Latest news with #AmericanaPartners
Associated Press
30-06-2025
- Business
- Associated Press
Americana Partners Taps Top Morgan Stanley Veteran Mark Monroe to Add to Houston Market Growth
HOUSTON--(BUSINESS WIRE)--Jun 30, 2025-- Americana Partners announced today that Mark Monroe has joined the firm as Senior Vice President, Private Wealth Advisor. This press release features multimedia. View the full release here: Mark Monroe, Americana Partners Senior Vice President / Private Wealth Advisor Based in the firm's Houston office, Monroe managed over $1 billion in AUM (as of June 16, 2025) and has over 15 years of deep expertise implementing complex investment strategies and delivering premium client service to family offices, sophisticated investors, and other ultra-high-net-worth individuals. Monroe will further broaden his core business with concierge financial services, customized investment strategies, and trust and estate planning support for Americana's ultra-high-net-worth clients. 'We are thrilled to welcome Mark Monroe to Americana Partners,' said Ron Thacker, Americana's President. 'His integrity, investment experience, and unwavering commitment to clients make him an exceptional addition to our team. Mark's decision to join us underscores our shared vision of delivering independent, high-touch advice to successful families and institutions.' Most recently, Monroe served as a Senior Vice President and Director of Alternative Investments at Morgan Stanley. Prior to that, he established the Houston office of Cornerstone Global Commodities in 2013 and specialized in executing sensitive derivatives trades for hedge funds and investment banks. 'I am excited to be joining Americana Partners, where the culture of entrepreneurship, outstanding technology, and mix of corporate partners will allow me to truly put clients first,' said Mr. Monroe. 'I look forward to having the flexibility to anticipate and serve client needs in the continually evolving wealth management landscape.' 'Mark brings a wealth of knowledge, fresh perspective, and a stellar reputation among ultra-high-net-worth families and institutions across Texas and beyond, and we are excited to have him join the Americana Partners team,' added Jason Fertitta, CEO of Americana. About Americana Partners Founded in 2019 and headquartered in Houston, Americana Partners is an independent wealth advisory firm working with a select network of families and individuals to help them simplify the management of their wealth. The firm offers wealth advisory and family office services, including alternative and traditional investment solutions. Americana serves high-net-worth and ultra-high-net-worth clients across the United States, with a division serving ultra-high-net-worth Latin American clients. The company celebrated its six-year anniversary in April 2025, having grown rapidly since its launch in 2019 to now manage over $10 billion in assets. Free from most of the constraints of corporate ownership, Americana is empowered to leverage support from Dynasty Financial Partners and other industry experts. To learn more, visit Follow along on LinkedIn, Instagram, or Facebook. View source version on CONTACT: MEDIA CONTACTS: Andrea Osborne ([email protected]) Karen Henry ([email protected]) The PR Boutique 713.599.1271 KEYWORD: UNITED STATES NORTH AMERICA TEXAS INDUSTRY KEYWORD: PROFESSIONAL SERVICES OTHER PROFESSIONAL SERVICES FINANCE ASSET MANAGEMENT BANKING PERSONAL FINANCE SOURCE: Americana Partners Copyright Business Wire 2025. PUB: 06/30/2025 05:00 AM/DISC: 06/30/2025 05:00 AM
Business Wire
30-06-2025
- Business
- Business Wire
Mark Monroe to Add to Houston Market Growth
HOUSTON--(BUSINESS WIRE)--Americana Partners announced today that Mark Monroe has joined the firm as Senior Vice President, Private Wealth Advisor. Based in the firm's Houston office, Monroe managed over $1 billion in AUM (as of June 16, 2025) and has over 15 years of deep expertise implementing complex investment strategies and delivering premium client service to family offices, sophisticated investors, and other ultra-high-net-worth individuals. Monroe will further broaden his core business with concierge financial services, customized investment strategies, and trust and estate planning support for Americana's ultra-high-net-worth clients. 'We are thrilled to welcome Mark Monroe to Americana Partners,' said Ron Thacker, Americana's President. 'His integrity, investment experience, and unwavering commitment to clients make him an exceptional addition to our team. Mark's decision to join us underscores our shared vision of delivering independent, high-touch advice to successful families and institutions.' Most recently, Monroe served as a Senior Vice President and Director of Alternative Investments at Morgan Stanley. Prior to that, he established the Houston office of Cornerstone Global Commodities in 2013 and specialized in executing sensitive derivatives trades for hedge funds and investment banks. 'I am excited to be joining Americana Partners, where the culture of entrepreneurship, outstanding technology, and mix of corporate partners will allow me to truly put clients first,' said Mr. Monroe. 'I look forward to having the flexibility to anticipate and serve client needs in the continually evolving wealth management landscape.' 'Mark brings a wealth of knowledge, fresh perspective, and a stellar reputation among ultra-high-net-worth families and institutions across Texas and beyond, and we are excited to have him join the Americana Partners team,' added Jason Fertitta, CEO of Americana. About Americana Partners Founded in 2019 and headquartered in Houston, Americana Partners is an independent wealth advisory firm working with a select network of families and individuals to help them simplify the management of their wealth. The firm offers wealth advisory and family office services, including alternative and traditional investment solutions. Americana serves high-net-worth and ultra-high-net-worth clients across the United States, with a division serving ultra-high-net-worth Latin American clients. The company celebrated its six-year anniversary in April 2025, having grown rapidly since its launch in 2019 to now manage over $10 billion in assets. Free from most of the constraints of corporate ownership, Americana is empowered to leverage support from Dynasty Financial Partners and other industry experts. To learn more, visit Follow along on LinkedIn, Instagram, or Facebook.
Yahoo
05-05-2025
- Business
- Yahoo
Americana Partners Strengthens Houston Presence With Addition of Local Team of Industry Veterans
Former Morgan Stanley Advisors Bring Decades Of Experience And Deep Relationships In The Ultra-High-Net-Worth Space HOUSTON, May 05, 2025--(BUSINESS WIRE)--Houston-based Americana Partners, an independent wealth management firm with over $9 billion in assets under management, today announces the addition of four highly respected industry professionals from Morgan Stanley's Houston office. Formerly known as The AHM Group at Morgan Stanley, the team—Palmer Moldawer, CIMA®; Will Carsey, Will Gutkowski, CFP, and Kayla Sickman,— bring valuable experience, a strong client base, and over 1.5 B+ in AUM to Americana Partners. "Palmer and his team share our commitment to helping successful families, entrepreneurs, and institutions navigate the ever-changing world of investing and wealth planning, and I'm genuinely excited to have them join the Americana family," said Jason Fertitta, CEO of Americana Partners. "They bring a wealth of experience and fresh ideas, and together, we're building something special for families with significant means." Moldawer, Carsey, Gutkowski, and Sickman will be based in Americana's Houston office. Moldawer, who brings over 35 years of experience in wealth management, will serve as Managing Director/Private Wealth Advisor, working with executives, families, foundations, and endowments. Gutkowski joins as Senior Vice President/Private Wealth Advisor, with a special focus on corporate retirement plans. Carsey, also a Senior Vice President/Private Wealth Advisor, will provide comprehensive consulting services to family offices, high-net-worth individuals, and philanthropic organizations. Sickman, with over a decade of experience in financial services, will serve as Vice President in Private Wealth Services, with an emphasis on client experience. "We are thrilled to have Palmer, and his team join Americana Partners. They are true professionals in every sense of the word and have built a solid reputation and track record among the ultra-high net worth community in Texas and beyond," said Ron Thacker, President of Americana Partners. "I have known Palmer and his team for nearly 20 years and have seen first-hand how they put their clients' interests first. Together, we're changing the game for how the ultra-high net worth community is served in Texas and beyond." "Serving our clients is our mission. This exciting partnership with Americana Partners immediately enhances our ability to support the families, foundations, endowments, and qualified plans we are privileged to advise. This alignment reflects the rapidly changing landscape of the wealth management industry, and my team is thrilled about what this means for our clients and our practice." Founded in 2019, Americana Partners operates offices in Houston, Austin, Dallas, Los Angeles, and the Permian Basin, along with an international division to serve and connect Latin American clients. The fast-growing firm recently announced the acquisition of Los Angeles based firm Boulevard Family Wealth in March 2025, bringing top-tier professionals together, including Jason Fertitta, CEO and Partner of Americana Partners, Ron Thacker, President of Americana Partners, as well as Boulevard's Founder, Matt Celenza. Americana Partners is part of Dynasty Financial Partners' Network of independent financial advisory firms. Team bios linked here, LINK About Americana Partners Founded in 2019 and headquartered in Houston, Americana Partners is an independent wealth advisory firm working with a select network of families and individuals to help them simplify the management of their wealth. The firm offers wealth advisory and family office services, including alternative and traditional investment solutions. Americana serves high-net-worth and ultra-high-net-worth clients across the U.S. and recently added a division to serve Latin American clients. The company celebrated its five-year anniversary in April 2024 and has grown rapidly since launching in 2019 with $2.6 billion in assets under management. Free from most of the constraints of corporate ownership, Americana is empowered to leverage support from Dynasty Financial Partners and other industry experts. To learn more, visit Follow along on LinkedIn and Facebook. View source version on Contacts MEDIA CONTACTS:Andrea Osborne (andrea@ Henry (karen@ PR Boutique713.599.1271 Sign in to access your portfolio
Business Wire
05-05-2025
- Business
- Business Wire
Americana Partners Strengthens Houston Presence With Addition of Local Team of Industry Veterans
HOUSTON--(BUSINESS WIRE)--Houston-based Americana Partners, an independent wealth management firm with over $9 billion in assets under management, today announces the addition of four highly respected industry professionals from Morgan Stanley's Houston office. Formerly known as The AHM Group at Morgan Stanley, the team—Palmer Moldawer, CIMA®; Will Carsey, Will Gutkowski, CFP, and Kayla Sickman,— bring valuable experience, a strong client base, and over 1.5 B+ in AUM to Americana Partners. 'Palmer and his team share our commitment to helping successful families, entrepreneurs, and institutions navigate the ever-changing world of investing and wealth planning, and I'm genuinely excited to have them join the Americana family,' said Jason Fertitta, CEO of Americana Partners. 'They bring a wealth of experience and fresh ideas, and together, we're building something special for families with significant means.' Moldawer, Carsey, Gutkowski, and Sickman will be based in Americana's Houston office. Moldawer, who brings over 35 years of experience in wealth management, will serve as Managing Director/Private Wealth Advisor, working with executives, families, foundations, and endowments. Gutkowski joins as Senior Vice President/Private Wealth Advisor, with a special focus on corporate retirement plans. Carsey, also a Senior Vice President/Private Wealth Advisor, will provide comprehensive consulting services to family offices, high-net-worth individuals, and philanthropic organizations. Sickman, with over a decade of experience in financial services, will serve as Vice President in Private Wealth Services, with an emphasis on client experience. 'We are thrilled to have Palmer, and his team join Americana Partners. They are true professionals in every sense of the word and have built a solid reputation and track record among the ultra-high net worth community in Texas and beyond,' said Ron Thacker, President of Americana Partners. 'I have known Palmer and his team for nearly 20 years and have seen first-hand how they put their clients' interests first. Together, we're changing the game for how the ultra-high net worth community is served in Texas and beyond.' "Serving our clients is our mission. This exciting partnership with Americana Partners immediately enhances our ability to support the families, foundations, endowments, and qualified plans we are privileged to advise. This alignment reflects the rapidly changing landscape of the wealth management industry, and my team is thrilled about what this means for our clients and our practice.' Founded in 2019, Americana Partners operates offices in Houston, Austin, Dallas, Los Angeles, and the Permian Basin, along with an international division to serve and connect Latin American clients. The fast-growing firm recently announced the acquisition of Los Angeles based firm Boulevard Family Wealth in March 2025, bringing top-tier professionals together, including Jason Fertitta, CEO and Partner of Americana Partners, Ron Thacker, President of Americana Partners, as well as Boulevard's Founder, Matt Celenza. Americana Partners is part of Dynasty Financial Partners' Network of independent financial advisory firms. Team bios linked here, LINK About Americana Partners Founded in 2019 and headquartered in Houston, Americana Partners is an independent wealth advisory firm working with a select network of families and individuals to help them simplify the management of their wealth. The firm offers wealth advisory and family office services, including alternative and traditional investment solutions. Americana serves high-net-worth and ultra-high-net-worth clients across the U.S. and recently added a division to serve Latin American clients. The company celebrated its five-year anniversary in April 2024 and has grown rapidly since launching in 2019 with $2.6 billion in assets under management. Free from most of the constraints of corporate ownership, Americana is empowered to leverage support from Dynasty Financial Partners and other industry experts. To learn more, visit Follow along on LinkedIn and Facebook.
