TCB expands Private Wealth team in Austin.
Published on Oct 31, 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.