Brent Thomas Location
- Houston, TX, US
Brent Thomas Work
- 2026 -now VP | Endowment and Foundations @
- 2014 -2025 President @ Valor Fiduciary Partners
- 2023 -2024 Senior Vice President, Institutional Advisor @
- 2019 -2023 Director, Institutional Trust Division @
- 2010 -2014 VP, Trust Consultant @
- 2005 -2009 VP, Philanthropic Consultant @
- 2002 -2005 VP, Trust Marketing Officer @
- 2000 -2001 Restricted Securities Agent @ Corporate Stock Transfer, Inc.
- 1993 -1999 Sergeant @
Brent Thomas Education
- University of New Orleans
B.S. (Business Administration)
1995-1997
Brent Thomas Skills
- Retirement Planning
- Investment Advisory
- Portfolio Management
- Estate Planning
- Strategy
- Risk Management
- Investments
- Management
- Business Development
- Securities
- Financial Services
- Asset Allocation
- Investment Management
- Wealth Management
- Marketing
- Pensions
- Security
- Strategic Planning
- Leadership
- Public Speaking
Brent Thomas Summary
- Brent Thomas, based in Houston, TX, US, is currently a VP | Endowment and Foundations at CAPTRUST. Brent Thomas brings experience from previous roles at Valor Fiduciary Partners, Farther, BBVA and Regions Bank. Brent Thomas holds a 1995 - 1997 B.S. in Business Administration @ University of New Orleans. With a robust skill set that includes Retirement Planning, Investment Advisory, Portfolio Management, Estate Planning, Strategy and more. Brent Thomas has 4 emails and 1 mobile phone numbers on RocketReach.
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Top CAPTRUST Employees
Scott Matheson
Managing Director, Head of Client Solutions
Durham, NC, US
Christina Markell-Balleza
Managing Director | General Counsel
San Antonio, TX, US
Ann Leddy
Chief Compliance Officer
New York, NY, US
Robert Miller
Chief Financial Officer
Raleigh, NC, US
Jon Strickland
Senior Vice President
Raleigh, NC, US
Rick Shoff
Managing Director, Advisor Support Group
Doylestown, PA, US
Heather Darcy
Vice President | Financial Advisor
Raleigh, NC, US
Patrick Flint
Senior Vice President, Financial Advisor
Raleigh, NC, US
Emma Marlatt
Vice President of Business Development
Raleigh, NC, US
Megan Loftin
Vice President | Financial Advisor
Raleigh, NC, US
Joshua Isley
Vice President | Financial Advisor
Raleigh, NC, US
Will Chitwood
Senior Vice President, Financial Advisor
Raleigh, NC, US
Michael Wunderli
Managing Director | Head of Mergers and Acquisitions
Redondo Beach, CA, US
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