Houston-based Americana Partners, a Dynasty Financial-backed registered investment advisor with $7.5 billion in client assets, has hired Javier Altimari as founder and managing partner of its international division. Altimari, a former senior director and portfolio manager at Oppenheimer & Co., will be instrumental in building out Americana Partners International, the RIA’s new division providing family office services to international ultra-high-net-worth clients.
Americana launched the division in June 2024 with a focus on expanding into the Latin American market and appointed Jorge Suárez-Vélez, a former managing director at Allen & Company Investment Advisors, as founder and CEO.
Altimari will help manage the firm’s day-to-day business, while expanding its international footprint. He’ll be based in Houston.
“As API seeks to become the go-to platform for international financial advisors, Javier will be instrumental in our effort,” said Suárez-Vélez, in a statement. “He brings a wealth of experience having worked with domestic and international investors, giving them access to high value-added financial services, and a broad offering of investment vehicles – all while helping them navigate complex cross-border, multi-generational, and multi-jurisdictional planning.”
Americana was launched in 2019, when a team of Morgan Stanley advisors in Texas broke away from the wirehouse to create the RIA, becoming the biggest single team to ever join the Dynasty Financial Partners network up to that point.
The firm has used Schwab and Fidelity for custody, but it recently added Pershing Advisor Services to help serve international clients.