TEXAS CAPITAL BANCSHARES - Key Persons
Anna M. Alvarado - Chief Legal Officer, Secretary
Job Titles:
- Chief Legal Officer
- Corporate Secretary
Job Titles:
- Associate Private Client Advisor / Dallas, TX
Annie Williams is an Associate Private Client Advisor with Texas Capital Bank Private Wealth Advisors. She provides meaningful experiences to clients by taking the time to understand their priorities and goals. Annie provides comprehensive advice that includes wealth advisory, custom credit solutions, and financial planning.
Annie started at Texas Capital Bank in 2019 as a credit underwriter in the Commercial Banking Development Program after previously interning for the bank. She continued her career as a risk analyst for the Commercial Bank where she provided qualitative and quantitative analysis for current and prospective borrowers. Annie is a graduate from Southern Methodist University with a Bachelor of Science in Economics with a focus on Financial Applications.
Job Titles:
- Executive Director, Private Client Advisor / Austin, TX
Brad is a Senior Vice President and Private Client Advisor. Along with his colleagues on the Private Wealth Advisors team, Brad utilizes his 17 years of experience advising high net worth individuals, families, and business owners on the path to achieving their legacy. As a CERTIFIED FINANCIAL PLANNER ™ professional, he has a deep understanding of investments, insurance and planning and is responsible for delivering comprehensive wealth management solutions that are coordinated with his client's team of advisors including their CPA, estate planning attorney, and other professionals. Brad received his BBA from the Hankamer School of Business at Baylor and his MBA from the Kelley School of Business at Indiana University. He is active in the Austin community as President of the Austin chapter of Exit Planning Exchange (XPX) and a board member with Positive Coaching Alliance. He is also a member of the Baylor Angel Network.
Job Titles:
- Executive Director, Sr. Private Client Advisor / Fort Worth, TX
- Senior Vice President and Private Client Advisor
Bradford Hutchins is a Senior Vice President and Private Client Advisor in Fort Worth. Bradford has over 20 years of dedicated experience serving high net worth clients. He is passionate about providing a truly customized wealth management plan that aligns to his client's unique priorities, including asset management, financial planning, and trust & estate planning through facilitating introductions to additional Texas Capital Bank partners to deliver a truly tailored financial plan. In believing client's real priorities lie beyond just their net worth, this guides Bradford's approach to building client relationships, so he can better personalize solutions to meet unique client goals
Brad joined Texas Capital Bank from PNC where he served as a Senior Relationship Specialist, working with high-net-worth clients, coordinating the team effort in helping client's reach their unique goals and objectives. Brad spent most of his career at Bank of America/Merrill Lynch serving in multiple roles all focusing on high-net-worth clients.
Job Titles:
- Executive Vice President
- Head
- Head of Private Wealth
Kucholtz joined Texas Capital Bank in June 2022, bringing to his role more than 30 years of banking and finance experience, specifically in leading and growing all aspects of retail/institutional banking and wealth management across several states. Previously, he served as EVP, Regional Sales Manager - North Texas for PNC Investment Co., where he was responsible for supervision of a PNC's Brokerage and Wealth divisions in the North Texas Region. Prior to that, he held successive wealth management positions at BBVA, Comerica, and JP Morgan Chase. While at BBVA Investment Services, he previously led 265 advisors and bankers across seven states and was responsible for over $25 billion in client assets.
Job Titles:
- Client Advisor
- Executive Director, Regional Advisory Leader / Houston, TX
Bud Landrum is a Private Client Advisor for the Houston office of Texas Capital Bank Private Wealth Advisors. Prior to joining Texas Capital, he was with JP Morgan Private Bank and Wells Fargo Private Bank respectively and leverages 30 years of successful business experience.
Bud possesses an advanced level of skill in advising high-net-worth business owners, executives, entrepreneurs, and families on holistic financial plans helping them to achieve their goals. He manages a very successful team of specialists as well as works with accountants and estate planning attorneys to deliver a custom, comprehensive strategy for clients.
A native of Houston, Bud graduated from Baylor University. He has been active in his community, served on the Cypress Christian School Board and provided leadership to multiple energy industry associations. On the weekends, Bud is the Voice of the CCS Warriors high school football, soccer, and track teams.
Job Titles:
- Executive Director, Relationship Manager Private Banking / Dallas, TX
With over 35 years of banking experience, Carole has held a variety of banking positions. She joined Texas Capital Bank in 1999 as the Banking Center Manager at Corporate Headquarters. This gave her great insight to bank operations, client onboarding and customer service. After 8 years in that position, Carole joined the Funds Management Team where she assisted clients with specialized investment products. When the Private Wealth team reorganized, Carole was quickly brought in to design and create specialty banking products for the PWA clients and build the bridge between banking and investments. In her current position she enjoys being the "Deposit Concierge" and creating an exceptional client experience through providing banking solutions and service to manage unique banking needs for her Private Wealth Clients.
Carole attended both North Texas State University and East Texas State University (currently Texas A&M University - Commerce). Carole is a member of the Oak Cliff Lions Club having served as Board Member and Club Chaplain. She is also a recipient of the Lions Club Grass Roots Award. She and her husband Scott have three children and twelve grandchildren.
Job Titles:
- Executive Director
- Banking
Carson Anderson is Executive Director, Private Banking Advisor for Texas Capital. His role provides tailored lending solutions and meeting deposit needs for private wealth clients.
Carson joined Texas Capital in October 2022. Previously, he held roles with Wells Fargo Advisors and Morgan Stanley Private Bank. He has 18 years of experience in private baking.
Carson earned a Bachelor of Business Administration from Texas Tech University and a Master of Business Administration from Tarleton State University. Carson is Series 7 and 66 certified.
Job Titles:
- Client Advisor for Private Wealth Advisors
- Executive Director, Senior Private Client Advisor / Austin, TX
Chai Lisk is Executive Director, Senior Private Client Advisor for Private Wealth Advisors at Texas Capital Bank. He is responsible for client development, relationship management and investment advisory wealth services. He is committed to providing Texas Capital Bank clients with sound financial advice and world-class service.
Chai joined Texas Capital Bank in November 2022. Previously, he served as a Regional Vice President and Group Manager with Fisher Investments, where he leveraged strategic expertise to manage portfolios, provide investment advice and identify opportunities for clients to achieve their financial goals. He also traded commodities on the Chicago Board of Trade and the Chicago Mercantile Exchange. Chai has over 20 years working in the capital markets and the financial services industry.
Chai earned a BA from Marquette University in Milwaukee, Wisconsin. He is an active volunteer in Austin.
Job Titles:
- Director / Boston, Massachusetts
- Director / Texas Capital Bancshares, Inc.
Charles Hyle had a distinguished banking career with over 40 years of experience in lending, capital markets and risk management. He began his banking career at J.P. Morgan; held various positions at Barclays Capital in New York and London, including Managing Director of Global Portfolio Management; and later became Chief Risk Officer and a member of the Management Committee of Key Bank, a $91 billion retail, commercial and investment bank headquartered in Cleveland, Ohio. Hyle also served on its internal board.
Charles holds a Bachelor of Arts degree in History from Williams College, and completed the Advanced Management Program at Stanford University's Graduate School of Business.
Job Titles:
- Director
- Director / San Antonio, Texas
- Director / Texas Capital Bancshares, Inc.
- President and CEO of C.H. Guenther & Son
Dale Tremblay was elected as a director in April 2011. Dale Tremblay is the President and CEO of C.H. Guenther & Son (dba Pioneer Flour Mills), one of the oldest, still privately held corporations in the United States. C.H. Guenther & Son is a food marketing and manufacturing firm with 24 plants in five countries.
He joined Guenther in May 1998 as Executive Vice President and COO and became President/CEO in April 2001. He is a member of the Board of Directors for the company. Prior to Guenther, Mr. Tremblay was an executive with the Quaker Oats Company. He attended Michigan State University and has a Bachelor of Arts in Finance.
In addition to his duties at Guenther and TCBI, Mr. Tremblay also serves on the board of NatureSweet LTD, a branded tomato and produce marketer/manufacturer based in San Antonio. His board experience includes 13 years on the Clear Channel Outdoor Board (Audit and Compensation Committee), as well as time on the Federal Reserve of Dallas Advisory Board and the Michigan State University Finance Advisory Board.
Job Titles:
- Head of Corporate & Investment Banking
Daniel Hoverman, Head of Corporate & Investment Banking, discusses the ongoing transformation of Texas Capital in becoming the premier full-service financial services firm in Texas.
Job Titles:
- Vice President and Private Banking Relationship Manager
- Vice President, Private Banking Relationship Manager / Dallas, TX
Danny Krenger is a Vice President and Private Banking Relationship Manager with Texas Capital Bank Private Wealth Advisors. In his role, Danny serves as a banking specialist providing comprehensive custom credit and deposit solutions to high-net-worth individuals and affluent families. He offers advice and services including concierge private banking, commercial real estate lending, residential mortgage financing, one-time-close construction loans, ranch loans, securities-based lines of credit and other lending structures.
Prior to joining Texas Capital Bank, Danny worked in energy banking for two years as a portfolio manager. He enjoys working with business owners and individuals as they consider various lending strategies to achieve their goals and objectives. Danny has Bachelor of Business Administration degrees in Finance and Energy Management from the University of Oklahoma.
David S. Huntley - Chief Compliance Officer, SEVP
Job Titles:
- Chief Compliance Officer
- Senior Executive Vice President
- Director / Dallas, Texas
- Director / Texas Capital Bancshares, Inc.
David S. Huntley, Senior Executive Vice President (SEVP) and Chief Compliance Officer, is responsible for developing policies to safeguard the privacy of customer and employee information, verifying compliance with the legal and regulatory requirements of the countries and jurisdictions where AT&T operates, and ensuring adherence to internal compliance requirements. His responsibilities also include accessibility compliance oversight. David has held this role since December 2014.
David was appointed to this role after serving as Senior Vice President and Assistant General Counsel - AT&T Services. In this role, he oversaw a nationwide team responsible for providing legal support to the Home Solutions and Global Marketing organizations. He was also responsible for Legal administration.
Previously, David served as Senior Vice President, General Counsel and Secretary for the Advertising Solutions and Interactive Operations. He also has served as Senior Vice President -Mobility Customer Service Centers, where he led a team of more than 30,000 employees. David's experience also includes serving as Senior Vice President of E-commerce, Direct Mail and Customer Information Services as well as significant positions in External Affairs, Wireless Operations, M&A and Data Operations.
David takes pride in giving back to his community. He has served on the Executive Committee of the United Way of the Texas Gulf Coast, and at the Greater Houston Partnership, where he chaired the Government Relations Advisory Committee. He also served as a Board Member of the Greater Houston Convention and Visitors Bureau, and was on the 2004 Houston Super Bowl Host Committee.
David's commitment to service continues today, on the boards of Texas Capital Bancshares, Inc.; AT LAST!; the Baylor Health Care System Foundation; and the Dallas Citizens Council. He also serves as a Board Trustee for his alma mater, Southern Methodist University, and as a member of the Texas Business Hall of Fame, the Executive Leadership Council, and the Business Ethics Leadership Alliance (BELA) Executive Steering Committee.
A native Texan, David holds a Juris Doctor degree from the Benjamin N. Cardozo School of Law in New York and a Bachelor of Arts degree from Southern Methodist University in Dallas.
Job Titles:
- Client Advisor for Texas Capital Bank Private Wealth Advisors
- Executive Director, Sr. Private Client Advisor / Dallas, TX
David Sirna is a Senior Vice President and Senior Private Client Advisor for Texas Capital Bank Private Wealth Advisors. Along with his colleagues on the Private Wealth Advisors team, David utilizes his 24 years of experience advising high net worth individuals, families, and business owners on the path to achieving their legacy. He has a deep understanding of investments, insurance and planning and is responsible for delivering comprehensive wealth management solutions that are coordinated with his client's team of advisors including their CPA, estate planning attorney, and other professionals.
Prior to joining Texas Capital, David served as a Senior Relationship Strategist at PNC Private Bank and as a Private Banker at Morgan Stanley in Dallas, TX. He started his career in wealth management with Merrill Lynch, before joining the Private banking teams at JPMorgan Chase and Wells Fargo. David is active in the Dallas community as a board member with Aspire (Formerly LIFT for Literacy and Aberg Center for Literacy) and is also a member of the 12th Man Foundation. David is a graduate of Texas A&M University in College Station, TX, where he received his BBA in Finance. David is a proud father to his two sons, Graham and Reid.
Job Titles:
- Investment Advisor
- Executive Director, Sr. Investment Advisor / San Antonio, TX
David Stevens is an Investment Advisor responsible for managing the investments and asset allocations of wealthy clients across multiple asset classes. He began his career with Ernst & Young, LLP, providing assurance and advisory business services for private investment companies, hedge funds, private equity funds and real estate funds. He then joined Credit Suisse Family Wealth Management as an Associate Portfolio Manager with responsibility for managing over $800 million across ten asset classes for ultra-high net worth clients, including foundations, endowments and profit-sharing plans. David also was the Co-Manager of separately managed fixed income accounts totaling over $100 million. He then joined J.P. Morgan Private Bank as a Global Investment Specialist and Portfolio Manager with direct management of over $400 million in assets and $600 million of assets under his supervision for high-net-worth families and foundations. David is an Investment Advisor on our Texas Capital Bank Private Wealth Advisors team where he focuses on portfolio management across multiple asset classes and works closely with his clients to align their financial plan and investment portfolio with their short term and long-term financial goals. In addition to his duties as an investment advisor, David manages our Customized Municipal Bond Strategy, which has grown by nearly $200 million in assets over the past 2 years.
David received a Masters of Accountancy and Bachelors of Accountancy from Brigham Young University. He is a member of the Nature Conservancy and an active supporter of the Alamo Area Council of the Boy Scouts of America. David speaks Korean, loves hiking, playing soccer, teaching Sunday School and spending time with his wife Sarah and their four children. Their children include Autumn, Lauren, Asher, and Seth.
Job Titles:
- Client Advisor for Private Wealth Advisors
- Executive Director, Sr Private Client Advisor / Houston, TX
Diego Patino is Executive Director, Senior Private Client Advisor for Private Wealth Advisors at Texas Capital Bank. He leads a team of specialists who cater to the personal wealth management needs of high-net-worth individuals and their families, leveraging a customized, planning-based strategy to help clients meet their financial goals.
Diego joined Texas Capital Bank in November 2022. Previously, he served as senior vice president,
private client advisor for Bank of America Private Bank, focused on serving active and retired business owners, entrepreneurs and C-suite executives. Prior to that, he served as a private banker at Citi Private Bank, leading a team focused on providing wealth management services to top law firms and attorneys in the Houston and Austin markets.
Diego earned a Bachelor of Business Administration in finance from the University of Houston and is a Certified Financial Planner®. He is a member of the University of Houston Alumni Association and a volunteer with Star of Hope and the Houston Food Bank.
Job Titles:
- Chief Information Officer
Job Titles:
- Head of ETFs & Funds Management, Spotlights the Texas Capital Texas Equity Index ETF on ETF Prime
- Managing Director, Head of ETF & Funds Management
Ed Rosenberg, Head of ETF & Funds Management, discusses the launch of our two latest funds.
Ed Rosenberg, Head of ETF & Funds Management, joins Jill Malandrino on Nasdaq TradeTalks to discuss investing in the Texas Economy.
Job Titles:
- COO
- Director
- President
- Director / Austin, Texas
- Director / Texas Capital Bancshares, Inc.
- Principal of RCubetti
Elysia Holt Ragusa was elected as a director in January 2010. Ms. Ragusa is a principal of RCubetti, a leadership training and consulting firm. Prior to its merger with Jones Lang LaSalle (JLL), Elysia served as President and Chief Operating Officer of The Staubach Company (TSC) from 2001 through 2007. She chaired both the Executive and Operating Committees as well as served on the Board of Directors.
As President and COO, Elysia oversaw TSC's North American operations and provided strategic direction for all business units. Under Elysia's leadership, TSC was established as one of the most prominent real estate service providers in the U.S. Elysia's focus on business development and relationship management supported Staubach's achievement of one of the highest broker production rates in the industry as well as an average 20% annual growth rate.
Elysia was a member of the Merger Committee leading the due diligence and integration process between The Staubach Company and JLL. Following the merger, she was International Director of JLL with team and P&L responsibility for the Central Texas market.
Job Titles:
- Executive Director, Sr. Private Client Advisor / Fort Worth, TX
- in 2021 As a Senior Vice President
Eric Hyden joined Texas Capital Bank in 2021 as a Senior Vice President and Private Client Advisor in the Private Wealth Advisors group. Together, with a team of experienced advisors, Eric delivers comprehensive wealth management advice and services, including concierge private banking, mortgage financing, investment management and trust and estate administration. The advice is integrated by the development of a customized financial and wealth transfer plan designed specifically for each family. Eric's role on the team is to seamlessly manage the overall relationship, coordinate with the family's attorneys and tax counsel, as well as to provide expertise on wealth advisory, investment management, credit and fiduciary services. With over 33 years of experience, Eric assists his clients in achieving their financial goals and objectives.
Prior to joining Texas Capital Bank, Eric spent three years as a Private Banker at BBVA/PNC, three years at Comerica Bank as a Client Advisor and twelve years at JPMorgan as a Senior Trust Advisor. Eric is active in the Fort Worth community and current serves as a board director for the Sportsmen's Club of Fort Worth and Carter Bloodcare Foundation. He also serves on the Regional Council of Make-A-Wish North Texas.
Eric received his bachelor's degree in General Business at Southern Methodist University - The Cox School of Business in 1984 and earned his MBA at Texas Christian University - Neeley School of Business in 1987. He is a CFP®, Certified Financial Planner.
Job Titles:
- Executive Director, Sr. Investment Advisor / Austin, TX
Greg has over 25 years of experience in investment management. He works with institutions, family offices and individual investors to construct asset allocation policies and manage multi-asset class investment portfolios.
Prior to joining Texas Capital Bank in 2021, Greg held senior positions at J.P Morgan's Private Bank and Bank of America's Private Bank. Most recently, Greg was the Senior Investment Officer for Northern Trust, leading the Investment Practice for the Austin/Central Texas Region. Greg earned his BBA from Harding University, his MBA from Carnegie Mellon University and a Master's degree from the University of Geneva, Switzerland.
Greg currently serves on the Endowment Committee for Regents School of Austin and is the past Investment Chair. Greg and his wife Lisa are founders of Boy Scouts of America, Troop 25 as well as Knights Lacrosse, one of the largest youth lacrosse programs in Central Texas. Greg, Lisa, and their two sons, are active within the Austin community, serving and supporting Mobile Loaves and Fishes and the Central Texas Food Bank.
Job Titles:
- Vice President and Investment Advisor With Texas Capital Bank Private Wealth Advisors
- Vice President, Investment Advisor / Dallas, TX
Hailee Binet is a Vice President and Investment Advisor with Texas Capital Bank Private Wealth Advisors. She serves high net worth clients, helping to create investment strategies that fit their long-term goals. Hailee's role also includes building and maintaining the investment model portfolios, trading discretionary client accounts, and conducting due diligence for manager selection. She assists the Chief Investment Officer with ongoing portfolio management and research.
Hailee started full-time at Texas Capital Bank as a credit underwriter after previously interning for Texas Capital Bank Private Wealth Advisors. As a credit underwriter, she went through a rigorous 10-month training program, in which she conducted in-depth debt analysis on companies within various industries, including general commercial and industrial, commercial real estate, energy, and mortgage servicing.
Hailee graduated from Southern Methodist University's Cox School of Business with a Bachelor of Business Administration in Finance.
Job Titles:
- Director
- Director / Houston, Texas
- Director / Texas Capital Bancshares, Inc.
James Browning was elected as a director in October 2009. He is a retired partner of KPMG in Houston where he served companies in energy, construction, manufacturing, distribution and commercial industries.
He began his career at KPMG in 1971, becoming a partner in 1980. He most recently served as KPMG's Southwest Area Professional Practice Partner. He has also served as an SEC Reviewing Partner and as Partner-in-Charge of the New Orleans audit practice.
He also currently serves as Chairman of the Board of RigNet, Inc. and as a director of Herc Holdings Inc.
Job Titles:
- Head of Commercial Banking
Job Titles:
- Vice President, Senior Fiduciary Officer / Austin / San Antonio, TX
Jean Davis delivers comprehensive personal trust services in her role as Vice President and Senior Fiduciary Officer. With more than 30 years experience in all areas of trust management, estate settlement, and client service, Jean assists clients regarding complex fiduciary matters. She is known for providing in-depth personal advice and service for her trust beneficiary clients to help them achieve their goals and objectives. Jean also coordinates the overall trust relationship with the entire Texas Capital Bank team which includes the Private Client Advisor, Investment Advisor and Banking Advisor, for an exceptional client experience.
Jean began her career with J.P. Morgan Private Bank (and the various banks that were acquired by JPMorgan Chase over the years), spending 30-plus years in their trust department. She advanced to ultimately serve as a trust officer where she managed the trusts of significant family relationships in Central Texas. Jean then served as a Senior Fiduciary Officer at Wells Fargo prior to joining Texas Capital Bank Private Wealth Advisors in early 2020.
Job Titles:
- Banking
- Executive Director, Relationship Manager for Private Wealth Advisors
Jennifer Andersen is an Executive Director, Relationship Manager for Private Wealth Advisors at Texas Capital. She is responsible for providing private banking and lending solutions to optimize financial performance and operational strategy. She offers advice and services which include private banking, commercial real estate lending, residential mortgage financing, one-time-close construction loans, ranch loans, securities-based lines of credit and other lending structures. Her expertise encompasses high-net-worth individuals and families as well as key executives and business owners.
Jennifer joined Texas Capital in May 2023, bringing to her role more than 21 years of experience serving clients. Previously, she served as regional lending director at Wells Fargo Advisors, where she was responsible for lending balance growth in the Dallas and Fort Worth markets. She has also held roles with Morgan Stanley and Merrill Lynch.
Job Titles:
- Client Advisor for Texas Capital Bank Private Wealth Advisors
- Managing Director, Sr. Private Client Advisor / Austin, TX
Jennifer Guthrie is a Senior Vice President and Private Client Advisor for Texas Capital Bank Private Wealth Advisors. Together with other members of the Private Wealth Advisors team, Jennifer delivers comprehensive wealth management advice and services, including concierge private banking*, mortgage financing*, investment management and trust and estate administration. The advice is integrated by the development of a customized financial and wealth transfer plan designed specifically for each family. Jennifer's role on the team is to seamlessly manage the overall relationship, coordinate with the family's attorneys and tax counsel, as well as to provide deep expertise on client banking and credit needs. With 30 years of experience in the industry, she has expertise in structuring credit needs ranging from simple mortgages* to complex interim construction loans and investment real estate loans.
Prior to joining Texas Capital Bank Private Wealth Advisors, Jennifer served in a similar capacity supporting high net worth families and business owners for J. P. Morgan Private Bank in Austin and Bank One, Texas in Austin and Dallas. Jennifer holds a Bachelor of Business Administration from Texas A&M University and a Masters of Business Administration from The University of Texas at Austin. Jennifer is also a CERTIFIED FINANCIAL PLANNER™ professional. Jennifer is Past President of Ballet Austin's Board of Directors and is Past President of the Estate Planning Council of Central Texas. She previously served on the board of Texas Folklife.
Job Titles:
- Executive Director, Sr. Client Advisor / Dallas, TX
- Senior Vice President for Private Wealth for Texas Capital Bank 's Private Wealth Advisors Line of Business
Jody Zorn serves as Senior Vice President for Private Wealth for Texas Capital Bank's Private Wealth Advisors Line of Business. He leads and builds teams of specialists to serve individuals, families, business leaders and foundations to help achieve their own unique wealth and planning objectives.
Zorn joined Texas Capital Bank in September 2022, bringing to his role over 30 years of banking and investment management experience. Previously, Zorn served as SVP for Wells Fargo's Private Bank. Prior to that, he held successive senior leadership roles, as EVP and North Texas Chairman for Independent Bank and Chief Development Officer for Northwestern Mutual.
Zorn earned his Bachelor of Arts and his Masters in International Management from Baylor University. He holds the Series 7 and 65 investment licenses, and the CLU designation. Passionate about giving back to the community, Zorn serves as Chairman of the Dallas Metropolitan YMCA Foundation.
Job Titles:
- Executive Director, Sr. Investment Advisor / San Antonio, TX
- Senior Vice President and Investment Advisor With Texas Capital Bank Private Wealth Advisors
John Cervantes is a Senior Vice President and Investment Advisor with Texas Capital Bank Private Wealth Advisors. John joined Texas Capital Bank in August of 2022, bringing over 14 years of experience advising and managing investment portfolios for families of high and ultra-high net worth.
Prior to joining Texas Capital Bank, John was a Senior Investment Manager at Merrill Lynch where he was responsible for $1.25 billion in client assets for one of the largest wealth management practices in the country. He created and directly managed a suite of investment strategies focused on the US Value Equity and Global Asset Allocation categories. John also developed the team's Private Equity processes, focusing on fund selection and client allocations. He began his career at JPMorgan Chase, later transitioning to USAA.
John was born and raised in San Antonio, graduated with a BA in Finance from UT San Antonio. He is a CFA® charterholder and member of the CFA Society of San Antonio. John resides in San Antonio with his wife Kaycee, and two children Edee and John Kelly.
Job Titles:
- Chief Administrative Officer
Job Titles:
- Leader
- Director / Houston, Texas
- Director / Texas Capital Bancshares, Inc.
Jonathan Baliff serves on the Board of Directors and Audit Committee of Texas Capital Bancshares, Inc., the parent company of Texas Capital Bank.
After almost a decade serving on active duty in the U.S. Air Force, Jonathan Baliff has been a leader in the energy and infrastructure sector for over 25 years as both a public company senior executive and investment and commercial banker.
Most recently, Jonathan was the President and Chief Executive Officer of Bristow Group (NYSE: BRS), the world's largest commercial helicopter and industrial aviation company serving the energy and government sectors. He served as Bristow's Chief Financial Officer from 2010 to 2014 until his appointment to CEO. During his tenure at Bristow (through both growing and declining markets), the company consistently led its peers in safety, operational and financial performance, while significantly diversifying the company's revenue through new organic business development and acquisitions.
Prior to joining Bristow Group in 2010, Mr. Baliff was the Executive Vice President for Strategy at NRG Energy, where he led the development and implementation of NRG's overall strategy, with a particular emphasis and success in acquisitions and commercial alliances that created new alternative energy and retail businesses.
Before joining NRG in 2008, Mr. Baliff was a Managing Director in Credit Suisse's Global Energy Group, where he advised energy companies on over $50 billion in merger and acquisition assignments and project and corporate financings starting in 1997. Mr. Baliff started his business career with J.P. Morgan's Natural Resource Group in 1995. The 13 years between 1995 and 2008 saw the global energy sector undergo significant technological and regulatory changes, in which Mr. Baliff participated as advisor in privatizations, acquisitions and large-scale project development.
On active duty in the U.S. Air Force, Mr. Baliff served in numerous assignments flying F-4 Phantom fighter aircraft until 1993, including the first combat missions during the first Gulf War.
Job Titles:
- Executive Director, Wealth Strategist / Dallas, TX
- Senior Vice President, Wealth Strategist
Joshua D. Dietz is Senior Vice President, Wealth Strategist at Texas Capital Bank. He works within the Private Wealth Advisors team to provide advice to high-net-worth investors and business owners across all industries. He is committed to providing an inclusive and collaborative planning approach for clients seeking to maximize and protect their wealth.
Prior to joining Texas Capital Bank, Dietz served as Corporate Vice President for The Nautilus Group, providing business succession and estate planning consulting services for high-net-worth individuals, business owners, and corporate executives, among others. He has also served as an adjunct professor, teaching business law and ethics classes at the University of North Texas.
Dietz earned his LL.M. in taxation from Boston University School of Law's Graduate Tax Program, his J.D. from Texas Wesleyan Law School, and his B.S. from the University of Texas at Arlington. He studied communication in conflict at the Pepperdine University Caruso School of Law Straus Institute.
Dietz volunteers as a guest speaker at Southern Methodist University Cox School of Business. He has presented continuing legal education courses on ethics for the Texas State Bar; authored articles for the Texas State Bar Real Estate, Probate & Trust Law Reporter; and was a contributing author for New York Life's Nautilus Newsletter. He is a member of the Texas Bar College, the State Bar of Texas, Texas Bar Tax Section, and the Florida Bar.
Job Titles:
- Executive Director, Relationship Manager Private Banking / Austin, TX
- Senior Vice President, Banking Advisor for Private Wealth Advisors
Joshua Holdman is Senior Vice President, Banking Advisor for Private Wealth Advisors at Texas Capital Bank. He is responsible for providing high-net-worth clients with comprehensive solutions customized to their individual needs. Holdman is a versatile sales professional adept at building and nurturing strong, trust-based
Holdman joined Texas Capital Bank in September 2022. Previously, he served as a Senior Wealth Management Banker for UBS Wealth Management, where he navigated complex transactions and collaborated across the organization to deliver strategic lending solutions designed to meet each client's unique needs. Prior to UBS Wealth Management, Holdman served as a Private Mortgage Banker for Wells Fargo Bank, providing opportunities for upscale home financing. He has also worked for Comerica Bank.
Job Titles:
- Assistant Vice President, Senior Portfolio Research Associate / Dallas, TX
Jud Riley is Assistant Vice President, Senior Portfolio Research Associate for Private Wealth Advisors at Texas Capital Bank. He is responsible for assisting the team with investment research and strategy.
Jud joined Texas Capital Bank in 2022. Previously, he served at Coquest, Inc., in Dallas, where he was responsible for product research and due diligence on liquid alternative investment strategies.
Jud earned a Bachelor of Science in Economics with a Finance Application from Southern Methodist University. He holds a Chartered Alternative Investment Analyst (CAIA) designation.
Job Titles:
- Director / Dallas, TX
- Director / Texas Capital Bancshares, Inc.
Laura Whitley, who was elected as a director in April 2023, is a transformational leader in the financial services industry with expertise in building and leading global businesses. She served Bank of America for nearly 35 years in a variety of increasingly responsible capacities, including building and leading its global commercial banking business as head of Middle Market Banking, Business Banking, Credit and Treasury Management Services and Bank of America Business Capital. She also led Bank of America's Private Bank and Consumer Banking Services businesses, and she was a member of the firm's Operating Committee.
Whitley is highly involved in Dallas community affairs. She is currently chief financial officer for Urban Strategies, a Dallas-based non-profit organization that equips, resources and connects faith- and community-based organizations engaged in community transformation to help families reach their fullest potential. She also serves on the Board of Directors for World Vision U.S. and is chair of the Audit Committee with fiduciary oversight for $1.4 billion in grants. She was a founding member of the AT&T Performing Arts Center Board of Directors and as founding chairwoman helped create the United Way of Dallas Women of Tocqueville.
Whitley earned a Bachelor of Business Administration from Texas Tech University in finance. She has held multiple securities licenses as a FINRA registered principal, been recognized as one of the 25 Most Influential Business Women and been featured on CNBC and Bloomberg.
Job Titles:
- Private Client Advisor / Austin, TX
- Vice President, Investment Advisor for Private Wealth Advisors
Marc Dunbar is Vice President, Investment Advisor for Private Wealth Advisors at Texas Capital. He is responsible for managing investment portfolios for institutions, family offices and individual investors. In his role, Marc develops asset allocation policies for clients while providing comprehensive investment advice.
Marc joined Texas Capital in July 2023. Prior, he served as an investment professional at Northern Trust and AXA Advisors where he worked with successful families in Austin and greater central Texas.
Marc earned a Bachelor of Arts in Mathematics at Texas Christian University and a Master of Business Administration at the McCombs School of Business at The University of Texas at Austin. He is involved in young professional groups in the Austin area as well as young alumni organizations.
Job Titles:
- Executive Vice President and Investment Advisor With Texas Capital Bank Private Wealth Advisors
- Managing Director, Sr. Investment Advisor / Dallas, TX
Mark R. Frears is an Executive Vice President and Investment Advisor with Texas Capital Bank Private Wealth Advisors. He works closely with clients to find the best investment strategy, balancing risk and reward specific to each client. The insights into markets and comprehensive investment choices allow him to work through multiple scenarios. Mark specializes in investment advising, working closely with the Private Wealth team to provide a strategic plan geared to the individual goals of the client. He sits on the Investment Committee and provides economic updates for clients and bank employees.
Prior to joining Texas Capital Bank Private Wealth Advisors, Mark worked in the Corporate Treasury Group at Texas Capital Bank for over 20 years. His experience there included chairing the Asset Liability Committee, managing the investment portfolio, and overseeing liquidity, balance sheet and interest rate risk. He has been with the bank since July 1999. Mark received a B.S. from University of Washington and an M.B.A. in Finance from University of Texas - Dallas.
Job Titles:
- Executive Director, Sr. Private Client Advisor / Fort Worth, TX
- Senior Vice President and Private Client Advisor
Matt Kline is a Senior Vice President and Private Client Advisor with over a decade of experience advising high net worth families, endowments, and foundations. As a Private Client Advisor, he acts as a trusted partner to his clients, providing comprehensive and holistic wealth management services, to help meet their financial goals. He is responsible for coordinating a team of professionals to deliver investment management, banking, lending, and estate planning solutions.
He joined Texas Capital Private Wealth Advisors in 2022. He has extensive experience in managing both sides of the client's balance sheet. Prior to joining he was a Portfolio Manager and Private Client Manager at Bank of America Private Bank. He started his career at JPMorgan, as a Commercial Banker, advising non-profit, higher education, and healthcare institutions.
Matt is a Chartered Financial Analyst® (CFA) Charterholder and Chartered Alternative Investment Analyst® (CAIA) Charterholder. He graduated from the University of Oklahoma with bachelor's degrees in Accounting and Finance.
Job Titles:
- Executive Director, Sr. Investment Advisor / Houston, TX
Michael J Krach, Jr., CFA is an Investment Advisor with a focus on business owners, entrepreneurs and family offices. He is responsible for developing specific strategies across all asset classes, working with some of the wealthiest families and closely held businesses in Texas.
Prior to joining Texas Capital Bank, Mike was a Senior Vice President and Regional Portfolio Advisor for Northern Trust, where he developed strategies across all asset classes for some of the largest clients in Texas. He was a member of the firm's Investment Policy Committee (set strategy), as well as the Investment Advisory Committee (approved products). Mike created and managed the Dividend Growth Enhanced strategy, as well. Previously, Mike was an Executive Director and global investments specialist for J.P. Morgan, where he was responsible for delivering advice, strategy and solutions to Ultra High Net Worth individuals and families in Texas. He has also held roles as the Chief Investment Officer and Executive Vice President at Amegy Bank of Texas, as well as working in New York as a senior portfolio manager in the Global Wealth Management group at Citigroup Corporation (Legg Mason). Mike was a top-rated analyst from Commerce Bank in Kansas City, for a five-star rated mutual fund from the mid to late 90's and has 25 years of experience formulating strategy and managing assets in various market conditions. Mike has been quoted in local and national newspapers, appeared on television and been a featured speaker on capital markets to many organizations.
Mike graduated from The University of Iowa with a B.B.A., the University of Missouri with an M.B.A. and has also been a senior grader of CFA examinations. He is a CFA® charter holder. He resides in The Woodlands with his wife and four children.
Job Titles:
- Executive Director, Sr. Investment Advisor / Dallas, TX
- Senior Vice President and Investment Advisor With Texas Capital Bank Private Wealth Advisors
Nancy Champion is a Senior Vice President and Investment Advisor with Texas Capital Bank Private Wealth Advisors. She has over 25 years of experience in investment management, with a focus on Private Wealth. She works with families, entrepreneurs, corporate executives, and not-for-profit organizations designing investment portfolios to help clients reach their unique financial goals. Nancy believes strongly in the benefits of translating complex financial concepts into "plain English" for her clients.
Nancy joined Texas Capital Bank from Northern Trust, where she was a Senior Portfolio Manager. Prior to joining Northern Trust, Nancy was a Senior Portfolio Manager at Lee Financial. Nancy spent 10 years as Research Director for a family office, focusing on domestic large cap equity research. She began her career at Bank of America where she joined the trust department as Personal Trust Portfolio Manager after a stint in credit training and restructuring underperforming loans.
A CFA charter holder, Nancy earned her BBA from Texas Christian University.
Job Titles:
- Head of Treasury Solutions
Job Titles:
- Advisory Board Member of the Dallas CIO Leadership Association
- Director / Dallas, Texas
- Director / Texas Capital Bancshares, Inc.
Paola Arbour was appointed to the board in July 2021. She currently serves as Executive Vice President and Chief Information Officer of Tenet Healthcare, where she oversees the leadership and strategic direction of Tenet's information technology systems and supports the company's extensive care network through digital technology, data analytics, automation and customer experience optimization. Ms. Arbour has more than 30 years of experience, and prior to joining Tenet served in leadership roles at ProV International and ServiceNow.
Ms. Arbour is an advisory board member of the Dallas CIO Leadership Association, a board member of the Technology Business Management Council and a member of the Evanta CIO Community for Gartner.
Job Titles:
- Managing Director, Sr. Private Client Advisor / Houston, TX
Rob joined Texas Capital Bank in September 2015 as the leader of our private banking team in Houston. With over 25 years of banking experience, Rob joined us from Amegy Bank where he served as private banking division manager.
A graduate of Ole Miss, Rob has also completed the Graduate School of Banking at Louisiana State University and the Graduate School of Commercial Lending at Vanderbilt University. Rob serves on the board of Houston Children's Charities, is an emeritus member and former board member of The Children's Fund and is actively involved with the local chapter of the American Leadership Forum.
Rob and his wife Ashley are active members of Chapelwood United Methodist Church and are the proud parents of four young children.
Job Titles:
- Chief Executive Officer
- President
- CEO & President of Texas Capital, Shares His Insights on What It Means to Do Business and Invest in One of the Most Business - Friendly Economies in the World
- Director, President & CEO / Dallas, Texas
- President & CEO of Texas Capital, Will Ring the Closing Bell® Following His Remarks
Rob Holmes, CEO & President of Texas Capital, shares his insights on what it means to do business and invest in one of the most business-friendly economies in the world.
Job Titles:
- Director
- Director & Chairman / Dallas, Texas
- Director, Chairman of the Board / Texas Capital Bancshares, Inc.
Robert W. Stallings (Bob) has served as Director of Texas Capital Bancshares since August 2001 and is currently the Chairman of the Board and a member of its Risk, Governance, and Nominating Committees. He is the President and CEO of Stallings Management, LLC, Owner and Dealer Principal at Bob Stallings Hyundai in Dallas, and is also the Chairman and Founder of The Stallings Foundation, a private philanthropic organization headquartered in Dallas.
Stalling's prior board experience includes serving in director capacities for The Federal Home Loan Bank of Dallas and The Goldwater Institute, a public policy think tank. He was the lead Director for Crescent Realty and is widely regarded as an M&A strategist and for his knowledge of public market strategy.
Additionally, Stallings served as the Executive Chairman at GAINSCO, INC., a property and casualty insurance company acquired by State Farm in late 2020. He is the former Chairman and Founder of ING Pilgrim Capital Corporation, which managed over $20 billion in mutual funds, institutional investments, and retirement accounts at the time it was acquired by The ING Group, N.V. in 1999.
In 1993, Stallings was honored as an Ernst & Young Entrepreneur of the Year while at the helm of Express America Holdings Corporation. For over 50 years, he has been a distinguished leader in the financial sector, having served in an executive capacity at various banking and financial institutions since 1980.
Stallings is a veteran of the U.S. Navy and a graduate of Johnson & Wales University in Rhode Island. He currently lives in Frisco, Texas, with his wife Linda and has three children and eight grandchildren.
Job Titles:
- Executive Vice President
- Managing Director, Sr. Private Client Advisor / Dallas, TX
Roy Popham is an Executive Vice President and Private Client Advisor. Together, with a team of advisors, Roy delivers comprehensive advice including wealth advisory, investment management, custom credit solutions, personal trust services, and concierge private banking to high-net-worth individuals and affluent families. With over 30 years of experience advising clients and with his deep understanding of investments, estate planning, financial planning and philanthropy, Roy assists his client in achieving their goals and objectives.
Prior to joining Texas Capital Bank, Roy was a Managing Director with the JPMorgan Private Bank. Roy is a graduate of the University of Texas.
Job Titles:
- Vice President and Fiduciary Officer
- Vice President, Fiduciary Officer / Dallas, TX
Ryan McGrew is Vice President and Fiduciary Officer for Texas Capital Bank Private Wealth Advisors. In his role, he is responsible for managing fiduciary and custody relationships.
Ryan began his career at Fidelity Investments where he held several positions including Customer Service Supervisor, Mutual Fund Trading Specialist, and Equity Trader. In 2000, he joined J. P. Morgan Private Wealth Management as an Account Opening Asset Transfer Specialist. He later moved to their Account Closing Unit where he served as a Trust Account Closing Administrator. Ryan then joined J. P. Morgan's Nonprofit and Charitable Account Administration Group, a national Center of Excellence charged with the development and delivery of specialized services to nonprofit and charitable clients. As a Nonprofit Administrator, Ryan was the central point of contact for nonprofit and charitable clients and all account servicing activities. Ryan holds a Bachelor of Science from Southern Methodist University in Dallas.
Job Titles:
- Chief Human Resources Officer
Job Titles:
- Director of Internal Audit
Job Titles:
- Fiduciary Officer / Fort Worth, TX
- Officer for Private Wealth Advisors
Sharon Fontenot is Vice President, Senior Fiduciary Officer for Private Wealth Advisors at Texas Capital. Together with a team of experienced advisors, she offers tailored solutions and guidance to high-net-worth individuals and affluent families at every life stage. Her passion lies in providing exceptional service and building deep, meaningful relationships with both her clients and colleagues.
Sharon joined Texas Capital in July 2022, bringing to her role more than 30 years of extensive industry knowledge and expertise in all areas of trust administration. Previously, she served as a senior fiduciary officer with PNC where she was responsible for the management and oversight of a book of complex trust relationships. Sharon was recognized as a PNC Market Allstar in 2022 for her commitment and dedication to her clients and the organization. Prior to joining PNC, she spent more than 19 years at JPMorgan Chase where she served as a team leader for the Texas market and as a fiduciary advisor serving high-net-worth individuals and their families.
Sharon is a Certified Trust and Fiduciary Advisor. She is a member of the Tarrant County Probate Bar Association and the Dallas Estate Planning Counsel.
Job Titles:
- Associate, Private Client Advisor / San Antonio, TX
- Wealth Advisor for Private Wealth Advisors
Sonali Patel is a Private Wealth Advisor for Private Wealth Advisors at Texas Capital. She is responsible for serving as a trusted point of contact within the firm while providing thoughtful solutions that ensure the growth and protection of clients' wealth for generations to come.
Sonali joined Texas Capital in November 2022. She has nine years of experience in the financial industry across multiple asset classes. Previously, Sonali served as an institutional sales and trading associate at Macro Risk Advisors where she specialized in options trading and strategy. Prior to that, she served as a private securities Vice President at Forge where she brokered and executed private securities transactions in the secondary market while expanding Forge's East Coast presence and coverage. She began her career as an equity analyst at Goldman Sachs.
Sonali earned a Bachelor of Applied Science in neurobiology at Northwestern University with a minor in business management from the Kellogg School of Management. She serves on the board of directors for Teach for America and for the San Antonio local nonprofit Restore Education.
Steve Orr - Chief Investment Officer, Managing Director
Job Titles:
- Chief Investment Officer
- Managing Director
- Managing Director, Chief Investment Officer / Dallas, TX
Steve is the Chief Investment Officer for Private Wealth Advisors. He is responsible for the strategy, construction and performance of client portfolios and trusts. With over 30 years of portfolio management experience, Steve joined Texas Capital Bank from Communities Foundation of Texas where he managed investments and helped to raise the Foundation's performance to among the highest in their peer groups of universities and foundations. Steve earned his Bachelor of Arts in Economics and a minor in Math from the University of Texas at Austin, a Masters in Business from Texas State and a Juris Doctorate from St. Mary's School of Law. He is an attorney, CFA® and CMT® charter holder.
Job Titles:
- Director / Dallas, Texas
- Director / Texas Capital Bancshares, Inc.
Steven P. Rosenberg has served on the Board of Directors of Texas Capital Bancshares, Inc. since September 2001. He retired in 2018 as President of SPR Ventures, Inc., a private investment company, and SPR Packaging LLC, a manufacturer of flexible packaging for the food industry. He was a director of Texas Capital Bank from 1999 to September 2001.
Job Titles:
- Co - Chief Executive Officer of Energy Transfer LP
- Director / Dallas, Texas
- Director / Texas Capital Bancshares, Inc.
Thomas E. Long currently serves as co-Chief Executive Officer of Energy Transfer LP, owner and operator of one of the largest and most diversified portfolios of energy assets in North America. He brings more than three decades of leadership experience in the energy industry to his new role. He has previously held senior roles at Regency GP LLC, Matrix Service Company, DCP Midstream Partners, and Duke Energy.
In his current role, Mr. Long oversees the Company's leadership and strategic direction in delivering energy safely and responsibly to its customers throughout the world. From 2016 through 2020, he served as Energy Transfer's Group Chief Financial Officer. Previously, he served as Executive Vice President and Chief Financial Officer of Regency GP LLC and as Vice President and Chief Financial Officer of DCP Midstream Partners. Prior, he served in executive leadership positions of increasing responsibility at subsidiaries of Duke Energy Corp., one of the nation's largest electric power companies. He currently serves on the Board of Directors of Energy Transfer LP and as Chairman of USA Compression Partners, LP.
Mr. Long received his BA in Accounting from Lamar University and is a Certified Public Accountant.
Tim Storms - Chief Risk Officer
Job Titles:
- Head
- Senior Trust Officer
- Head of Estate Services and Senior Trust Officer / Houston, TX
Whitney Blair is Head of Estate Services and Senior Trust Officer for Texas Capital Bank. She leads the bank in providing professional, accountable, and impartial estate settlement services. She is also a member of the Trust Administration Committee.
Prior to joining Texas Capital Bank, Blair served as Senior Wealth Strategist for Central Texas at PNC Private Bank following its conversion from BBVA USA Wealth Management, where she previously served as Senior Trust Officer for Central Texas, Arizona, Colorado, and California. During her tenure with BBVA, she was a member of the Estate Planning Council of Central Texas and the San Antonio Estate Planners Council. She also previously worked for Wells Fargo, NA, where she led the Mid-Atlantic Team of Estate Settlement Administrators.
Blair also spent five years in private legal practice in Boulder, Colorado, where she was a member of the Colorado Bar Association and the Boulder County Bar Association (BCBA). She served as co-chair of the Taxation, Estate Planning, and Probate Section for BCBA and was a member of the Boulder County Estate Planning Council. Prior, Blair spent five years at a boutique firm in Houston as a fiduciary litigation attorney.
Blair earned a Bachelor of Arts from the University of Texas at Austin and a Juris Doctor from the University of Houston Law Center. She is a Certified Trust and Financial Advisor. She is a member of the Real Estate, Probate & Trust Law Section of the State Bar of Texas, where she has been a licensed attorney since 2002. She was licensed in Colorado in 2008. Upon her recent return to Houston, Blair rejoined the Houston Bar Association and the Association of Women Attorneys.
Job Titles:
- Assistant Vice President, Private Wealth Associate / Dallas, TX
- Associate Private Client Advisor
William Floyd is an Associate Private Client Advisor with Texas Capital Bank Private Wealth Advisors. He joined the team in 2021 with over a decade of client management experience. William enjoys serving his high-net-worth clients by helping families and business owners to implement wealth management strategies to achieve their unique goals and create lasting legacies.
William graduated with a BBA as well as an MBA from the Cox School of Business at Southern Methodist University. In his free time, William volunteers as a youth group leader for Highland Park United Methodist Church.
Job Titles:
- Client Advisor for Private Wealth Advisors
- Co - Vice Chair
- Private Client Advisor / San Antonio, TX
Liz joined Texas Capital in March 2023, bringing 23 years of banking experience to her role. Previously, she served as a private banker with PNC Private Bank, focused on creating holistic banking solutions designed to serve private wealth clients and their families. Prior, Liz specialized in commercial lending and medical financing in her role as a top-performing business banking relationship manager for BBVA Compass before its purchase by PNC. She has also held roles with San Antonio National Bank and Citibank.
Liz serves as co-vice chair on the board of the Maestro Entrepreneur Center. She is an active volunteer with Haven for Hope, the San Antonio Food Bank and Habitat for Humanity.
Yadira "Liz" Medina is Executive Director, Senior Private Client Advisor for Private Wealth Advisors at Texas Capital. She consults on services such as private banking, mortgages, securities-based lines of credit and other lending structures to provide tailored private banking and lending solutions that allow high-net-worth clients to achieve their goals for generations to come.
Job Titles:
- Managing Director, Senior Client Advisor / Houston, TX
- Managing Director, Senior Client Advisor in the Houston Office of Texas Capital 's Wealth Management Division
Zach Granberry is Managing Director, Senior Client Advisor in the Houston office of Texas Capital's Wealth Management Division. He works with high-net-worth families and individuals, family offices, nonprofits and small businesses.
Zach joined Texas Capital in June 2019, bringing more than 30 years of banking and finance experience. He recently rejoined the Private Wealth Group after spending a year and a half helping build out the Corporate Banking - Diversified Industries Houston office. While in Corporate Banking, he worked with companies with revenues of more than $300MM that did not fall into one of the firm's verticals, delivering the corporate banking and investment banking platform to both private and public companies in the Houston market. Prior to joining Texas Capital, Zach was a director with Bernstein's Houston Wealth Management Group. He was also an executive director for JPMorgan's Private Banking group in Houston, responsible for relationships with ultra-high-net-worth individuals, families, foundations and endowments. Before that, he was with JPMorgan Technology, Media and Telecommunications Investment Banking Group; earlier, he was with JPMorgan Chase's Large Diversified Corporate Finance Group in Dallas and in New York.
Zach earned a Bachelor of Business Administration and a Master of Business Administration at Texas Tech University. He is a past board member of the Houston Club and has served on the board of directors of the West University Little League, the advisory committee of Big Brothers Big Sisters of Houston, the Houston Texans executive council and the Texas Bowl Advisory Committee. Zach is FINRA series 7, 63, 65 and 31 licensed.