Amegy Bank Wealth Management Content Managers RSS Feed

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: ...

Investment Management Bios

Mon, 14 Jun 2010 18:11:11 GMT

Scott Chapa, CFA, AIF® Senior Vice President Senior Portfolio Manager 16 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 Carolyn Sparkes Assistant Vice President Senior Portfolio Management Analyst ...

Investment Process

Fri, 11 Jun 2010 16:42:16 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...

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

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...

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...

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.

Amegy Bank Wealth Management Content Managers RSS Feed

Corporate Trust Services

Investment Management Bios

Investment Process

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

Wealth Management Advisory 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

Executive Benefit Strategies

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

January 2010 Market Summary

October 2009 Market Summary