Truxton

Truxton Trust Names Beverly Conley as SVP, Client Experience & Investment Operations Manager

Retrieved on: 
Wednesday, November 8, 2023
Senior, Truxton, Wealth management, Management

NASHVILLE, Tenn., Nov. 08, 2023 (GLOBE NEWSWIRE) -- Truxton has promoted Beverly Conley to the role of Client Experience & Investment Operations Manager to assist in the rapidly growing success and capabilities of Truxton’s Wealth team.

Key Points: 
  • NASHVILLE, Tenn., Nov. 08, 2023 (GLOBE NEWSWIRE) -- Truxton has promoted Beverly Conley to the role of Client Experience & Investment Operations Manager to assist in the rapidly growing success and capabilities of Truxton’s Wealth team.
  • Drew Mallory, Senior Managing Director and Chief Fiduciary Officer, said, “Beverly has long established herself as a central figure in our Wealth Management business.
  • Beverly’s new role will leverage her considerable experience and technical expertise to further enhance our client experience and investment management operations.
  • We are confident our clients and team will benefit greatly from Beverly’s leadership in this new role.”
    Mrs. Conley joined Truxton in 2004 and has previously served as Vice President, Investment Operations Manager.

Truxton Trust Names Daniel Bellet as Vice President

Retrieved on: 
Friday, January 6, 2023
Truxton, Daniel Building, Management, Financial adviser

NASHVILLE, Tenn., Jan. 06, 2023 (GLOBE NEWSWIRE) -- Truxton has promoted Daniel Bellet, CFP®, CPFA®, to the role of Wealth Advisor and will have the officer title of Vice President.

Key Points: 
  • NASHVILLE, Tenn., Jan. 06, 2023 (GLOBE NEWSWIRE) -- Truxton has promoted Daniel Bellet, CFP®, CPFA®, to the role of Wealth Advisor and will have the officer title of Vice President.
  • “Daniel cares deeply about the success of our clients and has demonstrated the requisite expertise and energy to serve them at the highest level," said Drew Mallory, Managing Director and Chief Fiduciary Officer.
  • "We look forward to Daniel building on Truxton’s legacy of providing high-quality strategic financial advice and building lasting client relationships.”
    Mr. Bellet joined Truxton in 2022 and has previously served as an associate wealth advisor.

Truxton Capital Advisors Raises Debt Financing for Basepoint Expansion

Retrieved on: 
Monday, October 3, 2022
Trust, VP, Truxton Trust, Patient, Basepoint, Truxton, Â, GLOBE, Financial services, Medicine

Truxton Capital Advisors, a division of Truxton Trust Company, served as sole arranger for a junior debt facility with equity warrants and raised $5MM from accredited investors.

Key Points: 
  • Truxton Capital Advisors, a division of Truxton Trust Company, served as sole arranger for a junior debt facility with equity warrants and raised $5MM from accredited investors.
  • Truxton Capital Advisors provides capital solutions to high-growth companies, family-owned businesses, and financial sponsors.
  • Roy M. Serpa, Basepoint Chairman, said, As founder and Chairman, I appreciate the confidence Truxton and their team led by Philip Skipp, VP of Truxton Capital Advisors, has placed in BasePoint Health Management as we expand our footprint and improve access to mental health care for teens in Texas.
  • BasePoint Health Management provides non-clinical management services for BasePoint Academy and BasePoint Psychiatry, a leading mental health treatment program for adolescents struggling with mental health disorders.

Truxton Trust Names Buck Patton and Mitch Van Zelfden Vice Presidents

Retrieved on: 
Wednesday, April 27, 2022
Goal, GLOBE, CFA, Senior, Truxton, Trust, Truxton Trust, Management, Financial services

NASHVILLE, Tenn., April 27, 2022 (GLOBE NEWSWIRE) -- Truxton has promoted Buck Patton, CFP, to Vice President and Wealth Advisor and Portfolio Manager Mitch Van Zelfden, CFA, to Vice President.

Key Points: 
  • NASHVILLE, Tenn., April 27, 2022 (GLOBE NEWSWIRE) -- Truxton has promoted Buck Patton, CFP, to Vice President and Wealth Advisor and Portfolio Manager Mitch Van Zelfden, CFA, to Vice President.
  • Drew Mallory, Managing Director and Chief Fiduciary Officer, said, Since joining Truxton, Buck has demonstrated significant prowess as a strategic thought leader.
  • Mr. Patton joined Truxton in 2018 and has previously served as a portfolio analyst, financial advisor, and associate wealth advisor.
  • Truxton Trust Company is a subsidiary of financial holding company, Truxton Corporation (OTCPK: TRUX).

Truxton Trust Announces the Formation of Truxton Capital Advisors

Retrieved on: 
Thursday, March 31, 2022
Company, Trust, Truxton, SunTrust Banks, First Bank, Jefferies, Truxton Trust, Senior, J.C. Bradford & Co., GLOBE, TCA, Financial services, Finance

NASHVILLE, Tenn., March 31, 2022 (GLOBE NEWSWIRE) -- Truxton Trust has announced a new focus called Truxton Capital Advisors (TCA) designed to help families with selling, buying, or restructuring operating businesses, as part of our comprehensive Wealth Management Services.

Key Points: 
  • NASHVILLE, Tenn., March 31, 2022 (GLOBE NEWSWIRE) -- Truxton Trust has announced a new focus called Truxton Capital Advisors (TCA) designed to help families with selling, buying, or restructuring operating businesses, as part of our comprehensive Wealth Management Services.
  • Truxton Trust Company is a provider of private banking, wealth management, trust, capital markets advisory and family office services for wealthy individuals, their families and their business interests.
  • Founded in 2004 in Nashville, Tennessee, Truxton Trust upholds its original guiding principle: do the right thing.
  • Truxton Trust Company is a subsidiary of financial holding company, Truxton Corporation (OTCPK: TRUX).

Truxton Trust Names Miles Kirkland, Kevin Brodrick, and Spence Dabbs as Managing Directors and Drew Mallory as Chief Fiduciary Officer

Retrieved on: 
Tuesday, March 22, 2022
CFA, Trust, Truxton, Team leader, Professional, JD, Truxton Trust, Senior, CTFA, GLOBE, Management

NASHVILLE, Tenn., March 22, 2022 (GLOBE NEWSWIRE) -- Truxton has promoted Miles T. Kirkland, CFA, Kevin S. Brodrick, CTFA, and W. Spence Dabbs, JD, CTFA, to Managing Directors for Wealth Management Services.

Key Points: 
  • NASHVILLE, Tenn., March 22, 2022 (GLOBE NEWSWIRE) -- Truxton has promoted Miles T. Kirkland, CFA, Kevin S. Brodrick, CTFA, and W. Spence Dabbs, JD, CTFA, to Managing Directors for Wealth Management Services.
  • Also, Managing Director, Andrew "Drew" J. Mallory, CFA, will assume the additional role of Chief Fiduciary Officer.
  • Mr. Mallory joined Truxton in 2016 and continues as leader for the overall Wealth Management Team in addition to his new Chief Fiduciary Officer role.
  • Truxton Trust Company is a provider of private banking, wealth management, trust, and family office services for wealthy individuals, their families and their business interests.

SOME (So Others Might Eat) Preserves Much Needed Affordable Housing in Logan Circle

Retrieved on: 
Thursday, October 7, 2021
University Parks, Community development, Single room occupancy, J. P. Morgan, Income, Vacuum, House, U Street, SOME, Substance abuse, Lists of diseases, JPMorgan Chase, Architect, Homelessness, Poverty, Housing, National Equity Fund, Inc., Restaurant, Truxton, Jordan House, CEO, FMI, 14th Street, So Others Might Eat, Wi-Fi, Logan Circle, Health insurance

"No effort to reduce homelessness can be successful in the long term without increased resources for affordable housing," said Ralph Boyd, President and CEO of SOME.

Key Points: 
  • "No effort to reduce homelessness can be successful in the long term without increased resources for affordable housing," said Ralph Boyd, President and CEO of SOME.
  • "At SOME, we believe that affordable housing and supportive programs improve the economic status of residents, revitalize neighborhoods and stabilize lives.
  • SOME opened its first transitional housing program in 1986, its first long-term affordable housing program in 1989 and now operates 1,100 units of supportive-service, affordable housing for families and single adults experiencing homelessness and poverty.
  • In 2005, recognizing the great need in DC for the creation of affordable housing SOME launched its Affordable Housing Development Initiative with a goal of creating 1,000 new units of housing.

Truxton Corporation Announces Quarterly Cash Dividend

Retrieved on: 
Thursday, July 22, 2021
Video games, Truxton Trust, Vertically scrolling shooters, Video games developed in Japan, Truxton, Dividend, Trust law

NASHVILLE, Tenn., July 22, 2021 (GLOBE NEWSWIRE) -- Truxton Corporation (OTCPK: TRUX), a financial holding company and the parent of Truxton Trust Company, announced that its Board of Directors has approved a quarterly cash dividend of $0.30 per common share payable September 28, 2021, to shareholders of record as of September 7, 2021.

Key Points: 
  • NASHVILLE, Tenn., July 22, 2021 (GLOBE NEWSWIRE) -- Truxton Corporation (OTCPK: TRUX), a financial holding company and the parent of Truxton Trust Company, announced that its Board of Directors has approved a quarterly cash dividend of $0.30 per common share payable September 28, 2021, to shareholders of record as of September 7, 2021.
  • Truxton Trust Company is a provider of private banking, wealth management, trust, and family office services for wealthy individuals, their families and their business interests.
  • Founded in 2004 in Nashville, Tennessee, Truxton Trust upholds its original guiding principle: do the right thing.
  • Truxton Trust Company is a subsidiary of financial holding company, Truxton Corporation (OTCPK: TRUX).

Truxton Corporation Named 19th Top Bank in U.S. by American Banker

Retrieved on: 
Tuesday, May 25, 2021
Video games, Finance, Truxton Trust, Video games developed in Japan, Vertically scrolling shooters, Truxton, UBS

Truxton Corporation has earned this recognition for nine consecutive years and is the only bank with a Nashville headquarters to make the list this year.

Key Points: 
  • Truxton Corporation has earned this recognition for nine consecutive years and is the only bank with a Nashville headquarters to make the list this year.
  • Truxton Corporation ranked 19 out of 511 institutions that qualified for the ranking, with a 3-year return on average equity of 15.79 percent.
  • Tom Stumb, Chairman and Chief Executive Officer, said, We are honored to be recognized by American Banker.
  • Truxton Trust Company is a subsidiary of financial holding company, Truxton Corporation (OTCPK: TRUX).

Truxton Trust Advises Sabino Recovery on Debt Financing for Management Buyout

Retrieved on: 
Monday, May 24, 2021
Video games, Truxton Trust, Vertically scrolling shooters, Video games developed in Japan, Truxton, Trust company

The financing is comprised of a senior secured loan facility and Truxton is serving as the lead lender.

Key Points: 
  • The financing is comprised of a senior secured loan facility and Truxton is serving as the lead lender.
  • Truxton Trust Company provides capital solutions to high-growth companies, family-owned businesses, and financial sponsors.
  • Sabino CEO Thomas Isbell said, "As Partners of Sabino Recovery, we are thrilled to have the support of Truxton Trust in our vision for the company.
  • Truxton Trust Company is a provider of private banking, wealth management, trust, and family office services for wealthy individuals, their families, and their business interests.