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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 …

Continue reading “Bloomberg: How One of 2019’s Star Breakaways Is Navigating the Crisis”

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.