CapStar Financial logo

CapStar Financial Employee Directory

Financial ServicesTexas, United States2-10 Employees

CapStar Financial provides personalized financial planning through a comprehensive assessment designed to clarify a client's current financial position, present alternatives, and address potential tax and risk issues. The approach aims to safeguard life savings from market volatility, taxes, and fees while preserving retirement account values for the long term. The firm also specializes in wealth-transfer planning, coordinating with experts to design a legacy for heirs and ensure the estate is transferred according to clients' wishes, reducing the likelihood of assets going to unintended recipients.

Based in Austin, Texas, CapStar operates as a small team within the financial services sector, serving retirement-focused clients and those seeking risk-aware strategies. Its services emphasize reducing tax exposure and market risk through asset protection and allocations into tax-deferred or tax-favored accounts. Recent press coverage notes CapStar has engaged in merger activity with Old National Bancorp.

Find CapStar Financial employees' phone numbers or email addresses

CapStar Financial Global Highlights

Location
Employees

North America
5

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  • United States Of America
    5

CapStar Financial's Leadership

  • Stylized image of a person
    S. B.
    Owner
  • Stylized image of a person
    S. B.
    Managing Partner/Owner
  • Stylized image of a person
    T. J. M.
    Director Of Marketing And Client Relations
  • Stylized image of a person
    M. R.
    Equity Portfolio Manager

CapStar Financial Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Marketing
  • Accounting
  • Administrative
  • Other
  • Analytics
  • Arts & Design

Contact profiles from CapStar Financial

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    S. B.
    Owner
    United StatesTexas
    Feb 29, 2024
  • Stylized image of a person
    S. B.
    Managing Partner/Owner
    United StatesTexas
    Mar 24, 2026
  • Stylized image of a person
    T. J. M.
    Director Of Marketing And Client Relations
    United StatesTexas
    Nov 16, 2025
  • Stylized image of a person
    M. R.
    Equity Portfolio Manager
    United StatesTexas
    Oct 26, 2025

Frequently Asked Questions

What is CapStar Financial known for?

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CapStar Financial was founded in 1995 operates in the Financial Services industry; you can contact the main corporate office by phone at . Explore CapStar Financial's company overview page for more information.

What is CapStar Financial's most common email format?

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CapStar Financial employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more CapStar Financial email formats with LeadIQ.

How many employees does CapStar Financial have currently?

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CapStar Financial has approximately 5 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are CapStar Financial's key employees and leadership?

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As of July 2026, CapStar Financial's key employees include:

  • Owner: S. B.
  • Managing Partner/Owner: S. B.
  • Director Of Marketing And Client Relations: T. J. M.
  • Equity Portfolio Manager: M. R.

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