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Phillip Knight, CFP®

Phillip Knight, CFP®

Managing Director / Partner

Phillip Knight is Managing Director/Partner with Americana Partners. Prior to joining Americana in 2023, he was a Financial Advisor, Family Wealth Director, Senior Portfolio Management Director, Alternative Investments Director, and Managing Director of Wealth Management at Morgan Stanley.

Phillip’s financial services career began in 2003 at Merrill Lynch Pierce Fenner and Smith where he focused on market, portfolio, security and investment fund analysis. In March of 2007 Phillip moved to Morgan Stanley to form The Fidelis Group, a team of advisors providing wealth management and advanced planning services to a private group of families. Phillip developed and managed the team’s global macro-economic outlook, investment strategy, and portfolio design process. He also oversaw the team’s discretionary asset management program and alternative investment selection process. Phillip earned a BBA in Finance from the University of Texas of the Permian Basin and is a CFP® professional. He currently serves as Treasurer on the board of High Sky Children’s Ranch, is a member of the MCRC Endowment Fund Board, and is President of the Camron Stotts Foundation. He has previously served on the boards of Midland Community Theater, Healthy City, and is past president of the Midland Children’s Rehabilitation Center board.

Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC. Headquartered at 80 State Street, Albany, NY 12207. Purshe Kaplan Sterling Investments and the Firm are not affiliated companies. Investments through PKS or the Firm are: NOT FDIC INSURED, NOT BANK GUARANTEED, MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL, NOT INSURED BY ANY STATE OR FEDERAL AGENCY.

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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George Biggs

George Biggs

Executive Director of Sales and Business Development
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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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Jordan Rundgren

Jordan Rundgren

Vice President, Private Wealth Services
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Team

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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Chad Clary

Chad Clary

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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