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 …
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.
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.