Piggy bank

Benchmark Bank launches private wealth management division

Thu, 10/04/2014 - 14:20

Benchmark Bank has launched Benchmark Private Wealth Management, a registered investment advisor, to better provide its customers with a complete suite of financial services.

The new division will be led by industry veterans Wayne McCullough and Keith Beckman.
 
“The addition of Private Wealth Management services is a natural progression in the growth of the Benchmark family of companies and will allow us to more completely serve the financial needs of our customers,” says Mike Barnett, CEO and chairman of Benchmark Bank. “Wayne and Keith will provide the expertise, advice and counsel that our clients demand and will further strengthen our relationships within the community.”
 
Benchmark is a community bank offering personalised services ranging from business and personal banking to commercial and construction loans to mortgage lending and title services. The bank has offices in Dallas, University Park, Plano and Austin. Benchmark Bank celebrates its 50th anniversary of serving the Texas banking community this year.
 
Beckman currently serves as senior vice president/director of special projects for Benchmark Bank and will assume the role of managing partner at Benchmark Private Wealth Management. His prior positions include serving as senior vice-president of CSG Investments where he was responsible for purchasing and originating investments for the organisation, portfolio manager at Highland Capital Management and senior analyst for Richmond Investment Advisors.
United Methodist Church, Keith, his wife Shelley and their two children reside in Dallas.
 
McCullough will be joining Beckman as managing partner, as well as serving as president of Benchmark Private Wealth Management. He formerly served as managing director of Kayne Anderson Capital Advisors where he was responsible for the firm’s sales and marketing efforts that focused on high net worth, family office, and select institutional relationships as well as the management of the Dallas office.
 
Rawles Bell will be joining Beckman and McCullough as associate director, client advisor at Benchmark Private Wealth Management. Bell was most recently a financial advisor at RBC Wealth Management. 


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