Private Wealth Advisors: Houston
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
1330 Post Oak Blvd., Suite 1500
Houston, TX 77056
Rob works with high-net-worth families and business owners to construct financial plans to help them meet their goals. In addition, he serves as the leader for our Houston-based private wealth group. Rob also lends his leadership skills to philanthropic endeavors such as Houston Children’s Charity, The Children’s Fund and the American Leadership Forum.
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.
Mike designs strategic investment portfolios to align with our client’s short- and long-term goals. Known for his solid analytic skills, he began his career as a top-rated analyst at a New York-based mutual fund and continues to share his knowledge through speaking engagements and contributions to the Houston Chronicle and the Houston Business Journal. He holds the Chartered Financial Analyst® designation.
Bud possesses an advanced level of skill in advising high-net-worth business owners, executives, entrepreneurs, and families on holistic financial plans helping them achieve their goals. He manages a very successful team of specialists to deliver a custom, comprehensive strategy for clients. Prior to joining Texas Capital, Bud was with JP Morgan Private Bank and Wells Fargo Private Bank. He graduated from Baylor University, served on the Cypress Christian School Board, and provided leadership to multiple energy industry associations. On the weekends, Bud is the Voice of the CCS Warriors high school football, soccer, and track teams.