BACK
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 / Founding Partner
Full Bio >
Ronald E. Thacker

Ronald E. Thacker

Managing Partner / President
Full Bio >
Robert Wellington

Robert Wellington

Chief Financial Officer / Founding Partner
Full Bio >
Billy Busch

Billy Busch

Managing Director / Founding Partner
Full Bio >
Sheldon Busch, CFP®

Sheldon Busch, CFP®

Managing Director / Founding Partner
Full Bio >
Josh Caltrider, CIMA®

Josh Caltrider, CIMA®

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

David M. Darst, CFA®

Managing Director / Chief Investment Officer
Full Bio >
Alex Zengo

Alex Zengo

Managing Director / Chief Compliance Officer
Full Bio >
Phillip Knight, CFP®

Phillip Knight, CFP®

Managing Director / Partner
Full Bio >
Amy Lawler, CFP®, CPWA®

Amy Lawler, CFP®, CPWA®

Senior Vice President / Partner
Full Bio >

Team

Chad Clary

Chad Clary

Senior Vice President / Private Wealth Advisor
Full Bio >
Benjamin Athens

Benjamin Athens

Vice President / Private Wealth Advisor
Full Bio >
Charles Bailey, Jr.

Charles Bailey, Jr.

Senior Vice President / Private Wealth Advisor
Full Bio >
Fatina Benjamin

Fatina Benjamin

Executive Director / Human Resources
Full Bio >
John Carlisle

John Carlisle

Managing Director
Full Bio >
Gabe Cassell

Gabe Cassell

Vice President / Private Wealth Advisor
Full Bio >
Ben Davidson

Ben Davidson

Private Wealth Advisor
Full Bio >
Britton Daugbjerg

Britton Daugbjerg

Associate / Private Wealth Services
Full Bio >
Tamara Dupont

Tamara Dupont

Associate / Private Wealth Services
Full Bio >
Tori Eaton

Tori Eaton

Associate / Private Wealth Services
Full Bio >
Kaitlin Fossen

Kaitlin Fossen

Associate / Private Wealth Services
Full Bio >
Melissa Giles, CFP®

Melissa Giles, CFP®

Executive Director / Portfolio & Platform Management
Full Bio >
Bonnie Green

Bonnie Green

Associate / Office Management & Technology
Full Bio >
Shannon Griffin

Shannon Griffin

Executive Director / Office Management & Technology
Full Bio >
Daniel Harrison

Daniel Harrison

Private Wealth Advisor
Full Bio >
Michelle Holmes

Michelle Holmes

Associate Vice President / Private Wealth Services
Full Bio >
Bobby Jones

Bobby Jones

Managing Director / Private Wealth Advisor
Full Bio >
Janel Lyan

Janel Lyan

Associate / Private Wealth Services
Full Bio >
Jean Malo, CFA®

Jean Malo, CFA®

Private Wealth Advisor
Full Bio >
Michael Mithoff

Michael Mithoff

Managing Director / Private Equity
Full Bio >
Robert Muse

Robert Muse

Managing Director / Private Wealth Advisor
Full Bio >
Nicholas Perez

Nicholas Perez

Associate Vice President / Private Wealth Services
Full Bio >
John Piland

John Piland

Senior Vice President / Business Development
Full Bio >
Shereata Pontius

Shereata Pontius

Associate / Private Wealth Services
Full Bio >
Anna Reed

Anna Reed

Associate / Private Wealth Services
Full Bio >
Lynne Russell

Lynne Russell

Associate / Private Wealth Services
Full Bio >
Joe Savery

Joe Savery

Vice President / Private Wealth Advisor
Full Bio >
Paul Schaufele

Paul Schaufele

Vice President / Private Wealth Advisor
Full Bio >
Johnathan Schnitzer

Johnathan Schnitzer

Managing Director / Private Wealth Advisor
Full Bio >
J. Tom Snelson

J. Tom Snelson

Associate / Private Wealth Advisor
Full Bio >
Jake Walton

Jake Walton

Investment Analyst / Investment Operations
Full Bio >
Allen Sabanovic

Allen Sabanovic

Compliance Officer
Full Bio >
Bobby Stillwell

Bobby Stillwell

Private Wealth Advisor
Full Bio >
David Warhoftig

David Warhoftig

Director of Trading
Full Bio >
Urte Zakarauskaite

Urte Zakarauskaite

Investment Analyst / Investment Operations
Full Bio >
Lauren Zifchak

Lauren Zifchak

Associate / Finance
Full Bio >