Our Mission
With a wealth of knowledge and expertise in banking and other business sectors, and a deep commitment to the highest ethical standards, the Commerce Street companies continuously endeavor to identify market opportunities and provide solid investment advice, in order to achieve results for our clients.
Experience
Our knowledge, expertise and acumen have been honed by decades of strong relationships between our clients and our industry veterans.
Integrity
We hold ourselves to the highest professional standards and build partnerships in the spirit of mutual respect and trust.
Innovative Solutions
We combine creative thinking with solid expertise to solve the challenges of financial institutions and industry nationwide.
In addition to our teams of professionals, Robert D. McTeer, Ph.D.
is an economic advisor to the Commerce Street companies.
William D. Gross
Chairman
William D. Gross is Chairman of Commerce Street Holdings, LLC, the holding company for Commerce Street Capital, LLC (“CSC”), a FINRA-regulated broker/dealer and Commerce Street Investment Management, LLC (“CSIM”), an SEC-registered investment advisor. Since co-founding the firm in 2007, Mr. Gross has created and developed new opportunities and lines of business, with the primary focus of building CSC’s reputation as a leading investment bank specializing in financial institutions. He also serves on the Boards and Investment Committees of three of CSIM’s investment funds.
He has been actively engaged in the securities business for over forty (40) years. Prior to his involvement with Commerce Street, he founded the Dallas office of SAMCO Capital Markets, Inc. in 1988. Mr. Gross has held senior positions with Southwest Securities, Schneider, Bernet and Hickman, Cullen Frost Bank, and Merrill Lynch.
Mr. Gross received a BA from The University of Texas, currently serving on the Development Board of The University.
tgross@cstreetholdings.com | (214) 545-6801
James B. Gardner
Vice Chairman
James B. Gardner serves as Vice Chairman of Commerce Street Holdings, LLC, the holding company for Commerce Street Capital, LLC (“CSC”), a FINRA-regulated broker/dealer and Commerce Street Investment Management, LLC (“CSIM”), an SEC-registered investment advisor. Since co-founding the firm in 2007, he has focused on developing solutions for bank dispositions of underperforming portfolios and related real estate endeavors.
Mr. Gardner has also been instrumental in expanding the firm’s SBIC fund-raising activities, and is currently Chairman of Valesco Commerce Street Capital, GP, the general partner for an SBIC fund currently targeting small businesses and community banks in Texas. He also serves on the Boards and Investment Committees of three of CSIM’s investment funds.
After a forty year career in banking, Mr. Gardner joined Service Asset Management Company in 1994, where he served as Senior Managing Director of Investment Banking and Corporate Finance. Prior to SAMCO, he served as President and Chief Executive Officer of Pacific Southwest Bank, F.S.B. and Managing General Partner of Elm Capital Partners, L.P.
Mr. Gardner retired from Bank One, Texas, NA as Vice Chairman of the Board on August 1, 1990, after serving as President of The Deposit Insurance Bridge Bank, which was formed by the FDIC to purchase the assets and assume the liabilities of twenty banks in the MCorp holding company franchise. Mr. Gardner assumed responsibility for management of The Deposit Insurance Bridge Bank until the bank was awarded to Banc One Corporation. Mr. Gardner had previously served as Chairman of the Board and Chief Executive Officer of MBank Dallas and as a Group Chairman of MCorp.
Mr. Gardner began his career in the Credit Department of MBank Dallas in 1955 after graduating from Southern Methodist University with a BBA in Finance that same year. He progressed through increasing levels of responsibility before being elected Vice Chairman of the Board and Director in 1979 and President in 1981. Mr. Gardner formerly served on the board of two NYSE companies, Ennis, Inc. and Century Telephone, Inc.
jgardner@cstreetholdings.com | (214) 545-6803
Dory A. Wiley
President & CEO
Dory A. Wiley is President & CEO of Commerce Street Holdings, LLC, the holding company for Commerce Street Capital, LLC ("CSC"), a FINRA-regulated broker/dealer and Commerce Street Investment Management, LLC ("CSIM"), an SEC-registered investment advisor. Since co-founding the firm in 2007, his primary focus has been the creation and management of investment funds that specialize in financial institutions and related derivatives.
Mr. Wiley serves on the Boards and Investment Committees of CSIM's investment funds. He formerly served as a member of the Board of Trustees of the Teacher Retirement System of Texas, an approximately $100 billion pension fund where he was Chairman of the Investment Committee.
Mr. Wiley has over 20 years of experience in commercial and investment banking and investment management. Prior to his current position with Commerce Street, Mr. Wiley was President of SAMCO Capital Markets, LLC, which he joined in August, 1996. Prior to SAMCO, he was Vice President and Manager of the Financial Institutions Group at Rauscher Pierce Refsnes, now RBC Capital Markets.
Mr. Wiley often lectures on bank-related topics for universities, seminars and conferences. He has testified as an expert witness on bank and securities valuations, has written articles for various banking periodicals and has been quoted extensively in the media. He is a member of the AICPA, Texas Society of CPAs, the Dallas Society of Financial Analysts, the National Association of Certified Valuation Analysts, and the CFA Institute. He also serves on several charitable boards.
Mr. Wiley received a BBA in Finance and Accounting from Texas Tech University, and an MBA from Southern Methodist University.
dwiley@cstreetholdings.com | (214) 545-6805
Bobby Hashaway
Executive Vice President
Mr. Hashaway is Executive Vice President of Commerce Street Holdings, LLC, where he has direct responsibility for business development, strategic planning, and overall management and administration. He has over thirty years of progressive business and operations experience as a senior executive in banking and finance.
Mr. Hashaway previously served as Chairman, President and CEO of Prosper Bank, Prosper, Texas, a community banking organization focused on commercial and retail banking, SBA lending, mortgage banking and insurance. Prior to that position, Mr. Hashaway served as Executive Vice President and Chief Operating Officer at J. Sloan & Co. (d/b/a VentureLink), Dallas, Texas where he participated in the development and execution of a strategy designed to acquire, operate, consolidate, and enhance companies with complementary product lines.
Mr. Hashaway received a BBA in Accounting from Texas A&M Commerce (formerly East Texas State University), in 1975. He also received a Certificate of Controllership from the Graduate School of Banking (BAI) at the University of Wisconsin, Madison — 1979 and is a Certified Public Accountant, State of Texas — 1979.
bhashaway@cstreetholdings.com | (214) 545-6813
Tina Schirle
Chief Financial Officer
Tina Schirle is Chief Financial Officer of Commerce Street Holdings, LLC, the holding company for Commerce Street Capital, LLC ("CSC"), a FINRA-regulated broker/dealer and Commerce Street Investment Management, LLC ("CSIM"), an SEC-registered investment advisor. She is responsible for financial reporting for CSC, CSIM and all of the related entities.
Prior to joining Commerce Street in July, 2008, Ms. Schirle was a consultant for the private equity and investment banking industry for seven years. She began her career in the audit division of Arthur Andersen supporting clients in the private equity and investment community, as well as banking, manufacturing and healthcare.
Ms. Schirle has a BA in Accounting from the University of Texas at Dallas and is a Certified Public Accountant.
tshirle@cstreetholdings.com | (214) 545-6827
Suzanne Hickey
Chief Compliance Officer/General Counsel
Suzanne Hickey is Chief Compliance Officer and General Counsel for Commerce Street Holdings, LLC. Ms. Hickey’s primary focus is on compliance matters for the holding company’s FINRA-registered broker/dealer and SEC-registered investment advisor. In addition, Ms. Hickey handles general legal matters for all Commerce Street-related entities.
Ms. Hickey has been with the company since 2010. Prior to joining the firm, she spent six years with the U.S. Department of Labor’s Employee Benefit Security Administration as a federal investigator for ERISA compliance matters. Before attending law school, Ms. Hickey had a seventeen-year career in public finance investment.
Ms. Hickey has a BBA in Marketing and an MBA in Finance and Accounting from The University of Texas. She received her JD from Texas Wesleyan University School of Law. She is a member of the State Bar of Texas.
shickey@cstreetholdings.com | (214) 545-6832
Robert D. McTeer, Ph.D.
Bob McTeer, an economic advisor to the firm, is a Distinguished Fellow at the National Center for Policy Analysis (NCPA) covering macroeconomic issues, including monetary and fiscal policy.
Dr. McTeer has been a guest on all the major financial shows and is currently an exclusive contributor to CNBC. He has published op-ed pieces in many major newspapers including The Wall Street Journal and has testified several times before Congress and the Texas Legislature. His popular blog may be found at economyblog.ncpa.org and at blogs.forbes.com/bobmcteer.
Dr. McTeer’s 36 year career with the Federal Reserve included almost 14 years as President of the Federal Reserve Bank of Dallas and a member of the Federal Open Market Committee (FOMC). Prior to joining NCPA in January 2007, Bob served two years as Chancellor of the Texas A&M University System. He serves on the boards of Beal Bank, the Westwood Group and Refocus Inc., and is an advisory board member of Protiviti Inc., a global consulting firm. He is past president of the national Association of Private Enterprise Education (APEE) and a former board member of the National Council on Economic Education.
Bob received his B.B.A. degree and a Ph.D. in economics from the University of Georgia, where he was named a Distinguished Alumnus in 1991. He holds an Honorary Doctorate of Humane Letters from Austin College.
