Jim joined UMB in 2012 and is president of Institutional Banking, which incorporates investor solutions, public finance, investment banking, corporate trust, distressed debt and the FDIC sweep program. Prior to his current role, Jim served as president of Institutional Banking and Investor Services.
Alicia Beck is the philanthropy director at UMB Bank. She is responsible for building client relationships by assisting individuals and families with charitable planning, as well as private foundation management. Alicia received her Master of Laws degree in taxation from Northwestern University, received her Juris Doctorate degree at the University of Kansas and is a graduate of Texas Christian University.
Greg Drose is executive vice president and executive director of business development at UMB Fund Services. He joined UMB in 2007 and has more than 30 years’ experience in the financial services industry. He earned an MBA from Regis University and a bachelor’s degree in business administration from West Texas A&M University.
Craig Sutherland is an assistant vice president and investment officer in the investment banking department at UMB, helping community banks manage their bond portfolios. Craig has been at UMB two years and in the industry for 10. He holds FINRA Series 7, 63 and 65 licenses.
Stephen DuMont joined UMB Bank in 2007 and is an assistant vice president and investment officer in the UMB Investment Banking Division. He is responsible for investment portfolio strategies and consultation, fixed-income securities selection and asset-liability management. He has passed Levels I and II of the Chartered Financial Analyst exams and holds FINRA Series 7 and Series 63 licenses.
Stephen DuMont is senior vice president and investment officer at UMB Bank, n.a. Capital Markets Division. He is responsible for working with institutional clients regarding interest rate risk management issues and fixed income portfolio strategies that support client asset-liability directives.
Craig Sutherland is an assistant vice president and investment officer in the investment banking department at UMB, helping community banks manage their bond portfolios. Craig has been at UMB two years and in the industry for 10. He holds FINRA Series 7, 63 and 65 licenses.
Darci Emerson is vice president and senior financial analyst at UMB Bank, n.a. Capital Markets Division. She is responsible for advising clients regarding asset/liability management (ALM) strategies, interest rate risk measurement issues and fixed-income portfolio strategies.
Dan has more than 10 years of experience in the financial services industry. As a financial planner, Dan is responsible for creating dynamic plans for individuals, families and business owners. As part of the wealth team, he helps clients identify their life priorities and assists them with formulating a plan to meet their specific needs while helping them find direction and meaning through the process of wealth accumulation, preservation and transfer..
Rick Menchaca joined UMB Bank, n.a. in 2019, as a senior vice president for the Capital Markets Division’s Public Finance Group. His primary focus is on UMB’s continued growth and business development in the state of Texas. Rick has been in public finance since 2011, after having a 22-year career in city management. In the past eight years, he has been involved in more than 375 bond transactions with more than $13 billion in par value. Rick holds the FINRA Series 52 and 63 licenses.
