Americana Partners is proud to announce our expansion into the Latin American market with the launch of Americana Partners International. This division is dedicated to providing family office services to ultra-high-net-worth individuals in the region. At the helm of this division is Jorge Suarez-Velez who will serve as CEO and Founding Partner of Americana Partners International (API). The Americana Partners International team recently launched a website in both English and Spanish at https://lnkd.in/gX3HzJNu. #WealthManagement #InternationalInvestments #GlobalInvestment #FinancialPlanning #AmericanaPartners #AmericanaPartnersInternational #Dynasty
关于我们
Americana Partners is an independent wealth advisory firm working with a select group of families and individuals to help them simplify the management of their substantial wealth. Our clients include patriarchs and matriarchs, executives, business owners, and entrepreneurs, both established and emerging. Offering financial planning and investment management services, we proactively connect our clients to each other and to people in our personal and professional network. This strategic connectivity creates distinct investment opportunities, including private placements and club deals, where our clients can co-invest with peer-group families, who share similar goals for their lifestyle and legacy aspirations. Americana Partners is a member of the Dynasty Financial Partners network, one of the industry’s pre-eminent advisor platforms. Through Dynasty, we have access to a full array of capital markets and investment banking capabilities, including research, institutional grade technology and analytical tools. The custodian for our clients’ assets is Schwab Advisor Services, whose objective role, along with those of several other key resource partners, gives our team the ability to serve as a true fiduciary. With offices in Dallas, Austin and Houston, Americana Partners is run by a team of experienced portfolio managers and investment advisors, with over 100 years of experience in wealth management.
- 网站
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https://www.americanapartners.com/
Americana Partners的外部链接
- 所属行业
- 金融服务
- 规模
- 11-50 人
- 总部
- Houston，Texas
- 类型
- 私人持股
- 创立
- 2019
- 领域
- Investments、Investment Advisory Services、Financial Planning和Wealth Management
地点
Americana Partners员工
动态
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We are excited to welcome?Maria José Barrientos as Executive Director, International Wealth Services for Americana Partners International. Maria is a seasoned financial services professional with extensive experience in client service and managing risk and regulatory compliance. Most recently, and prior to joining API, María José was with Morgan Stanley where she was a Complex Risk Officer, overseeing the risk management for a multi-state international hub focused on the Latin American market. Americana Partners has expanded into the Latin American market with the launch of Americana Partners International. This division is dedicated to providing family office services to ultra-high-net-worth individuals in the region. For more information on the international division please visit?https://lnkd.in/gX3HzJNu.
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We were excited to Host the fireside chat with Apollo Global Management, Inc. CEO Marc Rowan and look forward to being able to connect with them in the future.
Great event last evening at River Oaks CC. Jason Fertitta at Americana Partners hosted a fireside chat with Apollo Global Management, Inc. CEO Marc Rowan. Terrific and candid insights in an intimate setting. #partnership #access #familyoffice
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October marks Breast Cancer Awareness Month. Discover the importance of early detection and ways you can help spread awareness: https://lnkd.in/etpVpWV
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We're excited to announce that Jorge Suarez-Velez has been recognized on Bloomberg Línea's list of the top 500 influential figures in Latin America, highlighting leaders across industries. This prestigious list showcases individuals shaping the region’s future through their impact and leadership. Congratulations Jorge! Disclaimer: The selection of the 500 most influential people in Latin America is based on an exhaustive analysis carried out by the Bloomberg Line editorial team. The criteria include job creation, investments that have triggered significant economic activity, influence in diverse sectors such as finance, art, science and sports, and a greater representation of female leaders and underrepresented demographic groups. Page reference: https://bit.ly/3MU02Yc
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We are happy to announce that Bobby Stillwell has been promoted to Chief Financial Officer at Americana Partners. We're excited for the future with him in this key leadership role. Robert Wellington has transitioned to focus on working directly with our current clients as well as cultivating new relationships and will continue to serve in the executive management of the firm. Bobby will continue to serve clients as a private wealth advisor. For the full story please read the article on @CityWire: https://bit.ly/4d5Da2F
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Check out the feature on Investment News about our expansion of the API team. Jason Fertitta, CEO and Partner of Americana Partners lauded Javier I. A. Altimari, CFP?, CIMA? hiring as “a testament to Americana’s strength and place in the independent registered advisor space” as looks to “extend its value proposition to the international market.” Read the full article: https://lnkd.in/epmcrTGB
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We're incredibly excited to welcome Javier I. A. Altimari, CFP?, CIMA? to the Americana Partners team. Thank you WealthManagement.com for your continued support. Americana Partners International (API) is where global market expertise meets vision to serve the unique financial needs of ultra-high-net-worth International families, with a primary focus on the vibrant Latin American market. For more information about API, please visit:?https://lnkd.in/eFtvbZRf
Houston-based Americana Partners, a Dynasty Financial-backed registered investment advisor with $7.5 billion in client assets, has hired Javier I. A. Altimari, CFP?, CIMA? as founder and managing partner of its international division.
$7.5B Americana Adds Managing Partner to International Unit
wealthmanagement.com