Sheldon is currently a Managing Director / Partner of Americana Partners. Sheldon was a Vice President Financial Advisor with Morgan Stanley since 2009. Prior to that, he worked with a regional planning and research team at UBS through the Financial Advisor Associate Program. Sheldon was a former board member of the Young Men’s Business League of Austin. He received a B.A. in Business Administration from Abilene Christian University and currently holds a Certified Financial Planner™ Designation.
Josh Caltrider, CIMA®
Josh is currently a Managing Director / Partner of Americana Partners. Josh was a Vice President Financial Advisor with Morgan Stanley since 2012. He focuses on providing customized wealth management solutions to both high-net-worth clients and foundations with an emphasis on capital preservation and risk adjusted returns. In addition, he is committed to managing his client’s wealth so it has a positive impact on their life and the lives of generations to come.
Originally from Dallas, Josh graduated with honors from The Cox School of Business at Southern Methodist University and was the recipient of the Outstanding Financial Consulting Major award. Josh also attended the University of Pennsylvania, Wharton School of Business, where he earned the designation of Certified Investment Management Analyst® (CIMA®). Prior to his academic achievements Josh has 10 years of entrepreneurial and management experience in areas that include business strategy, operations, business process redesign and franchise development within the transportation industry.
Josh resides in Dallas with his wife Emily. He is an avid cyclist and member of Park Cities Baptist Church.
Madison is currently a Private Wealth Advisor with Americana Partners. Madison focuses on financial planning, investments, insurance, divorce planning, and wealth-transfer solutions. Before joining Americana Partners, Madison was a Senior Investment Analyst with CD Wealth Management. She led a team of investment analysts and operation specialists, designing and implementing customized wealth management strategies for wealthy families, business owners, and female executives. Before that role, Madison worked as a Registered Client Associate for Merrill Lynch.
Madison completed her education at the University of Arkansas, earning a Bachelor of Business Administration in Finance with Financial Management and Investment Concentration and a minor in Accounting. She continued her education at Southern Methodist University and completed the Certificate Program in Financial Planning. Madison is a FINRA-licensed Investment Advisor and a licensed independent Insurance Agent.
Before her academic achievements, Madison grew up in Northwest Arkansas amid a large family of entrepreneurs and financiers. Granddaughter to legendary Coach Frank Broyles, Madison learned first-hand the importance of hard work, innovation, and a strong moral compass. Madison is thrilled to be contributing her knowledge, passion, and skills to clients at Americana Partners.
As an active board member for various charities, Madison spends her free time cheering on the Razorbacks, volunteering, and giving back to the Dallas community.
Drawing on more than 30 years of experience in the financial services industry, Michelle uses her extensive knowledge and expertise to deliver highly customized services to our clients. Previously, she was an Associate Vice President and Wealth Management Associate at Morgan Stanley for more than 10 years. Prior to that, she was a Registered Associate at UBS Financial Services for 16 years. Michelle currently holds both the Series 7 and 66 registrations.
Passionate about community service, Michelle was a member of the Farmers Branch City Council from 2009 through 2012. In 2016, she was the Chair of the Citizen Bond Committee and was recognized for her leadership when she was awarded the Mayor’s Leadership Excellence Award in 2018. Michelle is currently a board member of the Valwood Improvement Authority and is also an active member of The Civic League, which serves the Addison, Carrollton and Farmers Branch communities.
Paul is currently an Vice President/Private Wealth Advisor at Americana Partners. Previously, Paul was a Goldman Sachs Vice President for the Institutional Securities group. Prior to that, he worked as an Associate for J.P. Morgan within the Asset-Based Lending group. Paul received a B.A. in Accounting and Business Administration from Washington and Lee University.