Networking Committee Members – Dallas
Phoebe C. Park
Banker, J.P. Morgan
Co-Chairman – Dallas
Capital Introduction Vice President, Cowen Group
Co-Chairman – Dallas
Brianna Letzelter is the Capital Introduction Vice President for Cowen Group in Dallas, TX. The Capital Introduction team provides customers with additional resources for their sales and marketing strategy. Cowen Prime Services offers a suite of services to assist managers in raising capital from investors such as family offices, fund of funds, wealth advisors, foundations, endowments and emerging manager platforms.
Previously, Brianna served as Director of Operations and Business Development for Park City Capital, a long/short equity hedge fund based in Dallas.
Prior to Park City Capital, she spent 3 years in New York City as an Operations Analyst for Highbridge Capital Management, a $25 billion alternative management investment firm founded in 1992.
In 2010, Brianna received her B.A. in Finance from Southern Methodist University in Dallas, TX.
Ms. Letzelter is active in the Dallas community. She is on the Texas Hedge Fund Association committee and a member of Young Texans Against Cancer (YTAC).
Sallie H. Behnke
Senior Vice President – Wealth Management, Morgan Stanley Smith Barney
As a founding partner of The Rockefeller Center Group, Sallie Behnke is a Senior Vice President and Family Wealth Director at Morgan Stanley Smith Barney. Sallie moved from Merrill Lynch to the new firm in May 2009. She has been a Financial Advisor since 1999 and serves as a Relationship Manager designing and implementing wealth management strategies for clients including extensive financial modeling and asset allocation analyses. She is a Certified Public Accountant (CPA) and earned her Certified Investment Management Analyst (CIMA) designation after attending the course of study at the Wharton School of Business. She is a member of the Investment Management Consultants Association (IMCA), Texas Wall Street Women (TXWSW), and Women’s Finance Exchange (WFE). Prior to her career at Merrill Lynch, Sallie was a tax consultant at Ernst & Young in its Personal Financial Counseling Group, where she counseled clients on personal financial matters relating to investment asset allocation, executive compensation, and trust and estate planning. Sallie graduated from Visitation Academy High School in St. Louis, Missouri. She received her BS in Accountancy from the University of Missouri-Columbia and her Masters degree in Accountancy from the University of Missouri School of Business. Sallie and her husband Jared, currently reside in Dallas. Sallie and Jared are active travelers and enjoy spending time with their sons, Will and Wynn.
Alexandra is a derivatives analyst with J.P. Morgan’s investor services team. She provides third party valuation on various OTC derivatives. Prior to joining J.P. Morgan, Alexandra interned with the Texas Employees Retirement System on the global equities and external advisers team.
Alexandra graduated from St. Edward’s University in Austin with a degree in finance. She is currently working towards her CFA.
Director of Alternative Fund Services, Burgher Haggard
Shea has over twenty years of experience in the financial industry. She serves at a fractional CFO, complete with an entire back office team, for funds in the alternative investment industry. Prior to joining Burgher Haggard, she was a Partner and CFO for PTA Capital, an emerging Private Equity fund. Shea served as the National Technical Advisor for the Investment Funds Industry at the IRS. She has Big 4 Accounting firm experience in both Mergers and Acquisitions due diligence and structuring, as well as running the Alternative Investment Industry platform for the Ernst & Young Dallas office. Prior to her accounting work, she was an Investment Banker in NYC, focused on tax advantaged structured finance. Shea serves on the Board for the Texas Hedge Fund Association and the Host Committee for GIBI – Great Investor’s Best Ideas Symposium. Shea is a graduate of Texas A&M University, BBA and Masters in Tax, and holds her CPA license in the State of Texas.
Senior Associate, Andersen Tax
Martha Nelson has over 2 1/2 years of experience in public accounting. Since joining Andersen Tax in May 2016, she has worked closely with teams in its Private Client Services group to provide comprehensive tax planning solutions to high net worth individual, closely-held business, and family office clients.
Martha’s contributions to the firm include preparing content for the Andersen Tax quarterly newsletter and conducting local office trainings. Additionally, she has assisted with cost segregation studies to provide accelerated depreciation deductions to clients with real estate holdings.
Before joining Andersen Tax, Martha worked at PricewaterhouseCoopers in its Publicly Traded Partnerships (PTP) tax group, having previously interned with the Policy Administration/Title department at New York Life Insurance Company.
Meredith Zevallos, AWMA®
Wealth Planning Analyst, UBS
In her role as a Wealth Planning Analyst, Meredith works closely with Financial Advisors in the Texas Private Wealth Management offices as they help their clients pursue their goals through comprehensive planning. Meredith has in-depth knowledge of the many financial planning solutions that can be tailored to address each client’s individual priorities. Working collaboratively with Financial Advisors, Meredith strives to deliver what clients need most today—Advice. Beyond investing.
Prior to joining UBS, Meredith worked primarily in the real estate principal investing groups at both Goldman Sachs and Morgan Stanley. Most recently, she served as head of Business Development for Matador Capital, a Latin American hedge fund. Meredith earned a BBA in Business Honors and Finance from the University of Texas at Austin. In addition, she holds the Series 7 and 66 securities licenses as well as the Accredited Wealth Management AdvisorSM designation.