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Josh Caltrider, CIMA®

Josh
Caltrider,
CIMA®

Managing Director / Partner

Josh is currently a Managing Director / Partner of Americana Partners. Josh was a Vice President Financial Advisor with Morgan Stanley since 2012. He focuses on providing customized wealth management solutions to both high-net-worth clients and foundations with an emphasis on capital preservation and risk adjusted returns. In addition, he is committed to managing his client’s wealth so it has a positive impact on their life and the lives of generations to come.

Originally from Dallas, Josh graduated with honors from The Cox School of Business at Southern Methodist University and was the recipient of the Outstanding Financial Consulting Major award. Josh also attended the University of Pennsylvania, Wharton School of Business, where he earned the designation of Certified Investment Management Analyst® (CIMA®). Prior to his academic achievements Josh has 10 years of entrepreneurial and management experience in areas that include business strategy, operations, business process redesign and franchise development within the transportation industry.

Josh resides in Dallas with his wife Emily. He is an avid cyclist and member of Park Cities Baptist Church.

Jason Fertitta

Jason Fertitta

President / Partner
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Billy Busch

Billy Busch

Senior Managing Director / Partner
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Robert Wellington

Robert Wellington

CFO / 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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Team

David M. Darst, CFA®

David M. Darst, CFA®

Chief Investment Officer
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Michael Mithoff

Michael Mithoff

Managing Director / Head of Private Equity
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Bobby Jones

Bobby Jones

Managing Director / Private Wealth Advisor
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Robert Muse

Robert Muse

Managing Director / Private Wealth Advisor
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Melissa Giles, CFP®

Melissa Giles, CFP®

Associate VP / Portfolio Manager
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Fatina Benjamin

Fatina Benjamin

Associate VP / Relationship Specialist
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Shannon Griffin

Shannon Griffin

Associate VP / Relationship Specialist
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Laura Hicks

Laura Hicks

Associate / Relationship Specialist
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Sheena Busch

Sheena Busch

Associate / Relationship Specialist
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Benjamin Athens

Benjamin Athens

Private Wealth Advisor
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Johnathan Schnitzer

Johnathan Schnitzer

Private Wealth Advisor
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Gabe Cassell

Gabe Cassell

Private Wealth Advisor
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