Texas Capital Bank Client Support will be closed for Memorial Day on Monday, May 30, 2022. We will be back to our normal 8:00 AM to 6:00 PM support hours on Tuesday, May 31, 2022.

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Private Wealth Advisors: Austin

At Texas Capital Bank, we’ve assembled an accomplished team of advisors who work together to simplify your financial life. We understand that each client’s needs are different, so we start by learning about you and your financial goals, then collaborate to create a customized plan to help you achieve them.

Each advisory team is led by a dedicated private client advisor, who works together with our team of investment, banking, financial planning and legal specialists to structure and execute on your strategy.

Private Wealth Advisors

98 San Jacinto Blvd., Suite 200
Austin, TX 78701
512-305-4092

11 Advisors

Greg Kalb

Greg Kalb

Senior Vice President, Investment Advisor

Austin, TX

512.305.4064

Contact Greg

Greg advises high-net-worth clients on their investment portfolio. His prior experience in advising board-driven clientele speaks to the quality of his work and his skill in constructing balanced portfolios to meet complex financial goals. He currently serves on the Long Center for the Performing Arts Endowment Committee and volunteers with various community groups in Austin.

Ben Carter

Ben Carter

Head of Statewide Planning & Trust

Austin/Dallas/Fort Worth/ Houston/San Antonio, TX

972.963.3010

Contact Ben

Ben directs the work of our planning and trust staff and consults with high-net-worth clients about estate planning, business succession and philanthropic strategies designed to achieve each client’s particular goals and objectives. Ben is a fellow in the American College of Trust and Estate Counsel, board certified in Estate Planning and Probate Law by the Texas Board of Legal Specialization and the former chair of the Estate and Gift Taxes Committee for the American Bar Association’s Section of Taxation.

Eryn Myers

Eryn Myers

Vice President

Austin, TX

512.305.4068

Contact Eryn

Eryn helps to customize each client’s investment solution and serves as an essential member of the investment team by closely monitoring the managers, allocations and portfolios.

Jean Davis

Jean Davis

Senior Fiduciary Officer

Austin/San Antonio, TX

512.305.4047

Contact Jean

Jean delivers comprehensive personal trust services in her role as Vice President and Senior Fiduciary Officer with Texas Capital Bank Private Wealth Advisors. With more than 30 years of experience in all areas of trust management, estate settlement, and client service, Jean assists clients with highly complex fiduciary matters.

Steve Orr

Steve Orr

Executive Vice President, Chief Investment Officer

Dallas, TX

214.932.6852

Contact Steve

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.

Cristina Yoder

Cristina Yoder

VP, Private Wealth Associate

Austin/San Antonio, TX

512.305.4070

Contact Cristina

Cristina provides comprehensive custom credit and deposit solutions to high net worth individuals and affluent families. Drawing on her extensive background in commercial banking, she excels in helping business owners as they consider various borrowing strategies to achieve their personal goals and objectives.

Corey Mowen

Corey Mowen

Vice President, Financial Planner

Austin/Dallas/Houston/Fort Worth/Plano/San Antonio, TX

210.390.3868

Contact Corey

Corey Mowen is a Vice President and Senior Financial Planner. Corey is passionate about helping people find short and long-term solutions to meet financial goals. Prior to joining Texas Capital Bank, Corey was an Investment Advisor for 1900 Wealth Management, a San Antonio based RIA. During his tenure, Corey was responsible for all aspects of the RIA business from compliance to client management. Corey serves on the Board for the Financial Planning Association of San Antonio and South Texas and the Mission Engagement Committee for Morgan’s Inclusion Initiative. Corey holds an undergraduate degree from Texas Tech University, a Doctorate of Physical Therapy from UT Health Sciences Center at San Antonio, and a Masters of Personal Finance from College for Financial Planning. Corey also holds certifications as a Chartered Retirement Planning Counselor, CRPC®, Accredited Portfolio Management Advisor, APMA®, and a Master Planner Advanced Studies, MPAS®.

Tracy Benedict

Tracy Benedict

Senior Vice President, Private Client Advisor

Austin, TX

512.305.4065

Contact Tracy

Tracy Benedict is a Senior Vice President with Texas Capital Bank Private Wealth Advisors and delivers comprehensive advice including wealth advisory, investment management, custom credit, personal trust services, and private banking to high-net-worth individuals, affluent families and endowments. With over 25 years of experience serving and advising clients on tax, financial and other matters. Prior to joining Texas Capital Bank, Tracy was an Ernst & Young LLP Tax Partner in Austin's Global Compliance and Reporting practice and served as the Austin Tax Markets Leader. Tracy has a Bachelor of Business Administration and Master of Professional Accounting degree from The University of Texas at Austin. Tracy is a licensed Certified Public Accountant in Texas and is a member of the American Institute of Certified Public Accountants and Texas Society of Certified Public Accountants.

Greg Yokum

Greg Yokum

Senior Vice President, Investment Advisor

Austin, TX

512.726.8786

Contact Greg

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 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.

Jennifer Guthrie

Jennifer Guthrie

Senior Vice President, Private Client Advisor

Austin, TX

512.305.4097

Contact Jennifer

A CERTIFIED FINANCIAL PLANNER™ practitioner, Jennifer brings a comprehensive approach to wealth management and preservation for high-net-worth families, entrepreneurs and corporate executive clients. She holds an MBA from the University of Texas at Austin and a BBA from Texas A&M University with a concentration in finance. An enthusiastic supporter of the arts, Jennifer currently serves as a board member of Ballet Austin.

Dale Cloud

Dale Cloud

Executive Vice President, Head of Investment Advisors

Austin, TX

512.305.4093

Contact Dale

Dale serves as our Investment Practice Lead and is a principal member of our investment committee. In addition to his leadership roles within the organization, Dale puts his market knowledge to work advising high-net-worth families and nonprofit organizations through all facets of portfolio construction, financial and estate planning.

Private Wealth Advisors - Leadership

Larry Gekiere

EVP, Head of Private Client Advisors

972-963-3013

Contact Larry