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CC Newsmakers: Banking & Finance

🕐 6 min read

UMB Bank hired Mina Castaneda as senior vice president, health care lending in Dallas. She is responsible for supporting health care finance and senior living finance throughout Texas, Oklahoma and Arizona. Castaneda has more than 26 years of experience in the banking and financial services industry with the last 15 years focused on health care lending. Previously, she was vice president of the health care and senior living lending group at Comerica Bank. Castaneda has her Texas real estate license and is a graduate of Leadership Frisco and Leadership Metrocrest. She is a member of the Healthcare Financial Management Association, American College Healthcare Executives and Executive Women’s Healthcare Alliance and Health Industry Council.

Rick Smith – joined Southwest Bank as vice president-mortgage loan originator. Smith brings more than 30 years of banking experience, including 18 years in mortgage, to his new role at the bank’s Irving location. Smith served as mortgage loan officer at Highlands Residential Mortgage. Previously, he worked for such companies as Fairway Mortgage, Executive Home Mortgage and Guaranty Bank, all within the Dallas-Fort Worth area. Additionally, throughout the past 15 years, Smith served as the in-house lender for ReMax Advantage in Lewisville and worked with the Greater Lewisville Association of Realtors.

Veteran energy leader Lester Keliher joined Texas Capital Bank and will be responsible for its energy, syndicated finance and financial institutions businesses. Keliher succeeds Chris Cowan who will be transitioning into private equity after 16 years of successfully leading and growing these businesses. Keliher brings almost 30 years of experience to the position, having spent the majority of his career helping to build the Wells Fargo Energy Group. He was a founding member of the company’s energy practice and the original manager of its Dallas energy office. In his last role as deputy division manager of the oil and gas division, he and his team were responsible for marketing the bank’s wholesale and investment banking products to middle market exploration and production as well as midstream companies throughout North America.

Origin Bank named Terry Shaffer- as a senior vice president of business development for the bank’s Texas mortgage division. Shaffer has more than 30 years of banking experience, with expertise in high growth sales development, sales and marketing strategies, strategic planning and team development and leadership within the mortgage field. He will maintain an office at Origin’s Texas mortgage division in Addison.

Boards & Organizations

W. Benjamin Moreland has been appointed to the board of Monogram Residential Trust Inc. Moreland has served as president and CEO of Crown Castle International Corp. since July 2008 and on Crown Castle’s board since 2006. Prior to that, he served as Crown Castle’s chief financial officer. Effective June 1, he will assume the role of executive vice chairman of Crown Castle as part of an internal CEO succession plan. Moreland joined Crown Castle in 1999 after 15 years with Chase Manhattan Bank and predecessor banks, primarily in corporate finance and real estate investment banking.

Honors & Awards

Local McAlister’s Deli franchisee, Adam Saxton, has been selected as one of the 2016 Multi-Unit Franchisee MVP Award Winners for the Community Involvement category. Saxton serves as vice president of The Saxton Group and runs 63 franchises. He oversees both real estate development and brand positioning for the company’s portfolio. Saxton serves as chairman of the McAlister’s Deli Franchise Advisory Council, and is an active member of the International Council of Shopping Centers.


The Hartford launched an energy practice to provide specialized underwriting, insurance coverage and risk management services for energy companies and named Ric Pena – photo — vice president of the new practice. Pena joins The Hartford from Zurich, where he served as the U.S. head of its energy casualty business unit. He brings more than 25 years of underwriting, sales and national leadership experience to his role. Pena will lead development of the company’s underwriting approach for the energy sector as well as specific products, services and distribution plans. He will be based in The Hartford’s Southwest Regional office in Frisco.

Real Estate

Paul Wittorf has been named executive managing partner, market leader for Transwestern’s North Texas operations, based in Dallas. He also has been appointed to the company’s executive committee and board. Jack Eimer, Transwestern’s current market leader, will shift to a national leadership role as executive managing partner. Wittorf has been one of Transwestern’s top producers nationally. Since joining the firm’s Houston office in 2000, Wittorf has leased and marketed office buildings and new development opportunities for clients in every major submarket in the city. Wittorf and Eimer will jointly transition their roles by July 1. Eimer will continue to serve on the firm’s executive committee and board, in addition to his new senior role targeting major growth initiatives.

Terry Parker joined Houston-based NewQuest Crosswell as executive vice president and will be based in North Texas. During his career, Parker has been instrumental in the development of automotive centers, banks, health care facilities, retail centers, quick-service, casual and fine dining restaurants, convenience stores and retail locations for national chains. He began his career in design/build and construction management and transitioned in the 1990s into national build-to-suit development. Parker is a member of the International Council of Shopping Centers.

Send newsmakers to Betty Dillard at

Hillwood elevates six top executives

Hillwood Properties has promoted six longtime leaders. Steve Aldrich, Tony Creme – and Robert Folzenlogen – have been promoted to senior vice presidents; Reid Goetz- to vice president; Mark McHenry to marketing manager of Hillwood Multifamily; and Pattie McClean to senior property manager.

Aldrich is responsible for implementation of the marketing, leasing and development strategy for the office, industrial and hotel product within the AllianceTexas project. During his 18 years at Hillwood, Aldrich has been involved with more than 23 million square feet of speculative development, build-to-suit and leasing activities representing more than $800 million in aggregate value.

During the past 17 years, Creme has been a key player in the growth of AllianceTexas. As a member of the marketing and development teams, Creme leads the planning and implementation of the industrial speculative building program, the largest component of the AllianceTexas project. To date, he has completed more than 15 million square feet of total lease transactions, 6 million square feet of speculative industrial projects, and 200 acres of land sales. During his tenure, the development has grown from fewer than 50 companies to more than 425.

Goetz has been with Hillwood for more than a decade and plays a key role in the leasing, development and marketing of the industrial, office and land assets at AllianceTexas.

Folzenlogen a Hillwood veteran of nine years, is responsible for strategic vision, planning and oversight of the 18,000-acre AllianceTexas master plan. He also oversees the master development of Alliance Town Center, a 900-acre, mixed-use community located in the Heritage area of Alliance. Folzenlogen is also actively involved in all land development activities related to Frisco Station.

McHenry is responsible for leading Hillwood Multifamily’s investment, development, investment operations and strategy. He has more than 25 years of real estate industry experience, including more than 15 years of leadership experience involving the acquisition, development, financing, construction and management of more than $1.5 billion and 17,000 units of multifamily development and investment. He has been with Hillwood for more than four years.

McClean currently manages more than 5.9 million square feet and a budget of more than $7.8 million. She coordinates facility repairs and maintenance, prepares annual operating budgets and manages annual expense reconciliations. She is also responsible for coordinating the emergency response plan of action for Hillwood Properties. McClean has been with Hillwood for 17 years.

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