PRIVATE WEALTH ADVISORS – AUSTIN

Austin Location

98 San Jacinto Blvd., Suite 200
Austin, TX 78701
512.305.4092

Meet Our Team

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 Client Advisors

Our private client advisors serve as your primary point of contact and utilize their wealth management expertise to direct and coordinate the many components of your financial picture.

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Jennifer Guthrie, Private Client Advisor | 512.305.4097 | Send an Email

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. She is a Registered Representative for Chalice Capital Partners, LLC.



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Jackie Mata, Private Client Advisor | 512.305.4065 | Send an Email

With a background in running large family offices, Jackie utilizes her deep understanding of investments, estate planning, financial planning and philanthropy to deliver comprehensive financial solutions to business owners, high-net-worth individuals, affluent families and endowments. Jackie is a strong believer in community involvement and serves on the board of Literacy First. She is a Certified Public Accountant, a CERTIFIED FINANCIAL PLANNER™ professional and a Registered Representative for Chalice Capital Partners, LLC.


Investment Advisors and Analysts

Our investment team manages and directs the investment component of your financial plan, in an independent and conflict-free environment.

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Dale Cloud, Investment Practice Lead | 512.305.4093 | Send an Email

Dale serves as our Investment Practice Lead and is a principal member of our investment committee. In addition to his leadership roles within the organization, Dale puts his market knowledge to work advising high-net-worth families and nonprofit organizations through all facets of portfolio construction, financial and estate planning. He is a Registered Representative for Chalice Capital Partners, LLC.


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Greg Kalb, Investment Advisor | 512.305.4064 | Send an Email

Greg advises high-net-worth clients on their investment portfolio. His prior experience in advising board-driven clientele speaks to the quality of his work and his skill in constructing balanced portfolios to meet complex financial goals. He currently serves on the Long Center for the Performing Arts Endowment Committee and volunteers with various community groups in Austin. He is a Registered Representative for Chalice Capital Partners, LLC.


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Eryn Myers, Investment Analyst | 512.305.4068 | Send an Email

Eryn helps to customize each client’s investment solution and serves as an essential member of the investment team by closely monitoring the managers, allocations and portfolios. She is a Registered Representative for Chalice Capital Partners, LLC.




Banking Advisors

Our banking advisors can help you structure your non-investment assets and arrange financing where beneficial.

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Adam Hefton, Banking Advisor | 469.399.8525 | Send an Email

Adam provides customized lending solutions and banking services for high-net-worth individuals and families. He also specializes in meeting the personal financial needs of business owners, relying heavily on his previous experience providing credit to energy and middle-market businesses. He is not affiliated with the investment center or Chalice Capital Partners, LLC.


Legal and Financial Planning Specialists

Our advisory teams around the state work closely with our in-house attorneys and a financial planner to ensure that each client has a solid financial plan carefully constructed with expert legal guidance.

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Ben Carter, Head of Statewide Planning & Trust | 214.210.3068 | Send an Email

Ben directs the work of our planning and trust staff and provides legal guidance to our advisory teams in formulating your financial plan. In his former role as Chair of the Estate and Gift Taxes Committee for the American Bar Association’s Section of Taxation, Ben and his fellow attorneys provided guidance to regulators regarding tax legislation, and he remains a well-informed resource on this ever-evolving topic. He holds a Juris Doctorate degree from Washington University in St. Louis, Missouri. He is not affiliated with the investment center or Chalice Capital Partners, LLC.


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Dian Kauth, Chief Fiduciary Officer | 214.932.6804 | Send an Email

Throughout most of her career, Dian has focused on creating and managing multigenerational trusts for affluent families, which speaks to her passion and expertise in helping families provide for future generations. She holds a Juris Doctorate degree from the University of Tulsa College of Law and is licensed to practice law in both Texas and Oklahoma. She is not affiliated with the investment center or Chalice Capital Partners, LLC. 


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John Ferguson, Senior Vice President | 210.390.3838 | Send an Email

After starting his career as a litigator, John shifted his focus to banking and has spent the majority of his career specializing in wealth management and trust administration, with demonstrated expertise in charitable and private foundation trusts. He holds a Juris Doctorate degree from Saint Mary’s University in San Antonio and a Registered Representative for Chalice Capital Partners, LLC.



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Diarra Williams, Financial Planner | 214.210.3051 | Send an Email

As a financial planner, 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 is a CERTIFIED FINANCIAL PLANNER™ professional and a Registered Representative for Chalice Capital Partners, LLC. 


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