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Joe Savery

Joe Savery

Vice President / Private Wealth Advisor

Joe Savery is a Vice President / Private Wealth Advisor at Americana Partners. Prior to joining Americana, Joe was an Associate Client Advisor at Avalon Investment & Advisory. Joe was a major League Baseball Pitcher for the Oakland Athletics from 2013 to 2014 and the Philadelphia Phillies from 2011 to 2013. He was a Major League Baseball first-round draft pick in 2007.

Joe has a Bachelors of Administration in Sport Management from Rice University, where he is currently Chairman of the Rice University Fellowship of Christian Athletes (FCA) Board and a board member of the Rice Baseball Insiders (RBI). Joe has his FINRA Series 7 and 66.

Jason Fertitta

Jason Fertitta

Chief Executive Officer / Founding Partner
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Ronald E. Thacker

Ronald E. Thacker

Managing Partner / President
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Robert Wellington

Robert Wellington

Chief Financial Officer / Founding Partner
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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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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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Phillip Knight, CFP®

Phillip Knight, CFP®

Managing Director / Partner
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Amy Lawler, CFP®, CPWA®

Amy Lawler, CFP®, CPWA®

Senior Vice President / Partner
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Team

Chad Clary

Chad Clary

Senior Vice President / Private Wealth Advisor
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Benjamin Athens

Benjamin Athens

Vice President / 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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John Carlisle

John Carlisle

Managing Director
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Gabe Cassell

Gabe Cassell

Vice President / Private Wealth Advisor
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Ben Davidson

Ben Davidson

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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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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Shannon Griffin

Shannon Griffin

Executive Director / Office Management & Technology
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Daniel Harrison

Daniel Harrison

Private Wealth Advisor
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Michelle Holmes

Michelle Holmes

Associate Vice President / Private Wealth Services
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Bobby Jones

Bobby Jones

Managing Director / Private Wealth Advisor
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Janel Lyan

Janel Lyan

Associate / Private Wealth Services
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Jean Malo, CFA®

Jean Malo, CFA®

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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Nicholas Perez

Nicholas Perez

Associate Vice President / 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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Joe Savery

Joe Savery

Vice President / Private Wealth Advisor
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Paul Schaufele

Paul Schaufele

Vice President / Private Wealth Advisor
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Johnathan Schnitzer

Johnathan Schnitzer

Managing Director / Private Wealth Advisor
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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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Allen Sabanovic

Allen Sabanovic

Compliance Officer
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Bobby Stillwell

Bobby Stillwell

Private Wealth Advisor
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David Warhoftig

David Warhoftig

Director of Trading
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Urte Zakarauskaite

Urte Zakarauskaite

Investment Analyst / Investment Operations
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Lauren Zifchak

Lauren Zifchak

Associate / Finance
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