Dallas-Fort Worth

Alan is responsible for managing personal and institutional relationships. A CFA® charterholder, Alan has more than 20 years of investment management experience, most recently with Frost Bank in Austin and San Antonio. He spent his career progressing through equity...

Jonathan D. Berry serves as Senior Vice President based in our Fort Worth office. Berry will help lead the local trust management team, including facilitating new business development and relationships while providing customized client solutions. Berry brings over 14...

Kathy oversees Argent Trust's Fort Worth wealth management team, including facilitating business development and providing client solutions. A Certified Trust and Fiduciary Advisor (CTFA), Kathy brings to Argent Trust 27 years of experience as a senior vice president...

Linda is the Market President for Argent Trust Company in Dallas, Texas. She opened Argent's Dallas office in early 2018. In her role as Market President, she will direct, manage, and develop strategic direction to the wealth strategist team, including critical...

Luc McGehee has joined the Dallas office as trust administrative assistant with Argent Trust Company. McGehee reports to Argent Trust Dallas Market President Linda Baker and will be responsible for providing administrative and marketing support to the company’s wealth...

Mary works in a fiduciary role with clients of Argent Trust Company’s Dallas location. Mary has almost 30 years of experience in the financial services industry. Before coming to Argent, she was a senior fiduciary risk specialist at the Federal Reserve Bank of Dallas,...

Michael Lanese joined the company as Senior Portfolio Manager. He will be based in Argent’s Dallas office and will be responsible for managing personal and institutional portfolios. Lanese joins Argent from Fluent Financial, where he served as portfolio manager. In...

Michael serves as a senior vice president and wealth advisor in Argent Trust's Dallas market. He has over 45 years of fiduciary wealth management experience with a focus on providing service to high net worth families. Prior to joining Argent, Michael most recently...

Patrice works in a senior fiduciary role with clients of Argent Trust Company’s Fort Worth location. Patrice brings to Argent 35 years of experience in wealth management and fiduciary services. Prior to joining Argent Trust Company, she held the position of AVP with...

Walter joined the company in 2013 and works as a portfolio manager in our San Antonio office. Walter brings with him 8+ years of research and investment management experience. He has a demonstrated track record of success in designing, implementing, and managing...