CHAD CLARY, CIMA®
Managing Director and Co-Founder
Chad Clary is a Managing Director and Co-Founder of Syntal Capital Partners. Chad leads Syntal’s investment committee, designing customized portfolios to help clients deploy, preserve, and grow their wealth effectively. He combines in-depth knowledge of the oil & gas industry with capital markets expertise, helping clients pursue their objectives in a thoughtful manner, mindful of risk, tax, and wealth-transfer considerations. Chad enjoys developing long-term relationships with clients and their family members, demonstrating his deep-seated interest in their lives and well-being.
Chad has served as a financial advisor to wealthy families and institutional investors since 1998. Prior to forming Syntal Capital Partners, he was a Private Wealth Advisor and Senior Vice President – Investments within the Private Banking & Investment Group (PBIG) at Merrill Lynch. Chad began his career with Prudential Securities. In 2004, he attended the Wharton School of Business at the University of Pennsylvania, where he obtained the Certified Investment Manager Analyst (CIMA®) designation from the Investment Manager Consultants Associate (IMCA).
A native Texan, Chad lives in Midland with his wife and their four children. In his free time, he enjoys different hobbies including hunting, fishing, martial arts, and working out.
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DANE E. CRUNK, CFP®, CIMA®
Managing Director and Co-Founder
Dane Crunk is a Managing Director and Co-Founder of Syntal Capital Partners. Dane works closely with energy entrepreneurs and their family members, helping them simplify the complexities they encounter in managing and stewarding their personal and professional wealth. A born problem-solver, Dane relishes the opportunity to help clients make sound decisions and enact prudent strategies to pursue long-term success as they define it. He serves as Syntal’s Managing Partner, striving to deliver the finest caliber of strategy and service to the team’s boutique clientele.
Dane has served as a financial advisor to wealthy families and institutional investors since 1999. Prior to forming Syntal Capital Partners, he served as a Private Wealth Advisor within the Private Banking & Investment Group (PBIG) at Merrill Lynch. He is a Magna Cum Laude graduate of the University of Texas of the Permian Basin, where he obtained his B.B.A. in Finance. In 2007, he attended the Wharton School of Business at the University of Pennsylvania, where he obtained the Certified Investment Manager Analyst (CIMA®) designation from the Investment Manager Consultants Associate (IMCA). He is also a Certified Financial PlannerTM professional (CFP®).
Born and raised in West Texas, Dane lives in Midland with his wife Sally and their five children. He serves as a trustee of the Greenwood Independent School Board. He enjoys activities that support his love for his God, country, family and the great outdoors.
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ROBERT J. CARLYON
Chief Operating Officer & Chief Compliance Officer
Robert Carlyon is the COO and Chief Compliance Officer for Syntal Capital Partners. He works closely with the team’s advisors and associates to enact detailed processes to optimize the client experience at Syntal. As a veteran leader in wealth management, Robert applies in-depth knowledge and expertise to support the team’s fiduciary standard, partnering with advisors to respond effectively to client needs. He also oversees Syntal’s compliance, operations, and technology initiatives. A keen proponent of organizational development, Robert enjoys helping team members build upon their collective talents to generate enhanced outcomes for clients.
Robert has extensive experience in wealth management, business management, and leadership development. He began his career in 1990 as a Financial Advisor with Merrill Lynch in Colorado Springs. He held advisory and management roles for more than two decades at Merrill Lynch, serving as an Administrative Manager and Resident Director for markets in the Western and Southern United States before joining Syntal in 2013. Robert attended Pikes Peak Community College in Colorado Springs, where he studied mine safety and industrial safety.
Robert and his wife Susan live on their ranch in Penrose, Colorado. They have two grown children. In his free time, Robert is actively involved in land & timber management, soil & water conservation, and wildlife habitat conservation.
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Senior Vice President / Client Operations
Raquel Padilla oversees the client service experience at Syntal. She has particular depth meeting the needs of high-net-worth families, applying her extensive experience in wealth management operations and account administration.
Raquel began her financial services career in 2002 at Merrill Lynch, where she was a Registered Client Associate. She served as the Midland Merrill Lynch Branch Chief Operations Control and Cashier for four years before joining Dane Crunk and Chad Clary in 2006 within the Private Banking and Investment Group. Recognized as the “Best of Texas” in 2010 at Merrill Lynch for her client service, Raquel prides herself on building strong client relationships that are grounded in exceptional care and responsiveness.
Raquel and her husband, Joe Louis, have three children: Kristian, Kaitlyn, and John Ethan. Born and raised in Midland, Raquel continues to be very active in the community. She has volunteered with Meals on Wheels for more than ten years, has held a number of leadership roles with St. Ann’s Catholic Church, and supports other local area organizations. In her free time, she enjoys traveling, spending time with her family and friends, and participating in community service activities.
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Trade Support Analyst
Cade Jones is a key contributor to Syntal’s trading and portfolio management efforts, tackling a range of duties to help clients achieve their investment objectives. Working in concert with Chad Clary, Cade assists in the smooth functioning of Syntal’s asset management initiatives. His areas of focus include trade execution, portfolio design and maintenance, asset allocation, risk modeling, investment research, fund and account management, and operations.
Cade also serves as an Advisor and Client Relationship Manager at Syntal. In this capacity, he provides tailored financial advice and guidance to individuals, couples, and families, helping them deploy their wealth more thoughtfully and pursue their goals more efficiently. He collaborates with the wider Syntal team to design customized wealth strategies that align with each client’s priorities, needs, and values. Diligent and reliable, Cade is gratified to help clients gain peace of mind and regain precious free time, knowing that their financial affairs are in the hands of an experienced and trustworthy team.
Cade earned his B.B.A. in Finance from Texas Tech University. He holds the Registered Investment Advisory Representative (IAR) designation and the Series 65 license.
Born and raised in Midland, Cade is proud to live in his home city. In his free time, he likes to spend time with his family, his girlfriend, and his two dogs. His hobbies also include playing sports, working out, and learning to play the piano.
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Family Office Analyst – Financial Reporting
Courtney Kelley works closely with Syntal’s high-net-worth families to streamline, order, and organize multiple aspects of their financial lives. Her areas of focus include record keeping, document management, and business and personal expense management. Courtney applies extensive knowledge of the oil and gas industry and is skilled in simplifying the complexities that significant wealth can entail. Prior to joining Syntal, Courtney served as a Tax Accountant for Johnson, Miller & Company. She earned her B.B.A. in Accounting, Magna Cum Laude, and her M.P.Ac., Master of Professional Accountancy, from Angelo State University.
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Sarah Waldren contributes to Syntal’s business and investment analytics, as well as family-office initiatives. Methodical and disciplined in her approach, she is adept in analyzing financial statements, assessing capital structure, supporting investment forecasting, and performing data analysis. Her academic concentration within the energy industry heightens her ability to anticipate and address client priorities. Responsive and hard-working, she takes pride in supporting Syntal’s clients in pursuing their goals more efficiently.
Originally from Phoenix, Sarah came to West Texas after earning a swim scholarship at the University of Texas-Permian Basin. A four-year member of the UTPB swim and dive team, she also served as captain. She graduated with a B.B.A. in Finance with a certificate in Energy Business.
Sarah garnered a number of collegiate honors: the Finance Outstanding Undergraduate Student medal, the Scholar-Athlete Award, and President’s Honor Roll for four successive years.
An outdoor enthusiast, Sarah enjoys participating in ultimate frisbee, volleyball, golf, and water polo. She also spends her free time training her golden retriever, Lady and listening to country music.
Trade Support Analyst/Operations Support
Jake Walton provides analytical support for Syntal’s trading initiatives, applying his quantitative skills and diligent work ethic to help advance client aims. His responsibilities include creating and implementing asset-allocation models, designing customized client reports, performing economic and market research, and running factor analyses. Jake works in concert with Chad Clary and Cade Jones to address complex client investment needs, combining in-depth research and analysis with seamless execution.
Prior to joining Syntal, Jake served as a Title Analyst with the Title Arbitrage Group, an Oil & Gas start-up. He earned his B.S. in Economics from Texas A&M University and holds the Group 1, Series 7 and 63 registrations. While at A&M, Jake was President of the Club Basketball Team, which he led to a national championship. He was also a member of the Phi Eta Sigma scholastic honor society.
During his free time, Jake enjoys playing sports and spending time outdoors. A lifetime learner, he is currently grappling with re-learning the saxophone.
Brad Barington serves as the Ranch Manager for Syntal. Committed to the highest standards of quality and innovation, Brad oversees a number of ranch and wildlife management functions. His areas of expertise include animal health, ranch development, brush clearing, high fence and water gap construction, heavy equipment operation, and road repair.
Having spent fourteen years with a state-of-the-art deer breeding facility, Brad is also adept in vaccinating, laparoscopy and transcervical artificial insemination, and the collection of DNA and CWD samples. Knowledgeable about whitetail deer and exotics, he is experienced in designing layouts for pen and darting facilities. He also has significant experience in guiding hunts, as well as caping and scoring trophy animals.
Born and raised in East Texas, Brad grew up as an avid hunter, fisherman, and athlete. He earned a baseball scholarship at Angelina College, where he studied Business and Electronics. Shortly thereafter, he began working as a Millwright Electrician for International Paper, where he devoted 21 years. In 2004, Brad hung up his mechanical electrician hat and moved to the ranch industry, where he quickly found his passion. For more than fifteen years, he has managed deer-breeding facilities, consulted on hunts, and served as a volunteer firefighter and swift-water-rescue team member.
Brad is married to his high school sweetheart, Carol. They have one son.
Family Office Associate – Ranch and Wildlife
Carol Barington serves as the Family Office Associate for Ranch and Wildlife at Syntal. Working in concert with her husband, Brad Barington, Carol provides clients with resources, timelines, and solutions to adhere to state regulations and reporting for wildlife management.
Deeply knowledgeable about the provisions of Texas Parks and Wildlife and Land Management Assistance, Carol supports clients in addressing a range of needs, including annual herd inventory, CWD reporting, filing of DNA paperwork, transfer permits, and harvest log administration. Resourceful and diligent, she is also skilled in helping clients locate high-quality genetics to enhance their ranch operations.
Born and raised in the beautiful Piney Woods of East Texas, Carol has more than 15 years of experience in Ranch and Wildlife Management. Her background includes 14 years with a state-of-the-art deer breeding facility, where she learned all aspects of deer management and regulatory compliance.
Carol and her husband Brad have one son.