He has received the Outstanding Professor Award, the Joe Beasley Award, the Jack G. Taylor Teaching Excellence Award, Outstanding Professor Award in the Executive MBA Program, the Excellence in Education Award and the Regents Award at The University of Texas. McElroy, a 1981 Texas A&M graduate, was the director of the University of Texas at Austin 's School of Journalism between 2016 and 2022, where she is a tenured professor. Craig L. Weiss, Board Chair, Memphis, TN Craig is a native of Memphis, Tennessee and graduate of CBHS Class of 1985. Buddie lives in Austin, Texas with his wife and three children where he volunteers in a number of community sports and board positions. In your work as an advisor, you value professionalism, integrity and honesty, taking the utmost care when serving your clients. They were selected by a diverse panel of judges from across the industry and the editorial team at ThinkAdvisor** The Forbes ranking of Americas Top Women Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience and weighing factors like revenue trends, assets under management, compliance records, industry experience and best practices learned through telephone and in-person interviews. Seven New Members Join Board of Trustees - Newsroom | University of St The vice president for facilities and economic development oversees facilities, buildings, parking, transportation and real estate management. At Texas A&M, he served on the presidential search committee from 2013 to 2015, while he is a . In addition to teaching, she provides expert witness and consulting services in Taxation. Established in 1874, the Board of Trustees helps TCU carry out its mission by setting policy and developing a long-term institutional strategy. 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. Ramesh Rao (Ex-Officio) Buddie Ballard Scott Bishop Tom Bradley Keith Brown Dave Butler Peter Chilian Robert Conklin Michael Dellinger Jim Denholm Karen Dixon Gregg Fisher The content found on this site is general in nature and intended to be used for informational purposes only. Prior to his current role, Dan held numerous positions in both trading and marketing at Fidelity Investments and American Express. Currently, Scott is a CERTIFIED FINANCIAL PLANNER practitioner(CFP) and a Certified Public Accountant (CPA). As a nonprofit organization, we share your values and take the same care when it comes to helping our donors plan charitable gifts. Board of Trustees - University Prep All or part of the July 13-14, 2023 meeting of the TRS Board of Trustees may be held by telephone or video conference call as authorized under Sections 551.130 and 551.127 of John Michael Austin, The University of Texas Health Science Center at San Antonio. He has worked in the financial services industry since 1995. University of Texas at Dallas Dallas, TX 11/01/2021 to 10/31/2025. Gregg has served as a guest lecturer for the State University of New York at Buffalo, New York University, Columbia, McCombs School of Business at the University of Texas at Austin, Cornell Business School, and Harvard University. What followed was his discovery and pursuit of effectively using options strategies with buy-and-hold positions in an equity index ETF to define, or limit, large losses in economic downturns. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. from the University of Texas at Austin in 1990, Adam joined Kidder Peabody & Co. as a financial analyst in corporate finance. The vice president for academic affairs and provost is the chief academic officer for the University, responsible for the formulation and implementation of educational policy. To be selected, you must first be nominated. He will be receiving the Law Alumni Associations Lifetime Achievement Award this September. In order to facilitate cutting edge research, Jeff maintains frequent contact with Federal Reserve economists, Wall Street analysts and other leading economists from around the world. He is a Certified Financial Planner and Registered Investment Advisor with over 30 years of experience. Adam lives in Manhattan with his wife, Jennifer, and their children, Russell and Rebecca. All rights reserved. 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. 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. He received an Economics degree from Stanford University and a MBA from The University of Texas in Austin. From May 1987 to August 1988 Keith was based in New York as a Senior Consultant to the Corporate Professional Development Department at Manufacturers Hanover Trust Company. Officers & Board of Trustees - Southwestern Medical Foundation Over his career Mr. Langston has utilized his experience and training as a Certified Merger & Acquisition Advisor (CM&AA) and Chartered Alternative Investment Analyst (CAIA) to advise the nations leading RIA's, asset managers, senior wirehouse executives and financial advisors, large broker dealers and family offices. The Teacher Retirement System of Texas has been established pursuant to Article 16, Section 67 of the Texas Constitution, which requires TRS to have a Board of Trustees (the "Board") to administer TRS and invest its funds. 210 West 7th Street,Austin, Texas 78701-2982. year and consists of up to 50 members, and its bylaws also provide for emeritus and Karen is a native of Galveston, Texas and graduate of The University of Texas at Austin with degrees in Finance and Marketing. 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. According toRegents Rule 20201, the president is the chief executive officer, reporting to and responsible to the chancellor of the UT System. Current Regents | The University of Texas System Mr. Nersesian is head of advisor education at PIMCO, providing advanced wealth management and investment consulting education to financial professionals. Keith Christopher Brown currently holds the positions of University Distinguished Teaching Professor and Fayez Sarofim Fellow in the Department of Finance at the McCombs School of Business, University of Texas at Austin. Board of Trustees | Office of the President - University of the Rouse is also the founder and President of Stoney Creek Foundation (Stoney Creek Ranch), a camp designed to enrich Houstons inner-city youth. Mr. Gary Cumbie: Ms. Anne Street '78: Mr. John Maddux '59: Senator Beverly Powell '92, MBA '99: Board of Regents | The University of Texas System Formerly, Mr. Ballard coached West Austin Pop Warner (WAPW) football and a number of little league baseball teams. Randy is a 1990 graduate of the University of Texas with a masters degree in professional accounting. 727 East Dean Keeton St. Establish and promote the overall strategic direction for the university, Hire and evaluate on a regular basis the chancellor vis-a-vis his goal, Undertake other duties based on current needs or issues under the leadership of an While at BBVA Investment Services, he led 265 advisors and bankers across seven states and was responsible for over $25 billion in client assets. The term "Board of Trustees" is the most commonly used name for governing bodies of universities in the United States. 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. The Office of Admissions and the Office of the Registrar, 10. 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. Going forward, we will make our best attempts to use the information you provide in this survey to adjust the content of the communications we send you and the frequency with which you receive them. Board of Trustees Enrollment & Aid Steps to Apply & Enroll Degree/Certificate Military Dual Credit International Students Initial I-20 International Packet Upload Form Transfer International Transient International Transient Early Admission Casual Student I'm Not Sure Course Schedule Testing Services Paying for College Tuition & Fees Financial Aid He has testified as expert in, among others, American Express vs. Visa et al. For five years, he held the position of Research Director for the Research Foundation of the CFA Institute. Ramesh K.S. Board of Trustees - Our Lady of the Lake University The new memberswho will begin their three-year terms on September 1, 2021are Parker Folse 80, a Partner at Susman Godfrey LLC, Rene Gonzalez 93, who serves as General Counsel of ExxonMobil Exlporacao Ltda., Arleas Upton Kea 82, the Deputy to the Chairman for External Affairs of the Federal Deposit Insurance Corporation, and William Bill Whitehurst 71, a Partner at Whitehurst, Harkness, Brees, Cheng, Alsaffar, Higginbotham and Jacob, PLLC. The Office of Internal Audit reports indirectly to the president and directly to the UT System. Our development team is well-trained and skilled in the application of all vehicles of strategic philanthropy. Locally, Scott has been on the Board of Directors of the Houston CPA Society and has been Chairman of the Personal Financial Planning Committee. 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. In January 2020, Gregg launched a global small company long short equity fund under his new investment business Quent Capital, LLC. For Trustees and Advisors - University of Texas Austin The Student Regent serves a one-year term. Jims unique background includes a Mechanical Engineering from the University of Texas at Austin and nearly two decades spent at large investment firms (JPMorgan, Morgan Stanley and Wells Fargo). Austin, Texas 78705 Robert Conklin, a retired valuation professional, is an investor, wine maker, philanthropist, globe trotter, and Longhorn sports fan. *The Luminaries Program shines a spotlight on how industry participants are producing results in thought leadership & education. Neika Clark. In 2009, Gregg founded the Gerstein Fisher Research Center to bridge theoretical research concepts with real-world challenges facing individual investors. However, Craig has worked hard to get to this stage of life and also appreciates getting away. May 2021 - Feb 2027 Occupation Physician U. T. Student NOLAN PEREZ, M.D., Harlingen, Texas, was appointed to The University of Texas System Board of Regents by Governor Greg Abbott in March 2019 and was reappointed to a six-year term in April 2021. As a thought leader in Financial Planning, Scott chairs the national Tax and Estate Planning Knowledge Circle for the Financial Planning Association (an association of CFP certificants). The PDF will include all information unique to this page. The University of Texas Board of Regents is established in the Texas Constitution, sections 10 through 13. Please remember, you can always review our complete privacy policy and you may opt-out of receiving communications from us at any time. A pioneer of factor investing, Gregg developed Gerstein Fishers proprietary Multi-Factor investment strategies that he used to construct globally diversified portfolios. Wallace Jefferson 88, a Partner at Alexander Dubose & Jefferson, and the Former Chief Justice of the Supreme Court of Texas. The Board of Regents, the governing body for The University of Texas System, is composed of nine members who are appointed by the Governor and confirmed by the Senate. In 2016, with over $4 billion in assets under management and advisement, Gregg led the sale of Gerstein Fisher to Peoples United Bank, expanding the bank into systematic investing. The election results were announced by Jack Balagia '76, the Board's current Chairman, and Susan L. Blount, Vice Chair for Administration, and Del . Gregory C. King. He often escapes to his second home in the Texas Hill Country with his wife Pam and, when their schedule allows, their grown children Drew and Megan. News - Sul Ross State University from Delhi University, India. Russ Norwood has worked for over 30 years in the financial services industry since graduating from the University of Texas in 1986 with a degree in Business Economics. Mr. He is a Certified Wealth Strategist and Accredited Investment Fiduciary. He has served on numerous civic, charitable, and religious boards and councils. The University of Texas Law School Foundation is a 501(c)3 established in 1952 as an educational foundation to support the School of Law. Every aspect of IronBridge was developed with a client-first mindset. Dr. Jeffrey Roach is the Chief Economist with the Investor & Investment Solutions group at LPL Financial. Rajini is a co-founder of Focus and responsible for acquisition, relationship management and value-added initiatives across the firm. Rajini holds an MBA from Columbia Business School in New York, a PGDM from the Indian Institute of Management, Ahmedabad and a B.A. 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. 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. In August of 1988, Keith received his charter from the CFA Institute. Prior to that, he held successive wealth management positions at BBVA, Comerica, and JP Morgan Chase. 512-475-6072. Adam was involved in several debt, equity and M&A transactions in the energy industry. In addition, Dan served on the loan committee of BiG AUSTIN, a small business and workforce development non-profit. He also served as chief financial officer for a value-added reseller of dental products. By continuing to use this site, you agree to our use of cookies in accordance with our Privacy Policy. Richard works with multi-generational families to address the complex issues of successful wealth transfer. Were thrilled these two great friends of the Law School now once again hold the title of Life Trustee and have been enthusiastically welcomed back to the Board of Trustees of the Foundation, said Chairman Balagia. Temple University announces tuition rates for the 2023-2024 academic Prior to Avalon, Chris served as the first Chief Investment Officer of Memorial Hermann Health System and was an Investment Banker with J.P. Morgan. Jeffs broad experiences on an institutional trading floor and in portfolio management, make him an engaging speaker for any audience. Throughout the more than 100-year history of the UT System, the Board has been made up of dedicated and distinguished Texans who have been strong advocates of excellence in academic programs, scientific inquiry, and responsible public service. 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. Chris Halaska joined Avalon in 2020 as Chief Investment Officer. 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. Bryan Kucholtz serves as Executive Vice President and Head of Private Wealth for Texas Capital Banks Private Wealth Advisors line of business. 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. Throughout his career, Dave has been closely involved in the evolving field of investment advice and the strong community of professionals redefining wealth management and enhancing the investor experience. , The State of Alaska v. Veco Corporation, and Boone v. CIGNA. 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. During the same meeting, the Board of Trustees also approved a blended 4.4% tuition increase for out-of-state students. Administration Board of Trustees Back to About Board of Trustees Board of Trustees The Most Reverend Edward J. Burns, Chancellor Richard Husseini, '88, Chair Joe Armes Charles E. Baumann, '88 Win Bell Louis Brown Mary Devlin Capizzi, '88 '89 J. Barry Clark Tom Craddick Emmet Flood, '78 The Most Reverend Daniel Flores, '83, '87 Louis J. Grabowsky The Wealth Management Program is indebted to the faculty members and professionals who inspire, inform, and train our future leaders in wealth management. Bios | ERS policy and developing a long-term institutional strategy. 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. Previously, he served as EVP, Regional Sales Manager - North Texas for PNC Investment Co., where he was responsible for supervision of PNCs Brokerage and Wealth divisions in the North Texas region. In 2006, he was elected to the Universitys prestigious Academy of Distinguished Teachers and also serves as a Provosts Teaching Fellow. Board of Trustees | St. Mary's University | San Antonio, Texas Loreen Gilbert is an experienced wealth manager who has spent more than three decades creating comprehensive wealth strategies for her clients. Prior to his current role at LPL Financial, Jeff was a Senior Economist with Visa where he focused on macroeconomic forecasting for both internal stakeholders and external clients who were in a diverse set of industries. His clients include the Federal Home Loan Banks, Intel Corporation, Burlington Northern, Deutsche Bank and Fidelity Investments. Pete is a member of the Salesmanship Club of Dallas, which runs the AT&T Byron Nelson golf tournament of the PGA Tour to raise funds for the benefit of the Momentous Institute. She also made the ThinkAdvisor Luminaries Class of 2021 in the Thought Leadership category. Doug H. Brooks. Richard Joyner is President of Tolleson Wealth Management. Prior to joining PIMCO in 2019, he was senior managing director of wealth management services for Nuveen Investments. The assets of the TRS pension fund are required by state and federal law to be held in trust for the exclusive benefit . Expand About Menu, 2800 South University Drive (512) 499-4200. The Foundation made several other decisions regarding longtime members of its Board. Fort Worth, Texas 76109 BOARD OF TRUSTEES . 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. TEACHER RETIREMENT SYSTEM OF TEXAS MEETING . John Langston, CM&AA, CAIA is the Founder and Managing Partner of Republic Capital Group. 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. She sits on the Tocqueville Society Cabinet for Orange County United Way as well as is involved in Womens Philanthropy Fund. In addition, Scott has both authored and has been interviewed for numerous articles in financial related publications and websites such as the Wall Street Journal, MarketWatch, CNBC, New York Times, Washington Post, Time, Investors Business Daily, Barrons, USA Today, Money Magazine, Investopedia.com, Investment News, Kiplinger, WealthManagement.com, Financial Planning Magazine, The AICPA Tax Section, BankRate.com, the Houston Business Journal and the CPA Forum. Over the years, Scott has conducted Continuing Education courses for Certified Public Accountants. After receiving a B.B.A. 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. Ms. Clark currently serves on the board of trustees of St. John's United Methodist Church. His responsibilities include leadership of all aspects of Texas Capital Banks Private Wealth and Banking services. Michael was appointed to the influential UBS Financial Advisor Advisory Council (FAAC) in 2017. He has written several books including Smart Thinking, Smart Change, Brain Briefs, and Bring Your Brain to Work. Michael began investing more than 17 years ago while earning both his Chartered Financial Analyst (CFA) designation and his M.B.A. Today, as a member of one of the largest teams in Private Wealth Management at UBS, he is able to apply his passion for investing and his expertise in asset allocation and manager evaluation to his work on behalf of clients. Before founding Swan, Randy was a senior manager forKPMGs Financial Services Group, primarily working with risk management and insurance providers as a tax consultant.
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