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Kanaly Trust Appoints Sharon Pearson as Chief Operating Officer

noemail@kanaly.com — Tue, 08 Jul 2008 16:00:00 GMT

In her new position, Pearson will oversee all day-to-day operations at Kanaly. She will be responsible for the overall development, design and improvement of client service at the company.

“Sharon’s breadth of experience and strong leadership abilities, combined with her longevity with our company, make her an ideal fit for moving the company forward in accordance with our strategic plan,” Chairman and CEO Drew Kanaly said.

Pearson has been with Kanaly for over 12 years. She previously served as Senior Vice President, Human Resources, a function she will continue to oversee.

Pearson is a member of the Society for Human Resources Management (SHRM), HR Houston, and holds a Professional in Human Resources (PHR) certification.

Kanaly Trust is a wealth management firm with approximately $2 billion in assets under management. In addition to asset management, the company provides comprehensive financial planning and trust/estate services to families, individuals and estates with assets in excess of $1 million. The firm is independent of any banking or corporate relationships and does not promote specific financial products or services. Kanaly also serves as the trustee or executor for estates totaling more than $2.5 billion, and works with clients worldwide. Based in Houston, Kanaly Trust was founded in 1975 by Deane Kanaly. For more information, visit www.kanaly.com or call 1-888-4-KANALY.

Junior Achievement Raises Record Sum with Golf Tournament

noemail@kanaly.com — Fri, 11 Jan 2008 19:30:00 GMT

The Anadarko and Kanaly Trust Golf Classic raised more than $221,000 for Junior Achievement programs in the Houston region. The tournament was held on November 12, 2007 at the prestigious Champions Golf Club with more than 184 golfers participating. “We were so proud to sponsor this tournament and to raise record funds for Junior Achievement. Our employees support the program and really enjoy teaching students about business,” stated Jim Hackett, CEO of Anadarko Petroleum Company. Drew Kanaly, Chairman of Kanaly Trust Company commented, “sponsoring this tournament allows us to ensure that children in the Houston area will learn about our free enterprise system.” Additional sponsors for the tournament included Marimon and AT&T.

Proceeds from the Anadarko and Kanaly Trust Golf Classic will allow Junior Achievement to impact 195,000 students this school year. More than 9,000 corporate volunteers will enter kindergarten through 12^th grade to educate and inspire students to value free enterprise and understand business.

For more information about Junior Achievement programs and how you can make a difference in a child’s life, please call 713-682-4500.

Jeff Kanaly Named Volunteer Heart Ball Honoree

noemail@kanaly.com — Wed, 09 Jan 2008 19:00:00 GMT

Jeff Kanaly has been named Volunteer Honoree for the 2008 Northwest Harris County Heart Ball, and the American Heart Association has chosen to honor the philanthropic legacy of E. Deane Kanaly by establishing a grant in his name. The Kanaly family’s support of the American Heart Association began with Deane Kanaly, who passed away in July of 2006. From the time my brothers and I were small my father taught us about the importance of giving our time, talents and financial support to worthwhile philanthropic causes, Jeff recalls. Over his 76 years, he gave selflessly to so many causes personally and professionally. He encouraged his friends and associates to give, and during his long tenure as a financial planner advised his clients to donate many millions, he continued. The Kanaly family has been committed through two generations in the mission of the American Heart Association, to reduce death and disability from heart disease and stroke. These two illnesses continue to be the...

Kanaly Trust Honors Stewart Family with Philanthropic Award

noemail@kanaly.com — Wed, 26 Dec 2007 15:00:00 GMT

HOUSTON (December 21, 2007) – Houston-based Kanaly Trust Company, at their annual Holiday party on Thursday, Dec. 6, honored Douglass M. Stewart and his wife Patricia of Palm City, Fla., with the E. Deane Kanaly Philanthropic Award in recognition of their ongoing commitment and service to the community. The E. Deane Kanaly Philanthropic Award was created to preserve the memory of the late Deane Kanaly, long-time philanthropist and Kanaly Trust Company founder, by recognizing individuals who have made a substantial impact upon their community. The annual award is given to a client of Kanaly Trust Company who displays a strong personal commitment to the betterment of society. A $10,000 contribution to the honoree’s charity of choice is included with the award, which will be given to the Safe Space organization. Located in Martin County, Fla., Safe Space is an organization which provides emergency shelter for victims of domestic violence and their children. The Stewarts have spent...

Kanaly Trust Company Appoints Edward S. McCullough to its Board of Directors

noemail@kanaly.com — Tue, 04 Sep 2007 17:00:00 GMT

(HOUSTON) – Kanaly Trust Company has announced the appointment of Edward S. McCullough to its Board of Directors. McCullough will assume these new responsibilities starting in September.

McCullough is currently the Chairman of the Texas Children’s Hospital Foundation Board. He is retired from Vaughan, Nelson, Scarborough & McCullough, L.P., where he served as Managing Principal and President, CEO and Director of VNSM Trust Company. Prior to this, he was Founding Chairman and President of Breen Trust Company. During this time, he was also the Co-founder, President and CEO of Daniel Breen & Co., L.P.

“Mr. McCullough brings a wealth of experience in business and investment management to enhance our investment solutions in the future,” said Drew Kanaly, Chairman of the Board at Kanaly Trust Company.

McCullough is currently a member of the CFA Society of Houston and the CFA Institute. He was also Chairman of the Finance Committee for Christ Church Cathedral.