Prior to joining Americana Partners, Matt was Founder and CEO of Boulevard Family Wealth, a registered investment advisor in Beverly Hills, California with over $1 billion asset under management. With over 20 years of experience servicing the ultra-high net worth marketplace, Matt’s focus is to properly structure a multi-family office platform by marshaling all the integral resources to provide the highest level of service.
Matt began his career at Morgan Stanley before moving to Smith Barney Citigroup where he was one of the original members of the Citi Family Office. After 12 years there he moved to the Merrill Lynch Private Bank and Investment Group and made the decision to take his team’s business independent to offer best-in-class opportunities and service to clients.
Matt is very active in the local community, serving as chairman of the board for A Better LA, and working hard with other organizations to bring equality to the inner city of Los Angeles. When out of the office, he enjoys traveling, at the beach and spending quality time with his family. Matt graduated with honors from Niagara University’s business program.
Miles’s role at Americana Partners is to actively target new client opportunities and business partnerships for family wealth bringing a world class experience to a select client base. He has over 20 years’ experience in financial services specializing in wealth management, private equity and marketing. His work has taken him from his native Australia, across Asia and finally to the U.S., empowering him to bring a unique international perspective.
Miles’s career has been a study in the benefits of taking a holistic perspective. Families he collaborated with have benefited from a practitioner with broad systems thinking – making sense of the interrelated issues stemming from personal, emotional and analytical standpoints and how this relates to their prosperity. Through direct experience and proven solution sets, he has helped families steadily navigate the experience of maximum wealth.
Miles started his career at Macquarie Bank before moving to Citi where he worked in both the private banking and institutional businesses. At Citi Private Bank he collaborated with some of the world’s wealthiest and successful people to help manage their wealth and financial affairs, and in the institutional business worked with institutional investors including hedge funds, sovereign wealth funds and government bodies. After almost a decade in U.S. based multi-family office (“MFO”) at Boulevard Family Wealth, he has a firm understanding of the independent wealth management space and is a strong believer that the MFO is the ultimate structure for eligible families to centralize their wealth management needs.
Anna joined Americana Partners from Boulevard Family Wealth and is responsible for client service and relationship management. She plays a key role in new client onboarding, account administration, and investment reporting, working closely with the operations team to support presentations and portfolio implementation. She also collaborates with our in-network corporate partners to execute firm-sponsored events, enhance brand awareness through digital initiatives, and refine the firm’s website, advertising, and marketing materials.
Originally from Western New York, Anna holds a Bachelor of Science in Communications from the State University of New York at Fredonia and a master’s from Niagara University. Before joining Boulevard, she gained experience in client relations, marketing, and operations with professional sports organizations, including the Buffalo Bills and Buffalo Sabres.
In her free time, Anna enjoys hiking, baking, and soaking up the SoCal sun.
Cole is a seasoned portfolio analyst with extensive experience in wealth management, investment analysis, and financial modeling. At Americana Partners, he supports the asset allocation process for all clients and is responsible for monitoring new and existing investment opportunities. His broad experience in investment strategy, risk analysis, and market research enables him to identify and tailor investment solutions to meet clients’ needs.
Cole began his career at Bel Air Investment Advisors, where he built a strong foundation in portfolio analytics and investment strategy execution for ultra-high-net-worth clients. Later at Bel Air, he worked on the municipal bond desk, managing separately managed accounts covering $3.6 billion in AUM. His background also includes roles in performance analytics and business development at Capital Group, where he leveraged financial insights to drive revenue growth. Cole has further expertise in asset allocation, cash management, and investment strategy execution, with a proven track record of optimizing portfolio analytics and operational efficiencies.
In his free time, Cole enjoys live music, beach volleyball, and spending time with friends and family.
