Wealth adviser Jason Fertitta and his team have launched an independent wealth management firm called Americana Partners.
The firm has partnered with Dynasty Financial Partners.
“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 adviser like Jason and his remarkable team, and we welcome them to our network of independent advisors.”
Fertitta previously worked at Morgan Stanley since 2008 as a managing director, private wealth adviser and managed clients’ assets north of $6 billion. Prior to that, he worked in the high-net-worth division of Lehman Brothers.
Based in Houston, Fertitta is the president of Americana Partners and will lead its team of 11 professionals including seven financial advisers.
“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 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.”
Joining Fertitta from Morgan Stanley are:
- Billy Busch, senior managing director, based in Austin. He was formerly executive director, private wealth adviser, Morgan Stanley.
- Robert Wellington, CFO, based in Houston. He was formerly senior vice president, private wealth adviser, Morgan Stanley.
- Sheldon Busch, CFP, managing director, based in Austin. He was formerly vice president, financial adviser from Morgan Stanley.
- Josh Caltrider, CIMA, managing director, based in Dallas. He was formerly vice president, financial adviser from Morgan Stanley.
- Johnathan Schnitzer, private wealth adviser, based in Houston.
- Ben Athens, private wealth adviser, based in Houston.
