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
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.
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.
John Ott is a Senior Vice President and Wealth Strategist at Texas Capital Bank Private Wealth Advisors. Focusing solely on estate-related matters, Mr. Ott has the knowledge and skills necessary to help his clients achieve complex estate planning and business planning.
Prior to joining Texas Capital Bank, John was a partner at the law firm of Barnes Lipscomb Stewart & Ott PLLC located in Austin, Texas. With over 20 years of experience practicing law, he has helped countless individuals and their families throughout the Austin area protect their important assets and property for the future. John is a current member of the Austin Bar Association, Estate Planning & Probate Section, where he served as President from 2006 to 2007. He has been listed as a Super Lawyer from 2016 to 2022 by Thomson Reuters.
John earned a B.B.A. from the University of Mississippi and a J.D. from the University of Houston. He is board certified in Estate Planning and Probate Law by the Texas Board of Legal Specialization.
He is devoted to his community. He regularly volunteers his services to assist clients with probate and guardianship cases, and he serves as an appointed attorney ad litem and estate administrator for the probate court.
Senior Vice President, Private Client Advisor
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.
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.
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.