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Jean Malo, CFA®

Jean
Malo,
CFA®

Private Wealth Advisor

Jean Malo is a Private Wealth Advisor with Americana Partners. Prior to joining Americana he worked as a Managing Director and Manager of the International Equity and Global Equity Portfolios for Avalon Advisors. Jean has over 30 years of domestic and international investment management experience. During his career, he has worked and lived in Houston, New York, France, Saudi Arabia, and Singapore. Prior to joining Avalon, Jean spent four years as Co-Founder of Houston Global Investors, a Houston-based Registered Investment Advisor (acquired by Avalon in 2013), where he managed both global and international equity portfolios. Prior to Houston Global Investors, Jean was Co-Founder and Chief Investment Officer of Breen Investors LP for eight years. Prior to joining Breen Investors, Jean served as Chief Investment Officer for Vaughan Nelson Scarborough and McCullough, a Houston-based investment firm managing over $5 billion of assets. From 1989 to 1997, Jean was a partner at Daniel Breen & Co., where he managed both equity and fixed income portfolios for large domestic and European institutions. From 1982 to 1989, he was a corporate banker for Banque Indosuez and worked in both New York, leading the fixed income derivatives sales desk, and Houston. From 1978 to 1982, he was a corporate banker for Al Bank Al Saudi Al Fransi, a publicly traded Saudi bank, where he was involved in trade and project financing for major oil and engineering companies in the Middle East, Europe, US, and Japan. Between 1977 and 1978, he was an analyst at the French Embassy in Singapore. From 2005 until its takeover by Johnson & Johnson in 2017, he was a board member and a member of the finance and audit committee of Actelion, the largest biopharmaceutical company in Europe. Jean is a Chartered Financial Analyst and a member of the CFA Institute and CFA Society Houston. Jean’s education includes his M.B.A., Essec, France and Lycée Louis le Grand, Paris.

Jason Fertitta

Jason Fertitta

Chief Executive Officer / Partner
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Ronald E. Thacker

Ronald E. Thacker

Managing Director / President
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Robert Wellington

Robert Wellington

CFO / Partner
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Billy Busch

Billy Busch

Managing Director / Partner
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Sheldon Busch, CFP®

Sheldon Busch, CFP®

Managing Director / Partner
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Josh Caltrider, CIMA®

Josh Caltrider, CIMA®

Managing Director / Partner
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David M. Darst, CFA®

David M. Darst, CFA®

Managing Director / Chief Investment Officer
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Alex Zengo

Alex Zengo

Managing Director / Chief Compliance Officer
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Team

Tomiko Arthur

Tomiko Arthur

Relationship Specialist
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Benjamin Athens

Benjamin Athens

Associate Vice President / Portfolio Manager
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Fatina Benjamin

Fatina Benjamin

Associate Vice President / Director of Human Resources
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Madison Broyles

Madison Broyles

Private Wealth Advisor
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Sheena Busch

Sheena Busch

Director of Marketing
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Gabe Cassell

Gabe Cassell

Private Wealth Advisor
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Sterling Curry

Sterling Curry

Business Development Associate
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Melissa Giles, CFP®

Melissa Giles, CFP®

Associate Vice President / Director of Portfolio Management
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Bonnie Green

Bonnie Green

Office Assistant
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Shannon Griffin

Shannon Griffin

Associate Vice President / Director of Office Management
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Kirgan Hopkins

Kirgan Hopkins

Analyst
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Bobby Jones

Bobby Jones

Managing Director / Private Wealth Advisor
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Jean Malo, CFA®

Jean Malo, CFA®

Private Wealth Advisor
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Michael Mithoff

Michael Mithoff

Managing Director / Head of Private Equity
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Robert Muse

Robert Muse

Managing Director / Private Wealth Advisor
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Lynne Russell

Lynne Russell

Relationship Specialist
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Joe Savery

Joe Savery

Private Wealth Advisor
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Paul Schaufele

Paul Schaufele

Private Wealth Advisor
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Johnathan Schnitzer

Johnathan Schnitzer

Private Wealth Advisor
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