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managing director
Cecily Bolding [Composite image: DI Studio, photo; Bernstein]
Bernstein Private Wealth Management Names New Dallas Managing Director in ‘Priority’ Market
by Lance Murray | Oct 3, 2025
Vetern wealth advisor Cecily Bolding will lead the Dallas office as Bernstein targets high-net-worth client growth in one of its key expansion markets. The firm also named a new managing director in the Rocky Mountain region.
by Lance Murray |
Oct 3, 2025
CenterOak currently manages more than $2.5 billion of equity capital commitments across three Funds and has completed more than 180 transactions.
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by Lance Murray |
May 6, 2025
TechFW called Caitlin McMinn a "results-driven executive" with a successful record in sales enablement, operations, and strategic growth.
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by Lance Murray |
Mar 26, 2025
Matt Montague has been hired as executive managing director of HPI's new Fort Worth office. He joins HPI Partner and former NFL and UT quarterback McCoy, who opened the office in February to expand the firm’s reach across Texas.
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Oppenheimer has named Todd Wiggins Regional Director of its Dallas-Fort Worth region [Composite photo; original: Oppenheimer]
Oppenheimer & Co. Taps Executive as Director of DFW Region
by Lance Murray | Oct 11, 2024
Todd Wiggins joined Oppenheimer in 2016 and has served as managing director of investments and branch manager in the firm's Atlanta office.
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by Lance Murray |
Sep 13, 2024
Kelly O'Rourke brings more than two decades of consulting experience, including senior roles at Point B, National Instruments, and Accenture, to Cincinnati-based SEI.
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by Lance Murray |
Aug 23, 2024
BRG said Michael Hollerich brings over 25 years of leadership experience in financial services risk and consulting and has deep expertise in regulatory affairs, corporate governance, anti-money laundering, fraud detection, mergers and acquisitions, and banking-as-a-service.
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by Lance Murray |
Jul 19, 2024
The firm said the promotions reflect exceptional role performance, coupled with meaningful contributions to the Trive team, the company's culture, and embodiment of its operating principles.
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Texas Capital has appointed Steve Genyk Managing Director, Head of Public Finance
Texas Capital Securities Launches Public Finance Division, Taps Veteran Investment Banker to Spearhead Expansion
by Lance Murray | May 17, 2024
Steve Genyk, a former head of public finance at UBS Financial Services, will lead the new division, providing financing services to public sector clients in Texas and nationwide. “Municipalities, nonprofits, and other municipal issuers in Texas deserve a firm that makes decisions locally," said Texas Capital President & CEO Rob C. Holmes.
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by Lance Murray |
Apr 12, 2024
Michael Wheat has been appointed as managing director of the North Texas Retail Group by Dallas-based real estate services giant JLL, marking a significant step in the expansion of retail services across Dallas-Fort Worth....
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by Lance Murray |
Apr 12, 2024
Vice Admiral Colin James Kilrain, USN (retired), has joined Dallas-based Active Crisis Consulting as its new managing director and board adviser, bringing with him deep knowledge and experience in national security and global affairs based on his U.S....
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by Lance Murray |
Mar 22, 2024
Fortune 500 company JLL, a global commercial real estate and investment management company, announced a series of promotions within its Dallas and Fort Worth offices.
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Agora Data has announced the appointment of Sharon Mancero as Managing Director. [Photo: Agora Data]
Arlington Fintech Agora Data Appoints New Managing Director
by Lance Murray | Mar 8, 2024
Sharon Mancero brings over three decades of experience from Wells Fargo to her new role. With her "deep industry knowledge and indisputable background in capital markets," Mancero looks to be a part of Agora's evolution as an "innovative auto finance powerhouse."
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by Lance Murray |
Jan 26, 2024
In his new role, Ryan Monteiro will continue to direct the firm's overall financial and accounting planning and practices, provide analysis and recommendations on all financial operations, and lead and support numerous key strategic initiatives aimed at growing Civitas "to the next level."
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by Lance Murray |
Dec 27, 2023
Rebecca Hern has been named managing director of Los Angeles-based Wedbush Securities in Dallas, a diversified independent financial services provider.
Specializing in serving divorced or widowed women and having a unique background as a former personal banker, Hern said the position is a good fit for her as she returns to her hometown....
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by Lance Murray |
Dec 8, 2023
Amanda Bush is a seasoned attorney and litigator who also serves as counsel to the Texas law firm Jackson Walker.
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![Erica Kosemund, Chief Brand Officer, Choctaw Nation of Oklahoma; Gillian Breidenbach, Chief Partnership Officer, North Texas FWC Organizing Committee; Chief Gary Batton, Chief of Choctaw Nation of Oklahoma; Monica Paul, Executive Director of Dallas Sports Commission and President of North Texas FWC Organizing Committee; John Hobbs, Senior Executive Officer of Communications, Choctaw Nation of Oklahoma; and Heidi Grant, Senior Executive Officer of Commerce Administration, Choctaw Nation of Oklahoma, celebrate Choctaw Casinos & Resorts becoming an Official Dallas World Cup 2026 Host City Supporter. [Photo: North Texas FWC Organizing Committee/Choctaw Casinos & Resorts]](https://s24806.pcdn.co/wp-content/uploads/2025/12/FIFA-Choctaw-dec-2025.jpg)
