Advisory Team

800.301.6196 | 214.703.7918 Fax | Contact the Advisory Team

Select "See bio" below to learn more about an Advisor.

Team Leadership & Support

Darcy Weeks
Darcy Weeks
Manager, Investment Operations
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Mark-DeBree
Mark DeBree, CFA
Managing Principal
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Steven-Houle
Steven Houle, CFA, FRM
VP/CCO – Advisory
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Advisors

Andrew-Gelsomini
Andrew Gelsomini
Advisor
See bio
Casey-Peterson
Casey Peterson
Senior Advisor
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Loren-Blake
Loren Blake
Advisor
See bio
Mark-Wert
Mark Wert
Senior Advisor
See bio
 

Contact

CECL - are you ready? Derivative Hedging Insights. Asset/Liability Management Questions? CC_By-The-Numbers_Banners_238x103_B CSS_Subordinated-Debt_Banner_Final_238x103_B Advisory Service? We can help.