SAN ANTONIO, Texas, Nov. 10, 2021
Argent Financial Group announced today that Kathleen Plate has joined its San Antonio office as vice president and audit manager. Plate will report to Chief Audit Executive Kimberly Breithaupt and be responsible for implementation, monitoring and supervision of the fiduciary audit program for the trust companies under Argent Financial Group.
“We are excited to have Kathy join our team,” said Breithaupt. “Her years of experience in fiduciary audit, operations, and compliance will bring significant depth to the Internal Audit Program.”
Before joining Argent, Plate was with Frost Bank for 25 years, serving most recently as vice president and fiduciary compliance specialist. Previous positions also included vice president of mineral asset management, vice president of trust tax and assistant vice president of internal audit. Plate belongs to the Fiduciary and Investment Risk Management Association (FIRMA) and is a FIRMA Second Line of Defense peer group member.
“I am excited to join the South’s leading fiduciary wealth management firm,” said Plate. “I look forward to contributing to the ongoing exceptional service that Argent has provided in helping families build, protect and grow their wealth.”
Plate earned her bachelor’s degree in accounting from the University of Texas at San Antonio and has also earned the Certified Fiduciary and Investment Risk Specialist (CFIRS) certification. In addition, she is an active member and volunteers for the Annunciation of the Blessed Virgin Mary Catholic Church and the American Legion Auxiliary Unit #539.
About Argent Financial Group
Argent Financial Group (Argent) is a leading, independent, fiduciary wealth management firm. Responsible for more than $35 billion in client assets, Argent provides individuals, families, businesses and institutions with a broad range of wealth management services, including trusts and estate planning, investment management, ESOPs, retirement plan administration and consulting, funeral and cemetery trusts, charitable organization administration, oil and gas (mineral) management and other unique financial services. Headquartered in Ruston, Louisiana, Argent was formed in 1990 and traces its roots back to 1930. For more information, visit www.ArgentFinancial.com.