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May 04, 2015 9:09 AM 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 As of December 2012, Kanaly Trust Company operates as a subsidiary of Lovell Minnick Partners, LLC.

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 2014.

Kanaly Trust Company Key Developments

Kanaly Trust Mulls Acquisition Of Wealth Management Firm

Kanaly Trust Company is planning to acquire another wealth management firm by the second quarter of 2014. Bill Rankin, Chief Executive Officer of Kanaly Trust said, "We are looking at acquisitions or making investments in like-minded firms that share a common philosophy about how clients should be served. We should have one in progress by Q1 or Q2." Rankin added that there are a number of small wealth management firms in the Southwest U.S. that are looking for more capital resources to buy better investment platforms and technologies.

Kanaly Trust, LTA Names Drew Kanaly as President

Kanaly Trust, LTA announced that Drew Kanaly was appointed President of the firm and will be assuming expanded responsibilities overseeing all client service and business development activities firm-wide. Drew will continue to serve as a primary contact for many long-standing client relationships while also maintaining his existing duties serving as Chairman of the Board for Kanaly Trust. In this expanded role, Drew Kanaly will oversee a proven team of relationship managers, strategists, estate administration and special asset specialists, as well as business development professionals, working together as a cohesive team. Jeff Kanaly will continue to serve as Vice Chairman & Chief Financial Officer and will actively work with Bill Rankin on a number of strategic opportunities and initiatives.

Kanaly Trust Company Mulls Acquisitions

Kanaly Trust Company is seeking acquisitions. Bill Rankin, Chief Executive Officer of Kanaly Trust Company said, "We are looking at acquisitions or making investments in like-minded firms that share a common philosophy about how clients should be served."

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