May 19, 2020

Bloomberg: How One of 2019’s Star Breakaways Is Navigating the Crisis

When Jason Fertitta led a team of wealth advisers out of Morgan Stanley last year to start Houston-based Americana Partners, the bull market was roaring and the price of oil — integral to the fortunes of his rich Texas clients — hovered at $66 a barrel. Now, equities are struggling, oil’s at about half that price and the world is fighting a pandemic.