Meet the Team

Kevin S. Gray

Chief Executive Officer

As Chief Executive Officer of Veracity Capital, Kevin is responsible for the execution of the company’s mission, vision, and financial success. He is also charged with attaining the company goals while managing the right balance of resources and capital for employees, related groups, and initiatives.

Kevin brings to Veracity Capital executive-level leadership skills, with a deep understanding of all aspects of the business as well as a clear vision. As CEO, Kevin ensures that the company culture and its values are applied consistently from top to bottom, across all departments. He also takes an active role in driving company performance, with a keen knowledge of the industry. Kevin is a passionate advocate as a true fiduciary that provides the best platforms and strategies for clients. This strategy allows Veracity Capital’s advisors to offer methods that are efficient, objective, and strictly focused on each client’s best interest. He embodies the company’s vision: Truth Builds Trust.

There are several corporate leadership roles Kevin has held at previous financial firms, including his own. His experience at managing and developing teams have focused on providing multi-faceted solutions using all-encompassing services for clients at AYCO, a Goldman Sachs Company and RBC Wealth Management . He owned Gray Financial Services, a futures and commodity technical trading service company; and he provided financial planning focus at Ameriprise (formerly American Express Financial Advisors). Kevin’s broad experience provides him with an array of perspectives that he can apply to an everchanging investment market. After building multiple successful books of business, he has identified the proper network of services to package as an offering for experienced advisors.

Kevin earned a Bachelor of Science in Agricultural Economics from Texas A&M University and an MBA focused in Finance from Southern Methodist University. He was also President of the East Dallas Exchange Club, Treasurer for Willow Bend Lakes HOA, SMU Cox Business club member, and member of the Dallas and Collin County A&M Clubs. Kevin is also the Pack 2008 Cub Scout Committee Chair.

Michael J. Mess

Chief Strategy Officer

As Chief Strategy Officer of Veracity Capital, Mike is responsible for strategic initiatives and helping guide the direction of the firm. He assists in developing, communicating, executing, and sustaining strategic initiatives as well as interpreting the overall goals of the company and creating an actionable plan.

Mike has been in the Wealth Management industry for more than a dozen years. He has a natural talent for thorough analysis and understanding of clients’ needs for maintaining their lifestyle and protecting their legacy. As part of the executive management team, Mike brings his leadership skills to all aspects of Veracity Capital, and implements strategic planning to build the company and grow the business.

Prior to Veracity Capital, Mike was a Vice President and Wealth Advisor at AYCO, a Goldman Sachs Company. In this role, Mike was responsible for meeting the needs of its institutional and private clients and achieving their financial goals. Mike joined the firm in 2007 as an Analyst in the Financial Counseling division where he advised Corporate Executives. Before joining AYCO, Mike worked in London for State Street Global Services.

Mike earned his Bachelor of Science from California State University, Northridge and his MBA (Hons.) from Chapman University.

John Rogers

President & COO

As President and COO of Veracity Capital, John is responsible for developing, organizing, implementing, and evaluating the organization’s fiscal function and performance. John also ensures that Veracity Capital has all operational controls, reporting procedures, and talent in place to support its business.

John is passionate about building teams that work with clients to achieve their financial objectives. His career success can be directly attributed to his ability to educate clients, clarify and prioritize financial goals, implement a plan of action, and provide consistent and timely ongoing service. These skills, developed over a long career, translate directly into his executive leadership role with Veracity Capital.

For more than 20 years John has been in the financial planning and investment field. Prior to founding Veracity Capital, John was the Director of Private Wealth in the Southeast Region and a Wealth Advisor at AYCO/Goldman Sachs in the greater Atlanta area. Before that, John was a Vice President and Financial Advisor at AXA Equitable in New York. Throughout his career, John has focused on clients’ education and goal setting as well as timely and consistent ongoing service.

Kevin Boutwell, CFP®

Wealth Advisor & Partner

As a Wealth Advisor for Veracity Capital, Kevin’s primary role is to provide customized investment solutions and comprehensive financial plans to clients. As a Partner, his duties include overseeing strategic projects, personnel, and business development with a strong commitment to continually enhance client service standards. Kevin is dedicated to the highest levels of client service by managing, maintaining, and growing client wealth responsibly and tax-efficiently. As a fiduciary and Certified Financial Planner, he believes a foundation of transparency and trust are key to a successful partnership between clients and advisors.

Prior to Veracity Capital, Kevin was a Vice President at AYCO, a Goldman Sachs Company, where he was responsible for advising clients on holistic wealth planning matters, including strategic and tactical asset allocation, retirement planning, cash-flow planning, trust & estate guidance, and general income tax issues. Kevin is a highly decorated veteran and former US Navy Pilot. His service included two tours forward deployed to Afghanistan in support of Operation ENDURING FREEDOM and an F-18 flight instructor tour.

He earned a Bachelor of Science in Mechanical Engineering from Georgia Institute of Technology and an MBA from Indiana University, Kelley School of Business.

Professional Designations

• Certified Financial Planner – CFP®
• Insurance licenses – multiple states

Awards

• 2018 Five Star Professional Wealth Manager Award

Current and Prior Affiliations

• Financial Planning Association

Cary G. Clayborn

Director

As a Director for Veracity Capital, Cary’s primary role is to provide customized investment solutions and comprehensive financial plans to clients. Additionally, his duties include overseeing strategic projects, personnel, and business development with a strong commitment to continually enhance client service standards. Specifically, Cary will work with Veracity Capital’s advisors to deepen relationships with clients, build trust with their communities, and prove themselves as leaders. He is dedicated to the highest levels of client service by managing, maintaining, and growing client wealth responsibly and tax-efficiently. Cary is passionate about offering smart, sincere, and objective financial advice while helping clients make the best possible decisions for their families, businesses, and charities.

Before Veracity Capital, Cary was a Vice President and Client Consultant for Manning & Napier. Prior to that he was Principal and Director of Institutional Investments, Southwest Private Client at AllianceBernstein. Cary’s diverse business background includes the medical, energy, and technology industries. He serves on 12 non-profit organizations as Director or Advisor. Cary is also a veteran and former US Army Captain. His service included work as Division ADO in Germany and General’s Aide-de-Camp.

Cary earned his bachelor’s degree from the United States Military Academy at West Point and his Master’s in Science Management from Troy University.

Current Affiliations

• Member of Dallas Roundtable, Cowboys Club @ The Star (Charter Member), The Network Bar, TPC at Craig Ranch (Charter Member), Success North Dallas
• Serves on 12 Boards of Directors or Advisory positions for the following non-profits:
  • Relationships First (Vice Chair of BOD, Helen Hunt & Harville Hendrix initiative)
  • Boot Campaign (Chair Development, supporting veterans)
  • Empower Heroes (President of BOD, supporting veterans)
  • Global Heart Ministries (Christian programming and social media into the Middle East)
  • Hunger Busters (Phil Romano initiative)
  • 83 Kids Foundation (Terry Glenn foster home initiative)
  • SHARE (Serve Help and Reach Everyone, 8 Days film, fighting human trafficking)
  • The Center for Brain Health Advisory Board
  • The Center for Brain Health Foundation
  • Foundation for Responsible Television (FRT)
  • Dallas All Sports Association (DASA)
  • TE/GE (Tax Exempt Government Entities council with the IRS)

Michael Collopy, CFP®

Wealth Advisor & Partner

As a Wealth Advisor for Veracity Capital, Mike’s primary role is to provide customized investment solutions and comprehensive financial plans to his clients. As a partner, Mike acts in a leadership capacity on the firm’s Investment Committee, to help guide firm investment policies and strategies. As a fiduciary and holder of the Certified Financial Planner (CFP®) designation, he believes that transparency and trust are key to a successful partnership between clients and advisors.

Prior to Veracity Capital, Mike was a Vice President at AYCO, a Goldman Sachs Company. He was responsible for advising clients on holistic wealth planning matters, including strategic and tactical asset allocation, retirement planning, cash-flow planning, trust & estate guidance, and general income tax issues. Before that, Mike worked for AYCO’s fixed income group with responsibilities including, portfolio analysis, marketing, and operations with a focus on the municipal bond market.

Mike earned a Bachelor of Science in Finance from Coastal Carolina University and an MBA from the College of Saint Rose.

Professional Designations

• Certified Financial Planner – CFP®
• Health, Life & Annuity insurance license – Florida

Matthew G. Harwell

Wealth Advisor & Partner

As a Wealth Advisor with Veracity Capital, Matt’s primary focus is his clients and their overall financial fitness. His business centers around professional investment management and he believes a sound investment strategy always involves thorough risk management, tax efficiency and proper estate planning. In addition to his core responsibilities, Matt is also a Partner and takes an active leadership role with the firm’s Investment Committee, helping to set investment policy and strategy.

Matt has more than 13 years of experience in the wealth management and financial services industry. Prior to Veracity Capital, Matt was a Vice President at AYCO, a Goldman Sachs Company. He has a deep understanding of financial markets with a strong background in all aspects of financial planning and integrates this into his everyday practice. Matt built his career on the principles of trust and integrity which he believes are critical to building long-lasting and successful partnerships.

He received a Bachelor of Business Administration in Finance from Texas Tech University and earned his MBA with a focus in Personal Financial Planning from Texas Tech University.

Professional Designations

• Life & Health insurance licenses – multiple states

C. Lee Liscom, CFA®, CKA®

Wealth Advisor & Partner

As a Wealth Advisor for Veracity Capital, Lee serves the needs of individuals, families, endowments, and foundations. He works with clients to help manage their wealth responsibly, grow it tax-efficiently, and maintain it for years to come so that it fulfills their lifestyle needs. As a Partner, Lee is a member of the Veracity Capital Investment Committee. He is focused on impact investing and serving the retirement needs of his clients as well as investment strategy options based on their specific risk profile and needs.

With more than forty years of experience, Lee has a comprehensive background in various types of investments. Prior to joining Veracity Capital, he served as a Wealth Advisor and Vice President at AYCO, a Goldman Sachs Company. Additionally, he was the Executive Vice President and Head of Equity Investments for Key Trust in Albany, New York. While at Key Trust, he was the primary portfolio manager for the Victory Large Cap Equity Mutual Fund and the Victory Small Cap Aggressive Growth Mutual Fund. Before his tenure at Key, Lee was President and Chief Investment Officer for a registered investment advisor affiliate of First Interstate in Oklahoma and Texas. Accounts included a state retirement fund, pension plans, multiple foundations, and endowments.

Lee received a Bachelor of Industrial Engineering from Kettering University and an MBA from the University of Michigan.

Professional Designations

• Insurance licenses in multiple states
• Chartered Financial Analyst – CFA®
• Certified Kingdom Advisor – CKA®

Current and Prior Affiliations

• Palm Beach Leadership Group
• Facilitator for “Financial Peace University” and “Legacy Journey” financial planning courses

Presentations & Publications

• Institutional Investor Magazine – “Use of computer screening in multi-factor stock selection”
• Speaker at four Quantitative Conferences on Multi-factor Models and Decision Rules for Sector and Asset Allocations
• Thesis “The Application of the Man-Computer Interface in the Manufacturing Environment”
• Taught “Economics” at the University of Michigan and Detroit College of Business
• Taught “Ethics and Character” at TELOS, a distance learning program

Harry Shamlian, CFP®

Wealth Advisor & Partner

As a Wealth Advisor for Veracity Capital, Harry serves the financial planning needs of his clients by working to manage their wealth responsibly, grow it tax-efficiently, and maintain it for years to come. As a Partner, Harry is a member of the Veracity Capital Investment Committee. He is consistently and wholly dedicated to providing the highest level of client service and always works to ensure that a comprehensive and customized wealth plan is established, implemented, and maintained.

With almost twenty years in the industry, Harry has helped clients reach their financial goals through sound financial planning and thoughtful, diversified portfolios. Prior to Veracity Capital, Harry was a Wealth Advisor and Vice President at AYCO, a Goldman Sachs Company. Harry prides himself on the ability to drill down to the heart of complex matters for clients. He understands both the quantitative and qualitative aspects to financial planning and incorporates both into his relationships with clients.

Harry earned a Bachelor of Business Administration in Accounting from Siena College and an MBA from Rensselaer Polytechnic Institute (RPI).

Professional Designations

• Certified Financial Planner – CFP®

Brian Constantino

Client Relations Manager

As a Client Relations Manager for Veracity Capital, Brian supports the sales and service needs of Registered Investment Advisors and Custodian relationships, including all after-market service, support, and relationship management to ensure a best-in-class client experience. He is also responsible for supporting strategic internal projects.

With more than six years in the financial industry, Brian has gained valuable experience that enables him to best serve clients. Prior to Veracity Capital, he was a Senior Financial Analyst at AYCO, a Goldman Sachs Company. In this role, Brian managed the day-to-day of advisors’ books, allowing them to maintain and market new business. Brian was also a licensed Financial Analyst at Merrill Lynch with similar responsibilities.

Brian earned his Bachelor’s degree in Finance from Siena College, graduating magna cum laude.

Jonathan A. Espinosa

Client Relations Manager

As a Client Relations Manager for Veracity Capital, Jonathan supports the sales and service needs of Registered Investment Advisors and Custodian relationships including all after-market service, support, and relationship management to ensure a best in class client experience. He is also responsible for supporting strategic internal projects.

Jonathan has over a decade of expertise providing financial clarity for a diverse client base of corporate executives, international families, Spanish-speakers, small business owners, real estate developers, and foundations looking to secure their legacy.

Prior to Veracity Capital, Jonathan was an Investment Associate at AYCO, a Goldman Sachs Company. He was part of a wealth management team that advised on strategic and tactical allocations for clients across the capital structure, including guidance on lending and insurance solutions. Additionally, he was a Financial Associate at WE Family Offices as part of an international wealth management team. He began his career on the equity derivates trading desk of Merrill Lynch in New York City, creating options strategies for high net worth clients.

Jonathan earned his Bachelor of Business Administration from the University of Miami with a concentration in Finance graduating cum laude.

Professional Designations

• Series 7, 63, 65
• Life, Health & Annuity insurance licenses – Florida

Current and Prior Affiliations

• Mentor for the University of Miami School of Business, guiding undergraduate and graduate students who are exploring a career in financial services

M. Hannah Liscom

Client Relations Manager

As a Client Relations Manager for Veracity Capital, Hannah supports the sales and service needs of Registered Investment Advisors and Custodian relationships including all after-market service, support, and relationship management to ensure a best in class client experience. She is also responsible for supporting strategic internal projects.

Hannah is dedicated to building meaningful relationships with clients and providing the highest level of service. Prior to Veracity Capital, she worked as an Insurance Account Manager for Harbor Insurance Agency. In this role, Hannah sold and managed Property and Casualty insurance products.

Hannah earned her Associate’s degree from Palm Beach State College.

Professional Designations

• 440 Insurance License

Ben Matzell

Client Relations Manager

As a Client Relations Manager for Veracity Capital, Ben supports the sales and service needs of Registered Investment Advisors and Custodian relationships including all after-market service, support, and relationship management to ensure a best-in-class client experience. He is also responsible for supporting strategic internal projects.

After almost a decade in the financial industry, Ben has gained experience making him well suited to advise the spectrum of clients’ needs. Prior to Veracity Capital, Ben was an Associate at AYCO, a Goldman Sachs Company. Ben began his career at Fidelity Investments in a service and trading role. He quickly moved into their High Net Worth division, helping clients reach their financial goals.

Ben earned his bachelor’s degree in Business Administration from the University of Southern Maine.

Joseph R. Patrell

Client Relations Manager

As a Client Relations Manager for Veracity Capital, Joe supports the sales and service needs of Registered Investment Advisors and Custodian relationships including all after-market service, support, and relationship management to ensure a best in class client experience. He is also responsible for supporting strategic internal projects.

Joe has been in the financial industry for half a decade and quickly developed both professional and educational experience. Prior to Veracity Capital, he was a Client Service Advisor at AYCO, a Goldman Sachs Company. In this role, Joseph supported the clients of wealth advisors in the Southwest region from an operations perspective.

Joseph earned his Bachelor of Science in Business Administration from the University of Texas at Dallas, where he graduated Cum Laude.

John Rinker

Client Relations Manager

As a Client Relations Manager for Veracity Capital, John supports the sales and service needs of Registered Investment Advisors and Custodian relationships including all after-market service, support, and relationship management to ensure a best in class client experience. He is also responsible for supporting strategic internal projects.

With almost a decade in the financial industry, John has developed a unique set of skills including relationship management, client servicing, and project management. Prior to Veracity Capital, he was a Financial Analyst at AYCO, a Goldman Sachs Company. In this role, John worked with high net worth individuals and executives of large companies, consulting on all aspects of their financial life including estate, tax, employee benefits, investment, and insurance planning. Later in his career, John changed his focus more toward investments, and worked closely with high net worth and retired individuals in the Private Wealth Management Division.

John earned his bachelor’s degree in Business Administration from Kennesaw State University and his MBA from the University of Georgia.

Professional Designations

• Series 7 and 66
• Life and Health Insurance licensed
• Variable Insurance licensed