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managing director
Mandy Price [Credit: Lori Wilson]
Draper Richards Kaplan Foundation Names Kanarys Co‑Founder and CEO as a Managing Director in Dallas
by Lance Murray | Feb 10, 2025
Mandy Price, who will be based in the foundation’s Dallas office, will play a lead role in sourcing new investments for the foundation’s portfolio organizations and will work as an operating partner and board member for those organizations. DRK is one of the largest global venture philanthropy firms dedicated to supporting early-stage, high impact social enterprises.
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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HCA, a new boutique investment bank specializing in behavioral and mental health, said the addition of Melissa Bunch supports its growth strategy as it continues to increase its leadership and win new buy-side and sell-side assignments.
Dallas’ Healthcare Capital Advisors Appoints Managing Director
by Lance Murray | Jun 14, 2024
HCA, a new boutique investment bank specializing in behavioral and mental health, said the addition of Melissa Bunch supports its growth strategy as it continues to increase its leadership and win new buy-side and sell-side assignments.
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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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Megha Tolia, Nirav Tolia, and Josh Taylor [Photo Illustration: DI; Images: SMU]
Veteran Leader Named Managing Director of SMU’s Spears Institute for Entrepreneurial Leadership
by Lance Murray | Mar 13, 2024
Joshua Taylor will be responsible for leading the institute’s goals, programs, and operations, in alignment with the overall mission and vision of SMU Cox, co-founding directors Megha Tolia and Nirav Tolia, and benefactor Dr. William S. Spears.
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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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Bates Arnot [Source photo: Brady Photography/Stream Realty]
Stream Promotes Development Expert to Lead Its Central Region Industrial Development Team
by Lance Murray | Sep 29, 2023
In this new role at Stream, Bates Arnot will continue sourcing development opportunities throughout Texas and Colorado and other markets in the region. Arnot rejoined Stream in 2020 to build its new Industrial Development Services platform.
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by Lance Murray |
Sep 7, 2023
Following the acquisition of Fiserv's Reconciliation Business, Trintech CEO Darren Heffernan says the company's focus is on scaling. The company's strategic leadership shifts are aimed at bolstering growth and enhancing its approach to financial process innovation
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by Lance Murray |
Jul 31, 2023
Voice plays an "increasingly vital role" in digital transformation, says John Cooper. The new managing director–voice transformation will help clients capitalize on the opportunities.
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by Lance Murray |
Jun 9, 2023
Real estate services giant JLL has announced a series of 15 promotions within its Dallas office.
Brad Selner, Kelley Kackley, and Larry Toon have been promoted to the role of executive managing director, specializing in office tenant representation.
Joining them as senior managing directors are five office tenant rep brokers: Andy Leatherman, Conor McCarthy, Jon McNeil, Bret Hefton, and Torrey Littlejohn....
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