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DALLAS, Nov. 01, 2016 -- 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 BANK
Texas 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 [email protected] INVESTOR CONTACT Heather Worley, 214.932.6646 [email protected]
