FAs Weigh In: How to Have an Efficient Estate Plan
FAs Weigh In: The Need for Social Media, Reviews, Testimonials
The Russia-Ukraine War: What Investors Should—and Shouldn’t—Do Now
Break Through Moments that Led to Americana Partners’ Breakaway Success Webinar Replay
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.
Ex-Morgan Stanley Veteran Exec Joins Texas RIA
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 Names Ronald Thacker As President
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.
Former Morgan Stanley executive reunites with top-producing $4B breakaway team
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.
Who’s Moving Where In Wealth Management? – Americana Partners
Breakaway wealth manager Americana Partners has appointed former senior Morgan Stanley figure Ronald E Thacker as president. Based in Austin, Texas, he will report to chief executive Jason Fertitta.
Veteran Wealth Management Executive Ronald E. Thacker Embraces Independence
Thacker Joins Texas RIA Americana Partners as President
Morgan Stanley Veteran Joins $3.5 Billion Wealth Firm in Texas
- Ronald Thacker will be president of Jason Fertitta’s Americana
- Thacker was once the boss and mentor of Americana’s CEO
A conversation with Jason Fertitta, President / Partner of Americana Partners
with Mindy Diamond, President & CEO of Diamond Consultants
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.
David Darst on Why he’s Joining Dynasty’s Largest RIA
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.
Americana Partners hires ex-Morgan Stanley vet for CIO role
One of the biggest breakaways of the year added longtime investment strategist and Morgan Stanley vet David Darst to its growing team in Houston.