Jake Walton

Jake Walton

Associate / Private Wealth Analyst

Jake Walton is an Investment Analyst / Investment Operations with Americana Partners and focuses on supporting the team’s internal trading and investment management processes. Jake joined Americana in 2024 after serving as a Trading/Operations Associate at Syntal Capital Partners since 2019.

Upon graduating in 2018, Jake earned a B.S. in Economics from Texas A&M University. He is involved with Renew Life Church in Midland and enjoys spending time with friends, family and his dog Marley.

Veronica Baez

Veronica Baez

Executive Assistant / Executive Services

Full Bio >

W.L. Gray, Jr.

W.L. Gray, Jr.

Managing Director /
Private Wealth Advisor

Full Bio >

Chris Brophy, CFP®

Chris Brophy, CFP®

Private Wealth Advisor

Full Bio >

Amy Matas

Amy Matas

Director / Private Wealth Services

Full Bio >

Anna Breed

Anna Breed

Executive Assistant /
Executive Services

Full Bio >

Matthew Celenza

Matthew Celenza

Managing Director / Partner

Full Bio >

Thomas J. “TJay” Kowalchuk

Thomas J. “TJay” Kowalchuk

Executive Director /
Private Wealth Services

Full Bio >

Cole Moniz

Cole Moniz

Associate / Private Wealth Analyst

Full Bio >

Matthew A. Nussbaum, CFA®

Matthew A. Nussbaum, CFA®

Director / Private Wealth Advisor

Full Bio >

Miles Stackpool

Miles Stackpool

Executive Director /
Family Office Services

Full Bio >

Javier I. A. Altimari

Founder & Managing Partner /
Americana Partners International

Full Bio >

María José Barrientos

María José Barrientos

Executive Director /
International Wealth Services

Full Bio >

Jorge Suárez-Vélez

Founder & Managing Partner /
Americana Partners International

Full Bio >

Daniel Ramirez Tirado

Daniel Ramirez Tirado

Associate /
International Private Wealth Services

Full Bio >

Kennedy Earnest

Kennedy Earnest

Analyst / PCFO Services

Full Bio >

Casey Ginsbach

Casey Ginsbach

Office Manager / PCFO Services

Full Bio >

Chris Ginsbach

Chris Ginsbach

Executive Director / PCFO Services

Full Bio >

Ilse Hernandez

Ilse Hernandez

Associate / PCFO Services

Full Bio >

Phillip Knight, CFP®

Phillip Knight, CFP®

Managing Director / Partner

Full Bio >

Amy Ogden, CFP®, CPWA®

Amy Ogden, CFP®, CPWA®

Senior Vice President / Partner

Full Bio >

Leah Primera

Leah Primera

Director / PCFO Services

Full Bio >

Katie Rossman

Katie Rossman

Director / PCFO Services

Full Bio >

Jordan Rundgren

Jordan Rundgren

Vice President / Private Wealth Services

Full Bio >

Andrea Spradley

Andrea Spradley

Associate / PCFO Services

Full Bio >

Paige Vickery

Paige Vickery

Associate Vice President /
PCFO Services

Full Bio >

Taylor Beckett

Taylor Beckett

Managing Director /
Strategic Growth and M&A

Full Bio >

Ronnie Bencosme

Ronnie Bencosme

Associate / Transition Services

Full Bio >

George Biggs

George Biggs

Executive Director /
Sales and Business Development

Full Bio >

David M. Darst, CFA®

David M. Darst, CFA®

Managing Director /
Chief Investment Officer

Full Bio >

Jason Fertitta

Jason Fertitta

Chief Executive Officer /
Founding Partner

Full Bio >

William H. Carsey

William H. Carsey

Senior Vice President /
Private Wealth Advisor

Full Bio >

Will Gutkowski CFP®

Will Gutkowski CFP®

Senior Vice President /
Private Wealth Advisor

Full Bio >

Ashlee Kegler

Ashlee Kegler

Associate Vice President /
Private Wealth Services

Full Bio >

Benjamin Lemley, CPA®

Benjamin Lemley, CPA®

Controller

Full Bio >

Myles Martin

Myles Martin

Analyst, Transitions Operations /
Private Wealth Services

Full Bio >

Brandon Mitchell

Brandon Mitchell

Senior Accountant / Finance

Full Bio >

Mike Mitchell

Mike Mitchell

Chief Financial Officer

Full Bio >

M. H. Palmer Moldawer, CIMA®

M. H. Palmer Moldawer, CIMA®

Managing Director /
Private Wealth Advisor

Full Bio >

Mark Monroe

Mark Monroe

Senior Vice President /
Private Wealth Advisor

Full Bio >

Darian Moses

Darian Moses

Analyst, Transitions Operations /
Private Wealth Services

Full Bio >

Jeff Pusich

Jeff Pusich

Investor Platform Analyst /
Wealth Operations

Full Bio >

Franklin Ruben

Franklin Ruben

Private Wealth Advisor

Full Bio >

Kayla Sickman

Kayla Sickman

Vice President / Private Wealth Services

Full Bio >

Carter Ware

Carter Ware

Vice President / Alternative Investments

Full Bio >

Robert Wellington

Robert Wellington

Chief Operating Officer

Full Bio >

Alex Zengo

Alex Zengo

Managing Director /
Chief Compliance Officer

Full Bio >

Sheldon Busch, CFP®

Sheldon Busch, CFP®

Managing Director / Founding Partner

Full Bio >

Josh Caltrider, CIMA®

Josh Caltrider, CIMA®

Managing Director / Founding Partner

Full Bio >

Mia Carrabba

Mia Carrabba

Associate / Private Wealth Services

Full Bio >

Billy Busch

Billy Busch

Managing Director / Founding Partner

Full Bio >

Christian Rodrigo

Christian Rodrigo

Vice President / Product Operations

Full Bio >

Ronald E. Thacker

Ronald E. Thacker

Managing Director / President

Full Bio >

Team

Charles Bailey, Jr.

Charles Bailey, Jr.

Senior Vice President /
Private Wealth Advisor

Full Bio >

Chad Clary

Chad Clary

Senior Vice President /
Private Wealth Advisor

Full Bio >

Tori Eaton

Tori Eaton

Associate / Private Wealth Services

Full Bio >

Nicholas Perez

Nicholas Perez

Private Wealth Advisor

Full Bio >

Anna Reed

Anna Reed

Associate / Private Wealth Services

Full Bio >

J. Tom Snelson

J. Tom Snelson

Associate / Private Wealth Advisor

Full Bio >

Jake Walton

Jake Walton

Associate / Private Wealth Analyst

Full Bio >

Fatina Benjamin

Fatina Benjamin

Managing Director /
Human Resources and Administration

Full Bio >

Ben Davidson, SE AWMA®

Ben Davidson, SE AWMA®

Associate Vice President /
Private Wealth Advisor

Full Bio >

Britton Daugbjerg

Britton Daugbjerg

Associate / Private Wealth Services

Full Bio >

Tamara Dupont

Tamara Dupont

Vice President /
Alternatives Operations

Full Bio >

Bonnie Green

Bonnie Green

Associate / Facilities Management

Full Bio >

Shannon Griffin

Shannon Griffin

Executive Director /
Facilities Management

Full Bio >

Bobby Jones

Bobby Jones

Managing Director /
Private Wealth Advisor

Full Bio >

Jean Malo, CFA®

Jean Malo, CFA®

Managing Director /
Portfolio Manager

Full Bio >

Michael Mithoff

Michael Mithoff

Managing Director /
Alternative Investments

Full Bio >

Robert Muse

Robert Muse

Managing Director /
Private Wealth Advisor

Full Bio >

Shereata Pontius

Shereata Pontius

Associate Vice President /
Private Wealth Services

Full Bio >

Lynne Russell

Lynne Russell

Associate Vice President /
Private Wealth Services

Full Bio >

Joe Savery

Joe Savery

Vice President / Private Wealth Advisor

Full Bio >

Johnathan Schnitzer

Johnathan Schnitzer

Managing Director /
Private Wealth Advisor

Full Bio >

Bobby Stillwell

Bobby Stillwell

Managing Director /
Private Wealth Advisor

Full Bio >

Urte Zakarauskaite

Urte Zakarauskaite

Associate / Core Technology Platforms

Full Bio >

John Carlisle

John Carlisle

Managing Director

Full Bio >

Michelle Holmes

Michelle Holmes

Associate Vice President /
Private Wealth Services

Full Bio >

Janel Lyan

Janel Lyan

Associate / Private Wealth Services

Full Bio >

Allen Sabanovic

Allen Sabanovic

Compliance Officer

Full Bio >

Paul Schaufele

Paul Schaufele

Vice President / Private Wealth Advisor

Full Bio >

Melissa Giles, CFP®

Melissa Giles, CFP®

Chief Platform Officer

Full Bio >

John Piland

John Piland

Senior Vice President /
Business Development

Full Bio >