Leaders

Leaders

Giving Back To Our Community

Our leaders demonstrate their dedication to the XPX mission and our local community by pitching in to ensure we have the best people in the room sharing the best content. They are role models for the kind of collaboration and long-term thinking that our members value. Please reach out to any of our leaders to learn how you too can gain visibility and influence as a volunteer for our chapter.

Leader Directory

Showing 5 Members
Blair Morrison of AutoCFO is a member of XPX Austin
Blair Morrison
CEO, Fractional CFO
AutoCFO

Call Me When... You have a client whose company is institutionally backed and needs help communicating with their board, preparing to sell their business or preparing internal processes for rapid growth and scaling.

  • Co-President
  • Elizabeth Jensen, JD, CFP® of Northern Trust is a member of XPX Austin
    Elizabeth Jensen, JD, CFP®
    Sr Wealth Strategist
    Northern Trust

    Call Me When... An owner needs an advisory-focused wealth management team experienced in providing investment, banking/lending or trust expertise as they grow, prepare to exit and make informed financial decisions throughout. We advise post-liquidity event as well.

  • VP Membership
  • JC Duque of Broadway Bank is a member of XPX Austin
    JC Duque
    SVP, Wealth Advisor & Trust Officer
    Broadway Bank

    Call Me When... You require all-inclusive wealth planning and investment management before and after an exit. My goal is to simplify my clients’ wealth planning, and investments complexity by providing organization, objectivity, education, and partnership.

  • VP Sponsorship
  • Kristine Bryant of Gladiator Consulting is a member of XPX Austin
    Kristine Bryant
    CEO
    Gladiator Consulting

    Call Me When... a business needs marketing and branding strategy to prepare for growth and acquisition. Or post-acquisition to address messaging and sales enablement for rapid growth.

  • Treasurer
  • Brad Mayer of Texas Capital Bank is a member of XPX Austin
    Brad Mayer
    Senior Private Client Advisor
    Texas Capital Bank

    Call Me When... an opportunity arises to engage a wealth management team that can guide you on maximizing the value of your business, advise you through the transition, and design a wealth management strategy to preserve your legacy.

  • President
  • Founding Sponsors

    Founding Sponsors

    Annual Sponsors

    Annual Sponsors