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Private Wealth Texas Forum 2015

Event Description

CFA Society of Dallas / Fort Worth is partnering with Markets Group on their Private Wealth Texas Forum which will be held in Dallas at the Hilton Anatole on March 24th.  


Society members are eligible to register for the Private Wealth Texas Forum at a 20% discount.  Please reach out to Daniel Browne at or 212.213.3272 with questions and to sign up at the discounted rate.


Conference Information


The Private Wealth Texas Forum is a one day meeting of the largest family offices, private banks, and registered investment advisors based in Texas. The event provides an educational overview of both asset allocation and asset protection strategies for the private client intermediary and end user.


Featured Contributors


Danielle DiMartino Booth, Advisor to the President, Federal Reserve Bank of Dallas

Benjamin G. Carter, Senior Wealth Strategist, Texas Capital Bank

Cullum Clark, President, Prothro Clark Company

Christopher C. Davis, Partner, Sloan Wealth Management

Scott Letier, Managing Director, Deason Capital Services

Doug Jones, Co-director of Investments, Lee Financial

Bruce L. Swanson, Senior Managing Director, CIO, Sentinel Trust Company

James Shelton, CIO, Kanaly Trust Company

Whitney E. Solcher, Principal, Shepherd Kaplan

S. Joyce Crivellari, Director & Senior Wealth Strategist, UBS Private Wealth Management

Clint Haggard, President, Burgher Haggard

Judy Morrill, Managing Director, Silvercrest Asset Management Group

Jim Adams, President, Innisfree Investments

Alan Pierce, CIO, Wright Family Office

Arthur N. Budge, Jr., President, Budge Financial

Elaine Agather, Chairman, J.P. Morgan Chase Dallas

Nicole Small, CEO, LH Holdings / President, Lyda Hill Foundation

Gwynne Shackelford, CIO, BBVA Compass Private Bank

Jeanie Wyatt, CEO & CIO, South Texas Money Management

Guillermo DeLeon, Managing Director, Blue Line Investment Group

Justin Pawl, CIO, Covenant Multifamily Office

Robert Gauntt, Founding Partner, Avalon Advisors.

R. Dennis Moon, National Executive and Managing Director, Specialty Asset Management, U.S. Trust

Timothy Smith, President, Upstream Oil & Gas Single Family Office


Event Type


Education Topic


Start Time

3/24/2015 9:00 AM

End Time

3/24/2015 4:00 PM





Event Country


Event Region



Hilton Anatole
2201 Stemmons Freeway
Dallas, TX  75207
United States



CE Credits


SER Credit




Member Price


Non-Member Price


Candidate Price



Please Contact Daniel Browne for Info:
Daniel Browne
Phone: 212.213.3272

All Day Event





Dallas - Fort Worth


Content Type: MyCFA Custom Calendar
Created at 3/20/2015 5:49 PM by
Last modified at 3/20/2015 5:49 PM by