Featuring Americana Partners’ Chief Financial Officer, Robert Wellington and Director of Portfolio Management, Melissa Giles, CFP®, talking about the transition to an independent RIA and the benefits of selecting Addepar as our performance reporting software.
Americana Partners, a Houston-based registered investment advisory firm, says it has hired an industry veteran who had spent three decades at Morgan Stanley.
Americana Partners, a $3.5 billion Houston-based independent registered investment advisor affiliated with Dynasty Financial Partners in St. Petersburg, Fla., has appointed Ronald E. Thacker as president, the company announced today in a news release.
For three decades, Thacker worked in numerous leadership roles at Morgan Stanley Wealth Management, where he directed more than 2,000 financial advisors across 13 states before leaving in 2020.
Financial advisor Jason Fertitta hadn’t spoken with his former supervisor at Morgan Stanley since he resigned to open a multi-billion-dollar RIA in 2019.
But that changed about six months ago, when Fertitta drove to pick up Ron Thacker, take him out to breakfast and discuss why they should work together again.
Thacker Joins Texas RIA Americana Partners as President
- Ronald Thacker will be president of Jason Fertitta’s Americana
- Thacker was once the boss and mentor of Americana’s CEO
with Mindy Diamond, President & CEO of Diamond Consultants
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.
David Darst, the well-known investment strategist and Morgan Stanley veteran on joining Houston-based Americana Partners, his family’s connection to The Alamo, and why now is a time for investors to keep some cash on hand.
One of the biggest breakaways of the year added longtime investment strategist and Morgan Stanley vet David Darst to its growing team in Houston.
David Darst, former vice chairman of Morgan Stanley Wealth Management, is joining breakaway investment adviser Americana Partners as chief investment officer.
Americana Partners is pleased to announce that David M. Darst, CFA® has joined their firm as Chief Investment Officer reporting to Americana Partners President Jason Fertitta.
One of the biggest breakaways of the year has hired Michael Mithoff as it moves into private equity.
Americana Partners, a Dynasty Network partner headquartered in Houston, has appointed alternative investments executive Michael MIthoff as head of equities, according to a news release.