Greg A. Swank

Gregory A. Swank


Office Location: One Victory Park

Areas of Responsibility

  • Responsible for investment portfolio management, asset and liability management, bank funding and foreign exchange activities
  • Serves as the chief investment officer and chief foreign exchange officer of the bank
  • Manages the company’s broker-dealer

Areas of Expertise

  • Extensive financial background that includes interest rate risk management, securities trading and financial consulting
  • Specialized in portfolio management of taxable and tax-exempt fixed-income securities, money-market investments, equities and mutual funds


  • Previously worked at Houston-based Southwest Bank of Texas where he served as senior vice president and manager of its private client advisory group and president of its broker-dealer
  • Joined PlainsCapital Corporation in 2003


  • B.S. in finance, The Ohio State University
  • MBA in finance, The Ohio State University

Registration and Licenses

  • Registered investment representative (Series 7 and 63)
  • Registered principal (Series 4, 24, 28, 53 and 99)
  • Holds Series 9, 10 and 52 licenses

Current Affiliations

  • CFA Institute member
  • CFA Society of DFW member
  • DFW German Shepherd Rescue treasurer