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Net Exchange

Thu, 29 Dec 2011 20:00:52 GMT

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Wealth View

Thu, 29 Dec 2011 19:59:37 GMT

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Investment Management Bios

Fri, 04 Nov 2011 16:04:42 GMT

Scott Chapa, CFA, AIF Senior Vice President Senior Portfolio Manager and Manager, Investment Management More than 17 years of investment experience across multiple asset classes focusing on institutional clients. He has been at Amegy for nearly 8 years. Prior to assuming his current role, Scott was a Senior Investment Analyst working with Amegy's Institutional Clients, primarily working with Investment Committees. Scott started his career working for J.P. Morgan Chase & Co. and its predecessor Texas Commerce Bank. BS in Finance from University of Houston - Clear Lake. Scott is FINRA-licensed General Securities Representative (S7), Uniform Securities Agent and Advisor Representative (S66). Earned the right to use the Chartered Financial Analyst designation and the Accredited...

Executive Benefit Strategy Bios

Thu, 11 Aug 2011 13:08:48 GMT

Rob Jennings, AIF Rob currently holds the position of Senior Vice President of Amegy Investments, Inc. and is a Senior Retirement Plan Specialist for Retirement Plan Services and Manager of Executive Benefit Strategies. He joined Amegy Investments, Inc. in January 2004. Rob is primarily responsible for sales and marketing of corporate retirement plans. His areas of expertise include Executive Deferred Compensation, Defined Contribution, Defined Benefit, Target Benefit, ESOP Plans, Trust Services, and Flexible Employee Benefit Plans. Rob began his retirement plan career in 1988 at The Hand Group of Companies, Houston, TX where he was Vice President Marketing. In 1997, Rob joined Pan American Retirement & Investment Services, Dallas, TX as Regional Sales Manager where he was responsible for marketing, sales and communication of qualified retirement plans through...

Wealth Management Advisory Bios

Thu, 04 Aug 2011 15:28:57 GMT

Barbara Vilutis Executive Vice President Wealth Management Group Barbara has over 30 years of experience in various areas of financial services, the last 15 years in the area of Wealth Management. She joined Amegy Bank in 2002 to establish the Wealth Management Group. Previously, Barbara held various positions at JPMorgan Chase and the predecessor bank, Texas Commerce Bank. Barbara graduated cum laude with her BBA from Millsaps College in Jackson, Mississippi. She received her MBA in finance from the University of Mississippi. Barbara is active in the Houston community serving on not-for-profit boards including American Red Cross Greater Houston Area Chapter, Goodwill Industries, The Lighthouse for the Blind, The Texas Institute...

Markets Commentary Archive

Mon, 09 May 2011 17:20:30 GMT

1st Quarter - 2011 Market Summary

4th Quarter - 2010 Market Summary

3rd Quarter - 2010 Market Summary

2nd Quarter - 2010 Market Summary

1st Quarter - 2010 Market Summary

January 2010 Market Summary

October 2009 Market Summary

August 2009 Marketing Summary

May 2009 Marketing Summary

Winter 2008 Marketing Summary

Summer 2008 Marketing Summary

Private Client Investments Bios

Thu, 03 Feb 2011 15:47:06 GMT

John T. Snider President Amegy Investments, Inc. Manager Private Client Investments 25 years of financial services experience. Professional Credentials: General Securities Representative (S7) General Securities Principal (S24) General Options Principal (S4) General Municipal Principal (S53) Securities Agent (S63) Investment Adviser Representative (S65) 4400 Post Oak Parkway Houston, Texas 77027 713-232-1725 john.snider@amegybank.com Stephen G. Hines Vice President 23 years of financial services experience Professional Credentials: ...

Trust & Estate Management Bios

Tue, 12 Oct 2010 18:37:23 GMT

Deborah S. Gibson Executive Vice President & Manager Trust Division 25+ years of trust experience, most recently serving as Manager of the Houston Personal Trust Group of The JPMorgan Private Bank Graduated with a trust major from the Southwestern Graduate School of Banking at Southern Methodist University, after receiving her BS from Texas A&M University Board memberships include the Houston Estate and Financial Forum; Ronald McDonald House of Houston; American Cancer Society; The Women's Fund for HER Foundation; Chapelwood United Methodist Church Administrative and Foundation Board Member of the Houston Estate and Financial Forum and the Houston Business and Estate Planning Council 4400 Post Oak Parkway Houston, Texas 77027 ...

Markets Commentary

Tue, 12 Oct 2010 17:58:27 GMT

Markets Commentary Archive

Investment Process

Wed, 25 Aug 2010 23:29:41 GMT

Our Investment Process, as detailed in the diagram below, has been uniquely developed with the long-term objective of exceptional returns with minimal risk. Each step in this process has a purpose and is critical in achieving the results that our clients are seeking. Along with our commitment to growing, managing and preserving our clients' wealth, we are committed to service. We recognize that our clients' personal and financial goals will evolve over time. Therefore, we consider it a privilege to walk alongside them as they are often faced with many difficult, complex financial decisions. Our team is extensively trained to think from 'the client's perspective' which adds significant value to the service we offer. Capital Markets Outlook Our Capital Markets Outlook is determined by several factors. Not all investments are the same, so tactical allocations can and should change Designed to tilt portfolio...

Corporate Trust Services

Thu, 08 Jul 2010 20:05:48 GMT

Amegy Bank builds lasting relationships through excellent service and by adding value to our customers' transactions and businesses through efficiency, skill and attention to detail. We have the resources and expertise to exceed our customers' expectations. Services Amegy Bank is a premier, full-service Corporate Trust provider with Administrators known for their experience in administering all types of financing structures through an extensive array of products and services, including: • Trustee • Successor Trustee • Paying Agent and Registrar • Escrow Agent • Custodian • Commercial Paper IPA • Collateral Agent • Dissemination Agent • Fiscal Agent • Stock Transfer Agent • Tender Agent • Exchange Agent Benefits Your unique needs are met by one team ...; one office ...; and one point of contact. Amegy Bank makes a difference through: ...

How We Do It- Our Approach

Thu, 27 May 2010 20:39:26 GMT

At Amegy Bank, we strive to build a lasting, rewarding relationship with every client we serve. We believe that our commitment to building quality relationships with the people we serve has made Amegy Bank what it is today – an organization with the depth, experience and skill that you expect and deserve. It all starts with listening. So that we understand your values and expectations – in order to deliver on them today and in the future. Amegy Wealth Management delivers a disciplined approach around 13 common issues that face our wealth management clients. Understanding Your Needs We believe that before we can develop appropriate financial planning and wealth-management strategies for you and your family, we first need to understand your needs, concerns and aspirations. Our first job is to understand your personal goals, the lifestyle you want to maintain, your current and upcoming responsibilities, your business plans, your charitable plans … your...

Insurance Services

Thu, 27 May 2010 20:38:49 GMT

Amegy Insurance is a collaborative team of insurance, investment and retirement plan specialists. Amegy Insurance seeks to leverage our extensive experience in these areas to provide guidance to clients seeking traditional and advanced insurance solutions. Products and services provided by Amegy Insurance Agency, Inc. including: Executive Benefit Strategies Buy-Sell Agreements Key Person Coverage Executive Bonus Plans Deferred Compensation Business Succession / Exit Strategies Reverse Split Dollar Risk management / asset protection Alternative Financing Premium Financing Insurance Products Term Whole Life Universal Life Variable Life Corporate Employee Benefits – no minimum Amegy uses specialty partners to deliver the highest quality insurance planning programs. We have the ability to offer: Medical Insurance Dental Vision Group Life Long term Care Disability We help you plan for your future and that of your firm. Rob Jennings Troy...

Corporate Investments

Thu, 27 May 2010 20:38:20 GMT

With strong roots in Houston, Dallas and San Antonio, Amegy Bank is built on a foundation of integrity and service. Our local presence, coupled with a wide array of products and comprehensive services, provide the depth, experience and skills that our clients expect and deserve. In Corporate Investments, our goal is to be the premier provider of investment products and services. We offer customized solutions to bring you efficiency and results. Our success is built on the power of long-lasting and rewarding relationships we share with our clients. Our team focuses on consistent, reliable, and tailored services for our clients. We begin by listening as we want to understand and evaluate your business needs. Only by listening can we present appropriate products and investment options designed to meet your liquidity and investment goals. Our line of products currently includes: • U.S. Treasuries • Federal Agencies • Money Market Mutual Funds ...

Retirement Plan Services

Thu, 27 May 2010 20:38:12 GMT

Retirement Plan Services manages clients' retirement plans and fiduciary responsibilities, provides comprehensive employee education, including one-on-one consultations and monitoring for the life of the plan.

Specializations:

401(k) plans
Profit sharing plans
Defined benefit plans
Executive deferred compensation plans

Our team consists of eight experienced, retirement and investment professionals serving our clients' retirement plan needs. We hold many professional designations, including: Certified Financial Planner™ (CFP®), Chartered Financial Analyst ™(CFA®) and Accredited Investment Fiduciary™ (AIF®). The average retirement and investment experience of the team members is seventeen years.

For more information, contact:

Deborah Lundin, AIF®

SVP, Manager, Retirement Plan Services

Amegy Investments, Inc.

713-232-2283

deborah.lundin@amegybank.com

Rob Jennings, AIF®
SVP, Sr. Retirement Plan Specialist
Amegy Investments, Inc.
281-297-7963
rob.jennings@amegybank.com

Foreign Exchange

Thu, 27 May 2010 20:38:03 GMT

In an ever-changing world, we keep up with global trends. Amegy Bank of Texas is your local bank with global foreign exchange capabilities. We have been providing quality foreign exchange services to our clients for over 15 years. All in One Place By handling all foreign exchange sales, trading and settlement functions at one location, we assure you fast and accurate order executions and accelerated settlements as needed. Amegy Bank of Texas can assist you in creating customized solutions to add efficiency and profitability to your foreign payables and receivables. In today’s competitive environment, it is important to stay informed and to take advantage of currency market opportunities. Amegy Bank of Texas Foreign Exchange Services can assist our clients with all of their currency needs: Service and Experience Our professionals will keep you informed of price levels, market conditions and international news that could directly affect your business. We have combined the...

Investment Services

Thu, 27 May 2010 20:37:51 GMT

With strong roots in Houston, Dallas and San Antonio, Amegy Bank and Amegy Investments, Inc. have been built on a foundation of integrity and service. Our local presence, coupled with a wide array of investment products and comprehensive services, provide the depth, experience and skills that our clients expect and deserve. Our goal is to be the premier provider of investment products and services in the areas we serve. We offer customized solutions to bring you efficiency and results. Our team focuses on consistent, reliable, and tailored services for our clients. From accessing global capital markets to managing retirement plans, customers find the answers and innovation they seek through Amegy Bank and Amegy Investments, Inc. Our knowledgeable, experienced bankers partner with individual and business customers to tailor solutions for complex financial and investment issues. Amegy Investments Division Manager Suzette W. Jones, CFP®, AIF ® Suzette...

Private Banking Services

Thu, 27 May 2010 20:37:26 GMT

Let us help you with your customized credit and deposit needs. We provide common-sense solutions to your most complex financial needs. Deposit Solutions Standard bank deposit accounts Corporate group banking packages Time deposits Money Market accounts Credit Solutions Personal lines of credit Commercial lines of credit for professional service companies Home mortgage loans* – both purchase and refinancing Vacation home loans* Home construction loans* Home equity loans* – term loans and lines of credit> *Loans subject to credit approval. Personal Loans A personal loan can be used for just about anything – a college education, a luxury car, a boat, a recreational vehicle, a vacation or an investment opportunity. Signature Line of Credit Our personal line of credit allows you simply to write a check for the things you need – up to your credit limit. You will enjoy a much lower interest rate than with most...

Private Banking

Thu, 27 May 2010 20:37:17 GMT

Amegy Bank has assembled one of the most comprehensive Private Banking teams in Houston. Averaging nearly 20 years of local Texas banking experience, we specialize in anticipating and meeting the needs of corporate executives, professionals, entrepreneurs, business owners, wealthy individuals and families. Our private bankers take the time to get to know you, understand your needs and provide common-sense solutions to your most complex financial needs.

Amegy private bankers also serve in a leadership role, assembling experts and resources from within and beyond the bank to assist you. We oversee the entire process, ensuring that your goals remain the primary focus.

If customized credit is your immediate need, we will work hard to exceed your expectations. Well-placed leverage can be a huge benefit, allowing you to stay fully invested when there are demands on liquidity.

We specialize in anticipating and meeting the needs of:

Corporate executives
Professionals
Physicians
Entrepreneurs
Business owners
Wealthy individuals
Families

Amegy Market Updates

Fri, 05 Mar 2010 19:40:50 GMT

Amegy Bank Wealth Management Content Managers RSS Feed

Net Exchange

Wealth View

Investment Management Bios

Executive Benefit Strategy Bios

Wealth Management Advisory Bios

Markets Commentary Archive

1st Quarter - 2011 Market Summary

4th Quarter - 2010 Market Summary

3rd Quarter - 2010 Market Summary

2nd Quarter - 2010 Market Summary

1st Quarter - 2010 Market Summary

January 2010 Market Summary

October 2009 Market Summary

August 2009 Marketing Summary

May 2009 Marketing Summary

Winter 2008 Marketing Summary

Summer 2008 Marketing Summary

Private Client Investments Bios

Trust & Estate Management Bios

Markets Commentary

Investment Process

Corporate Trust Services

How We Do It- Our Approach

Insurance Services

Corporate Investments

Retirement Plan Services

Specializations:

For more information, contact:

Foreign Exchange

Investment Services

Private Banking Services

Private Banking

Amegy Market Updates

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