Our Investment Management Team


Suzette W. Jones, CFP ®, AIF®

Executive Vice President
Manager, Investments Division

4400 Post Oak Parkway
Houston, TX 77027
713-232-1217

Suzette (Suzie) is Executive Vice President of Amegy Bank of Texas, a subsidiary of Zions Bancorporation. Suzie serves as Manager of the Investments Division where she provides overall leadership to 70 employees representing $10.0 Billion in assets under supervision comprised of Foreign Exchange Trading, Corporate Investments, Retirement Plan Services, Personal Brokerage, Personal Trust, Real Estate/Oil & Gas Management, Discretionary Managed Investments, and Investment Operations. She also serves on the Board of Directors for Amegy Investments, Inc. and Amegy Insurance Agency.

Prior to joining Amegy Bank in 1995, she was an entrepreneur for 18 years as the founder and CEO of a national educational consulting firm that provided technical training to bankers and their clients in retirement plan strategies, new account documentation and investments. Her workshops were endorsed by the American Bankers Association, the American Institute of Banking, and 18 state banking associations.

In 2011, Suzie was included as part of a Zions Bancorporations “Top Banking Team” awarded by the American Bankers Association and was named by the Texas Executive Women Organization as a “2011 Women on the Move”. In 2009, the Women’s Resource of Greater Houston, an organization that helps women and children build financial literacy, named Jones as one of Houston’s “Outstanding Women in Banking and Financial Services”. She was also named as the “Volunteer of the Month” by the Spring Branch Independent School District for her work with her own 501c non-profit organization, Flight XXV: Your Passport To College, whose mission is to proactively work with needs based students in attaining a high school education and ultimately enrolling in college. She has also been involved with Habitat for Humanity, Texas Scholars, and Dress For Success. Suzie attended the University of Houston, is a Certified Financial Planner and a graduate of Class XXV of Leadership Houston.

Her investments experience spans 30 years and her securities licenses and designations include:

  • Certified Financial Planner (CFP)
  • AIF – Accredited Investment Fiduciary
  • FINRA Series 24 – Securities Principal
  • FINRA Series 65 – Investment Advisor
  • Series 7 and 63 –Registered Securities Representative
  • General Lines - Life, Accident & Health Insurance
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Scott Chapa, CFA, AIF®

Senior Vice President
Senior Portfolio Manager

4400 Post Oak Parkway
Houston, TX 77027
713-232-1762

As an executive of Amegy Bank for more than 7 years, Scott has more than 17 years of investment experience across multiple asset classes focusing on institutional clients. Prior to his current role, he was a Senior Investment Analyst working with Amegy’s institutional clients, primarily investment committees.

Scott started his career with JP Morgan Chase & Co., along with its predecessor, Texas Commerce Bank after graduating with a BS in Finance from the University of Houston – Clear Lake.

His licenses and designations include:

  1. FINRA-General Securities Representative (S7)
  2. Uniform Securities Agent and Advisor Representative (S66)
  3. Chartered Financial Analyst
  4. Accredited Investment FiduciaryTM
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Robert A. Shelton, CFA, CAIA

Senior Vice President
Market Strategist and Senior Portfolio Manager

4400 Post Oak Parkway
Houston, TX 77027
713-232-2170

With 20+years of experience, Robert joined Amegy Bank in April 2012.  Since 2004 he served as an adviser to high net worth individuals, families and foundations at JPMorgan Private Bank and Kanaly Trust.  Prior to that and since 1995 Robert served as a Senior Portfolio Manager for AIM Investments, overseeing large cap core strategies and a financial services sector fund.

Robert received his Bachelor of Science from Washington and Lee University, Lexington, VA.  He graduated Phi Beta Kappa, and magna cum laude.

Robert has been an active member of the Houston Society of Financial Analysts since 2001.

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John Clanton

Senior Vice President
Senior Portfolio Manager

2501 North Harwood, Suite 1600
Dallas, TX 75201
214-754-6240

John Clanton has over 18 years of experience as an investment advisor. Most recently he was a Senior Portfolio Manager for BBVA Compass working with high net worth individuals, families and foundations. Prior experience also includes Northern Trust and Academy Capital Management. John holds a BBA in Finance and BS in Economics w/Financial Applications from Southern Methodist University.



Leisa Novak

Investment Management Analyst

4400 Post Oak Parkway
Houston, Texas 77027
713-232-1073

Leisa has 11 years of investment experience across various areas of investments.

She has been at Amegy for nearly nine years.  Prior to assuming her current role, Leisa served in many different roles for Amegy’s Bank Dealer and Amegy Investments.  Leisa started her career at Wells Fargo Investments, LLC.

She holds a BA in History from the University of Houston.  She is also a candidate in the FINRA Institute at Wharton Certified Regulatory and Compliance Professional (CRCP) Program.

Leisa is FINRA- licensed General Securities Representative (S7), Uniform Securities Agent and Advisor Representative (S66), Registered Options Principal - (Series 4), General Securities Sales Supervisor - (Series 9 and 10), General Securities Principal - (Series 24), Municipal Securities Principal - (Series 53).

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Eryn Myers

Investment Management Analyst

4400 Post Oak Parkway
Houston, Texas 77027
713-232-1430

Prior to joining the Amegy team, Eryn was the managing director of a boutique money management firm. She received her Bachelor of Science in Finance from Virginia Tech and holds her Series 65 designation.

Eryn stays active with her church and community through a variety of organizations and events including the planning committee for Heights Holiday Home Tour and the discipleship program with Agape at Rice University. She is also a member of YTAC (Young Texans Against Cancer) and Texas Wall Street Women.

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