Private Wealth Advisors: Dallas
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 Wealth Advisors
2000 McKinney Avenue, Suite 1800
Dallas, TX 75201
Executive Director, Relationship Manager Private Banking
With over 35 years of banking experience, Carole has held a variety of banking positions. She joined Texas Capital Bank in 1999 as the Banking Center Manager at Corporate Headquarters. This gave her great insight to bank operations, client onboarding and customer service. After 8 years in that position, Carole joined the Funds Management Team where she assisted clients with specialized investment products. When the Private Wealth team reorganized, Carole was quickly brought in to design and create specialty banking products for the PWA clients and build the bridge between banking and investments. In her current position she enjoys being the “Deposit Concierge” and creating an exceptional client experience through providing banking solutions and service to manage unique banking needs for her Private Wealth Clients.
Carole attended both North Texas State University and East Texas State University (currently Texas A&M University - Commerce). Carole is a member of the Oak Cliff Lions Club having served as Board Member and Club Chaplain. She is also a recipient of the Lions Club Grass Roots Award. She and her husband Scott have three children and twelve grandchildren.
Nancy Champion is a Senior Vice President and Investment Advisor with Texas Capital Bank Private Wealth Advisors. She has over 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 Bank 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.
Roy Popham is an Executive Vice President and Private Client Advisor. Together, with a team of advisors, Roy delivers comprehensive advice including wealth advisory, investment management, custom credit solutions, personal trust services, and concierge private banking to high-net-worth individuals and affluent families. With over 30 years of experience advising clients and with his deep understanding of investments, estate planning, financial planning and philanthropy, Roy assists his client in achieving their goals and objectives.
Prior to joining Texas Capital Bank, Roy was a Managing Director with the JPMorgan Private Bank. Roy is a graduate of the University of Texas.
Bryan Kucholtz serves as Executive Vice President and Head of Private Wealth for Texas Capital Bank’s Private Wealth Advisors line of business. His responsibilities include leadership of all aspects of Texas Capital Bank’s Private Wealth and Banking services.
Kucholtz joined Texas Capital Bank in June 2022, bringing to his role more than 30 years of banking and finance experience, specifically in leading and growing all aspects of retail/institutional banking and wealth management across several states. Previously, he served as EVP, Regional Sales Manager - North Texas for PNC Investment Co., where he was responsible for supervision of a PNC’s Brokerage and Wealth divisions in the North Texas Region. Prior to that, he held successive wealth management positions at BBVA, Comerica, and JP Morgan Chase. While at BBVA Investment Services, he previously led 265 advisors and bankers across seven states and was responsible for over $25 billion in client assets.
Kucholtz earned his Bachelor of Arts in Economics from the University of Dallas, and his MBA in Finance from the University of Texas at Dallas. He is a Certified Wealth Strategist and Accredited Investment Fiduciary.
Annie Williams is an Associate Private Client Advisor with Texas Capital Bank Private Wealth Advisors. She provides meaningful experiences to clients by taking the time to understand their priorities and goals. Annie provides comprehensive advice that includes wealth advisory, custom credit solutions, and financial planning.
Annie started at Texas Capital Bank in 2019 as a credit underwriter in the Commercial Banking Development Program after previously interning for the bank. She continued her career as a risk analyst for the Commercial Bank where she provided qualitative and quantitative analysis for current and prospective borrowers. Annie is a graduate from Southern Methodist University with a Bachelor of Science in Economics with a focus on Financial Applications.
Hailee Binet is a Vice President and Investment Advisor with Texas Capital Bank Private Wealth Advisors. 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 Bank as a credit underwriter after previously interning for Texas Capital Bank Private Wealth Advisors. 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.
Steve is the Chief Investment Officer for Private Wealth Advisors. 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 Bank 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 his Bachelor of Arts in Economics and a minor in Math from the University of Texas at Austin, a Masters in Business from Texas State and a Juris Doctorate from St. Mary’s School of Law. He is an attorney, CFA® and CMT® charter holder.
David Sirna is a Senior Vice President and Senior Private Client Advisor for Texas Capital Bank Private Wealth Advisors. Along with his colleagues on the Private Wealth Advisors team, 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. David is a proud father to his two sons, Graham and Reid.
Joshua D. Dietz is Senior Vice President, Wealth Strategist at Texas Capital Bank. He works within the Private Wealth Advisors team to provide 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 Bank, Dietz 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.
Dietz 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.
Dietz 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.
Angela Nguyen is an Analyst with Texas Capital Bank Private Wealth Advisors. In her role, she works closely with her peers to support client relationships holistically. Her responsibilities include supporting private client advisors in the development of client pitch materials, client analysis and financial planning, assisting the investment team with research and analysis, in addition to working closely with banking advisors on credit packages and strategy meetings.
Angela started full-time at Texas Capital Bank in 2021 as a Banking Analyst in the STARs Program. Upon completion of the program, she transitioned to her current role as a Private Wealth Analyst. Angela graduated from the University of Texas at Arlington with a Bachelor of Business Administration in Finance.
Vice President, Private Banking Relationship Manager
Danny Krenger is a Vice President and Private Banking Relationship Manager with Texas Capital Bank Private Wealth Advisors. In his role, Danny serves as a banking specialist providing comprehensive custom credit and deposit solutions to high-net-worth individuals and affluent families. He offers advice and services including concierge 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.
Prior to joining Texas Capital Bank, Danny worked in energy banking for two years as a portfolio manager. He enjoys working with business owners and individuals as they consider various lending strategies to achieve their goals and objectives. Danny has Bachelor of Business Administration degrees in Finance and Energy Management from the University of Oklahoma.
Jody Zorn serves as Senior Vice President for Private Wealth for Texas Capital Bank’s Private Wealth Advisors Line of Business. 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.
Zorn joined Texas Capital Bank in September 2022, bringing to his role over 30 years of banking and investment management experience. Previously, Zorn 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.
Zorn earned his Bachelor of Arts and his Masters in International Management from Baylor University. He holds the Series 7 and 65 investment licenses, and the CLU designation. Passionate about giving back to the community, Zorn serves as Chairman of the Dallas Metropolitan YMCA Foundation.
Jud Riley is Assistant Vice President, Senior Portfolio Research Associate for Private Wealth Advisors at Texas Capital Bank. He is responsible for assisting the team with investment research and strategy.
Jud joined Texas Capital Bank 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.
Brandon J. Butler is a Vice President and Financial Planner who partners with other subject matter experts of Private Wealth Advisors 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. In his time outside of work, he enjoys grilling, traveling, and watching football.
Mauro Marquez is a Vice President and Investment Advisor with Texas Capital Bank Private Wealth Advisors. Mauro joined Texas Capital Bank in September of 2022, bringing over 12 years of financial services experience.
Prior to joining Texas Capital Bank, Mauro was a Vice President and Wealth Advisor Associate at Neuberger Berman where he worked closely with high-net-worth clients to create customized investment strategies to meet their financial objectives.He received his MBA from Cox School of Business at Southern Methodist University and a BBA in Finance from The University of Texas at Arlington.
Mauro is also passionate about serving his community. He is on the board and serves as the head of the finance committee of a local non-profit that focuses on mentoring high school students. He was also recently selected to participate in the upcoming cohort of Emerging Leaders in Philanthropy program at Communities Foundation of Texas.
Ryan McGrew is Vice President and Fiduciary Officer for Texas Capital Bank Private Wealth Advisors. In his role, he is responsible for managing fiduciary and custody relationships.
Ryan began his career at Fidelity Investments where he held several positions including Customer Service Supervisor, Mutual Fund Trading Specialist, and Equity Trader. In 2000, he joined J. P. Morgan Private Wealth Management as an Account Opening Asset Transfer Specialist. He later moved to their Account Closing Unit where he served as a Trust Account Closing Administrator. Ryan then joined J. P. Morgan’s Nonprofit and Charitable Account Administration Group, a national Center of Excellence charged with the development and delivery of specialized services to nonprofit and charitable clients. As a Nonprofit Administrator, Ryan was the central point of contact for nonprofit and charitable clients and all account servicing activities. Ryan holds a Bachelor of Science from Southern Methodist University in Dallas.