top of page
Stan Levy.jpg

STAN LEVY

Stan is the retired Chief Operating Officer at Morgan, where he oversaw debt and equity financing, asset management, and property dispositions across the firm’s portfolio. A member of Morgan’s Executive and Investment Committees, Stan led transactions exceeding $6 billion.

 

Prior to Morgan, he was a founding executive of Cadence Bancorporation, helping raise $1.0 billion in equity and scale the bank to include assets across six states. He began his career at JPMorgan Chase & Co., serving 15 years and ultimately as Managing Director of Real Estate & Lodging Investment Banking for the Southern Region. Stan holds a BBA in Finance with honors from The University of Texas.

 

He serves on the boards of The Hobby Center for the Performing Arts and the Holocaust Museum Houston Foundation.  He is the past Chairman of the Holocaust Museum Foundation and a Past President of the Shlenker School.  He has also held board roles with Hines REIT, Cadence Bancorp LLC, and The Emery/Weiner School.

dot-bg.png

HOLMES FINANCIAL LLC

We are a financial services firm specializing in direct private credit and strategic advisory for the lower middle market. Rooted in decades of experience and powered by deep relationships with borrowers, banks, and sponsors, we offer both the capital and counsel businesses need to scale, adapt, and thrive.

MENU

ADDRESS

2000 Bering Drive
Suite 640
Houston, Texas 77057

© 2026 All Rights Are Reserved By Holmes Financial LLC.

bottom of page