Private Wealth Advisors: Austin

Joshua Holdman is Senior Vice President, Banking Advisor for Private Wealth Advisors at Texas Capital Bank. He is responsible for providing high-net-worth clients with comprehensive solutions customized to their individual needs. Holdman is a versatile sales professional adept at building and nurturing strong, trust-based
relationships while developing effective strategies for organizational growth.

Holdman joined Texas Capital Bank in September 2022. Previously, he served as a Senior Wealth Management Banker for UBS Wealth Management, where he navigated complex transactions and collaborated across the organization to deliver strategic lending solutions designed to meet each client’s unique needs. Prior to UBS Wealth Management, Holdman served as a Private Mortgage Banker for Wells Fargo Bank, providing opportunities for upscale home financing. He has also worked for Comerica Bank.

Holdman earned a Bachelor of Arts at the University of North Texas. He is a Certified Financial Planner (CFP®), a Certified Retirement Planning Counselor (CRPC®), and a Nationwide Mortgage Licensing System & Registry (NMLS) licensee. Holdman also volunteers as a men’s ministry leader for Zao Church.

John Ott is a Senior Vice President and Wealth Strategist at Texas Capital Bank Private Wealth Advisors. Focusing solely on estate-related matters, Mr. Ott has the knowledge and skills necessary to help his clients achieve complex estate planning and business planning. John is board certified in Estate Planning and Probate Law by the Texas Board of Legal Specialization.

Prior to joining Texas Capital Bank, John was a partner at the law firm of Barnes Lipscomb Stewart & Ott PLLC located in Austin, Texas. With over 20 years of experience practicing law, he has helped countless individuals and their families throughout the Austin area protect their important assets and property for the future. John is a current member of the Austin Bar Association, Estate Planning & Probate Section, where he served as President from 2006-2007. He has been listed as a Super Lawyer from 2016-2022 by Thomas Reuters.
John earned a B.B.A from the University of Mississippi and a J.D. from the University of Houston.

He is devoted to his community. He regularly volunteers his services to assist clients with probate and guardianship cases, and he serves as an appointed attorney ad litem and estate administrator for the probate court.

Brad is a Senior Vice President and Private Client Advisor. Along with his colleagues on the Private Wealth Advisors team, Brad utilizes his 17 years of experience advising high net worth individuals, families, and business owners on the path to achieving their legacy. As a CERTIFIED FINANCIAL PLANNER ™ professional, 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. Brad received his BBA from the Hankamer School of Business at Baylor and his MBA from the Kelley School of Business at Indiana University. He is active in the Austin community as President of the Austin chapter of Exit Planning Exchange (XPX) and a board member with Positive Coaching Alliance. He is also a member of the Baylor Angel Network.

Jennifer Guthrie is a Senior Vice President and Private Client Advisor for Texas Capital Bank Private Wealth Advisors. Together with other members of the Private Wealth Advisors team, Jennifer delivers comprehensive wealth management advice and services, including concierge private banking*, mortgage financing*, investment management and trust and estate administration. The advice is integrated by the development of a customized financial and wealth transfer plan designed specifically for each family. Jennifer’s role on the team is to seamlessly manage the overall relationship, coordinate with the family’s attorneys and tax counsel, as well as to provide deep expertise on client banking and credit needs. With 30 years of experience in the industry, she has expertise in structuring credit needs ranging from simple mortgages* to complex interim construction loans and investment real estate loans.

Prior to joining Texas Capital Bank Private Wealth Advisors, Jennifer served in a similar capacity supporting high net worth families and business owners for J. P. Morgan Private Bank in Austin and Bank One, Texas in Austin and Dallas. Jennifer holds a Bachelor of Business Administration from Texas A&M University and a Masters of Business Administration from The University of Texas at Austin. Jennifer is also a CERTIFIED FINANCIAL PLANNER™ professional. Jennifer is Past President of Ballet Austin’s Board of Directors and is Past President of the Estate Planning Council of Central Texas. She previously served on the board of Texas Folklife.

Greg has over 25 years of experience in investment management.  He works with institutions, family offices and individual investors to construct asset allocation policies and manage multi-asset class investment portfolios.

Prior to joining Texas Capital Bank in 2021, Greg held senior positions at J.P Morgan’s Private Bank and Bank of America’s Private Bank.  Most recently, Greg was the Senior Investment Officer for Northern Trust, leading the Investment Practice for the Austin/Central Texas Region. Greg earned his BBA from Harding University, his MBA from Carnegie Mellon University and a Master’s degree from the University of Geneva, Switzerland.

Greg currently serves on the Endowment Committee for Regents School of Austin and is the past Investment Chair.  Greg and his wife Lisa are founders of Boy Scouts of America, Troop 25 as well as Knights Lacrosse, one of the largest youth lacrosse programs in Central Texas. Greg, Lisa, and their two sons, are active within the Austin community, serving and supporting Mobile Loaves and Fishes and the Central Texas Food Bank.

Chai Lisk is Executive Director, Senior Private Client Advisor for Private Wealth Advisors at Texas Capital Bank. He is responsible for client development, relationship management and investment advisory wealth services. He is committed to providing Texas Capital Bank clients with sound financial advice and world-class service.

Chai joined Texas Capital Bank in November 2022. Previously, he served as a Regional Vice President and Group Manager with Fisher Investments, where he leveraged strategic expertise to manage portfolios, provide investment advice and identify opportunities for clients to achieve their financial goals. He also traded commodities on the Chicago Board of Trade and the Chicago Mercantile Exchange. Chai has over 20 years working in the capital markets and the financial services industry.

Chai earned a BA from Marquette University in Milwaukee, Wisconsin. He is an active volunteer in Austin.

Jean Davis delivers comprehensive personal trust services in her role as Vice President and Senior Fiduciary Officer. With more than 30 years experience in all areas of trust management, estate settlement, and client service, Jean assists clients regarding complex fiduciary matters. She is known for providing in-depth personal advice and service for her trust beneficiary clients to help them achieve their goals and objectives. Jean also coordinates the overall trust relationship with the entire Texas Capital Bank team which includes the Private Client Advisor, Investment Advisor and Banking Advisor, for an exceptional client experience. 

Jean began her career with J.P. Morgan Private Bank (and the various banks that were acquired by JPMorgan Chase over the years), spending 30-plus years in their trust department. She advanced to ultimately serve as a trust officer where she managed the trusts of significant family relationships in Central Texas. Jean then served as a Senior Fiduciary Officer at Wells Fargo prior to joining Texas Capital Bank Private Wealth Advisors in early 2020.