Americana Partners, a Houston-based wealth management firm that is part of the Dynasty Financial Partners network, has brought on a team of advisors from the wirehouse channel its founders originally left.
Four former advisors with The AHM Group at Morgan Stanley have joined Americana in its Houston headquarters, having managed more than $1.5 billion in assets under management.
Palmer Moldawer joined Americana as managing director and private wealth advisor, focusing on executives, families, foundations, and endowments. He was previously a managing director and senior institutional consultant at Morgan Stanley, and has 35 years of experience in the wealth management industry.
Will Gutkowski is a senior vice president and private wealth advisor at Americana, focusing on corporate retirement plans. He was a senior vice president and corporate retirement director at Morgan Stanley, and has about seven years of experience in wealth management.
Will Carsey also joined as a senior vice president and private wealth advisor, consulting family offices, high-net-worth individuals and philanthropic organizations. He was a first vice president and financial planning specialist at Morgan Stanley.
Kayla Sickman joined as a vice president in private wealth services, focusing on client experience. She previously worked as a business development associate at Morgan Stanley.
“I have known Palmer and his team for nearly 20 years and have seen first-hand how they put their clients’ interests first,” Ron Thacker, president of Americana Partners, said in a statement. “Together, we’re changing the game for how the ultra-high-net-worth community is served in Texas and beyond.”
A team of Morgan Stanley advisors founded Americana in 2019, when it became the biggest single team to join the Dynasty network with $6 billion in AUM. The firm grew to $9 billion in AUM, bringing its first RIA outside of Texas with Beverly Hills, Calif.-based Boulevard Family Wealth in March.
Lovell Minnick Partners took a majority stake in Americana Partners in October, making it the RIA’s first owner outside its founders and management team. Americana’s leadership team and employees remain part owners.
The RIA has offices in Houston, Austin, Dallas, Los Angeles, the Permian Basin, and clients in Latin America. Jason Fertitta, who previously managed the private wealth division at Morgan Stanley, is the firm’s CEO.