Jeff Shipley

President, Founding Partner

Years of Experience: 27 years

Educational Background

  • Texas A&M University, BA, Psychology and Economics

Other Notable Information

  • Jeff brings more than 25 years of private banking experience to the team.
  • Jeff has extensive experience developing teams to reach their fullest potential, most recently providing strategic leadership to more than 1,000 team members across a 21-state region. He is driven by results, delivering outstanding experiences for clients every step of the way.
  • Jeff is very active in the community, serving in leadership roles for some of the largest nonprofit organizations in Houston including Board Director for Houston Methodist Hospital, Chairman of the Board of Cynthia Woods Mitchell Pavilion, Advisory Director at Texas Children’s Cancer Center, Chairman of the Board for Interfaith of the Woodlands, and the Director/Finance Chair for the Woodland United Methodist Church.