PRIVATE WEALTH ADVISORS – HOUSTON

Houston Location

One Riverway, Suite 200
Houston, TX 77056
832.308.7052

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.

Rob Ball

Rob Ball, Private Client Advisor | 832.308.7145 | Send an Email

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. He is not affiliated with the investment center or Chalice Capital Partners, LLC.


Vivek Mehta

Vivek Mehta, Private Client Advisor | 832.308.7063 | Send an Email

With a background in advising business owners and local physicians, Vivek provides comprehensive wealth management solutions to affluent clients including trust, investment options and private banking solutions. Vivek actively volunteers in the community and works closely with Covenant House, The George Foundation and BakerRipley in efforts to end homelessness in Houston. He also holds a commercial pilot’s license and takes to the skies in his free time. He is not affiliated with the investment center or Chalice Capital Partners, LLC.

    
Investment Advisors

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

Mike Krach

Mike Krach, Investment Advisor | 832.308.7087 | Send an Email

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 is a Chartered Financial Analyst® and 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.

Bryce Beverly

Bryce Beverly, Banking Advisor | 832.308.7107 | Send an Email

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. 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.

Ben Carter

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 is 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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