Its members help WGU foster a global, visionary perspective in the strategic planning process, ultimately enhancing our ability to fulfill our mission. In addition, the Governor appoints a Student Regent for a one-year term. Mr. Beck is a founding partner of Beck Redden LLP and has been named as an Outstanding Alumnus of the Law School in 2000 and a Distinguished Alumnus of UT Austin in 2010. It is the intent of the legislature that those degrees include bachelors, masters, and doctors degrees, and their equivalents. However, no department, school, or degree program can be instituted without the prior approval of the Coordinating Board, Texas College and University System. The University of St. Thomas welcomed seven new members to its Board of Trustees on July 1. For more than fifteen years, he served as President and Chief Executive Officer of The MBA Investment Fund, LLC, a private capital appreciationfund managed by students at the University of Texas and also was the Director of the Departments Hicks,Muse, Tate & Furst Center for Private Equity Finance. The vice president for development and alumni relations leads the Universitys fundraising efforts, working closely with deans and program directors. His expertise encompasses such diverse areas as complex income and estate tax planning; family dynamics and education; and investment management. It was there that he met Raoul Celerier. Each state chapter of The Nature Conservancy has a state board of trustees that work with the state director to further the mission of conserving ecosystems across the state. Additionally, he serves on the Advisory Leadership Council of the Options Industry Council (OIC), an initiative designed to support education within the financial advisor channel, specifically focused on advancing the awareness and use of options in building a superior portfolio. Karen offers more than 30 years of experience working with successful individuals and families and is proud to be with a firm that holds financial confidence as one of its primary missions across all levels of wealth. Tilman J. Fertitta, Chairman, UH System Board of Regents. Prior to founding Pin Oak Investment Advisors in 1989, Mr. Craig identifies perspective as something for which he is extremely grateful; he believes that without perspective you cannot understand or care about others in the world. Over the years Mr. Conklin has endowed a course for Plan II, a partial scholarship in Athletics, and the Deans Excellence fund at the McCombs School of Business. The vice president for diversity, equity and inclusion promotes the fulfillment of the UT Dallas commitment to embrace, enhance and celebrate diversity at all levels of the University through the efforts of faculty, staff, student and executive leadership. The election results were announced by Jack Balagia 76, the Boards current Chairman, and Susan L. Blount, Vice Chair for Administration, and Del Williams, Vice Chair for Development. Related to his retirement planning experience, Scott is also a member of Ed Slotts Master Elite IRA Advisor Group SM. He is the author of Financial Management: Concepts and Applications, 3rd ed., Fundamentals of Financial Management, and A Theory of the Firms Cost of Capital (with E. Stevens). She also made the ThinkAdvisor Luminaries Class of 2021 in the Thought Leadership category. Advisory Board | Wealth Management Center - McCombs School of Business The Office of Admissions and the Office of the Registrar, 10. Chris Halaska joined Avalon in 2020 as Chief Investment Officer. Board of Trustees < The University of Texas at Austin As creator and host of the podcast The Q Factor with Gregg Fisher, he leads probing conversations with leading quantitative thinkers on how the modern world is being driven, optimized, and impacted by data. Personal interestsKaren is an active community volunteer serving several charities that focus on protecting and educating children and youth. John Langston, whose 17-year career in finance has seen him run the gamut from traditional RIAs to non-profits to now investment banking, founded Republic Capital Group in 2015with a focus on large RIAs (generally $2 billion and up) and a willingness to embrace approaches considered unconventional in the industryconsider the recent LourdMurray deal, where Langston helped facilitate the acquisition of Delphi Private Advisors, to create a nearly $5 billion AUM firm, while at the same time bringing HighTower Advisors in as an investor. In January 2020, Gregg launched a global small company long short equity fund under his new investment business Quent Capital, LLC. *The Luminaries Program shines a spotlight on how industry participants are producing results in thought leadership & education. Dave played basketball while attending Cal and was later drafted by the Boston Celtics. He is a Certified Financial Planner and Registered Investment Advisor with over 30 years of experience. He received a Graham and Dodd Award from the Financial Analysts Federation as a co-author of one of the best articles published byFinancial Analysts Journalin 1990, a Smith-Breeden Prize fromJournal of Financein 1996, and a Harry M. Markowitz Special Distinction Award fromJournal of Investment Managementin 2016. The vice president for information technology provides the physical, personnel, and financial resources for information technologies that support students, faculty, and staff in accomplishing the research, instructional, and public service functions of the University. UH System Board of Regents. Dan has more than twenty-seven years of financial services experience. Dave was also a Rhodes Scholar candidate. As founder and CEO, Jim Denholm created IronBridge to assist clients on their paths to financial success. He also served as chief financial officer for a value-added reseller of dental products. Bryan Kucholtz serves as Executive Vice President and Head of Private Wealth for Texas Capital Banks Private Wealth Advisors line of business. Clients take pride in Adams unique ability to find the right opportunity at the right time. The President works with an executive leadership team that makes up the President's Cabinet. The Student Regent serves a one-year term. The assets of the TRS pension fund are required by state and federal law to be held in trust for the exclusive benefit . Board of Trustees - Tarrant County College Loreen was also named winner of the 2020 Silver Stevie Award in the Female Entrepreneur of the Year category for Women in Business. Lawson . Durga D. Agrawal, Secretary, UH System Board of Regents. More recently, Dr. Rao was inducted into the Academy of Distinguished Teachers. Dr. Jeffrey Roach is the Chief Economist with the Investor & Investment Solutions group at LPL Financial. Our Goal. Nolan Perez, M.D. | The University of Texas System Michael is also a member of the UBS Pinnacle Council as well as the MBA Advisory Board at the McCombs School of Business, the Advisory Board for the Masters of Finance Program, and the Executive Committee for the Chancellor's Council at The University of Texas in Austin. Randy has been featured in publications by Barrons, The Wall Street Journal, Forbes, Morningstar, Investors Business Daily, and more. Additional Training - Texas Higher Education Coordinating Board From 1992 to 1994, he was a vice president with a regional securities firm, where he focused on institutional fixed income sales. The Board of Trustees of the University of the Incarnate Word is made up of a diverse group of educators, professionals, civic leaders, Sisters of Charity of the Incarnate Word and other religious, and the president of the Student Government Association. During the same meeting, the Board of Trustees also approved a blended 4.4% tuition increase for out-of-state students. However, Craig has worked hard to get to this stage of life and also appreciates getting away. We use cookies to ensure that we give you the best experience on our website. Rajini is a co-founder of Focus and responsible for acquisition, relationship management and value-added initiatives across the firm. The provost oversees faculty hiring, evaluation, and advancement; budget priorities and budget allocations for the schools; and academic facilities. He has written over 150 scholarly papers on topics including reasoning, decision making, and motivation. Along with Co-CEO Gerard OReilly, Dave guides Dimensionals vision and strategy, inspiring innovation and growth. Board of Trustees - Our Lady of the Lake University He served as a board member of the Investments and Wealth Institute (IWI, formerly IMCA) from 20062017 and as chairman for the 20142015 term, and he is a faculty member for the IWI Certified Private Wealth Advisor (CPWA) and Certified Investment Management Analyst (CIMA) education programs held at Yale University and The University of Chicago. Dan holds a BA in economics from Binghamton University and an MBA (magna cum laude) from the Olin Graduate School of Business at Babson College. Also returning to the Board as of September 1 areMichelle Goolsby 83, a Venture Partner with Greenmont Capital Partners, and the Hon. After receiving a B.B.A. Navigate this section: Your Success. However, her most impactful role includes being mentor and ally to numerous aspiring financial planners, including high school students in the Texas Tech University Financial Planning Academy. Rouse has been named by Texas Monthly as a Five Star Wealth Manager and is a Qualified Kingdom Advisor. She has served her profession in local and national leadership positions for the Financial Planning Association (FPA), including Chair of the DFW Chapter of the FPA, Chair of the Chapter Leaders Conference, co-founder of the FPA Diversity Task Force and Inaugural Chair of the FPA Diversity Scholarship Committee that created the Diversity Scholarship awards. 727 East Dean Keeton St. In the rankings, conducted by the Washington, D.C.-based firm . He then worked for Medaphis Physician Services and Orthalliance, two publicly traded physician practice management companies, overseeing both the financial and operational aspects of physician practices. Mark earned his Bachelors degree in Finance at the University of Texas in 1989 and his MBA from the University of Texas in 1993. Mark has more than 24 years of experience in the private wealth management business, beginning with the founding of the McAdams Group at Smith Barney in 1993. In the past he has been on numerous charitable and religious boards and committees. Prior to joining Schwab, Bradley spent three decades at TD Ameritrade, much of that time in the service of independent advisors. Cookie information is stored in your browser and performs functions such as recognising you when you return to our website and helping our team to understand which sections of the website you find most interesting and useful. Dr. David Vega Joins The Texas Heart Institute Board of Trustees Base tuition will now be $8,988 per . In addition to teaching, she provides expert witness and consulting services in Taxation. It is comprised of 7 members who are elected by the voters of Tarrant County. The Hill Country is slow-paced, and Craig finds the country chores to be therapeutic. The Wealth Management Program is indebted to the faculty members and professionals who inspire, inform, and train our future leaders in wealth management. (512) 499-4200. 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 currently serves as Chair of the Board of Directors for Cristo Rey School College Prep High School of Dallas and is on the Advisory Board of the Ultra High Net Worth Institute. Michael was appointed to the influential UBS Financial Advisor Advisory Council (FAAC) in 2017. Dr. Richard Castro President Castro Enterprises Started: 2014 Term: 2020-2023. Every aspect of IronBridge was developed with a client-first mindset. Prior to founding Focus, Rajini worked at American Express where she managed interactive services for the U.S. Consumer Card and Travel businesses. University of Texas at Dallas Dallas, TX 11/01/2021 to 10/31/2025. He has served on numerous civic, charitable, and religious boards and councils. You can read more about our privacy policy here. The vice president for student affairs oversees the Division of Student Affairs, which supports the Universitys commitment to produce engaged graduates prepared for life, work and leadership through co-curricular and extracurricular programs, services and support related to all aspects of campus life. Governor Appoints Yee-Melichar to CSU Board of Trustees Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Dr. Vega is a Professor of Surgery at Emory University School of Medicine, the Surgical Director of the heart transplant program at Emory University Hospital, and the Chief of Cardiac Surgery at the Atlanta Veterans Administration Medical Center. Jack B. Moore, Vice Chairman, UH System Board of Regents. The board meets twice per According toRegents Rule 20201, the president is the chief executive officer, reporting to and responsible to the chancellor of the UT System. The University is governed by a diverse Board of Trustees, which establishes policies for the governance of the University. He is also President and CEO of Tolleson Wealth Managements Private Wealth Management Group, where he is active in setting the vision and strategy for Tolleson Private Wealth Management. Both board directors and trustees have particular duties and responsibilities to the organization. What is a Board of Trustees (Versus a Board of Directors)? - Nolo As a Truist Wealth Regional Director for Houston and Central Texas, Karen is committed to building a business that centers around a clients financial well-being. He is relentless when it comes to scrutinizing details and monitoring client portfolios, and is equally disciplined and rigorous about providing a thorough analysis of managers, performance and clients' balance sheet structure. Pete also serves as a board member of Goodwill Industries of Dallas, Inc. and the United Way Foundation of Greater Dallas, where he chairs the Investment Committee. All content 2023 Texas Christian University. Karen is a native of Galveston, Texas and graduate of The University of Texas at Austin with degrees in Finance and Marketing. These included domestic and international funds that brought factor investing to the growth sector, as well as one of the worlds first quantitative Global REIT funds. He formerly served on the Texas Parks and Wildlife Commission from 2009 to 2015 and as chairman from 2013 to 2015. Dave attended the University of California, Berkeley, where he earned a BS in marketing and finance in 1986 and an MBA in 1990. Itvoted to reinstate former Life Trustees Mr. David J. Beck 65 and Ambassador Kay Bailey Hutchison 67. Photo by Elena Seibert. In 2019, The Witover Wealth Management Group was named a "Top 50 Private Wealth Advisory Team" in Barron's. We believe that charitable planning is a process that ideally involves the donor, professional advisors and our development staff all working together to arrange the best gift possible. Gregg Fisher is the founder of investment advisory firm Gerstein Fisher, and a financial services executive with over 30 years of expertise in investment research and portfolio management. 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. As LeadPortfolio Manager of Swan and theDRS, Randy oversees and manages the strategy across numerous product portfolios and asset classes such as large cap stocks, emerging market stocks, foreign developed stocks, small cap stocks, long-term bonds, gold, and more. Throughout his career, Scott has focused on customizing the financial planning process to identify specific estate, business succession, investment and retirement strategies for individual clients and their businesses. The vice president for public affairs is responsible for the coordination and oversight of the Universitys government and community relations, with an emphasis on state legislative affairs. Just prior to founding Icon Wealth Partners, Mark served high-net-worth clients as a Senior Vice President in Morgan Stanleys Private Wealth Management unit with his business partner, Steve Schwarzbach. Board of Trustees - University of Texas Law School Foundation Mr. Ballard is currently an active member of the West Austin YouthAssociation (WAYA) Board of Directors and the Triple Crown Baseball Board of Directors. and Ph.D. in Financial Economics from the Krannert Graduate School of Management at Purdue University. Adam was involved in several debt, equity and M&A transactions in the energy industry. Rajini holds an MBA from Columbia Business School in New York, a PGDM from the Indian Institute of Management, Ahmedabad and a B.A. Texas A&M's treatment of journalism director raises academic freedom Over 35 plus years of experience have helped him cultivate a vast array of professionals to call on, from estate planning to insurance agents, so that he can ensure his clients have access to all the resources they need to lead financially successful lives. Her iTunes podcast is called WealthWise Moment. For ten years including 2021, Loreen received the Five Star Wealth Manager Award as published in Orange Coast Magazine and The Wall Street Journal. Craig's move from the "predominantly reactive world of public accounting" to financial planning. More recently, Adam was named a Family Office Consultant as part of the Family Office Solutions Group within Private Wealth Management. History; Mission, Vision and Values; University Leadership . Prior to joining American Express, she was with McKinsey & Company. Wealth managers do not pay a fee to be considered or placed on the final list of 2012- 2019 Five Star Wealth Managers. Gilbert then worked for a private company selling retirement plans to municipalities and their employees. Trustees | Texas A&M Foundation He is a graduate of the University of Richmonds Robins School of Business. Responsibilities include developing policy recommendations, assisting in outreach to the Universitys community partners and supporters, and providing oversight of several university-wide administrative functions, including: human resources; legal affairs; environmental health and safety; information security; internal audit; institutional compliance, equity, and Title IX initiatives; and the UT Dallas police. Once invisible, college boards of trustees are suddenly in the spotlight Rouse began his career as a management consultant with a large accounting firm and later worked as a financial advisor with a local investment advisor. He has served on IWIs wealth management committee for more than 10 years and teaches in the Certified Private Wealth Advisor (CPWA) program offered by IWI. If you disable this cookie, we will not be able to save your preferences. year and consists of up to 50 members, and its bylaws also provide for emeritus and Wealthmanagement.coms Ten to Watch in 2020 list as an innovator and influencer set to change the industry in 2020. Since leaving school in 1981, he has specialized in teaching Investment Management, Portfolio Management and Security Analysis, Capital Markets, and Derivatives courses at the BBA and MBA levels and has received eighteen awards for teaching innovation andexcellence. Greg Van Wyk, CFP serves as Executive Vice President/ Principal at Austin Asset where he has helped in building a tremendous team of CFP Professionals over the last 20 plus years. Jim is an avid golfer, and enjoys all that Austin has to offer. Doug H. Brooks. She also hosts on-air segments for KX FM in Laguna Beach, California, to educate listeners on financial matters. He also served as Associate Dean for Graduate Programs and Director of the Texas MBA Program from 1997-1999. Officers FY2022-FY2023. The Wealth Management Program is indebted to the faculty members and professionals who inspire, inform, and train our future leaders in wealth management. Board of Trustees - Midland College Dan was a founding member of the Shalom Austin Jewish Foundation. Gilbert is a member of the National Board of Governors for Opportunity International and on the advisory board for Hope International, both micro-lending organizations helping families in developing countries to start/expand a business. Temple University's Board of Trustees approved a blended 4.2% increase for 2023-24 undergraduate and graduate base tuition for in-state students during its meeting on Tuesday, July 11. The University of Texas Law School Foundation has elected four new members to serve on its Board of Trustees and invited two former members to rejoin the Board and serve an additional term. Texas thanks you. honorary members. Adam is a board member of The New York Renaissance, a non-profit sports based youth development organization. He spent 24 years at Merrill Lynch and was a Managing Director in the Private Banking and Investment Group, an ultra-high net worth advisory organization. , The State of Alaska v. Veco Corporation, and Boone v. CIGNA. Welcome to TrustTexas Bank Texas thanks you. Ambassador Fort Washington, Maryland Jason Andringa President & CEO Vermeer Corporation Pella, Iowa Kristi Jaarsma Balk '88 Retired Owner Jaarsma Bakery Pella, Iowa Roger Brown Jeff is a contributor to the financial press, as well as a sought-after speaker, and has presented economic research as far away as Italys Ministry of Finance in Rome and Office of National Statistics in the UK. She sits on the Business Leadership Committee for Segerstrom Center for the Arts. Each Regent's term expires when a successor has been appointed and qualified and has taken the oath of office. He received the CFA designation in 1998. Dave also serves on the Boards of Dimensionals US mutual funds and exchange-traded funds. Mark is a native Houstonian and is a Board member of SpringSpirit Baseball, a local non-profit that provides life opportunities to underserved youth in the Houston area. In addition to conducting seminars for IBM, Arthur Young, Chase Banks, Texas Instruments, Motorola, Phillips Petroleum, and Halliburton, Dr. Rao has participated in several executive development programs in the U.S. and abroad. He is passionate about helping clients develop perspective on the markets so that they can have a better investment experience, and he frequently interacts with professional investors and industry leaders around the globe. Mr. Godfrey was a founding partner of Susman Godfrey LLP and was named a Distinguished Alumnus of UT Austin in 2009. Last month, Texas A&M . Important information TrustTexas Bank customers should know. He has also lectured extensively in the global Executive Development programs for companies such as Fidelity Investments, Commonfund Institute, FTSE, JP Morgan Chase Bank, Merrill Lynch, Lehman Brothers, Chase Securities, Union Bank of Switzerland, Chemical Bank, Chase Bank of Texas, USAA Investment Management, Security Commission of Malaysia, The Beacon Group, Motorola, Halliburton, Association for Investment Management and Research, and and served for eleven years on the Investment Committee of LBJ Family Wealth Advisors, a Texas-based private wealth management firm. Turner has served as a member of the American Institute of CPAs PFS Credentialing Committee, CFP Board WIN Advocate and Association of African American Financial Advisors Board Director. Meet Our Board - About Us | College Board He served as president of TD Ameritrades Institutional business for 12 years prior to becoming president of the firms Retail Distribution unit, which is where he spent his last five years at the firm. In the 25 years since he joined Dimensional, the firm has grown from roughly $10 billion in assets under management to more than $540 billion. Mr. He has also been a frequent speaker at industry conferences including the Options Industry Councils Wealth Summit and the Alternative Investment Summit. Kevin has over 25 years of experience in financial, tax and business consulting. Prior to joining PIMCO in 2019, he was senior managing director of wealth management services for Nuveen Investments. He was appointed the sole valuation expert in the bankruptcy restructuring of First City Corporation. In 1997, recognizing the limitations of Modern Portfolio Theory and the difficulty of market timing and picking stocks, Randy developed the Swan Defined Risk Strategy to help investors redefine the risk/return dynamic of long-term investing, seeking to achieve capital appreciation while seeking protection from large losses. The content found on this site is general in nature and intended to be used for informational purposes only. Rao is the McDermott Centennial Professor of Banking and Finance at the McCombs School of Business. Stacy Schiff '78, of New York City, will serve a six-year term as charter trustee. Mr. Gary Cumbie: Ms. Anne Street '78: Mr. John Maddux '59: Senator Beverly Powell '92, MBA '99: Board of Trustees - Texas Wesleyan University He facilitates numerous family meetings for clients each year, and speaks regularly to families that want to overcome the old adage of shirtsleeves to shirtsleeves in three generations. My thanks to our nominating committee for bringing this great collection of talents into our fold. The Student Regent serves a one-year term. During his professional career, Mr. Conklin served clients in dozens of industries, including oil and gas (up-stream, mid-stream and down-stream); banking and insurance; manufacturing; business services; trucking and logistics; distribution; healthcare; retail; and professional sports franchises. The FAAC, a select group of 14 Financial Advisors who represent all UBS Advisors, addresses the critical issues and concerns that ultimately help Advisors better serve their clients.
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