TBHF BOARD OF DIRECTORS
COVENANT
DIRECTOR OF CLIENT RELATIONS
SAN ANTONIO
Harriet Marmon Helmle is Senior Financial Advisor | New Client Relationships for CAPTRUST. Prior to the merger with CAPTRUST, Harriet was the Director of Client Relationships with Covenant, a Registered Investment Advisory (RIA) firm. Prior experience was as a Senior Vice President for Frost Wealth Management Services. She was at Frost for 13 years. Before Frost, she was the only female CEO of a financial services firm, Security Trust & Financial Company.
Harriet is a Certified Public Accountant and a prior Certified Financial Plannerâ. She was with Price Waterhouse and has over 12 years experience in public practice with the Big Four public accounting firms and over 39 years experience in industry practice.
Harriet is a graduate of the University of Texas at Austin, Stephens College in Columbia, Missouri and John Marshall High School in San Antonio. In addition, she attended UTSA for post-graduate courses.
Harriet is widely recognized in San Antonio as the founder of San Antonio Youth Literacy, better known as SAYL. Founded in 1983, SAYL was the catalyst in San Antonio for many of the “in school” mentoring programs. SAYL has received both state and national recognition as a model program for business/school partnerships. The organization continues today as one of the only literacy programs in San Antonio for “in school” children.
Some of the boards and commissions Harriet has served or is currently serving on include:
- Founder, San Antonio Youth Literacy
- United Way: Women United (Formerly the Women’s Leadership Council)
- Board Member 2007 to Present
- Trustee Texas Business Hall of Fame
- Trustee 1990 to Present
- Chairman of the Board 2006 – 2007
- Executive Committee 1997 – 2011
- Social Venture Partners San Antonio (SVPSA)
- Founding Executive Director and Board of Directors
- 2016 to Present
- Treasurer
- Secretary
- UT Health San Antonio (University of Texas Health Science Center San Antonio)
- Regional Physician Network Board of Directors (ACO)
- 2018 to Present (Finance Committee)
- Haven for Hope Steering Committee
- Girl Scouts of Southwest Texas
- Trefoil Selection Committee 2009 to Present
- American Heart Association Go Red Circle 2012 to present
- Commissioner Texas Board of Mental Health and Mental Retardation 1992 – 1999
- UTHSC President’s Development Board 2012 to present
- Children’s Shelter Advisor to Girl’s Inc. of San Antonio
- Trustee San Antonio Medical Foundation
- Finance Committee
- Executive Committee
- Chairman Capital Resources
- San Antonio Area Foundation Development Committee
- Trustee, Texas and San Antonio Bar Foundation
- KLRN Public Television
- Board of Trustees
- Endowment Board of Trustees 2013 to October 2021
- Director & Executive Committee, The Children’s Shelter
- Director, Rotary Club of San Antonio
- Chairman of the Board, UTSA Certified Financial Planning Board
- Alamo Workforce Development Board
- Chairman, University of Texas Dental School Advisory Board
- UTHSC Planned Giving Council Advisor
- Investment Company Institute: National Pension Committee
- San Antonio Economic Development Foundation Board of Trustees
- Texas Governor’s Commission for Women
- Commissioner, City of San Antonio, Commission on Literacy
- Board of Directors, America 2000/S.A. Education Coalition
- Advisory Council San Antonio Texas Exes
- Founder and Board of Directors, S.A. Education Partnership Fund
- Founder and Board of Directors, Communities in Schools
- Mayor’s Business Advisory Leaders
- Corporate Advisory Council, Initiative for Better Learning, Inc.
- Audit Committee, State of Texas Treasurer’s Office
- Founders’ Council Trustee/Vice President, Southwest Foundation for Biomedical Research
- Business School Advisory Board, University of Texas at San Antonio
- Advisory Board, San Antonio Business Journal
- Affirmative Action Advisory Board, S.A. City Public Service
- Junior League Advisory Board
Some of Harriet’s more prestigious awards are:
- 2023 Governor’s Lifetime Achievement Award
- 2022 CAPTRUST Community Service Award
- 2013 Greater San Antonio Chamber of Commerce Legacy Award
- 2010 Trefoil Award: Girl Scouts of Southwest Texas
- 2010 Girl’s Inc Strong Smart and Bold Award
- 2010 San Antonio’s Outstanding Business Women’s Award, San Antonio Business Journal
- 2009 Angel of the Children’s Shelter Award
- 2010 San Antonio Business Journal Volunteer of the Year
- “Investment News” Publication Volunteer of the Year (One of three National Finalists)
- Faces of the Millineum, Any Baby Can
- Pillar of the Community Award, Northside ISD
- Arthritis Foundation Humanitarian Award
- Liberty Bell Award, San Antonio Bar Association
- JCPenney Golden Rule Award (one of the five National Voluntarism Awards)
- National Freedom Foundation Award
- San Antonio Women’s Hall of Fame
- Delta Gamma Fraternity Shield Award (one of four awarded in the U.S.)
- Distinguished Service Award, Texas Society of CPA’s
- Handicapped Professional Woman of the Year Award, San Antonio and Texas
- Imagineer Award, Mind Science Foundation
- Outstanding CPA Chairman, Texas Society of CPA’s
- Achiever of the Year Award
- Spirit of American Woman Award, JCPenney
- Headliners Award, Women in Communication
- Amigo De Los Edgewood Award
Other affiliations include membership in:
- Texas Society of CPA’s
- San Antonio Society of CPA’s
- Greater San Antonio Chamber of Commerce