Texas Capital Bank Expands Private Wealth Team in Austin
November 01 2016 - 11:00AM
Texas Capital Bank announced it is expanding its Private Wealth
presence in Austin, adding three key advisors.
Registered Representatives Jackie Mata, Greg Kalb and Eryn Myers
will bolster the bank's capabilities in asset management and
investment solutions, financial and estate planning, concierge
private banking, custom credit and mortgage loans, as well as trust
and estate administration. They will join existing advisors
and Registered Representatives Jennifer Guthrie and Dale Cloud.
“The addition of these talented veterans to our core Austin
Private Wealth team further improves our capacity to simplify and
improve the lives of our clients,” said Alan Miller, president of
Texas Capital Bank’s Private Wealth Advisors and registered
representative. “Most importantly, their deep experience and broad
knowledge will help us provide a bridge between the business
success of our commercial customers and their personal financial
goals.”
Ms. Mata, a CPA and CFP® professional, is a licensed private
client advisor who will be responsible for delivering broad-based
wealth management as well as ongoing client relationship
management. She received a Bachelor of Arts in accounting from
Michigan State University and serves on the board of the Austin
nonprofit, I Live Here, I Give Here.
A veteran investment advisor, Mr. Kalb advises high net worth
and institutional clients on an array of financial services
relating to their investment portfolios. Mr. Kalb has a Bachelor of
Business Administration from The University of Texas at Austin and
serves on the endowment committee for Austin’s Long Center for the
Performing Arts.
Ms. Myers will serve as investment analyst with her considerable
expertise as portfolio manager at a regional bank. She has a
Bachelor of Science in finance from Virginia Polytechnic Institute
and State University.
ABOUT TEXAS CAPITAL BANKTexas Capital Bank
delivers highly personalized financial services to businesses and
entrepreneurs. We are headquartered in Texas working with
clients throughout the state and across the country. Texas Capital
Bank is a wholly owned subsidiary of Texas Capital Bancshares, Inc.
(NASDAQ:TCBI) and is recognized as a Forbes Best Banks in America
and the Dallas Morning News’ Top 100 Places To Work company. To
learn more, please visit www.texascapitalbank.com.
Securities are offered through Raymond James Financial Services,
Inc., member FINRA/SIPC, and are not deposits, not insured by the
FDIC or any other government agency, not guaranteed by the
financial institution, are subject to risk and may lose value.
Raymond James is not affiliated with the financial institution or
the investment center. Texas Capital Bank and Texas Capital Bank
Private Wealth Advisors are independent of Raymond James.
MEDIA CONTACT
Thaddeus Herrick, 469.399.8527
thaddeus.herrick@texascapitalbank.com
INVESTOR CONTACT
Heather Worley, 214.932.6646
heather.worley@texascapitalbank.com
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