At Texas Capital Bank, we’ve assembled an accomplished team of advisors and specialists 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.
We believe we’ve created something truly unique at Texas Capital Bank Private Wealth Advisors; a team large enough to provide you with the breadth of service and depth of expertise you require, but small enough to get to know you and your goals firsthand.
Alan Miller, President, Private Wealth Advisors | 214.210.3096 | Send an Email
As President of the Private Wealth Advisors, Alan leads our team of advisors and specialists to deliver on our commitment to help clients reach their financial goals. During his tenure, he has expanded the team and our product offerings to deliver a wide variety of financial solutions, including estate and financial planning, investment management, trust and estate administration, concierge private banking, and lending solutions. His approach to wealth management informs how we manage each client relationship, with all recommendations based on a well-defined, customized financial plan driven by each client’s needs, risk tolerance and goals. Alan is a Registered Representative for Chalice Capital Partners, LLC.
Larry Gekiere, Private Client Practice Lead | 214.210.3022 | Send an Email
Larry serves as our Private Client Practice Lead and actively manages a small portfolio of clients. Larry possesses a wealth of experience advising high-net-worth families and helping business owners, with specialized knowledge in investments, insurance and business succession planning. Larry is a Registered Representative for Chalice Capital Partners, LLC..
Steve Orr, Chief Investment Officer | 214.932.6852 | Send an Email
Steve is our Chief Investment Officer and head of our investment committee. In this role, he is responsible for the strategy, construction, and performance of client investment portfolios and trusts. Steve also lends his expertise to advisors and clients by providing weekly insights and commentary on the market through our weekly Market Intelligence update. Steve is a Registered Representative for Chalice Capital Partners, LLC.
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. Dale is a Registered Representative for Chalice Capital Partners, LLC.
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. Ben is not affiliated with Chalice Capital Partners, LLC.
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. Dian is not affiliated with Chalice Capital Partners, LLC.
Pat Brockette, Head of Banking Advisors | 469.399.8544 | Send an Email
Pat serves as the head of our private banking team to deliver our depository and lending services to clients. Pat possesses expertise in credit structuring, and through his prior experience in corporate finance, recapitalizations and M&A, shares his in-depth knowledge with our business owner clients as they consider exit strategies for their businesses. Pat is not affiliated with Chalice Capital Partners, LLC.
Creighton Oswald, Director of Consumer Lending | 469.399.8524 | Send an Email
Creighton leads our consumer lending group, which specializes in lending to borrowers with complex finances and complicated compensation structures. Creighton also possesses a wealth of international business experience and is fluent in Spanish and Japanese, serving as an additional resource to our team in this global, interconnected world. Creighton is not affiliated with Chalice Capital Partners, LLC.