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Private Wealth Advisors: San Antonio

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

745 East Mulberry, Suite 400
San Antonio, TX 78212
210-390-3844

8 Advisors

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.

David Stevens

David Stevens

Investment Advisor

San Antonio, TX

210.390.3839

Contact David

As an Investment Advisor, David works closely with his clients to align their investment portfolio with their short-term and long-term goals, focusing on portfolio management across multiple asset classes. Throughout his career, he has served as an advisor to a wide range of clients, including foundations, endowments and profit-sharing plans. He is a CERTIFIED FINANCIAL PLANNER™ professional.

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.

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®.

Cathy Heffner

Cathy Haffner

Senior Vice President, Private Client Advisor

San Antonio, TX

210.390.3863

Contact Cathy

Cathy Haffner is a Senior Vice President, Private Client Advisor for Texas Capital Bank Private Wealth Advisors, in San Antonio, TX. She works with high-net-worth families to achieve their financial goals. Her 30+ year background in retail and business banking, as well as wealth management, plays an important part in establishing Cathy as their trusted advisor. Cathy is active in the San Antonio community, having served on the boards of The Children’s Bereavement Center of South Texas and Community in Schools. She is an alumna of Seattle University and Stanford University Graduate School of Business.

Eric Reblin

Eric Reblin

Private Client Advisor

San Antonio, TX

210.390.3837

Contact Eric

A San Antonio native, Eric serves as an advisor to both natives and newcomers, helping individuals, families and business owners design and execute their financial plans. Active in the community, Eric is on the board of the Order of the Alamo, and a member of the Texas Cavaliers and the San Antonio German Club.

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.

Private Wealth Advisors - Leadership

Larry Gekiere

EVP, Head of Private Client Advisors

972-963-3013

Contact Larry