Private Bank: Dallas

Jennifer Andersen is Executive Director, Relationship Manager at Texas Capital Private Bank. She is responsible for providing private banking and lending solutions to optimize financial performance and operational strategy. She offers advice and services which include private banking, commercial real estate lending, residential mortgage financing, one-time-close construction loans, ranch loans, securities-based lines of credit and other lending structures. Her expertise encompasses high-net-worth individuals and families as well as key executives and business owners.

Jennifer joined Texas Capital in May 2023, bringing to her role more than 21 years of experience serving clients. Previously, she served as regional lending director at Wells Fargo Advisors, where she was responsible for lending balance growth in the Dallas and Fort Worth markets. She has also held roles with Morgan Stanley and Merrill Lynch.

Brandon J. Butler is a Vice President and Financial Planner who partners with other subject matter experts across Texas Capital Private Bank to provide advice to high-net-worth clients. He enhances our valuable client relationships by seeking to understand the unique priorities of each individual and by developing and implementing customized, comprehensive financial solutions to achieve their goals.

Brandon started his career in public accounting at Saville, Dodgen, & Company in Dallas, providing clients tax compliance through tax return preparation for individuals and businesses, including partnerships, S-Corps, C-Corps, trust, and state-franchise returns in many industries. He then furthered his tax experience at American Airlines in their corporate tax department, where he focused on corporate state tax return preparation and research for all states and territories in which the airline conducted business. Brandon then expanded his skills and experience at Moss, Luse, & Womble, LLC, where he broadened his client focus from tax planning to wealth management and holistic financial planning.

In his role at Moss, Luse & Womble, he excelled in communicating with clients in the areas of retirement, cash flow, risk management, and investment planning. Brandon earned his Bachelor of Business Administration in Accounting from Baylor University. He is a CERTIFIED FINANCIAL PLANNER ™ practitioner and a Certified Public Accountant.

Nancy Champion is Executive Director, Senior Investment Advisor with Texas Capital Private Bank.  She has more than 25 years of experience in investment management, with a focus on private wealth.  She works with families, entrepreneurs, corporate executives, and not-for-profit organizations designing investment portfolios to help clients reach their unique financial goals.  Nancy believes strongly in the benefits of translating complex financial concepts into “plain English” for her clients. 

Nancy joined Texas Capital from Northern Trust, where she was a Senior Portfolio Manager.  Prior to joining Northern Trust, Nancy was a Senior Portfolio Manager at Lee Financial.  Nancy spent 10 years as Research Director for a family office, focusing on domestic large cap equity research.  She began her career at Bank of America where she joined the trust department as Personal Trust Portfolio Manager after a stint in credit training and restructuring underperforming loans. 

A CFA charter holder, Nancy earned her BBA from Texas Christian University. 

Joshua D. Dietz is an Executive Director, Wealth Strategist at Texas Capital Private Bank. He provides advice to high-net-worth investors and business owners across all industries. He is committed to providing an inclusive and collaborative planning approach for clients seeking to maximize and protect their wealth.

Prior to joining Texas Capital, Joshua served as Corporate Vice President for The Nautilus Group, providing business succession and estate planning consulting services for high-net-worth individuals, business owners and corporate executives, among others. He has also served as an adjunct professor, teaching business law and ethics classes at the University of North Texas.

Joshua earned his LL.M. in taxation from Boston University School of Law’s Graduate Tax Program, his J.D. from Texas Wesleyan Law School, and his B.S. from the University of Texas at Arlington. He studied communication in conflict at the Pepperdine University Caruso School of Law Straus Institute. Joshua volunteers as a guest speaker at Southern Methodist University Cox School of Business. He has presented continuing legal education courses on ethics for the Texas State Bar; authored articles for the Texas State Bar Real Estate, Probate & Trust Law Reporter; and was a contributing author for New York Life’s Nautilus Newsletter. He is a member of the Texas Bar College, the State Bar of Texas, Texas Bar Tax Section and the Florida Bar.

Ali Fawaz is Vice President, Retirement Plan Advisor for Texas Capital Private Bank. He is responsible for providing tailored retirement plan design and cutting-edge engagement solutions to clients across multiple industries. Ali provides consultative advice to ensure retirement plans are fitted to clients’ goals and serves as an advocate in helping clients navigate an increasingly complex regulatory, fiduciary and investment landscape.

Ali joined Texas Capital in May 2024, bringing to his role 20 years of experience in the retirement industry. Previously, he served as Manager of Relationship Management at American Trust where he was responsible for managing and mentoring a team of relationship managers to serve clients across multiple distribution models with diverse offerings. In this role, he acted as a point of contact for high-revenue relationships and drove targeted strategies to generate revenue across clients’ entire businesses. Prior to that, he served as Manager of Retirement Plan Consultants at Sentry Insurance where he trained, managed and mentored a national team responsible for 1,200 retirement plans. Ali has also held roles with Empower, 1st Global and Pinnacle Financial Services.

Ali earned a Bachelor of Arts and a Master of International Journalism at Baylor University. He is an Accredited Investment Fiduciary Analyst (AIFA®), Chartered Retirement Plan Counselor (CRPC®), Chartered Retirement Plan Specialist (CRPS®), Qualified Plan Financial Consultant (QPFC®), Accredited Retirement Plan Consultant (ARPC®) and an Accredited Behavioral Finance Professional (ABFP®). He is Series 6, 63 and 26 licensed. Ali also holds a Life, Accident, Health and HMO license and a General Lines, Property and Casualty license.

Mark R. Frears is Managing Director, Investment Advisor with Texas Capital Private Bank. He works closely with clients to find the best investment strategy, balancing risk and reward specific to each client. The insights into markets and comprehensive investment choices allow him to work through multiple scenarios. Mark specializes in investment advising, working closely with the Private Bank team to provide a strategic plan geared to the individual goals of the client. He sits on the Investment Committee and provides economic updates for clients and bank employees.

Prior to joining Texas Capital, Mark worked in the Corporate Treasury Group at Texas Capital more than 20 years. His experience there included chairing the Asset Liability Committee, managing the investment portfolio, and overseeing liquidity, balance sheet and interest rate risk. He has been with the firm since July 1999. Mark received a Bachelor of Science from University of Washington and a Master of Business Administration in Finance from University of Texas – Dallas.

Neal A. Hiett is Vice President, Insurance Strategist for Texas Capital Private Bank. Neal specializes in recognizing and evaluating risk management issues in Texas Capital’s high-net-worth clients, bringing 36 years of experience in risk management solutions to his role. He possesses the knowledge and skills to understand clients’ personal and business needs and understands the economic trends that impact both. He also uses proven planning techniques and unique strategies to help clients achieve their objectives.

Neal joined Texas Capital in June 2024. Previously, he served as a Regional Insurance Strategist at Crump Life Insurance Services, where he worked exclusively with Merrill Lynch Advisors, coaching 580 advisors across 32 offices on how to implement insurance using financial planning with high-net-worth and ultra-high-net-worth clients. Prior to that, he served as Vice President, Investment Insurance Specialist at BBVA Compass Investment Solutions, where he was a top performer, increasing fully underwritten life insurance production more than 400% in his first year. He also served on the BBVA Global Wealth Advisory Council and the Volunteer Board of Directors.

Neal earned a Certified Financial Planner certificate at the University of Phoenix and is Series 6- and

Mitchell Hubbard is an Associate at Texas Capital Private Bank. He is responsible for creating strategy and content for the advisor team to support investment, loan and deposit books of business. He focuses on coordinating the team’s efforts to manage and guide a client mix of individuals, families, business leaders and foundations. He also assists with financial planning, investment research and analysis; preparing investment proposals and client presentations; and underwriting credit packages.

Mitchell joined Texas Capital in August 2021 as a Banking Analyst before moving into a full-time Analyst role and then into his current Private Bank Associate role. Before joining Texas Capital, he served as Event Leader at Phillips Wish, Financial Planning and Analysis Intern at T-Mobile and Sales and Marketing Intern at Emerge Technologies.

Mitchell earned a Bachelor of Business Administration in finance from the University of Oklahoma. He holds a Series 65 certification and a Certificate in Alternative Investments.

Bryan Kucholtz is Managing Director, Head of Private Banking at Texas Capital. His responsibilities include leadership of all aspects of Texas Capital Private Bank.

Bryan joined Texas Capital in June 2022, bringing to his role more than 35 years of banking and wealth management experience. Previously, he served as Executive Vice President, Regional Sales Manager - North Texas for PNC Investment Co., where he was responsible for supervision of PNC’s Brokerage and Wealth divisions in the North Texas region. Prior to that, Bryan held successive wealth management positions at BBVA, Comerica and JP Morgan Chase.

Bryan earned a Bachelor of Arts in economics from the University of Dallas and a Master of Business Administration in finance from the University of Texas at Dallas. He is a Certified Wealth Strategist and Accredited Investment Fiduciary.

Mauro Marquez is Executive Director, Senior Investment Advisor at Texas Capital Private Bank. He focuses on structuring investment strategies for high-net-worth and institutional clients.

Mauro joined Texas Capital in September 2022 and has more than 14 years of financial services experience. Previously, he served as Vice President, Wealth Advisor Associate at Neuberger Berman where he worked closely with high-net-worth clients to create customized investment strategies to meet their financial goals and objectives.

Mauro earned a Bachelor of Business Administration in finance at the University of Texas at Arlington and a Master of Business Administration from the Cox School of Business at Southern Methodist University. He was also awarded the Certified Private Wealth Advisor®️ (CPWA®️) and Certified Investment Management Analyst®️ (CIMA®️) designations by the Investments & Wealth Institute.

Angela Nguyen is an Associate for the Private Bank at Texas Capital. In her role, she serves as a strategic partner delivering high touch support, client relationship management, credit structuring, and investment planning.

Angela joined Texas Capital in August 2021 as a Banking Analyst in the STARs Program where she gained foundational experience in analytics, underwriting, and high net worth relationship building. In March 2024, she transitioned to her current role playing a key role driving client engagement, developing complex strategies and ensuring seamless execution across wealth and credit services for the ultra-high-net-worth segment.

She earned a Bachelor of Business Administration in finance at the University of Texas at Arlington.

Steve is the Chief Investment Officer at Texas Capital Private Bank. 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 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 a Bachelor of Arts in economics and a minor in math at the University of Texas at Austin, a Master’s in Business at Texas State and a Juris Doctorate at St. Mary’s School of Law. He is an attorney, CFA® and CMT® charter holder.

Jud Riley is Assistant Vice President, Senior Portfolio Research Associate at Texas Capital Private Bank. He is responsible for assisting the team with investment research and strategy.

Jud joined Texas Capital in 2022. Previously, he served at Coquest, Inc., in Dallas, where he was responsible for product research and due diligence on liquid alternative investment strategies.

Jud earned a Bachelor of Science in Economics with a Finance Application from Southern Methodist University. He holds a Chartered Alternative Investment Analyst (CAIA) designation.

Hailee Rutledge is Vice President, Investment Advisor at Texas Capital Private Bank. She serves high-net-worth clients, helping to create investment strategies that fit their long-term goals. Hailee’s role also includes building and maintaining the investment model portfolios, trading discretionary client accounts, and conducting due diligence for manager selection. She assists the Chief Investment Officer with ongoing portfolio management and research.

Hailee started full-time at Texas Capital as a credit underwriter after previously interning for the Private Bank. As a credit underwriter, she went through a rigorous 10-month training program, in which she conducted in-depth debt analysis on companies within various industries, including general commercial and industrial, commercial real estate, energy, and mortgage servicing.

Hailee graduated from Southern Methodist University’s Cox School of Business with a Bachelor of Business Administration in Finance.

David Sirna is Executive Director, Senior Private Client Advisor at Texas Capital Private Bank. David utilizes his 24 years of experience advising high net worth individuals, families, and business owners on the path to achieving their legacy. He has a deep understanding of investments, insurance and planning and is responsible for delivering comprehensive wealth management solutions that are coordinated with his client’s team of advisors including their CPA, estate planning attorney, and other professionals.

Prior to joining Texas Capital, David served as a Senior Relationship Strategist at PNC Private Bank and as a Private Banker at Morgan Stanley in Dallas, TX. He started his career in wealth management with Merrill Lynch, before joining the Private banking teams at JPMorgan Chase and Wells Fargo. David is active in the Dallas community as a board member with Aspire (Formerly LIFT for Literacy and Aberg Center for Literacy) and is also a member of the 12th Man Foundation. David is a graduate of Texas A&M University in College Station, TX, where he received his BBA in Finance.

Annie Williams Cozad is Vice President, Private Client Advisor at Texas Capital Private Bank, where she serves as a trusted advisor and key point of contact for her clients. She is passionate about delivering thoughtful, customized solutions designed to preserve and grow wealth across generations. She is dedicated to building long-term relationships by understanding her clients’ goals and guiding them with clarity and care.

Annie began her career at Texas Capital in 2019 as a credit underwriter in the Commercial Banking Development Program, providing in-depth financial analysis for both current and prospective borrowers. She then transitioned into the private banking space, continuing her career as a Private Wealth Analyst and Associate. In these roles, she deepened her expertise in investment strategy, financial planning and relationship management, helping to deliver holistic wealth solutions to clients.

Annie earned a Bachelor of Science in economics with a concentration in financial applications at Southern Methodist University.

Jody Zorn is Managing Director, Senior Private Client Advisor for Texas Capital Private Bank. He leads and builds teams of specialists to serve individuals, families, business leaders and foundations to help achieve their own unique wealth and planning objectives.

Jody joined Texas Capital in September 2022, bringing to his role more than 30 years of banking and investment management experience. Previously, he served as SVP for Wells Fargo’s Private Bank. Prior to that, he held successive senior leadership roles, as EVP and North Texas Chairman for Independent Bank and Chief Development Officer for Northwestern Mutual.

Jody earned a Bachelor of Arts and a Master in International Management at Baylor University. He holds the Series 7 and 65 investment licenses, and the CLU designation. Passionate about giving back to the community, Jody serves as Chairman of the Dallas Metropolitan YMCA Foundation and as a Director for Texas Capital Foundation.