PlainsCapital Bank Executive and Leadership Team

September, 2026

Leadership Overview

PlainsCapital Bank has 10 executives leading key functions including strategy, financial oversight, commercial banking, and regional market development.

Committed to delivering robust financial solutions across Texas, PlainsCapital Bank prioritizes client-centric banking services, wealth management, and commercial growth to ensure long-term stability and community prosperity.

Leadership Roles at PlainsCapital Bank

  • Chief Executive Officer - Jerry Schaffner
  • Chief Financial Officer - Walter Clarke
  • President - Paul Holubec
  • President - Keeton Moore
  • President - Turtle Creek Office - Cole Dulaney
  • President (Frisco) - Jamie Robertson
  • President - Mark Warren
  • President - Luis Soto
  • President, Commercial Banking Mansfield - Roy Whitfill
  • President - Lynn Montgomery
  • Jerry Schaffner - Chief Executive Officer

    Jerry Schaffner, the Chief Executive Officer at PlainsCapital Bank, directs the overarching strategic vision and operational execution for the entire organization. By overseeing the integration of personal banking, commercial lending, and wealth management divisions, the Chief Executive Officer ensures consistent alignment with the bank's long-term growth objectives. Schaffner manages high-level relationships with the Board of Directors to maintain fiscal health and regulatory compliance across all Texas markets. This leadership role involves driving innovation in financial service delivery to maintain a competitive edge in the independent banking sector. Through rigorous oversight of capital allocation and risk management frameworks, Jerry Schaffner secures the institution's market position. The Chief Executive Officer fosters a culture of excellence, ensuring that every department contributes to the broader mission of providing superior financial solutions to diverse client bases throughout the region.
    Jerry Schaffner

    Walter Clarke - Chief Financial Officer

    Walter Clarke, the Chief Financial Officer at PlainsCapital Bank, manages the financial architecture and fiscal integrity of the institution. Overseeing balance sheet management, liquidity planning, and regulatory reporting, the Chief Financial Officer ensures the bank maintains a strong capital position to support commercial and personal banking operations. Clarke coordinates with executive leadership to optimize resource allocation and drive profitability across all business lines. This role involves analyzing market trends to mitigate financial risks while identifying opportunities for sustainable growth within the Texas financial landscape. By implementing advanced financial modeling and reporting systems, Walter Clarke provides the transparency necessary for informed decision-making at the board level. The Chief Financial Officer maintains rigorous standards for internal controls, ensuring that all fiscal activities align with the bank's commitment to stability and long-term value creation for stakeholders.

    Paul Holubec - President

    Paul Holubec, the President at PlainsCapital Bank, directs the operational expansion and service delivery for the bank's core commercial banking portfolio. Overseeing the development of tailored lending solutions, the President ensures that business clients receive high-touch service and expert financial guidance. Holubec collaborates with regional teams to refine credit underwriting processes and enhance the efficiency of commercial loan production. This leadership role involves driving market penetration by identifying emerging business opportunities across the Texas footprint. By aligning operational workflows with client needs, Paul Holubec strengthens the bank's reputation as a premier partner for commercial enterprises. The President monitors performance metrics to ensure that commercial banking initiatives meet revenue targets while maintaining strict adherence to risk management protocols, ultimately supporting the broader institutional goal of fostering economic growth within the communities served.

    Keeton Moore - President

    Keeton Moore, the President at PlainsCapital Bank, manages the strategic development and execution of wealth management services. Overseeing the delivery of comprehensive financial planning, investment advisory, and trust services, the President ensures that high-net-worth clients receive sophisticated solutions tailored to individual financial goals. Moore coordinates with internal specialists to integrate wealth management offerings with broader personal banking services, creating a seamless client experience. This role involves driving asset growth and client retention through proactive relationship management and market analysis. By focusing on long-term wealth preservation and growth strategies, Keeton Moore enhances the bank's competitive standing in the private banking sector. The President maintains a sharp focus on service quality and regulatory compliance, ensuring that all wealth management activities uphold the bank's standards for integrity and excellence in financial stewardship.

    Cole Dulaney - President - Turtle Creek Office

    Cole Dulaney, the President - Turtle Creek Office at PlainsCapital Bank, directs the localized market strategy and client engagement initiatives for the Turtle Creek branch. Overseeing the daily operations and business development efforts, the President - Turtle Creek Office ensures that the branch delivers the full suite of personal and commercial banking services to the local community. Dulaney cultivates deep relationships with local business leaders and individual clients to drive deposit growth and loan production. This leadership role involves managing the branch's performance against regional benchmarks and ensuring that service delivery remains consistent with the bank's brand promise. By fostering a high-performance team environment, Cole Dulaney optimizes operational efficiency and client satisfaction. The President - Turtle Creek Office serves as a key representative of the bank, actively participating in local market activities to strengthen the institution's presence and influence.

    Jamie Robertson - President (Frisco)

    Jamie Robertson, the President (Frisco) at PlainsCapital Bank, manages the strategic growth and operational oversight of the Frisco market. Overseeing the expansion of the bank's footprint in this high-growth area, the President (Frisco) ensures that local clients access the full range of commercial and personal banking products. Robertson drives business development by identifying key opportunities within the local economy and building strong networks with community stakeholders. This role involves managing the branch's loan portfolio and deposit base to meet regional performance targets. By prioritizing client service and operational excellence, Jamie Robertson strengthens the bank's competitive position in the Frisco market. The President (Frisco) coordinates with corporate leadership to ensure that local initiatives align with the bank's broader strategic objectives, ultimately contributing to the overall success and market impact of the institution.
    Jamie Robertson

    Mark Warren - President

    Mark Warren, the President at PlainsCapital Bank, directs the strategic initiatives focused on internal operational scaling and process optimization. Overseeing the integration of new technologies and workflow improvements, the President ensures that the bank's infrastructure supports efficient service delivery across all departments. Warren collaborates with other executive leaders to streamline cross-functional operations, reducing friction in the client onboarding and loan processing cycles. This leadership role involves driving organizational agility to respond to changing market demands and regulatory requirements. By focusing on operational excellence, Mark Warren enhances the bank's ability to scale its services while maintaining high standards of quality and security. The President monitors key performance indicators related to operational efficiency, ensuring that internal processes remain aligned with the bank's commitment to providing reliable and responsive financial services to all clients.

    Luis Soto - President

    Luis Soto, the President at PlainsCapital Bank, manages the strategic development of the bank's digital banking and technology-driven service channels. Overseeing the modernization of the digital platform, the President ensures that clients have access to secure, user-friendly, and efficient online banking tools. Soto coordinates with the IT and product development teams to implement innovative features that enhance the overall customer experience. This role involves driving the adoption of digital services to increase operational efficiency and reach a broader demographic of clients. By focusing on the intersection of technology and traditional banking, Luis Soto strengthens the bank's digital presence in a competitive market. The President monitors digital engagement metrics and security protocols, ensuring that the bank's technological infrastructure remains robust, compliant, and capable of supporting the evolving needs of the modern banking client.

    Roy Whitfill - President, Commercial Banking Mansfield

    Roy Whitfill, the President, Commercial Banking Mansfield at PlainsCapital Bank, directs the commercial lending and business development activities within the Mansfield market. Overseeing the management of a diverse portfolio of commercial clients, the President, Commercial Banking Mansfield ensures that businesses receive customized financial solutions that support their growth and operational needs. Whitfill cultivates strong relationships with local entrepreneurs and corporate leaders to drive loan production and deposit growth. This leadership role involves analyzing local market conditions to identify new business opportunities and mitigate credit risks. By providing expert financial guidance and responsive service, Roy Whitfill strengthens the bank's reputation as a trusted partner for businesses in the Mansfield area. The President, Commercial Banking Mansfield monitors portfolio performance and ensures that all lending activities adhere to the bank's rigorous credit standards and strategic objectives.
    Roy Whitfill

    Lynn Montgomery - President

    Lynn Montgomery, the President at PlainsCapital Bank, manages the strategic oversight of the bank's regional market development and community engagement programs. Overseeing the bank's presence in key growth corridors, the President ensures that the institution remains deeply connected to the communities it serves. Montgomery coordinates with local leadership teams to drive brand awareness and support community-focused initiatives that align with the bank's mission. This role involves identifying opportunities for strategic partnerships and community investment that enhance the bank's market position. By fostering strong relationships with community leaders and organizations, Lynn Montgomery strengthens the bank's role as a pillar of local economic development. The President monitors the impact of community engagement efforts, ensuring that these activities contribute to the bank's overall growth and reputation as a dedicated and responsible financial partner throughout the region.
    Lynn Montgomery

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    Frequently Asked Questions Regarding PlainsCapital Bank Top Executives and Leadership Team

    Who leads PlainsCapital Bank?
    PlainsCapital Bank is led by Jerry Schaffner (Chief Executive Officer), along with executives such as Walter Clarke (Chief Financial Officer) and Paul Holubec (President).
    Who is part of PlainsCapital Bank’s executive team?
    The executive team of PlainsCapital Bank includes leaders such as Jerry Schaffner (Chief Executive Officer), Walter Clarke (Chief Financial Officer), Paul Holubec (President) and other senior executives.
    How many executives does PlainsCapital Bank have?
    PlainsCapital Bank has 10 executives leading key business areas.
    What roles are included in PlainsCapital Bank’s leadership team?
    The leadership team of PlainsCapital Bank includes roles such as Chief Executive Officer, Chief Financial Officer, President, President, President - Turtle Creek Office.