| Name | Title | Contact Details |
|---|---|---|
David Cebollero |
Legal Executive l Deputy General Counsel | Profile |
Craig Conway |
Chief Technology Officer | Profile |
Karla Booe |
Deputy Chief Compliance Officer and Risk Management Compliance Executive | Profile |
Liz Eber |
VP, Assistant General Counsel | Profile |
Stephen Teplin |
Associate General Counsel | Profile |
Jefferson Bank is a family-owned bank serving communities in San Antonio and surrounding areas in the Texas Hill Country. Through the years, Jefferson Bank has created an elite team of highly skilled, family oriented and civic-minded individuals who contribute to the Bank continuing success. Jefferson Bank has been a strong part of San Antonios banking community for 71 years. We are independent, locally owned and ideally structured for convenient personalized service. Our goal is to earn long term relationships every day through integrity, responsiveness and commitment.
First National Bank of Dieterich is a Dieterich, IL-based company in the Financial Services sector.
Pathstone is The Family Office. Powered by innovation, built for every generation, and expertly delivered. Pathstone creates a distinct culture of innovation built on the timeless foundation of trust and service traditionally delivered by family offices. We deliver the ultimate client experience in an era of constant change. Who we serve: 1. FAMILIES & INDIVIDUALS - Family office benefits and solutions—simplified A comprehensive suite of family office services tailored to your specific requirements. Innovative solutions and strategies are designed to enhance your net results and achieve your objectives. Exclusive client experience crafted to your desired outcomes. 2. FAMILY OFFICES - Turbo-charge your existing family office Proprietary portfolio execution and reporting system designed to reduce fees, cut taxes, enhance results, and provide controls and information in ways we believe were not possible before. We provide creative solutions and tested strategies to complement your existing family office. Deep investment research, access, solutions, and tools to provide your family office the flexibility to outsource certain investment components. 3. FOUNDATIONS & ENDOWMENTS - Fiduciary advice to support your fiduciary responsibilities Investment counsel, process and solutions built to distinctively serve trustee and committee-directed portfolios. We provide results-oriented impact investment solutions inclusive of measurement and reporting tools. Comprehensive services to manage your complete back office or simply complement your existing organization. Locations in Arizona, California, Colorado, D.C. Metro, Florida, Georgia, Massachusetts, New Jersey, New York, Rhode Island, Texas, Washington, and Wyoming. For more information, please see our web site – www.pathstone.com
In 1974, the seeds for a totally new concept in banking were planted. Peoples Bank is family owned and community driven. The vision of the Winter Family is to provide you, our valued Guest, a full range of quality financial services including banking, investments, and mortgage. And, unlike other "business-as-usual institutions," have a little fun in the process. "Banking Unusual" at Peoples is based on our promise to take care of each Guest like family. We call it "the Grandma test." It`s a commitment to provide you Financial Happiness.
CapStar Bank, Member FDIC, specializes in lending for small and mid-size businesses, led by responsive and creative bankers, robust treasury management services and 24/7 availability. We`re great for consumers too, with tailored loan and deposit services, wealth management and mortgage products, in addition to online banking, a CapStar app for your smart phone and PeoplePay direct payment. CapStar has a high tech-high touch approach to banking where personal attention and robust, accessible technology support every client`s banking needs. And we`re proud to actively support the communities we serve. Find us in Davidson, Williamson and Sumner Counties, as well as 8 branches in East Tennessee. Tell us your story! We`re Listening.