We go above.
So you can go beyond.
At Bank of Texas Private Wealth, we know that success doesn't happen overnight; it takes grit, determination, and hard work—and we are here to support you every step of the way. We are committed to providing San Antonio with the resources and financial expertise you need to help you go beyond what you thought was possible.
We offer extensive services and solutions to help you protect and manage your wealth
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Private banking
Enjoy customized credit terms, sophisticated checking options with many benefits, special CD rates and dedicated service.
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Trust services
Protect your assets with the help of skilled and experienced fiduciary professionals trained to handle your financial affairs and estate administration.
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Specialty asset management
BOK Financial Corporation is one of the largest and most well-established North American specialty asset managers.
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Investment management
Work with our investment managers to develop your unique strategy, without being tied to certain partners or limited to specific portfolios.
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Insurance
Strengthen your wealth management and business succession strategies with comprehensive insurance solutions.
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Financial planning
Experience the comfort level and confidence to chart your course with advice from people you trust.
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Specialized services
We offer extensive services and solutions to help you protect and manage your wealth.
Get to know our team
Although our brand may be new to San Antonio, our team has been serving this community for years—decades, in many cases. We are ready to get to know you and your goals, and learn how we can help you succeed.
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Mark Johnson
Chairman
Johnson brings over 50 years of Texas banking expertise, which began at Texas Commerce Bank in Houston, where he ultimately became president and COO with National Bancshares Corporation of Texas in San Antonio. The past 20 years were spent in executive positions with Texas Capital Bank.
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Alex Nuno
Private Banking and Wealth Management Market Executive, Central Texas
Nuno joined BOK Financial in October of 2022 after working at Bank of America, Wells Fargo and JP Morgan. He brings over 30 years of experience working with professionals, business owners and families in Houston and Central Texas.
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Andy Black
Private Wealth Market Manager
Black leads our private banking team in central Texas. A dedicated wealth management professional, he most recently served as senior vice president for central and south Texas private wealth management at Comerica Bank.
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Leah Schoenfeld
Senior Private Wealth Banker
Schoenfeld has worked in the financial industry since 2006 in a variety of roles including credit buyer, financial advisor and private client banker.
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Alberto E. Matta
Private Wealth Banker
Matta has served in a variety of banking and finance roles dating back to 2007. Most recently, Matta served as a commercial banking relationship manager at Comerica Bank.
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Cathy Haffner
Private Wealth Advisor
Cathy provides high-net-worth families with comprehensive wealth planning and customized investment solutions. She has more than 30 years of experience in investment management and banking from Bank of America, Merrill Lynch, JPMorgan, and US Bank.
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Dell Boykin
Personal Trust Manager
Boykin leads our trust administration team in Central Texas. He has over 26 years trust and executive experience and previously served as Chief Operating Officer at Austin Trust Company.
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Blake Bratcher
Senior Trust Officer
Bratcher has worked in trusts and estates since finishing law school in San Antonio. He administers complex trust accounts and is a strategic partner in the estate planning process. He brings extensive experience in fiduciary account management services from his roles at Frost Bank and Texas Partners Bank. He serves on the San Antonio Estate Planners Council Board.
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