal company operations, compliance, and institutional reporting. Shereata began her investment career in 1979 at Fayez Sarofim & Company.

 

Education

  • Oklahoma State University

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