Largest Breakaway of the Year Comes From Texas: Americana Partners is the Largest Single Team to Join the Dynasty Network

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    With Offices in Houston, Austin, and Dallas, Americana Partners
    Has a Big Footprint and Deep Ties to Texas

    Team Previously Managed $6 Billion in Client Assets

    NEW YORK–(BUSINESS WIRE)–Wealth advisor Jason Fertitta today announced that he and his team have
    launched an independent wealth management firm called Americana
    Partners, LLC and the firm has partnered with Dynasty Financial
    Partners. Mr. Fertitta previously worked at Morgan Stanley since 2008 as
    a Managing Director, Private Wealth Advisor and managed clients’ assets
    north of $6 billion.

    Based in Houston, Mr. Fertitta is the President of Americana Partners
    and will lead its team of 11 professionals including seven financial
    advisors. Joining Mr. Fertitta from Morgan Stanley are:

    • Billy Busch, Senior Managing Director, based in Austin; formerly
      Executive Director, Private Wealth Advisor, Morgan Stanley.
    • Robert Wellington, Chief Financial Officer, based in Houston; formerly
      Senior Vice President, Private Wealth Advisor, Morgan Stanley.
    • Sheldon Busch, CFP®, Managing Director, based in Austin; formerly Vice
      President, Financial Advisor from Morgan Stanley.
    • Josh Caltrider, CIMA®, Managing Director, based in Dallas; formerly
      Vice President, Financial Advisor from Morgan Stanley.
    • Johnathan Schnitzer, Private Wealth Advisor, based in Houston.
    • Ben Athens, Private Wealth Advisor, based in Houston.

    Americana Partners is dedicated to helping successful entrepreneurs,
    sophisticated investors, multi-generational families, and family offices
    manage the complex business of their wealth. Americana Partners has
    specific expertise in alternative investments, manager selection and
    private placements.

    Mr. Fertitta was a Managing Director and Private Wealth Advisor at
    Morgan Stanley from 2008 – 2019. At Morgan Stanley, he built his wealth
    management practice by solving for the complex needs and goals of
    multi-generational families. Prior to that, he worked in the High Net
    Worth Division of Lehman Brothers.

    “We are thrilled to launch Americana Partners with offices in Houston,
    Austin and Dallas. With deep roots in the state, we are proud to be
    setting up our independent wealth management firm in Texas. Our team is
    extremely committed to providing the highest level of service to our
    clients and we are excited to be able to work from the same side of the
    desk as our clients,” said Mr. Fertitta. “We will now be able to expand
    our client offering in a number of ways, including providing our clients
    access to comprehensive family office services, unique investment
    opportunities and the ability to source our clients’ capital markets and
    credit needs across multiple firms.”

    “We see this continuing trend of independent firms standing apart as the
    most powerful force in the market, delivering far more customized,
    objective advice to clients than any other segment of the industry,”
    said Shirl Penney, President and CEO of Dynasty Financial Partners. “As
    the largest breakaway this year, we are extremely proud to partner with
    a high caliber advisor like Jason and his remarkable team, and we
    welcome them to our network of independent advisors.”

    Through their affiliation with Dynasty Financial Partners, Americana
    plans to leverage Dynasty’s wealth management services, people, leading
    technology, and capital support. The firm will be using Dynasty’s
    award-winning integrated platform for independent advisors that includes
    institutional research from Callan Associates and their rapidly growing
    turn-key asset management platform (TAMP) that Dynasty has developed in
    partnership with Envestnet. Americana turned to the Hamburger Law firm
    to provide legal counsel for its transition and launch. Americana
    Partners will have access to leading technology including Dynasty’s
    proprietary advisor desktop, in-house specialists, home office support,
    and believes it will benefit from the firm’s significant scale in the
    industry.

    Among its other critical resource partners, Americana Partners has
    selected Schwab to provide custody services for its clients’ assets and
    Addepar for consolidated asset and performance reporting.

    “Dynasty continues to see very strong demand among the most successful
    advisors in the U.S.,” said John Sullivan, Dynasty’s Director of Network
    Development, Central Division. “Jason and his team are ‘connectors’.
    They are deeply committed to serving their clients and the communities
    where they live and work. Dynasty believes that their client-centric
    service model will translate seamlessly to the RIA framework and we
    expect to see significant growth of their current business near-term. We
    are excited to welcome the team to our industry-leading community of
    truly independent firms, and we believe that the success of firms like
    Americana Partners will continue to inspire other advisors to walk the
    road to independence.”

    For more information, please visit www.americanapartners.com.

    Americana Partners, LLC (“Americana Partners”) is an SEC registered
    investment adviser with its principal place of business in Houston,
    Texas. For additional information about Americana Partners, please
    request our disclosure brochure as set forth in Form ADV using the
    contact information set forth herein, or refer to the Investment Adviser
    Public Disclosure web site (www.adviserinfo.sec.gov).
    Investing involves risk, including risk of loss.

    About Dynasty Financial Partners

    Dynasty Financial Partners is known for assisting advisors of integrity
    to better service their clients, run their businesses more profitably,
    grow faster, and enhance the enterprise value of the advisor’s firm.
    Dynasty does this by developing, sourcing and integrating management
    capabilities for some of the industry’s leading independent investment
    advisory firms. Dynasty’s award-winning integrated platform services
    delivery chassis offers a customized, open-architecture wealth
    management solutions and technology platform supporting advisors as they
    protect and grow their clients’ wealth. Dynasty hosts numerous events to
    allow the community to come together and allow top RIA firms to be
    independent but not alone. Dynasty also offers access to capital to help
    advisors expand, scale and grow their business. Dynasty’s core principle
    is “objectivity without compromise,” and the firm is committed to
    crafting solutions that allow investment advisors to act as true
    fiduciaries to their clients.

    Also visit Dynasty on social media:

    LinkedIn:https://www.linkedin.com/company/dynasty-financial-partners
    Twitter:@DynastyFP
    Youtube:http://bit.ly/1MKXhC8

    Contacts

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    212-373-1000