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 in 2021, he was an Associate Client Advisor at Avalon Investment & Advisory. Before starting his financial career, Joe was a Major League Baseball pitcher for the Oakland Athletics and Philadelphia Phillies from 2011 to 2014 and was a Major League Baseball first-round draft pick in 2007.

Joe has a Bachelor of Administration in Sport Management from Rice University, where he currently serves on the Association of Rice Alumni (ARA) Board and is a board member of the Rice Baseball Insiders (RBI). Joe has his Series 66 in addition to his Life Insurance license and resides in Houston with his wife and three children.

Matthew Celenza

Matthew Celenza

Managing Director, Partner

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Anna Breed

Anna Breed

Associate, Private Wealth Services

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Cole Moniz

Cole Moniz

Investment Analyst, Investment Operations

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Miles Stackpool

Miles Stackpool

Senior Vice President, Family Office Services

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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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Jorge Suárez-Vélez

CEO and Founding Partner of
Americana Partners International

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Daniel Ramirez Tirado

Daniel Ramirez Tirado

Associate, International Private Wealth Services

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Phillip Knight, CFP®

Phillip Knight, CFP®

Managing Director / Partner

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Amy Ogden, CFP®, CPWA®

Amy Ogden, CFP®, CPWA®

Senior Vice President / Partner

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Jordan Rundgren

Jordan Rundgren

Vice President / Private Wealth Services

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Roniel Bencosme

Roniel Bencosme

Integration Analyst, Recruiting and Transition Services

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George Biggs

George Biggs

Executive Director / Sales and Business Development

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David M. Darst, CFA®

David M. Darst, CFA®

Managing Director / Chief Investment Officer

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Mia Carrabba

Mia Carrabba

Associate / Private Wealth Services

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William H. Carsey

William H. Carsey

Senior Vice President / Private Wealth Advisor

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Jason Fertitta

Jason Fertitta

Chief Executive Officer / Founding Partner

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Will Gutkowski CFP®

Will Gutkowski CFP®

Senior Vice President / Private Wealth Advisor

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M. H. Palmer Moldawer, CIMA®

M. H. Palmer Moldawer, CIMA®

Managing Director / Private Wealth Advisor

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Mark Monroe

Mark Monroe

Senior Vice President / Private Wealth Advisor

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Kayla Sickman

Kayla Sickman

Vice President / Private Wealth Services

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Robert Wellington

Robert Wellington

Managing Director / Founding Partner

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Alex Zengo

Alex Zengo

Managing Director / Chief Compliance Officer

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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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Billy Busch

Billy Busch

Managing Director / Founding Partner

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Ronald E. Thacker

Ronald E. Thacker

Managing Director / President

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Team

Charles Bailey, Jr.

Charles Bailey, Jr.

Senior Vice President / Private Wealth Advisor

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Chad Clary

Chad Clary

Senior Vice President / Private Wealth Advisor

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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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Nicholas Perez

Nicholas Perez

Private Wealth Advisor

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Anna Reed

Anna Reed

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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Gabe Cassell

Gabe Cassell

Vice President / Private Wealth Advisor

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Ben Davidson

Ben Davidson

Associate Vice President, Private Wealth Advisor

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Fatina Benjamin

Fatina Benjamin

Executive Director / Human Resources

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Britton Daugbjerg

Britton Daugbjerg

Associate / Private Wealth Services

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Tamara Dupont

Tamara Dupont

Vice President, Private Wealth Services

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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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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 / Private Equity

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Robert Muse

Robert Muse

Managing Director / Private Wealth Advisor

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Shereata Pontius

Shereata Pontius

Associate Vice President, Private Wealth Services

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Lynne Russell

Lynne Russell

Associate Vice President, Private Wealth Services

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Joe Savery

Joe Savery

Vice President / Private Wealth Advisor

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Johnathan Schnitzer

Johnathan Schnitzer

Managing Director / Private Wealth Advisor

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Bobby Stillwell

Bobby Stillwell

Chief Financial Officer / Advisor

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Urte Zakarauskaite

Urte Zakarauskaite

Investment Analyst / Investment Operations

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John Carlisle

John Carlisle

Managing Director

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Michelle Holmes

Michelle Holmes

Associate Vice President / Private Wealth Services

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Janel Lyan

Janel Lyan

Associate / Private Wealth Services

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Allen Sabanovic

Allen Sabanovic

Compliance Officer

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Paul Schaufele

Paul Schaufele

Vice President / Private Wealth Advisor

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Melissa Giles, CFP®

Melissa Giles, CFP®

Executive Director / Portfolio & Platform Management

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John Piland

John Piland

Senior Vice President / Business Development

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