Andrea Huley of Tolleson Wealth Management and Jeff Puckett of Tyler Technologies


Tyler Technologies Appoints COO and VP to Lead Cloud Strategy Team

Plus, Tolleson Wealth Management appoints a CFO, JPI names divisional president and managing partner, and other DFW executive personnel moves.

Send your company’s personnel moves to Online Managing Editor Bianca R. Montes at [email protected].

Tyler Technologies

Jeff Puckett, COO

Russell Gainford, cloud strategy and operations

Jeff Puckett headshot
Jeff Puckett

Plano-based Tyler Technologies has created a corporate operations team to support its multi-year cloud strategy. The strategy was initiated with the company’s announcement of a strategic collaboration agreement with Amazon Web Services in late 2019. Newly appointed COO Jeff Puckett will oversee the group.

Puckett, who has been with Tyler Technologies for nearly 30 years, began his career with the company as a software development manager. He has worked his way through several leadership and management roles and most recently served in a chief security role.

Russell Gainford headshot
Russell Gainford

Tyler has also hired Russell Gainford as cloud strategy and operations. He will be responsible for defining best practices for cloud development, operations, and deployment.

Gainford joined Tyler in 2018 in 2018 as vice president of software strategy and development. He previously worked at benefits technology company Benefitfocus, holding several engineering leadership roles over two years. Prior to that, he spent seven years as vice president of public sector development at New York-based software company, Infor.

Gainford holds a bachelor’s degree from Salem State University and a master’s degree from California State University-Sacramento.

Tolleson Wealth Management

Andrea Hulcy, CFO

Michael Wagner, managing director of fixed income

Christine Finn, managing director of private trust for Tolleson Private Bank

Owen Smith, managing director of business applications

Andrea Hulcy headshot
Andrea Hulcy

Andrea Hulcy, who now serves as CFO, joined the firm roughly a year ago as vice president of finance and interim CFO. She was previously vice president and treasurer at software development company PublishingSOFT for 22 years. She attended The University of Texas at Austin where she received bachelor’s and master’s degrees.

Michael Wagner headshot
Michael Wagner

Michael Wagner has been promoted to managing director of fixed income on the company’s investment team. He joined the firm in 2016 as director of fixed income. He had held the same post previously at MAI Wealth Advisors for seven years. Wagner received a bachelor’s degree from Cornell University and a master’s degree from the University of California, Los Angeles.

Christine Finn
Christine Finn

Christine Finn has been promoted to managing director of private trust for Tolleson Private Bank. She joined the firm in 2016 as senior vice president and director of private trust. Finn was previously vice president and estate planning specialist at Fidelity Investments and a partner at Gold Fingar & Lassar. Finn holds a bachelor’s degree from Binghamton University and her JD from the University of San Diego.

Owen Smith headshot
Owen Smith

Owen Smith has been promoted to managing director of business applications. He joined the firm in 2006 as an intern, was hired as an analyst, and in 2011 was named manager of internal operations. Smith holds a BBA degree from The University of Texas at Austin.


PGA Board of Directors

Cathy Harbin, at-large director

Cathy Harbin headshot
Cathy R. Harbin

The PGA board of directors has appointed Cathy Harbin as at-large director. Harbin, who is a PGA Master Professional, owner of Pine Ridge Golf Course in Paris, Texas, and founder of OnCourse Operations, replaced Renee Powell, who has completed her term. In her new role, Harbin will co-chair committees focused on growing the game, including adult player development.

Harbin has been in the golf industry for more than 30 years and has held several executive positions at OnCourse Operations, ClubCorp, World Golf Foundation, Honours Golf, American Golf Corporation, and PGA Tour. She has been a PGA Member since 1992 and is a member of the LPGA, Club Management Association of America, and Secretary of the National Golf Course Owners Association. She earned a bachelor’s degree at Indiana State University.

John Ritter Foundation for Aortic Health

Meredith Ford O’Neal, CEO

Meredith O'Neal
Meredith Ford O’Neal

Los Angeles-based nonprofit the John Ritter Foundation for Aortic Health has hired North Texas businesswoman Meredith Ford O’Neal to be its first CEO. O’Neal will continue to work in North Texas. She most recently served as vice president of gala for the Dallas division of the American Heart Association for six years. O’Neal also spent three years as community manager of distinguished events for the American Cancer Society and nearly four years in leadership roles at Dallas Summer Musicals.

“As a survivor of a Type A aortic dissection during pregnancy, I’m excited for this opportunity to inspire investment in the research and public awareness of aortic disease,” O’Neal said. “Mine was the fifth dissection in four generations. My son and I are lucky to have survived.”

O’Neal holds a bachelor’s degree from Texas Tech University.

Texas Oncology

Jason Shook, chief operating officer

Jason Shook headshot
Jason Shook

Texas Oncology has promoted Jason Shook to chief operating officer. He will still hold his current role as CFO.  In this new, expanded role, Shook will oversee operational and administrative needs, while maintaining responsibility for financial management, including financial planning and analysis, tax, treasury, accounting, and reporting.

Ernest Sims, who previously served as chief operating officer and managing director at Texas Oncology, will maintain the position of managing director with responsibility for physician recruitment, governance, and strategic planning while continuing to shepherd the growth of the Texas Oncology Foundation.

Shook joined Texas Oncology as chief financial officer in 2018 after serving as vice president and chief financial officer for The US Oncology Network and Practice Management business within McKesson Corporation. Shook worked through various roles at McKesson over his fifteen year stint with the pharmaceutical giant. Shook holds an MBA from Georgia State University.

Stream Realty Partners

Chris Doggett, executive vice president in Fort Worth office

Chris Doggett headshot
Chris Doggett

Stream Realty Partners has hired Chris Doggett to serve as executive vice president in its Fort Worth office. He will focus on continued office portfolio growth, new talent recruitment, and general expansion of the office division. Doggett was most recently with JLL, where he held senior and executive vice president roles. Prior to that, he spent 14 years as a vice president at Fobare Commercial. He earned a bachelor’s degree from Abilene Christian University.


Mandy Ginsberg, board of directors

Mandy Ginsberg headshot
Mandy Ginsberg

Former Match Group CEO and Uber board member Mandy Ginsberg has joined online consignment store thredUP’s board of directors.

Ginsberg serves on Uber’s board of directors and previously spent 14 years at Match Group, where she held various leadership roles over 10 years. She began her work with Match when the company was a startup as vice president and general manager of She was promoted to CEO of two years later, where she led the dating site company until 2012.

Ginsberg then served as CEO of the Princeton Review and for two years before returning to Match Group as CEO of Match North America. She shifted to CEO of Match Group two years later and held that role for the following two years. She received a bachelor’s degree from the University of California, Berkeley, and an MBA from the University of Pennsylvania.

Lena Pope

Cathy R. Sheffield, chief advancement officer

Cathy R. Sheffield headshot
Cathy R. Sheffield

Cathy R. Sheffield has joined nonprofit organization Lena Pope as its new chief advancement officer.

She has worked with organizations including Cook Children’s Health foundation, Texas Health Resources Foundation, and Baylor Scott & White All Saints Health Foundation. She also founded and served as president of ThinkGiving. Sheffield holds a bachelor’s degree from North Dakota State University and an MBA from Texas Christian University.


Payton Mayes, divisional president and managing partner

Payton Mayes headshot
Payton Mayes

JPI has promoted Payton Mayes from executive vice president and central region managing partner to divisional president and managing partner. In his new role, Mayes will oversee and lead JPI’s multifamily regional operations as well as the company’s affordable housing market endeavors. He will continue to serve as a member of the JPI investment committee and executive leadership team.

Mayes served as chief investment officer at DHIC, a DR Horton company  before founding private equity firm Cephas Partners, where he served as managing partner. He s received a bachelor’s degree and an MBA from Texas A&M University.

FirstCredit Bank of Texas

Bryson Fowlkes, banking officer and portfolio manager

Bryson Fowlkes headshot
Bryson Fowlkes

FirstCredit Bank of Texas has promoted Bryson Fowlkes to banking officer and portfolio manager. Since joining the firm in 2018 he has served as credit analyst and portfolio manager. Fowlkes holds a BBA degree from Texas Tech University.


Bradley Arant Boult Cummings

Ladd Hirsch, partner in litigation practice group

Ladd Hirsch headshot
Ladd Hirsch

Bradley Arant Boult Cummings has hired Ladd Hirsch to be partner in the firm’s litigation practice group. He joins the firm from Winstead PC, where he was a senior business trial partner, specializing in complex litigation and business divorce. He held prior posts as partner at Haynes and Boone, founding partner at Clouse Dunn and Hirsch, and senior business litigation partner at Diamond McCarthy. Hirsch earned his J.D. from Cornell University and his bachelor’s from the University of Missouri.

Board Appointments

Collin County Business Alliance

The Collin County Business Alliance has recently added six new members to its board, which works with stakeholders to advance a more equitable future in North Texas.

Glenn Callison, who leads the national hospitality and resort practice for Munsch Hardt

Rich Haddock, vice president of network management for Blue Cross Blue Shield of Texas

Anthony Kyles, vice president of sales, strategy, and retail execution for PepsiCo Food North America

Martina McIsaac, CEO of Hilti North America

Rob Spencer, vice president of finance and administration at Toyota Insurance Management Solutions

Adrienne Trimble, president and CEO of the National Minority Supplier Development Council.


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