Mark Griege
Director/Board Member at VERITEX HOLDINGS, INC.
Net worth: 3 M $ as of 2024-03-30
Profile
Mark Charles Griege is the founder of CI RGT Private Wealth LLC, which was founded in 1985.
He holds the title of Partner & Chief Executive Officer at the firm.
He is also the founder of Robertson, Griege & Thoele PC, which was also founded in 1985.
He held the title of Managing Partner at the firm.
Mr. Griege's current job(s) include being a Director at Veritex Community Bank (Dallas, Texas) since 2009, Lead Independent Director at Veritex Holdings, Inc. since 2009, a Director at Dallas National Golf Club, and a Member at Watermark Community Church.
Mr. Griege's former job(s) include being a Director at Schwab Institutional and a Director at the Institute of Financial Planners of Hong Kong.
Mr. Griege's education history includes an undergraduate degree from Southern Methodist University in 1981 and a graduate degree from The University of Texas School of Law in 1985.
Known holdings in public companies
| Company | Date | Number of shares | Valuation | Valuation date |
|---|---|---|---|---|
VERITEX HOLDINGS, INC.
0.25% | 2023-12-31 | 135,993 ( 0.25% ) | 3 M $ | 2024-03-30 |
Mark Griege active positions
| Companies | Position | Start |
|---|---|---|
| VERITEX HOLDINGS, INC. | Director/Board Member | 2009-05-31 |
CI RGT Private Wealth LLC
 CI RGT Private Wealth LLC Investment ManagersFinance CI RGT Private Wealth LLC is a wealth management firm headquartered in Dallas, Texas. The firm was founded by Mark Griege in 1985 and formerly known as RGT Capital Management Ltd. and as RGT Wealth Advisors LLC. In 2020, RGT partnered with CI Financial Corp. (TSE: CIX) to become a partner firm of CI Private Wealth and subsequently changed the firm’s name to CI RGT Private Wealth LLC. CI RGT Private Wealth provides investment advice and financial planning to individual clients and families. | Chief Executive Officer | 1984-12-31 |
Veritex Community Bank (Dallas, Texas)
 Veritex Community Bank (Dallas, Texas) Regional BanksFinance Veritex Community Bank operates as a state chartered commercial bank. It offers personal banking products and services, such as E-personal checking, personal and now checking, sterling checking, basic savings, preferred money market accounts, health savings accounts, certificates of deposit, individual retirement accounts, ATM services, and online and mobile banking services. The company was founded in 2004 and is headquartered in Dallas, TX. | Director/Board Member | 2008-12-31 |
Watermark Community Church
 Watermark Community Church Miscellaneous Commercial ServicesCommercial Services Watermark Community Church is a non-denominational multi-site church that operates in four campuses. Watermark Community Church is based in Dallas, TX. It provides ministry curriculum and resources to other churches across the country. The church also operates two clinics for uninsured and under-resourced patients. Although services are currently online-only, it normally sees about 20,000 attendees in any given week, including both weekend services and weekday ministries. | Corporate Officer/Principal | - |
| Dallas National Golf Club | Director/Board Member | - |
Former positions of Mark Griege
| Companies | Position | End |
|---|---|---|
Schwab Institutional
 Schwab Institutional Financial ConglomeratesFinance Part of The Charles Schwab Corp., Schwab Institutional is a private company that provides financial advisory services. The company is based in Chicago, IL. | Director/Board Member | - |
| Institute of Financial Planners of Hong Kong | Director/Board Member | - |
Robertson, Griege & Thoele PC
 Robertson, Griege & Thoele PC Investment ManagersFinance Robertson, Griege & Thoele PC engages in the provision of wealth management services. The company is headquartered in Dallas, TX. | Founder | - |
Training of Mark Griege
| Southern Methodist University | Undergraduate Degree |
| The University of Texas School of Law | Graduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Listed companies | 1 |
|---|---|
| VERITEX HOLDINGS, INC. | Finance |
| Private companies | 7 |
|---|---|
Veritex Community Bank (Dallas, Texas)
Veritex Community Bank (Dallas, Texas) Regional BanksFinance Veritex Community Bank operates as a state chartered commercial bank. It offers personal banking products and services, such as E-personal checking, personal and now checking, sterling checking, basic savings, preferred money market accounts, health savings accounts, certificates of deposit, individual retirement accounts, ATM services, and online and mobile banking services. The company was founded in 2004 and is headquartered in Dallas, TX. | Finance |
Schwab Institutional
Schwab Institutional Financial ConglomeratesFinance Part of The Charles Schwab Corp., Schwab Institutional is a private company that provides financial advisory services. The company is based in Chicago, IL. | Finance |
| Institute of Financial Planners of Hong Kong | |
CI RGT Private Wealth LLC
CI RGT Private Wealth LLC Investment ManagersFinance CI RGT Private Wealth LLC is a wealth management firm headquartered in Dallas, Texas. The firm was founded by Mark Griege in 1985 and formerly known as RGT Capital Management Ltd. and as RGT Wealth Advisors LLC. In 2020, RGT partnered with CI Financial Corp. (TSE: CIX) to become a partner firm of CI Private Wealth and subsequently changed the firm’s name to CI RGT Private Wealth LLC. CI RGT Private Wealth provides investment advice and financial planning to individual clients and families. | Finance |
Watermark Community Church
Watermark Community Church Miscellaneous Commercial ServicesCommercial Services Watermark Community Church is a non-denominational multi-site church that operates in four campuses. Watermark Community Church is based in Dallas, TX. It provides ministry curriculum and resources to other churches across the country. The church also operates two clinics for uninsured and under-resourced patients. Although services are currently online-only, it normally sees about 20,000 attendees in any given week, including both weekend services and weekday ministries. | Commercial Services |
Robertson, Griege & Thoele PC
Robertson, Griege & Thoele PC Investment ManagersFinance Robertson, Griege & Thoele PC engages in the provision of wealth management services. The company is headquartered in Dallas, TX. | Finance |
| Dallas National Golf Club |
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