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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

31 Advisors

Roy G. Popham

Roy G. Popham

Managing Director, Sr. Private Client Advisor

Dallas, TX

214.932.6873

Contact Roy

Roy Popham is a Managing Director and Senior 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

Bryan Kucholtz

Head of Private Wealth

Dallas, TX

Contact Bryan

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.

William Floyd

William Floyd

Assistant Vice President, Private Wealth Associate

Dallas, TX

469.399.8513

Contact William

William Floyd is an Associate Private Client Advisor with Texas Capital Bank Private Wealth Advisors. He joined the team in 2021 with over a decade of client management experience. William enjoys serving his high-net-worth clients by helping families and business owners to implement wealth management strategies to achieve their unique goals and create lasting legacies. 

William graduated with a BBA as well as an MBA from the Cox School of Business at Southern Methodist University. In his free time, William volunteers as a youth group leader for Highland Park United Methodist Church. 

Joshua Dietz

Joshua Dietz

Executive Director, Wealth Strategist

Dallas, TX

945.229.5857

Contact Joshua

Joshua D. Dietz is an Executive Director, 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.

Danny Krenger

Danny Krenger

Vice President, Private Banking Relationship Manager

Dallas, TX

972.932.6868

Contact Danny

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.

Nancy Champion

Nancy Champion

Executive Director, Sr. Investment Advisor

Dallas, TX

469.399.8423

Contact Nancy

Nancy Champion is an Executive Director and Senior 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. 

Mark Frears

Mark Frears

Managing Director, Sr. Investment Advisor

Dallas, TX

214.932.6775

Contact Mark

Mark R. Frears is a Managing Director and Investment Advisor with Texas Capital Bank Private Wealth Advisors. 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 Wealth 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 Bank Private Wealth Advisors, Mark worked in the Corporate Treasury Group at Texas Capital Bank for over 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 bank since July 1999. Mark received a B.S. from University of Washington and an M.B.A. in Finance from University of Texas – Dallas.

Jody Zorn

Jody Zorn

Executive Director, Sr. Private Client Advisor

Dallas, TX

945.229.5950

Contact Jody

Jody Zorn serves as an Executive Director and Senior Private Client Advisor for Texas Capital Bank’s Private Wealth Advisors. 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.

Brandon Butler

Brandon Butler

Vice President, Financial Planner

Dallas, TX

945.229.5849

Contact Brandon

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.

Steve Orr

Steve Orr

Managing Director, Chief Investment Officer

Dallas, TX

214.932.6852

Contact Steve

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.

Annie Williams

Annie Williams

Associate Private Client Advisor

Dallas, TX

469.399.8597

Contact Annie

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.

David Sirna

David Sirna

Executive Director, Sr. Private Client Advisor

Dallas, TX

945.229.5967

Contact David

David Sirna is an Executive Director 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.

Angela Nguyen

Angela Nguyen

Analyst

Dallas, TX

469.399.8309

Contact Angela

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.

Mauro Marquez

Mauro Marquez

Vice President, Investment Advisor

Dallas, TX

945.229.4406

Contact Mauro

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.