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Latest News

Latest News & Updates of Lehman Associates

Lehman Associates places new President and CEO Stephen Phillips at American Bank of Commerce (ABC Bank)

American Bank of Commerce (ABC Bank) has announced that Stephen Phillips joined the bank as its new president and CEO. ABC Bank serves businesses and individuals from a dozen banking centers in Texas and Colorado. “We are thrilled to welcome Stephen as our new President and CEO,” ABC Bank said in its announcement. “With over

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Lehman Associates places new EVP and market president for Austin, Rafa Valiente, at American Bank of Commerce (ABC Bank)

American Bank of Commerce (ABC Bank) announced that Rafa Valiente has joined the bank as EVP and its new market president for Austin. ABC Bank serves businesses and individuals from a dozen banking centers in Texas and Colorado. “We are also delighted to announce that Rafa Valiente has joined us,” ABC Bank said in its

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Lehman Associates places Melissa Anderson as Senior Vice President of 1900 Wealth Management

Highly Experienced Finance Executive Melissa Torres Anderson Will Direct 1900 Wealth Management’s Business Development in the Austin Market Originally posted at https://www.prnewswire.com/news-releases/1900-wealth-management-austin-office-adds-managing-senior-vice-president-302210677.html AUSTIN, Texas, July 31, 2024 /PRNewswire/ — San Antonio-based, family-owned investment advisor 1900 Wealth Management™ (1900 Wealth®) today announced it has tapped Melissa Torres Anderson to be managing senior vice president for its Austin office. “Melissa is a seasoned executive

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Lehman Associates places Stephen Lee as new President and CEO of First National Bank of Bastrop

Originally posted at https://www.fnbbastrop.bank/newpresidentceo BASTROP, TX – The First National Bank of Bastrop (FNB) announces seasoned executive Stephen Lee as new President and CEO of the locally owned and independent community bank. Lee has over 30 years of banking experience, including the past 17 as President and CEO of First Financial Bank in SE Texas. Lee

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Jan Lehman Delivers Keynote Address at Legacy Network’s Quarterly Meeting

Lehman Associates founder Jan Lehman was the keynote speaker at Legacy Network’s quarterly meeting at the Dallas Country Club in February 2024. Legacy Network was founded in 2021 to bring together professional women in family offices, with the mission to “lift each other up through mentorship and thought-leadership.” The group now has more than 100

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Lehman Associates places General Counsel and Chief Compliance Officer at Sendero Wealth Management

Sendero Wealth Management, a private, partner-led wealth management firm in San Antonio has hired Julie Gerron as General Counsel and Chief Compliance Officer. She held similar positions for nearly two decades with Westwood Holdings Group, a publicly traded Dallas-based investment management boutique and wealth management firm. “Julie has extensive legal experience that includes developing and

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Lehman Associates places new CEO at SJRA

The San Jacinto River Authority (SJRA) Board of Directors announced today the selection of Aubrey A. Spear, PE, as general manager. As general manager, Spear will oversee the development and implementation of SJRA’s vision, mission and strategic goals through the collaboration with the SJRA’s Operating Divisions: General and Administrative Services, Lake Conroe, Woodlands, Groundwater Reduction

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Lehman Associates places Chief Advancement Officer at MOWCTX

With over 25 years of experience in the philanthropic sector, Paul Secord is a visionary and entrepreneurial executive who until recently led the University Relations and Strategic Initiatives team at Southwestern University, a liberal arts institution in Georgetown, Texas. Paul is passionate about advancing the transformational power of philanthropy and creating a culture of giving

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Lehman Associates places COO/CFO at Sendero Wealth Management

Sendero Wealth Management, a private, independent, partner-led wealth management firm in San Antonio and Austin has announced Kristina G. Craig as Chief Financial and Operating Officer. She spent more than a decade in a variety of accounting and compliance roles with Covenant, then CAPTRUST. “As Sendero grows so does our need for outstanding talent,” Partner

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