Holt Lunsford is Founder and Chief Executive Officer of Holt Lunsford Commercial (HLC), a commercial real estate service and investment company founded in 1993. HLC's core lines of business include development, leasing, property management and investments in the office, industrial and multifamily sectors. They manage and lease a 65 million square foot portfolio of buildings in Dallas, Fort Worth and Houston for private and institutional owners.
Holt has led the firm into the investment arena through development and acquisitions of property in Frontier Equity. The firm's market reconnaissance and on-the-ground professionals are the key assets to informed, sound underwriting and execution on the investments made. This model has facilitated the development or acquisition of over ten million square feet of product since 2003.
In addition to his commercial real estate business, Holt is Founder and Chairman of Liberty Capital Bank, Global Fulfillment Solutions, an integrated third party logistics and fulfillment company; and City Park Construction.
Holt is a guest lecturer at Harvard Business School and Tuck School of Business of Dartmouth, teaching cases in the Harvard curriculum called "Holt Lunsford Commercial, Inc. and Shady Trail".
Holt feels giving back of time and treasure to the community is vital and currently serves on the Board of the Baylor Health Care System Foundation. He also has served on the Board of The Real Estate Council (TREC), a 1,200 member real estate trade organization based in Dallas, Texas. He is Founder and Chairman of Paticum Foundation, a family Foundation organized to support the disadvantaged and underprivileged.
Holt has been associated with various non-profits, serving the community with organizations such as Rays of Hope, Dallas Leadership Foundation, Dolphin Heights Neighborhood Association, ChristianWorks for Children, Movement Day Dallas, Cornerstone Ministries and Coaches Outreach.
Ben Cunningham started his banking career with Republic Bank in 1973, then moved to InterFirst Bank Addison in 1976 where he worked his way up to President. He spent 18 years with Compass Bank before starting Liberty Capital Bank in 2008. He has his undergraduate degree in Finance from the University of Texas at Dallas and is a graduate of the Southwestern Graduate School of Banking at SMU in Dallas.
He has been very involved in the north Dallas / Addison area and has served as Chairman of the Metrocrest Chamber of Commerce, past president of the Addison Business Association and is a member and past president of the Carrollton / Farmers Branch Rotary Club. Ben is also a Rotary Paul Harris Fellow. He was named by the Metrocrest Chamber of Commerce as the 2013 Citizen of the Year. He is also on the board of the WaterTower Theatre. In addition to his involvement in the business community, he is also connected with Trinity Christian Academy where his 3 children attended and his wife and daughter now teach.
Ben has been married to Patty Cunningham since 1974. He is active in his church where he's attended since 1975 and has served on the elder board, chairman of the Finance Committee and is presently chairman of the church's defined benefit plan's Board of Trustees. He serves as a mentor to young men in the church and currently works in the special needs ministry for kids with a disability. He also helps with the annual deacon development program for new deacons. Ben and his wife are actively involved with the Joni & Friends organization and he volunteers his time each summer to serve at JAF's family camp for the disabled.
Ray Balestri is Partner at the law firm Bell Nunnally & Martin LLP, which he joined in 2009. Ray’s areas of practice are corporate and securities, private equity, and mergers and acquisitions. His background includes practical experience as both a successful private equity investor and an in-house general counsel and CFO, giving him unique perspectives on complex business deals. Advising clients through these multiple lenses, Ray offers rare insight and strategic counseling that considers a broad array of legal and business implications.
Ray currently serves as Chair of the Transactional Section at Bell Nunnally, was a founding member of the Board of Directors for the National Foundation for Teaching Entrepreneurship, served on the Board of Trustees for the Dallas Museum of Art, and is a member of the Highland Park Education Foundation Board. Since 2000, Ray has also served as an Adjunct Professor in the M.B.A. program at the Edwin L. Cox School of Business at Southern Methodist University.
Ray is a graduate of the University of Illinois with a B.S. in Mathematics, where he graduated summa cum laude with highest distinctions in mathematics and received his law degree from Harvard Law School.
Mr. Gilbert graduated from the University of North Texas in 1975 with a BBA in accounting. He joined the CPA firm of Saville, Dodgen & Company in Dallas after graduation and became a partner of the firm in 1983. Mr. Gilbert served as the managing partner for the firm from January 2003 until his resignation in July 2006. While at Saville, Dodgen & Company, he specialized in income tax planning and compliance as well as financial advisory services for closely held companies and high net worth individuals. In August 2006, Mr. Gilbert joined with the Mike and Mary Terry family as an advisor and financial consultant for the Mike and Mary Terry Family Foundation and the family personal holdings and eventually became the CFO/COO for the family holdings and operations. Effective as of January 1, 2014, Mr. Gilbert retired from full-time employment but will continue to serve as an advisor to the family as well as offer advisory services to high net worth families and closely held companies.
Mr. Gilbert married Laura Ramey in July 1978 and they were blessed with three sons. Over the years, he has served and advised several nonprofit organizations and he and Laura currently enjoy working with pre-married couples at Northwest Bible Church in Dallas. Mr. Gilbert and his family are also involved in the Gilbert Leadership Conference at Texas A&M. The annual conference for selected freshmen at A&M focuses on servant leadership, student involvement and character.
The accounting, financial and investment experience of Mr. Gilbert and the business relationships forged over the years should be a valuable asset to the bank.
After growing up in Tulsa and attending The University of Oklahoma where he received a degree in Finance, Alan moved to Dallas in 2002 and started his banking career. He joined Liberty Capital Bank in 2013, eager for a chance to learn the entrepreneurial side of banking and now serves as Chief Executive Officer. Alan is passionate about mission work in Cuba. Through his involvement at Northwest Bible Church, he has led several trips to Cuba, most of which were to help a small network of house churches host a summer bible school for children. Alan enjoys being outdoors spending time with friends and family. Alan, his wife and their two children make their home in Lake Highlands.
Mr. O'Brien is Managing Director at Hersh Family Investments. Rick is also President of Westham Co, a developer and manufacturer of proprietary mosquito control products. From 2014 – 2018, Rick led private equity investments at M Terry Enterprises. From 1995 – 2014, Rick owned and/or operated several companies in manufacturing, distribution, home services and mortgage servicing. Rick serves on the advisory board of W North Funds I, II and III, all private oil and gas investment funds and is a director at Liberty Capital Bank. Rick serves on the UT Southwestern President’s Advisory Board and is a Trustee of the Hockaday School. From 1991 to 1995 Rick was employed by Texas Instruments where he was a project manager in the corporate development group focusing on acquisitions and divestitures. Prior to Texas Instruments, Rick was an assistant vice president of NCNB (now Bank of America), where he was a corporate lender. Rick graduated with a BA from Vanderbilt University in 1986 and an MBA from Rice University in 1991. Rick is married to Caroline and has four daughters.
Jeffrey Price is a Managing Director within Walker & Dunlop’s Investment Sales group. Jeff is responsible for establishing and maintaining client relationships, and developing the sales strategy for multifamily engagements. He is integrally involved in all phases of the marketing process, including the oversight of transactions. With over 30 years of experience in commercial real estate, he has closed in excess of $14 billion of multifamily transactions.
Prior to joining Walker & Dunlop, Jeff was a Managing Director within Jones Lang LaSalle’s Capital Markets Group. Additionally, he was founder and President of The Apartment Group (TAG), a multifamily brokerage and consulting company which he started in 1991 and was acquired by Jones Lang LaSalle in 2012.
Recognized as one of D/FW's most experienced brokers, Jeff often speaks at institutional investor conferences on market conditions in the Dallas and Austin areas, as well as participating on panels highlighting current market conditions. In 2017 and 2018, Jeff was acknowledged by his peers as one of Dallas/Fort Worth’s top brokers in "D" Magazine.
After growing up in Oklahoma and graduating with an MBA from Oklahoma State University, Robin began his banking career with First National Bank in Dallas in 1978. He later joined Mercantile Bank Lincoln Centre and became CEO and President in 1984. He spent the next 17 years in the MBank/BankOne organization where he was responsible for helping to build the Business Banking strategy as the Southern Regional Executive responsible for Texas, Oklahoma, Louisiana, Arizona, Colorado and Utah, leading 400 commercial bankers and support staff. He joined Compass Bank in 2001 as the National Director of Commercial Banking to organize and grow their commercial banking strategy prior to their eventual sale to BBVA. In 2006 he joined a start-up bank in Dallas, Highlands Bank as President. His role was to lead the commercial and retail bankers in Dallas and Jacksboro, Texas to aspirational levels of high-performance. Subsequent to the sale of Highlands Bank in 2011, Robin joined his longtime friend Ben Cunningham to assist in the growth and development of the team of bankers at Liberty Capital Bank. Robin's entire banking career has been spent leading teams of commercial bankers in providing financial solutions to local, privately held businesses and their owners. He and his wife have lived in Dallas for 40 years and are the proud parents of three daughters and a son, all married, and eight grandchildren.
Robin is also very involved in the Dallas Community. He has held leadership roles in the following organizations: American Bankers Association, The Cambridge School of Dallas, The Family Place, Greater Dallas Chamber of Commerce, Northwest Bible Church, Oklahoma State University Alumni Board, Royal Oaks Country Club, Salesmanship Club, and the Southern Dallas Development Fund.
Michele R. Wheeler is President and Chief Operating Officer of Jackson-Shaw. Joining the company in 2005, Michele is responsible for the management and coordination of all major financial transactions and the ongoing operations of the company. Ms. Wheeler has been involved in commercial real estate for over 28 years, beginning her career in 1987 with Rosewood Property Company.
Currently serving on the advisory boards of The Real Estate Council and The Real Estate Council Foundation, Ms. Wheeler was the 2009 chair of TREC, the first woman to hold that designation. She is also a member of Commercial Real Estate Women, the American Institute of Certified Public Accountants, National Association of Industrial and Office Professionals and the Real Estate Financial Executives Association. She serves on the boards of the Jackson-Shaw Foundation, Boys & Girls Clubs of Greater Dallas and Circle of Support.
She is a graduate of Stephen F. Austin State University with a BBA degree in Marketing and Management, and is a Certified Public Accountant. She was awarded the 2006 Outstanding Achievement Award from CREW Dallas, was named CFO of the Year by the Dallas Business Journal in 2009, was awarded the 2012 Individual Award for Career Advancement for Women from CREW Dallas. In 2015 she was awarded both Consumer Credit Counseling Financial Literacy Champion and Dallas Business Journal Outstanding Director for a Non-Profit.
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Liberty Capital Bank, located in Addison, Texas, services clients with
personal and commercial banking needs across the Dallas/Fort Worth metroplex.
We offer a fresh approach to banking, with long-term results in mind.
5055 Keller Springs Rd #120 | Liberty Plaza I | Addison, TX 75001 | (469) 375-6600
Real Estate Banking
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