July 24, 2016 1:36 PM ET

Capital Markets

Company Overview of Kanaly Trust Company

Company Overview

Kanaly Trust Company is a privately owned investment manager. It also provides financial planning, wealth management, and trusts and estate planning services to its clients. The firm typically provides its services to high net worth individuals, estates, and families. It manages separate client-focused equity and fixed income portfolios. The firm invests in the public equity, fixed income, and real estate markets of the United States. Kanaly Trust Company was founded in 1975 and is based in Houston, Texas.

5555 San Felipe

Suite 200

Houston, TX 77056

United States

Founded in 1975

Phone:

713-561-9300

Fax:

713-877-8744

Key Executives for Kanaly Trust Company

Chief Executive Officer
President and Chairman of the Board
Chief Compliance and Operations Officer
Senior Vice President and Relationship Manager
Senior Vice President and Special Assets Manager
Compensation as of Fiscal Year 2016.

Kanaly Trust Company Key Developments

David H. Barton to Lead Mercer Advisors and Kanaly Trust

Mercer Advisors and Kanaly Trust announced that they have reached a definitive agreement to merge. Upon the merger completion, the combined company will manage assets exceeding $8 billion making it one of the independent wealth managers in the United States. The combined company will be led by David H. Barton, Chief Executive Officer of Mercer Advisors.

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Recent Private Companies Transactions

Type
Date
Target
Merger/Acquisition
March 28, 2016
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