Partner Advisory

  • Kate Flume

    Kate Flume

    Senior Managing Director, Senior Advisor

    Kate Flume is a Senior Managing Director, Partner Advisor. Prior to joining Crow Holdings Capital, she spent nine years as an investment advisor and Vice President at Goldman Sachs. Kate earned a BSN degree from the University of Missouri in 1997 and an MBA from Southern Methodist University in 2004. Kate serves on the Executive Board of Big Thought and is the chair of the Planned Giving Council at Southern Methodist University.

  • Tyler Bethea

    Tyler Bethea

    Managing Director, Advisor

    Tyler Bethea is a Managing Director, Partner Advisor.  Prior to joining Crow Holdings in 2015, he spent eight years with J.P. Morgan in Dallas. Having started on the institutional side, he most recently served as a Vice President working in J.P. Morgan’s Private Bank. Tyler graduated from Texas Tech University in 2006 with a BA in Business Administration, Marketing, and an MBA from The University of Texas at Austin in 2015. Tyler serves on the alumni board of Cistercian Preparatory School and is actively involved with Dallas Children’s Advocacy Center.

  • Shannon Miller

    Shannon Miller

    Director, Senior Relationship Manager

    Shannon Miller is a Director, Relationship Manager on the Partner Advisory Team. Prior to joining Crow Holdings Capital – Investment Partners, she spent two years as an Associate in the Private Wealth Management division at UBS Financial Services, Inc., and five years as a Private Client Associate at Bernstein Global Wealth Management. Shannon earned a BS degree in Corporate Communication from the University of Texas at Austin in 2004 and an MBA from Southern Methodist University in 2012. Shannon served as a Corporate Fellow for the 2015 Leadership DISD class.

  • Paula Oaxaca

    Paula Oaxaca

    Director, Senior Relationship Manager

    Paula Oaxaca is a Director, Relationship Manager on the Partner Advisory Team. Prior to joining Crow Holdings in 2015, she spent fifteen years with Goldman Sachs and served as a Vice President, Wealth Management Professional in the private wealth management division.  Paula graduated from The University of Phoenix in 2000 with a BA in Business Administration, Marketing.

  • Anne-Kyle Cragin

    Anne-Kyle Cragin

    Associate, Relationship Manager

    Anne-Kyle Cragin is an Associate, Relationship Manager on the Partner Advisory Team. Prior to joining Crow Holdings Capital in 2015, she spent over two years in marketing at media companies including Dwell Media and Time Inc. Anne-Kyle earned a BS degree in Communication Studies-Corporate Communication and a Business Foundations Certificate from the University of Texas at Austin in 2012.

  • Zachary Kuhlman

    Zachary Kuhlman

    Associate Advisor

    Zachary Kuhlman is an Associate Advisor on the Partner Advisory Team. Prior to joining Crow Holdings Capital – Investment Partners, he spent five years as a Senior Financial Analyst at Brownlie & Braden, LLC, a Dallas, Texas based investment advisory firm. Zachary is a graduate of the Hankamer School of Business at Baylor University where he earned a BBA in Finance and Real Estate. In 2015, he earned an MBA from the Cox School of Business at Southern Methodist University with concentrations in both Finance and Real Estate.

  • Wesley Crane

    Wesley Crane

    Associate Advisor

    Wesley Crane is an Associate Advisor on the Partner Advisory Team.  Prior to joining Crow Holdings Capital, he spent 3 years as a Portfolio Accounting & Trading Specialist with Great Lakes Advisors in Chicago, IL.  Wesley earned a BS in Business Administration with a concentration in Economics from Saint Louis University in 2011, and his MBA with concentrations in Finance and Real Estate from Southern Methodist University in 2016.

  • Stephanie Tarlton

    Stephanie Tarlton

    Associate Advisor

    Stephanie Tarlton is an Associate Advisor on the Partner Advisory Team.

  • Michelle Vogler

    Michelle Vogler

    Financial Analyst

    Michelle Vogler is a Financial Analyst on the Partner Advisory Team. She recently graduated from Southern Methodist University with a BBA in Finance, a BS in Economics with Financial Applications and a BA in Public Policy. She graduated Cum Laude with honors in both business and the liberal arts.

  • Merene Makil

    Merene Makil

    Controller

    Merene Makil is a Controller on the Partner Advisory Team. Prior to joining Crow Holdings Capital – Investment Partners, she spent almost three years as the Controller at Williams Financial Group, and prior to that worked at Moore Capital Management and Ernst & Young. Merene graduated in 2006 from the Wharton School at the University of Pennsylvania with a B.S. in Economics and earned an M.S. in Accountancy from the University of Notre Dame in 2008.

  • Alexa Brennan

    Alexa Brennan

    Accounting Associate

    Alexa Brennan is an Accounting Associate on the Partner Advisory Team. Prior to joining CHC-IP, Alexa spent two years as an Assurance Associate and Senior Assurance Associate with PricewaterhouseCoopers in Dallas, Texas. She graduated Cum Laude with her B.B.A. in Accounting and received a M.S. in Accounting from Southern Methodist University in 2013 and 2012, respectively.

     

  • Sarah Krawietz

    Sarah Krawietz

    Accounting Associate

    Sarah Krawietz is an Accounting Associate on the Partner Advisory Team. Prior to joining CHC-IP, Sarah was an Audit Associate at PricewaterhouseCoopers, LLP in Houston, Texas. Sarah is Certified Public Accountant in Texas and went to Texas A&M University where she received a M.S. in Finance and a B.B.A. in Accounting in 2014 and 2013, respectively.