Amegy Bank Wealth Management Content Managers RSS Feed

Wealth Management Advisory Bios

Fri, 05 Mar 2010 20:20:40 GMT

Barbara Vilutis Executive Vice President Wealth Management Group Barbara has over 30 years of experience in the financial world, and joined Amegy Bank in 2002 to establish the Wealth Management Group. Previously, she served in various senior roles in Private Banking for JP Morgan Chase in Houston. Barbara graduated cum laude with her BBA from Millsaps College in Jackson, Mississippi. She received her MBA in finance from the University of Mississippi. With a history of serving on Houston philanthropic boards for decades, her current memberships include Goodwill Industries, The Lighthouse of Houston, where she is Chair of the Finance Committee, The Institute for Rehabilitation and Research Foundation, and the Executive Women’s Greater Houston Partnership Steering Committee, formerly serving as President. Prior board tenures include The Moores School of Music at University of Houston, The Alzheimer’s Association, The Roundtop Library, and The Texas...

Investment Management Bios

Fri, 05 Mar 2010 20:18:52 GMT

Scott Chapa, CFA, AIF® Vice President Portfolio Manager 15 years of investment experience across multiple asset classes focusing on institutional clients. He has been at Amegy for nearly 6 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 Investment FiduciaryTM designation. 4400 Post Oak Parkway Houston, Texas 77027 713-232-1762 scott.chapa@amegybank.com J. Ryan Taylor, CFA Assistant Vice President Associate Portfolio Manager Four years of fixed income...

Market Summary

Fri, 05 Mar 2010 19:41:21 GMT

Amegy Market Updates

Markets Commentary Archive

Amegy Market Updates

Fri, 05 Mar 2010 19:40:50 GMT

Click on the player below to listen to the January 2010 Podcast:

Click on the player below to listen to the September 2009 Podcast:

Markets Commentary Archive

Tue, 02 Feb 2010 20:00:10 GMT

January 2010 Market Summary

October 2009 Market Summary

August 2009 Marketing Summary

May 2009 Marketing Summary

Winter 2008 Marketing Summary

Summer 2008 Marketing Summary

Our Bank

Fri, 29 Jan 2010 16:43:33 GMT

A bank built by Texans – for Texans. A strong financial institution reflects the needs of the people it serves. With strong roots in Houston, Dallas and San Antonio, Amegy Bank is a local bank built by Texans on a foundation of integrity, resourcefulness and conservative methods. We are proud to serve as financial stewards for our community – and we’re driven to keep our neighbors, like you, successful and prosperous. Exceeding today’s needs and tomorrow’s aspirations. At Amegy Bank, ‘relationship banking’ is more than a phrase in a brochure. It is a promise we make and keep to our Wealth Management clients every day. At Amegy Bank of Texas, you get a bank where relationships are at the forefront of prosperity. We are a bank that is well-positioned to grow and deliver a robust suite of products and services. Amegy has Texas roots and an independent spirit and is designed to help our clients successfully progress through each stage of...

Our Platforms

Fri, 29 Jan 2010 16:43:19 GMT

We combine our research, top notch strategies, wealth management expertise and investment options to assist our customers investment objectives. Our goal for you is consistent long-term returns. We form a close working relationship with each of our clients and combine our expertise with a commitment to: Provide prudent, insightful and realistic investment advice. Meet their clients' financial objectives. Deliver outstanding service. Our team is focused on being objective, providing an open architecture platform and freedom from proprietary products. 1 Investment products and services are offered through Amegy Investments, Inc., member FINRA/SIPC, a registered broker dealer, investment advisor, licensed insurance agency and an affiliate of Amegy Bank N.A. Certain other insurance products are offered through Amegy Insurance Agency (headquartered in Needville, TX), a licensed insurance agency and affiliate of Amegy Bank N.A. Investment and...

Our Team

Fri, 29 Jan 2010 16:43:03 GMT

We are a team of seasoned wealth management professionals that offer comprehensive products and services that help entrepreneurs, corporate executives, professionals, business owners, high-net-worth individuals, families, private and public foundations and endowments build and preserve their wealth. We develop a strong relationship with every client – helping each to maintain and enjoy their wealth. The Amegy Wealth Management Team has an experienced staff with expertise in: Wealth Transfer Planning Investment Management Risk Management Brokerage Private Banking Trust and Estates Real Estate / Oil and Gas Business Succession Planning Executive Benefit Strategies We apply versatile strategies to ensure your financial growth, safeguard your future, and further empower you to enjoy life on your terms. Our commitment to you: We are passionate about delivering unbiased advice to our clients We leverage all of Amegy Bank’s resources in order to...

Services Offered

Fri, 29 Jan 2010 16:42:47 GMT

Individuals Our clients include individuals, families, businesses, estates, foundations and trusts. We provide an integrated wealth management solution that will deal with opportunities ranging from integrating a wide array of investments to expert guidance how to develop a plan for retirement or constructing a sophisticated trust. We work with you one on one to maintain the relationship that ensures your financial success. We will keep you up on economic trends, financial factors and other events that may affect your investments. We are local with easy access. We meet with you regularly to discuss concerns and objectives. We will assemble the perfect team for you – one that will exceed your expectations. Families We will work with you to provide a comprehensive plan to ensure your assets will be handled as you intended. We can plan your estate to care for family members; building a trust or managing your family’s financial future and wealth. We can plan your estate to...

Corporate Trust Services

Mon, 25 Jan 2010 20:40:01 GMT

Amegy Bank of Texas is an affiliate of Zions Bancorporation which is one of the nation’s premier financial service organizations in operation since 1873. This organization has provided over 100 years of continuous corporate trust services across the country to municipalities, corporations, government agencies, student loan authorities and other taxable and tax-exempt entities. With over $50 billion in outstanding bonds, we are familiar with a wide variety of financings and have the demonstrated experience to expertly administer the most complex transactions efficiently and accurately. As one of the most stable corporate trust providers in the country, we have earned the reputation for integrity and responsiveness to customer needs. Our success is closely aligned with the way we do business, particularly in our commitment to our customers. We have the resources and flexibility to execute even the most difficult transactions and a staff of qualified trust professionals to lend...

Executive Benefit Strategies

Mon, 25 Jan 2010 20:33:21 GMT

Amegy recognizes executives of successful companies have unique needs that range from bridging the income gap at retirement, retaining key employees as well as developing successful business exit strategies. Amegy’s Executive Benefits Strategies team partners with senior management of our clients' firms to address:

Buy-Sell Agreements
Key Person Retention
Executive Bonus Plans
Tax Deferred Compensation Plans
Income Gap Replacement
Middle Management Carve Out Plans
Owner Exit Strategies
Business Succession Planning

We help plan for your future and that of your firm.

For more information, please contact:

Rob Jennings
Senior Vice President
281-297-7963

Troy Taylor
Vice President
713-232-1435

Steve Worford
Vice President
281-297-7969

Investment products and services available at select Amegy Bank N.A. banking centers are offered through Amegy Investments, Inc., member FINRA/SIPC, a registered broker dealer, investment adviser, licensed insurance agency and an affiliate of Amegy Bank N.A. Certain other insurance products are offered through Amegy Insurance Agency, Inc., a licensed insurance agency and affiliate of Amegy Bank N.A. Investment and insurance products offered are NOT insured by the FDIC or any other governmental agency, are NOT deposits or other obligations of, or guaranteed by Amegy Bank N.A., its affiliates, or any other bank, and MAY be subject to investment risks, including the possible loss of principal value or amount invested.

Private Client Investments Bios

Mon, 25 Jan 2010 20:29:11 GMT

John T. Snider President Amegy Investments, Inc. Manager Private Client Investments 24 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 22 years of financial services experience Professional Credentials: General Securities Representative (S7) General Securities Principal (S24) General Municipal Principal (S53) Securities Agent (S63) Investment Adviser Representative (S65) Texas Group 1 Insurance - Life, Accident and Health Agent 4400 Post Oak Parkway Houston, Texas 77027 713-232-1727 stephen.hines@amegybank.com W. Douglas Masterson Vice President 18 years of financial services experience. Professional...

Investment Process

Mon, 26 Oct 2009 22:00:22 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 toward attractive asset classes within strictly...

Private Client Investments

Fri, 09 Oct 2009 16:29:37 GMT

It is amazing what your Amegy financial professional can help you do. In today’s evolving investment services arena, the Private Client Investments Group brings the dedicated expertise required to help you meet your financial goals. Sound asset allocation, diversification and financial discipline are the cornerstones of our investment philosophy. Backed by our strong market expertise, we work closely with you to define your investment goals and develop a long-term strategy to help you achieve them. Our Private Client Investments Group provides full service to meet all of our clients’ investment needs. We have professionals who: • Respond with a local, hands-on approach. • Can assist clients with all facets of portfolio structure, implementation, and ongoing review. • Ensure clients competitive pricing and timely reporting. Comprehensive Support The Private Client Investments Group provides comprehensive brokerage execution and financial services. Our thorough understanding...

Executive Benefit Strategy Bios

Thu, 08 Oct 2009 20:27:50 GMT

Rob Jennings 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...

Trust & Estate Management Bios

Thu, 08 Oct 2009 20:17:34 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 713-232-1095 ...

Disclosures

Mon, 28 Sep 2009 18:51:53 GMT

Investment products and services available at select Amegy Bank N.A. banking centers are offered through Amegy Investments, Inc., member FINRA/SIPC, a registered broker dealer, investment adviser, licensed insurance agency and an affiliate of Amegy Bank N.A. Certain other insurance products are offered through Amegy Insurance Agency, Inc. (headquartered in Needville, TX.), a licensed insurance agency and affiliate of Amegy Bank N.A. Investment and insurance products offered are NOT insured by the FDIC or any other governmental agency, are NOT deposits or other obligations of, or guaranteed by Amegy Bank N.A., its affiliates, or any other bank, and MAY be subject to investment risks, including the possible loss of principal value or amount invested.
Wealth Management and Investment Management Services are offered through Amegy Bank N.A.
While the information reflected herein has been derived from sources believed to be accurate and reliable, we make no representation as to the accuracy or adequacy of such information.
The views and outlook presented are current as of the date of this communication and represent the views of the authors and of Amegy Bank N.A. and its affiliates. Such views and outlook are subject to change at any time based on market or other conditions.
This material presented is for informational purposes only and should not be used or construed as a recommendation in respect of any security, sector or investment strategy, and should not be construed or relied upon as advice or guidance as to the appropriateness of any investment decision. Please consult your tax or financial advisor for additional information concerning your specific situation.
Past performance does not guarantee future results.

Wealth Management Advisory

Mon, 28 Sep 2009 18:40:31 GMT

At the end of the day, serving you well is our key focus.

We provide comprehensive, independent investment advice for individuals, families, as well as private and public foundations. As part of an institution built on the power of relationships, our wealth management specialists take the responsibility of your future seriously and are committed to providing you with peace of mind.

We understand you have many demands on your finances and many options for meeting them. Our team of wealth management advisors will support you with trusted expertise to help you manage and grow your wealth. These services include: wealth planning, trust and estate administration, investment management, brokerage services and traditional banking services.

Our goal is simple: to provide superior service and to orchestrate the various resources it takes to oversee substantial wealth on your behalf.

Amegy Bank has the depth of experience and understanding it takes to give you the expertise you deserve. Our focus is to assist our clients in four areas:

• Managing and growing wealth.

• Protecting and preserving wealth.

• Planning for distribution of wealth during life in the most tax-advantaged way.

• Planning for distribution of wealth at death in the most tax-advantaged way.

Brokerage services are offered through Amegy Investments, Inc., member FINRA/SIPC, a registered broker dealer, investment advisor, licensed insurance agency and an affiliate of Amegy Bank N.A. Investment and insurance products offered are NOT insured by the FDIC or any other governmental agency, are NOT deposits or other obligations of, or guaranteed by Amegy Bank N.A., its affiliates, or any other bank, and MAY be subject to investment risks include the possible loss of principal value or amount invested.

Pals

Fri, 25 Sep 2009 21:39:34 GMT

To provide this service to you, Amegy Bank of Texas N.A. has engaged a service provider to whose site you are now being connected. By clicking on the I AGREE button below, you acknowledge that you are leaving the Amegy Bank web site and linking to a Amegy Bank service that is hosted by a third party.

I AGREE

I DECLINE

Trust & Estate Management

Fri, 18 Sep 2009 20:07:41 GMT

We have your family’s best interest in mind.

At Amegy Bank, we have the resources to assist you grow, manage, preserve and transfer your wealth.

We work to provide the highest level of personal service in trust and estate administration and asset management to individuals, endowments, foundations and businesses.

Amegy Bank works with you and your advisory team of attorney and CPA to integrate advice and provide comprehensive solutions and help you achieve your goals now and in the future.

Amegy Personal Trust provides a broad scope of trust and estate services.

Our capabilities include:

Trust and Estate Administration
Foundation and Charitable Trust Administration
Will Appointments
IRA Rollover Administration
Custody Administration
Investment Management
Real Estate, Oil and Gas Management

Amegy Bank Wealth Management Content Managers RSS Feed

Wealth Management Advisory Bios

Investment Management Bios

Market Summary

Amegy Market Updates

Click on the player below to listen to the January 2010 Podcast:

Click on the player below to listen to the September 2009 Podcast:

Markets Commentary Archive

January 2010 Market SummaryOctober 2009 Market Summary

August 2009 Marketing Summary

May 2009 Marketing Summary

Winter 2008 Marketing Summary

Summer 2008 Marketing Summary

Our Bank

Our Platforms

Our Team

Services Offered

Corporate Trust Services

Executive Benefit Strategies

We help plan for your future and that of your firm.

Private Client Investments Bios

Investment Process

Private Client Investments

Executive Benefit Strategy Bios

Trust & Estate Management Bios

Disclosures

Wealth Management Advisory

At the end of the day, serving you well is our key focus.

Pals

Trust & Estate Management

We have your family’s best interest in mind.

Amegy Personal Trust provides a broad scope of trust and estate services.

January 2010 Market Summary

October 2009 Market Summary