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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

4 Advisors

David Stevens

David Stevens

Investment Advisor

San Antonio, TX


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.

Jean Davis

Jean Davis

Senior Fiduciary Officer

Austin/San Antonio, TX


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


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.

Cathy Heffner

Cathy Haffner

Senior Vice President, Private Client Advisor

San Antonio, TX


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.