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.
Zach works with high-net-worth families, entrepreneurs, business owners, foundations and endowments to optimize their finances and help them meet their short- and long-term goals. With over 25 years in wealth management and investment banking, he works closely with estate planning and other professional advisors to deliver a cohesive strategy. Zach holds an MBA and BBA in finance from Texas Tech University and served as a board member of the Houston Club, the West University Little League and the Houston Texans Executive Council, among others.
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.
Austin/Dallas/Fort Worth/ Houston/San Antonio, TX214.210.3051
A CERTIFIED FINANCIAL PLANNER™ professional, Diarra will design your financial strategy and continue to work closely with the team to make adjustments as needed over time. Simply put, Diarra helps to translate your goals into an actionable financial plan. He also holds the Chartered Advisor in Philanthropy® designation. He earned a MSPFP from Kansas State University and a BBA from the University of Oklahoma.
Head of Statewide Planning & Trust
Austin/Dallas/Fort Worth/ Houston/San Antonio, TX972.963.3010
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.
Bryce serves as a banking specialist, providing loan and deposit solutions to affluent individuals and families. He partners with private client advisors as well as fellow specialists to deliver wealth strategy, investment, trust and estate solutions.