James Steven Orr
Chief Investment Officer at Texas Capital Bank Wealth Management Services, Inc.
Profile
Mr. James S.
Orr, CFA MBA, is an Executive Vice President & Chief Investment Officer at Texas Capital Bank Wealth Management Services, Inc.
Mr. Orr was previously employed as a Vice President of Investment by Communities Foundation of Texas, a Portfolio Manager by Citigroup Asset Management, a Vice President of Investment by Associates First Capital Corp., and a Portfolio Manager by Caterpillar Securities, Inc.
He received his undergraduate degree from the University of Texas at Austin Graduate School and an MBA from Texas State University.
James Steven Orr active positions
| Companies | Position | Start |
|---|---|---|
Texas Capital Bank Wealth Management Services, Inc.
 Texas Capital Bank Wealth Management Services, Inc. Investment ManagersFinance Texas Capital Bank Wealth Management Services, Inc., dba Texas Capital Bank Private Wealth Advisors (Texas Capital), is a SEC-registered investment adviser and wealth management firm headquartered in Dallas, Texas. The firm was founded in 2002 and is a wholly owned subsidiary of Texas Capital Bank, which is owned by Texas Capital Bancshares, Inc. (NASDAQ: TCBI). Texas Capital provides financial planning, wealth strategy and family governance consultation, and portfolio management services to high-net-worth individuals, trusts, foundations, endowments, and corporate entities, including, but not limited to, family-operated businesses. | Chief Investment Officer | - |
Former positions of James Steven Orr
| Companies | Position | End |
|---|---|---|
Communities Foundation of Texas
 Communities Foundation of Texas Investment Trusts/Mutual FundsMiscellaneous Communities Foundation of Texas provides different ways to make charitable contributions while realizing significant tax advantages. The foundation handles the investment of the gift, listen to the donor's priorities and manage its distribution in charitable grants to worthwhile causes. Communities Foundation of Texas was founded in 1953 and is headquartered in Dallas, TX. | Corporate Officer/Principal | 2013-06-30 |
| Citigroup Asset Management | Corporate Officer/Principal | 2001-03-31 |
| ASSOCIATES FIRST CAPITAL CORPORATION | Corporate Officer/Principal | 2000-12-31 |
| Caterpillar Securities, Inc. | Corporate Officer/Principal | 1996-12-31 |
Training of James Steven Orr
| Texas State University | Masters Business Admin |
| University of Texas at Austin Graduate School | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Listed companies | 1 |
|---|---|
| ASSOCIATES FIRST CAPITAL CORPORATION | Finance |
| Private companies | 4 |
|---|---|
| Caterpillar Securities, Inc. | |
| Citigroup Asset Management | Finance |
Communities Foundation of Texas
Communities Foundation of Texas Investment Trusts/Mutual FundsMiscellaneous Communities Foundation of Texas provides different ways to make charitable contributions while realizing significant tax advantages. The foundation handles the investment of the gift, listen to the donor's priorities and manage its distribution in charitable grants to worthwhile causes. Communities Foundation of Texas was founded in 1953 and is headquartered in Dallas, TX. | Miscellaneous |
Texas Capital Bank Wealth Management Services, Inc.
Texas Capital Bank Wealth Management Services, Inc. Investment ManagersFinance Texas Capital Bank Wealth Management Services, Inc., dba Texas Capital Bank Private Wealth Advisors (Texas Capital), is a SEC-registered investment adviser and wealth management firm headquartered in Dallas, Texas. The firm was founded in 2002 and is a wholly owned subsidiary of Texas Capital Bank, which is owned by Texas Capital Bancshares, Inc. (NASDAQ: TCBI). Texas Capital provides financial planning, wealth strategy and family governance consultation, and portfolio management services to high-net-worth individuals, trusts, foundations, endowments, and corporate entities, including, but not limited to, family-operated businesses. | Finance |
- Stock Market
- Insiders
- James Steven Orr
