David M. Darst, CFA®

David M. Darst, CFA®

Managing Director / Chief Investment Officer

David is currently the Chief Investment Officer for Americana Partners. David served for 17 years as a Managing Director and Chief Investment Strategist of Morgan Stanley Wealth Management, with responsibility for Asset Allocation and Investment Strategy; was the founding President of the Morgan Stanley Investment Group; and was founding Chairman of the Morgan Stanley Wealth Management Asset Allocation Committee. After 2014, he served for several years as Senior Advisor to and a member of the Morgan Stanley Wealth Management Global Investment Committee. He joined Morgan Stanley in 1996 from Goldman Sachs, where he held Senior Management posts within the Equities Division and earlier, for six years as Resident Manager of their Private Bank in Zurich.

David is the Author of twelve books: (i) The Complete Bond Book (McGraw-Hill); (ii) The Handbook of the Bond and Money Markets (McGraw-Hill); (iii) The Art of Asset Allocation, Second Edition (McGraw-Hill); (iv) Mastering the Art of Asset Allocation (McGraw-Hill); (v) Benjamin Graham on Investing (McGraw-Hill); (vi) The Little Book that Saves Your Assets (John Wiley & Sons), which was ranked on the bestseller lists of The New York Times and Business Week; (vii) Portfolio Investment Opportunities in China (John Wiley & Sons); and (x) Portfolio Investment Opportunities in Precious Metals (John Wiley & Sons). His works have been translated into Chinese, Japanese, Russian, German, Korean, Italian, Indonesian, Norwegian, Romanian, and Vietnamese. Seapoint Books published David’s eleventh book in 2012 , Voyager 3, containing his creative writing, and in 2016, his twelfth book, Flim-Flam Flora, a children’s book coauthored with his daughter.

David appears as a frequent guest on CNBC, Bloomberg, FOX, PBS, and other television channels, and has contributed numerous articles to Barron’s Euromoney, The Money Manager, Forbes.com, The Yale Economic Review, and other publications. He has broadcast and written extensively on asset allocation in the Morgan Stanley biweekly Investment Strategy and Asset Allocation Commentary and in the Firm’s Wealth Management monthly publication, Asset Allocation and Investment Strategy Digest, the predecessors of which he launched in 1997.

David attended Father Ryan High School in Nashville, Tennessee, graduated from Phillips Exeter Academy, was awarded a BA degree in Economics from Yale University, and earned his MBA from Harvard Business School. David serves on the Investment Committee of the Phi Beta Kappa Foundation and the Advisory Boards of the George Washington Institute for Religious Freedom and the Black Rock Arts Foundation. David has lectured extensively at Wharton, Columbia, INSEAD, and New York University Business Schools, and for nine years, David served as a visiting faculty member at Yale College, Yale School of Management, and Harvard Business School. In November 2011, David was inducted by Quinnipiac University in their Business Leaders Hall of Fame. David is a CFA Charterholder and a member of the New York Society of Security Analysts and the CFA Institute.

Jorge Suárez-Vélez

Jorge Suárez-Vélez

CEO and Founding Partner of
Americana Partners International
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Javier I. A. Altimari

Javier I. A. Altimari

Founder and Managing Partner of
Americana Partners International
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María José Barrientos

María José Barrientos

Executive Director, International Wealth Services
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Phillip Knight, CFP®

Phillip Knight, CFP®

Managing Director / Partner
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Jason Fertitta

Jason Fertitta

Chief Executive Officer / Founding Partner
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Robert Wellington

Robert Wellington

Managing Director / Founding Partner
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David M. Darst, CFA®

David M. Darst, CFA®

Managing Director / Chief Investment Officer
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Ronald E. Thacker

Ronald E. Thacker

Managing Director / President
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Billy Busch

Billy Busch

Managing Director / Founding Partner
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Sheldon Busch, CFP®

Sheldon Busch, CFP®

Managing Director / Founding Partner
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Josh Caltrider, CIMA®

Josh Caltrider, CIMA®

Managing Director / Founding Partner
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Alex Zengo

Alex Zengo

Managing Director / Chief Compliance Officer
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Amy Lawler, CFP®, CPWA®

Amy Lawler, CFP®, CPWA®

Senior Vice President / Partner
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Jordan Rundgren

Jordan Rundgren

Vice President / Private Wealth Services
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George Biggs

George Biggs

Executive Director / Sales and Business Development
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Team

Chad Clary

Chad Clary

Senior Vice President / Private Wealth Advisor
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Bobby Stillwell

Bobby Stillwell

Chief Financial Officer / Advisor
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Johnathan Schnitzer

Johnathan Schnitzer

Managing Director / Private Wealth Advisor
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Bobby Jones

Bobby Jones

Managing Director / Private Wealth Advisor
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Michael Mithoff

Michael Mithoff

Managing Director / Private Equity
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Robert Muse

Robert Muse

Managing Director / Private Wealth Advisor
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Charles Bailey, Jr.

Charles Bailey, Jr.

Senior Vice President / Private Wealth Advisor
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Fatina Benjamin

Fatina Benjamin

Executive Director / Human Resources
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Shannon Griffin

Shannon Griffin

Executive Director / Office Management & Technology
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John Carlisle

John Carlisle

Managing Director
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David Warhoftig

David Warhoftig

Director of Trading
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Benjamin Athens

Benjamin Athens

Vice President / Private Wealth Advisor
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Gabe Cassell

Gabe Cassell

Vice President / Private Wealth Advisor
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Joe Savery

Joe Savery

Vice President / Private Wealth Advisor
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Ben Davidson

Ben Davidson

Private Wealth Advisor
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Daniel Harrison

Daniel Harrison

Private Wealth Advisor
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Jean Malo, CFA®

Jean Malo, CFA®

Private Wealth Advisor
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Britton Daugbjerg

Britton Daugbjerg

Associate / Private Wealth Services
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Tamara Dupont

Tamara Dupont

Associate / Private Wealth Services
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Nicholas Perez

Nicholas Perez

Associate Vice President / Private Wealth Services
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Tori Eaton

Tori Eaton

Associate / Private Wealth Services
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Kaitlin Fossen

Kaitlin Fossen

Associate / Private Wealth Services
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Melissa Giles, CFP®

Melissa Giles, CFP®

Executive Director / Portfolio & Platform Management
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Bonnie Green

Bonnie Green

Associate / Office Management & Technology
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Jay Ellis

Jay Ellis

Senior Vice President / Private Wealth Advisor
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Paul Schaufele

Paul Schaufele

Vice President / Private Wealth Advisor
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Michelle Holmes

Michelle Holmes

Associate Vice President / Private Wealth Services
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Allen Sabanovic

Allen Sabanovic

Compliance Officer
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Janel Lyan

Janel Lyan

Associate / Private Wealth Services
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John Piland

John Piland

Senior Vice President / Business Development
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Shereata Pontius

Shereata Pontius

Associate / Private Wealth Services
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Anna Reed

Anna Reed

Associate / Private Wealth Services
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Lynne Russell

Lynne Russell

Associate / Private Wealth Services
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J. Tom Snelson

J. Tom Snelson

Associate / Private Wealth Advisor
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Jake Walton

Jake Walton

Investment Analyst / Investment Operations
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Urte Zakarauskaite

Urte Zakarauskaite

Investment Analyst / Investment Operations
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