The Partner Directory provides the contact information and brief description of companies who support Texas’ wealth management and trust industry.
Ms. Janet Moore Regional Sales Manager [email protected] www.trustasc.com(800) 686-0470115 S. Walnut StreetMuncie, IN 47305Accutech Systems is a leading trust accounting and investment management solutions company. We know that your business is about more than tracking numbers, it's about relationships. That's why we use innovative design to let you concentrate on exceptions only when you need to so you can spend the rest of your time strengthening the relationships that make your company strong. Our flagship product, Accutrust Cheetah™, delivers leading edge technology with a, 100% browser-based, SaaS solution that enables access from any location in the world, at any time so that you can spend more time with your clients. We move with speed and take the bureaucracy out of doing business because you're not just a number to us … helping you succeed is personal. Find out how we're redefining trust and how Accutrust Cheetah™ clients are generating ROI of up to 25% by visiting www.trustasc.com or contacting us at [email protected]Software,Investment
Mr. Kevin Trnka Account Executive [email protected] www.broadridge.com(212) 918-6968605 Third AvenueNew York, NY 10016-5802Broadridge, a global fintech leader with $4 billion in revenue, provides communications, technology, data and analytics solutions for broker-dealers, trust banks, mutual funds and corporate issuers globally. We help drive business transformation for clients with solutions for enriching client engagement, navigating risk, optimizing efficiency and generating revenue growth. We seamlessly connect all parts of the business - from trading, proxy processing and compliance management to class action recovery and multi-channel communications - to automate processes, reduce costs and mitigate risk. We are uniquely positioned to help trust and wealth management firms get ahead of today's challenges and capitalize on what's next.Software,Compliance
Ms. Monica Merizalde Events Coordinator [email protected] www.drillinginfo.com(512) 477-92002901 Via Fortuna Ste 200Austin, TX 78746-0007Drillinginfo delivers business-critical insights to the energy, power, and commodities markets. Its state-of-the-art SaaS platform offers sophisticated technology, powerful analytics, and industry-leading data. Drillinginfo's solutions deliver value across upstream, midstream and downstream markets, empowering exploration and production (E&P), oilfield services, midstream, utilities, trading and risk, mineral management, and capital markets companies to be more collaborative, efficient, and competitive. Drillinginfo delivers solutions across the energy value chain with actionable intelligence over mobile, web, and desktop that analyze and reduce risk, conduct competitive benchmarking, and uncover market insights. The recent acquisition of MineralSoft and Oildex add solutions to automate business processes and better manage oil & gas investments.
Ms. Melody A. Martinez, CPL Vice President [email protected] www.farmersnational.com(918) 710-414315 W. 16th St, Suite 2700Tulsa, OK 74119Farmers National Company is the largest independent oil & gas management firm in the country with over 150,000 properties under management in 40 states. Our client include Banks, Foundations, Universities, Non-Profits, Hospitals, Family Offices, and Individuals. The three key area of focus are: Comprehensive Oil & Gas Accounting, Risk Mitigation, and Revenue Enhancement. FNC Oil & Gas Management places a strong emphasis on pro-active management of client Oil & Gas properties. Having a staff consisting of Certified Professional landmen, Certified Mineral Managers, Certified Division Order Analysts, Oil & Gas attorneys and accountants, and a geologist, FNC Oil & Gas Management is fully prepared to assist our clients with the professional services needed to actively manage their Oil & Gas interests!
Mr. John P. Liekar, III Vice President, Senior Regional Consultant [email protected] www.federatedinvestors.com(214) 500-88561001 Liberty AvePittsburgh, PA 15222-3779Federated is a leading global investment manager offering a full spectrum of investment and stewardship capabilities. Our investment solutions span 130 equity, fixed-income, alternative/private markets, multi-asset and money market funds and a range of separately managed account strategies.Federated was founded more than 60 years ago with the belief that doing business the right way over time presents the best opportunity for future growth. In 2018, Federated acquired a controlling interest in London-based Hermes Investment Management, a world-class provider of differentiated and award-winning capabilities across public and private markets with a heritage of responsible investing. Together, Federated and Hermes also offer premier ESG investment strategies, along with a leading ESG engagement and stewardship resource (Hermes EOS). Knowing how crucial strategic diversification and allocation are in reducing overall portfolio volatility, Federated continues to develop products that cover all asset classes, sectors and styles with the goal of long-term consistent performance.Investment
Mr. Kevin Fisher Senior Managing Director [email protected] www.fi-tek.com(239) 631-5261333 Thornall St Ste 202Edison, NJ 08837-2239Fi-Tek is a financial technology company providing innovative software products and solutions to financial service providers including: Banks, Trust Banks & Wealth Management Institutions, Private Banks, RIAs, Family Offices, Hedge Funds, and Hedge Fund Administrators and their clients. We help clients provide comprehensive wealth management solutions to efficiently meet trust, asset servicing, securities processing (both domestic and global) and alternative investments (private equity and partnership accounting) challenges. We offer our solution on an integrated real-time platform securely hosted in our state-of-the-art Private Cloud. Fi-Tek's innovative thinking and cutting-edge solutions enable its 450 financial institutions to service over $1.3 trillion in assets under administration on their two main platforms, TrustPortal / Global Wealth Enterprise Solution and HedgeTek. Fi-Tek is headquartered in Edison, New Jersey, and has built partnerships with some of the leading financial institutions to develop innovative solutions and jointly bring these products to the market.
Mr. Ryan Henrich Vice President [email protected] www.53.com(513) 534-672138 Fountain Square PlzMD 1090ccCincinnati, OH 45202-3191For more than a century, we've helped institutional investors grow, manage, and protect their assets by delivering flexible solutions with a superior level of service and unmatched value. Our clients include financial institutions, mutual funds, insurance companies, mutual fund companies, registered investment advisors, public entities, Taft-Harleys, and non-profits.
Ms. Emily Traxler Marketing Director [email protected] www.firstrate.com(817) 525-18931903 Ascension BlvdArlington, TX 76006-6522First Rate exists to help wealth management companies grow and thrive as stewards of their client's investments. Our reporting solutions help financial firms create absolute transparency while empowering investors to simplify and better understand their financial world. Through First Rate's holistic view of engagement, we deliver adaptable and tailored solutions that sustain long-term relationships. With a proven track record - including more than 25 years of experience - our relentless focus on meeting the diverse needs of our partners is unmatched in the industry. We design the best technologies and foster superior client relationships, enabling our partners to prosper by providing similar successful - and enduring - relationships to investors. First Rate gives financial firms peace of mind by delivering consistent, accurate results that are designed to address the specific needs of their business - and their investors.
Ms. Michelle Castro Director, Trusts & Estates [email protected] www.ha.com(214) 409-18242801 W. Airport FreewayDallas, TX 75261Formed in 1976, Heritage Auctions is the largest auction house founded in the United States with offices in 11 cities worldwide and a team of experts specializing in 40 categories, including rare coins, fine and decorative arts, luxury accessories, wine, sports, entertainment memorabilia and others. Heritage Auctions caters to an unmatched community of collectors and over one million bidders interested in precious objects from 40 unique categories. In addition to auction, Heritage offers an array of services to collectors and advisors alike, including valuations, appraisals, private treaty, advisory services and more.
Mr. James L. Hollerbach President & CEO [email protected] www.hollerbach.com(210) 226-25566700 N New Braunfels AveSan Antonio, TX 78209-3830With a reputation for accuracy and fast turn-around, the company provides comprehensive title research, abstracting, and a wide range of settlement services to include flood zone determinations, tax certificates, and real estate appraisal products, pre-foreclosure and Trustee services. Also providing title due diligence for the energy sectors of oil and gas exploration, and renewables. A family owned business based in San Antonio since 1985, the company's reach expands throughout Texas, the Southwest, and Latin America.
Mr. Wes Hobgood Wholesaler [email protected] www.invesco.com/us/en(806) 368-710811 Greenway Plz Ste 1000Houston, TX 77046-1147Invesco Global Liquidity's long tradition of providing high-quality products, a proven management philosophy, advanced credit research, innovative technology and responsive service has paved the way to become one of the premier cash managers in the industry. Committed to the money market fund business since 1980, we have created a comprehensive menu of US-based and global liquidity products.Investment
Mr. Chris Ollendike Executive Vice President [email protected] www.investedge.com(484) 424-01423 Bala Plz W Ste 600Bala Cynwyd, PA 19004-3413InvestEdge is a leading provider of innovative advisor solutions to financial institutions. Our integrated solutions provide a breadth of tools that simplify complicated wealth management processes and reduce overall operational risk. Using the integrated solutions automates key front office functions like easy-to-use portfolio management, trading/rebalancing, performance measurement, reporting, compliance/fiduciary monitoring, and data aggregation tools. Through MMxCHANGE, we provide a marketplace of investment products for wealth management firms.
Mr. Kurt Kauffman Manging Director [email protected] www.jackson.com/private-wealth(720) 606-1142300 Innovation DrFranklin, TN 37067-6011Jackson® is a leading provider of tax-deferred annuities for industry professionals and their clients. The Private Wealth and Trust group is a specialized team focused on complex planning, investment management, and tax mitigation strategies for HNW and UHNW families.
Mr. Michael Reynolds Executive Director, Client Advisor [email protected] www.jpmorganfunds.com(832) 627-1863277 Park AvenueNew York, NY 10017J.P. Morgan is a global leader in asset and wealth management services. The Asset & Wealth Management line of business serves institutional, ultra high net worth, high net worth and individual clients through its Asset Management and Wealth Management businesses. With client assets of $2.7 trillion and assets under management of $2 trillion, we are one of the largest asset and wealth managers in the world. (Assets as of Dec. 31, 2018.)
Ms. Susanna Larseingue Special Projects Manager [email protected] www.mineralware.com(817) 735-8195777 Taylor St PH II-GFort Worth Club TowerFort Worth, TX 76102-4919MineralWare is the the #1 rated mineral management software for banks, institutions, investment funds, foundations, family offices, and individuals. We provide a dynamic mineral management software that integrates land, GIS, well data, accounting, analytics, alerts and reporting. Our world class customer service and state of the art software are what really sets us apart.
Mr. Walter B. Lotspeich Managing Director [email protected] www.ogtrustservices.com(817) 980-65124200 S Hulen St Ste 210Fort Worth, TX 76109-4911OG Trust Services (OGTS) was founded in 2016 by a seasoned group of mineral management and trust professionals to deliver modern technology and consultative, client-focused solutions to bank trust departments, private trust companies, family offices and foundations. OGTS delivered and enhanced a proprietary accounting system, "VISION", to compliment our extensive back office and mineral management experience. In addition to VISION, we offer Managed Solutions for our clients and can assist with all aspects of mineral interest management. OGTS - Accounting for Every Drop!
Mr. Matthew Brown Managing Director [email protected] www.oppenheimerfunds.com/advisors(415) 470-62362 World Financial Ctr Fl 14225 Liberty StNew York, NY 10281-1020OppenheimerFunds: The Right Way to Invest
Mr. Brendan Laffey Relationship Manager [email protected] www.proxytrust.com(631) 761-6614100 Patco Ct Ste 9Islandia, NY 11749-1522Proxytrust customers benefit from our comprehensive proxy voting and strategic partner solutions including policy voting, capital changes, and cost basis research. Our strict focus on the trust market, consultative relationship management and extensive industry experience adds significant value to our customers through greater operational efficiency and increased compliance. Our customer-driven core values as a privately-held, independent company, uniquely positions us as a trusted partner and growing industry leader.CoreData,Management,Software
Mr. Corey Scott SVP - Sales & Marketing [email protected] www.energylink.com(281) 919-16891780 Hughes Landing Blvd Ste 215Spring, TX 77380Spanning nearly two decades of quality, client-focused service to the energy industry, Red Dog Systems delivers innovative and economical cloud-based solutions that raise the standard for revenue data exchange. We are committed to providing solutions that transform owner relations information sharing and we apply innovative technology through our secure, web-based software that automates transactions for revenue data exchange. With our transaction fee billing model, clients only pay for benefits they receive. By incorporating easy to use, cost saving transaction automation workflow, Red Dog's products increase owner utilization and improve business processes for both operators and owners. Red Dog System's success is built on the loyalty of our clients and we work tirelessly to foster those relationships. To better serve our global customers, we offer free client support, comprehensive onboarding, training resources, and customized workshops. With offices in Calgary and Houston, Red Dog Systems is a privately held company.
Mr. Tom Nelson EVP/Chief Investment Officer [email protected] www.reichandtang.com(212) 830-53631411 Broadway Fl 28New York, NY 10018-3450Reich & Tang is a deposit specialist that provides bank trust/wealth managers with a multi-million dollar FDIC insured alternative to money funds. The program offers clients high levels of FDIC insurance, increased yield potential, decreased risk, and enables banks to access investors' cash balances as a funding source for the bank.Strategic,Sweep