Beverly Ellen Tittle

Employer firm

Texas Capital Bank Private Wealth Advisors CRD 298422

$4.19B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2018 → 08/2023
  Oppenheimer & Co. Inc
  Fort Worth, TX
• 10/2017 → 03/2018
  Liquid Capital Of America Corp
  Irving, TX
• 07/2011 → 10/2017
  Goldman Sachs
  Irving, TX
• 08/2023 → Present
  Texas Capital Bank
  Dallas, TX
• 04/2025 → Present
  Tcbi Securities
  Dallas, TX
• 04/2025 → Present
  Texas Capital Bank Private Wealth Advisors
  Dallas, TX

Previous Registrations

• 2018-08-14 → 2023-08-18
  Oppenheimer & Co. Inc.
  Fort Worth, TX

Other Businesses

Texas Capital Bank Yes 2000 McKinney Avenue, Ste. 700, Dallas, TX 75201 Financial institution Collateral Analyst ABL Ops Analyst 8/16/2023 50 hours 35 hours Examine borrowing bases, recalculate ineligibles, input and manage collateral in ACBS, manage a portfolio of 20 deals

Exams

• S66 Uniform Combined State Law Examination
  2018-08-12

Other Names

• Beverly Ellen Tittle
• Beverly Ellen Galbreath
• Beverly Ellen Little