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

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

Media
sallycates@dynastyfinancialpartners.com
212-373-1000