Greg Montgomery

Chief Financial Officer

Professional Overview
Greg Montgomery is an accomplished Chief Financial Officer with extensive experience in the energy and financial services industries. He possesses a proven track record of driving financial strategy, operational excellence, and strategic decision-making across diverse business environments. With expertise spanning midstream, upstream, downstream, and private equity sectors, Greg has consistently delivered measurable value and sustainable growth for the organizations he has served.

Experience Summary

Current Role
As the Chief Financial Officer at The Potts Firm, Greg is responsible for overseeing all financial operations, including financial planning and analysis, treasury management, risk mitigation, and regulatory compliance. He partners closely with the executive team to develop and implement financial strategies that align with the firm's overall business objectives, enabling data-driven decision-making and enhanced profitability.

Career Progression
Prior to his current role, Greg served as a Partner in the Management Advisory Firm at Vine Advisors, where he provided strategic financial guidance to clients in the midstream, petrochemical, and renewable energy sectors. Before that, he held the position of Regional Chief Financial Officer at Oiltanking North America, a privately held midstream storage terminal company, and Chief Financial Officer at Central Crude, Inc., a privately held energy company with operations spanning upstream, midstream, and downstream segments. Greg's earlier career included roles as Chief Financial Officer for a private equity portfolio focused on midstream, petrochemical, and renewable energy investments, as well as FP&A Director and Corporate Controller at Enbridge Energy Partners, a publicly traded midstream company.

Academic Background
Greg holds a Bachelor of Business Administration degree in Accounting from the University of Texas at Austin. He is a Certified Public Accountant (CPA) and has completed executive education programs at leading business schools, further honing his strategic and leadership capabilities.

Areas of Expertise

• Financial strategy and planning

• Treasury management and risk mitigation

• Mergers, acquisitions, and integration

• Operational efficiency and cost optimization

• Investor relations and capital market access

• Regulatory compliance and reporting

• Enterprise resource planning (ERP) implementation

• Data analytics and business intelligence

Professional Impact
Throughout his career, Greg has spearheaded numerous high-impact initiatives that have driven transformational change and delivered tangible results. Notable achievements include:

• Orchestrating the successful integration of a $1.2 billion midstream asset acquisition, delivering synergies and operational improvements within 12 months

• Implementing a comprehensive ERP system that enhanced financial reporting, procurement, and asset management processes, resulting in a 15% reduction in operating expenses

• Securing $500 million in growth capital through a strategic partnership with a leading private equity firm, enabling the expansion of a midstream storage and logistics platform

• Serving as a thought leader in the energy industry, actively contributing to industry publications and speaking at conferences on topics related to financial optimization and digital transformation

Conclusion
With his extensive financial expertise, strategic mindset, and deep industry knowledge, Greg Montgomery is poised to drive continued success as the Chief Financial Officer at The Potts Firm. His proven track record of delivering sustainable growth and operational excellence positions him as a valuable asset in the ever-evolving energy and financial services landscape.