Meet Us Jeff Kanaly

Jeff is Vice Chairman of Kanaly Trust and serves on the organization’s board of directors. He is also chairman of the board of The Kanaly Company, the holding company for Kanaly Trust. He has been with the company for over 31 years and concentrates on corporate strategic planning while overseeing all financial operations of the company. Another important focus for Jeff is ensuring that the high quality of service Kanaly Trust was founded on continues to be the central focus of the organization. He specializes in serving multi-generational families due to his depth of experience in high level, intricate estate and financial planning practices.

A graduate of the University of Texas at Austin, Jeff holds a Bachelor of Business Administration degree in finance. He is a CERTIFIED FINANCIAL PLANNER^TM practitioner and a Certified Trust and Financial Advisor (CTFA). He is a member of the Financial Planning Association (FPA), the Houston Chapter of the FPA, the Houston Estate and Financial Forum (HEFF), and the Association of Independent Trust Companies (AITCO).

Jeff has served on many public and professional committees. He is a past national board member of the Financial Planning Association (FPA) and previously served on its Tax Sub-committee. He was involved in the merger of the Institute of Certified Financial Planners (ICFP) and the International Association of Financial Planners (IAFP) that formed the FPA. He was responsible for the coordination of the FPA’s Pro-bono Program, has served on the ICFP board and on its Practice Management Committee. He is past president of the Association of Independent Trust Companies (AITCO), and previously served on its board of directors as treasurer. He is also a past chairman and president of the Houston Society ICFP.