Denton, TX—Texas Regional Bank (TRB) has hired Michael Baldermann as Vice President, Wealth Management Advisor in the Dallas area market. Based out of Denton, Baldermann will serve alongside Duke York, Denton Market President, and Mandy Austin, President of Commercial Banking and North Texas Region.
Baldermann comes to TRB with a decade of experience serving the Dallas area as a Senior Investment Analyst and Senior Financial Analyst with both investment banking and hedge fund experience. As an M&A analyst for the Vant Group in Dallas, and later a hedge fund, Swiss Select Advisors, Baldermann gathered expertise with fundamental financial analysis, creating, back testing and employing quantitative investment approaches, and working with international clients and prospects through several challenging investing periods. In recent years, Baldermann has originated and managed comprehensive budgetary planning and forecasting for a Dallas-based startup.
The Trust and Wealth Division of TRB will be complemented by not only Baldermann’s experience as a financial advisor, but also his local expertise in serving North Texas communities. “This is such an exciting opportunity to me personally. I will be leveraging my career and expertise from within a community bank, contributing to TRB’s quality brand that’s innovating the way communities connect with their bank. And I get to do it in a place I feel at home,” said Baldermann.
Baldermann earned a BBA from Dallas Baptist University and an MBA from Southern Methodist University, with a major in finance and minor in accounting. His credentials are enhanced by the 6 years he spent serving in the US Navy as aviation support and Honor Guard Lead. His dedicated service in the Navy and honoring Gold Star Families demonstrates Baldermann’s alignment with TRB’s core values and underpins why Trey Willerson, TRB’s Chief Investment Officer, is bringing him aboard. “Welcoming Michael to our team means embracing a leader with a commitment to excellence and integrity. His unique experience will be a benefit to the TRB team and, most importantly, to our clients across the DFW metroplex,” said Willerson.
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TRB Wealth Management, LLC is a Registered Investment Advisor with the Securities and Exchange Commission
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TRB Wealth Management, LLC does business in the name of TRB Trust and Wealth Management. Trust and Family Office services offered exclusively through Texas Regional Bank. The trust department of Texas Regional Bank has engaged TRB Wealth Management, LLC to provide investment advice to Texas Regional Bank for trust department accounts.
