Jackie (Auld) Mata

Experience

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  Deloitte

  Sept 1987 - Sept 1993

  Tax Manager

  Ann Arbor and Detroit offices

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  Midtown Group, Inc.

  Sept 1993 - Jan 2000

  CFO

  Family Office

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  Durbin Bennett - Private Wealth Management, LLC

  Jan 2000 - Jan 2005

  Director of Wealth Management Services

  Investment management and financial planning

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  KDK-Harman Foundation

  Jan 2005 - Oct 2009

  Chief Operating Officer

  Breaking the cycle of poverty through education while promoting a culture of giving excellence

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  KDK Management

  Jan 2005 - Oct 2009

  Chief Financial Officer

  Family Office

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  College Possible Texas

  May 2008 - Jun 2014

  Board Member
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  J.P. Morgan

  Oct 2009 - Aug 2016

  Private Banker & Executive Director
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  I Live Here I Give Here

  Jan 2011 - Jan 2017

  Board Member
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  Michigan State University

  Jan 2012 - Dec 2014

  Board Member, Eli Broad College of Business Alumni Board
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  Mission Capital

  Nov 2015 - Dec 2016

  Social Ventures Partner
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  Texas Capital

  Aug 2016 - Nov 2021

  Private Client Advisor & Senior Vice President

  cell: 512.626.784898 San Jacinto Blvd, Suite 200 Austin, TX 78701We provide comprehensive, integrated wealth management services including investment management, jumbo mortgages, custom credit, concierge private banking, and trust & estate administration within a framework designed by a custom financial and wealth transfer plan.Texas Capital Bank Private Wealth Advisors offers investment advisory services and is registered with the U.S. Securities and Exchange Commission (the “SEC”). SEC registration does not constitute an endorsement of the advisory firm by the SEC nor does it indicate that the advisory firm has attained a particular level of skill or ability. The information contained herein does not constitute investment advice or a recommendation for you to purchase or sell any specific security. Individuals are urged to consult with their own tax or legal advisors. Texas Capital Bank Private Wealth Advisors does not endorse any third-party communications posted on this page. Non-deposit investment products and services are offered through Kingswood Capital Partners, LLC (“KCP”), a registered broker-dealer (Member FINRA/SIPC). Advisory services offered through Texas Capital Private Wealth Advisors, an SEC Registered Investment Advisor. Products offered through KCP: are not FDIC or otherwise federally insured, are not a deposit or guarantee of the bank, and may involve investment risk including possible loss of principal. Investment Representatives are registered through KCP. The bank has contracted with KCP to make non-deposit investment products and services available to bank clients. Show less

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  Literacy First

  Jan 2018 - Feb 2023

  Board Member

  Literacy First provides struggling readers (K-2) in Austin area low-income schools with one-on-one tutoring with AmeriCorp members serving as tutors. Literacy First uses a research-based strategy with 20-plus years of proven results. From the White House to the Governor’s Mansion, Literacy First has been recognized as an award-winning leader in literacy in Central Texas. www.literacyfirst.org