Colleen Dean has 35 years of experience in the financial services industry. In 1986, she began her career by joining the J.P. Morgan Chase Commercial Banking Officer Development Program in Houston, Texas.   In her most recent position as a Managing Director in the San Antonio office of the J.P. Morgan Private Bank, she advised a variety of clients, including corporate executives, entrepreneurs, retired professionals, and those in need of fiduciary and trust services. Colleen led strategic planning initiatives in banking, investments and lending in order to achieve legacy and sustainability goals. With a career in finance spent entirely with J.P. Morgan, Colleen’s background includes experience in credit analysis, commercial lending, Human Resources and loan review. She has been in the Private Bank since 1992, an area that suits her desire to work directly with clients on their most meaningful goals.

Colleen is focused on community issues, believes strongly in the power of supporting other professionals, particularly women, and has served in a variety of leadership positions over her career. Colleen is very well-connected in the community and often hosts diverse groups to advance professional relationships. Colleen is a Director and past Board Chair for the YMCA of Greater San Antonio. She is an Advisory Board member for the Texas State University’s McCoy College of Business as well as the United Way of San Antonio.  She was recently elected to the Board of Texas Wall Street Women/San Antonio Chapter.
 
Colleen is a graduate of Texas State University, where she earned a B.S. in Fashion Merchandising with a minor in Business. She received an M.B.A. in Finance and Accounting from The University of Texas. Colleen is a CERTIFIED FINANCIAL PLANNER™ and holds series 7, 9, 10, 63 and 24 licenses.
 
Married with two grown children, Colleen and her husband, Jake, enjoy getting out and spending time with family and friends. For fun, she has stepped up activities involving her passion for painting and hiking.

An endowment professional with experience investing across asset classes, Alison joined Trinity University’s $1.4bn endowment in San Antonio in 2019. She focuses on monitoring, due diligence and sourcing investment managers of all mandates as well as several operational initiatives to continue institutionalizing the university’s Office of Investments. Previously, she was a member of the Marketable Alternatives team at UTIMCO for seven years, providing qualitative and quantitative research and monitoring across hedge fund strategies. Alison began her career in asset management at Austin Capital, a former hedge fund of funds based in Austin, TX. Prior she held positions in fixed income and capital finance. She received her MBA from Butler University and Bachelors of Science from Indiana University. She holds the Chartered Alternatives Investment Analyst certification and has been active in the Texas Wall Street Women organization since its launch, including serving as Austin’s Education Committee Chair.

Alison and her husband, Will, live in the San Antonio with their three girls- Julia (11), Sophie and Whitney (6).