Jeff Kanaly, CFP®, CTFA
Vice Chairman & Chief Financial Officer
Jeff is Vice Chairman of Kanaly Trust and serves on the organization’s board of directors. He has been with the company for over thirty-five years and concentrates on corporate strategic planning. An 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.
A graduate of the University of Texas at Austin, Jeff holds a BBA in Finance. He is a Certified Financial Planner™ 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 Trust Organizations (ATO).
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 now ATO), and previously served on its board of directors as treasurer. He is also a past chairman and president of the Houston Society ICFP. Jeff also serves on the Investment Committee at Kanaly Trust.
Jeff has served on the board of directors of the American Heart Association in Northwest Harris County and on the board of Applause Theatre. He is actively involved with the National MS Society, South Central Chapter, as Chair of the Houston Leadership Council and was instrumental in launching the MS Entrepreneurs Program, which helps those affected by MS at a grass-roots level. In addition, Jeff was selected as the Investment Committee liaison for the South Central Region of the MS Society.
Jeff’s comments have appeared in such publications as Robb Report Worth, the Houston Business Journal and Financial Planning.