Veronica Baez

Veronica Baez

Executive Assistant / Executive Services

Veronica Baez is an Executive Assistant at Americana Partners. Prior to joining the firm, she held Executive Assistant roles at WEDGE Holdings LLC and CMS Energy, bringing extensive administrative experience supporting senior executives. Her background spans private investment and energy industry environments, as well as family office operations.

Born in Chicago and raised in Texas, Veronica enjoys spending her free time with family, friends, and traveling.

Veronica Baez

Veronica Baez

Executive Assistant / Executive Services
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W.L. Gray, Jr.

W.L. Gray, Jr.

Managing Director /
Private Wealth Advisor
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Chris Brophy, CFP®

Chris Brophy, CFP®

Private Wealth Advisor
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Amy Matas

Amy Matas

Director / Private Wealth Services
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Anna Breed

Anna Breed

Executive Assistant /
Executive Services
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Matthew Celenza

Matthew Celenza

Managing Director / Partner
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Thomas J. “TJay” Kowalchuk

Thomas J. “TJay” Kowalchuk

Executive Director /
Private Wealth Services
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Cole Moniz

Cole Moniz

Associate / Private Wealth Analyst
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Matthew A. Nussbaum, CFA®

Matthew A. Nussbaum, CFA®

Director / Private Wealth Advisor
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Miles Stackpool

Miles Stackpool

Executive Director /
Family Office Services
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Javier I. A. Altimari

Javier I. A. Altimari

Founder & Managing Partner /
Americana Partners International
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María José Barrientos

María José Barrientos

Executive Director /
International Wealth Services
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Jorge Suárez-Vélez

Jorge Suárez-Vélez

Founder & Managing Partner /
Americana Partners International
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Daniel Ramirez Tirado

Daniel Ramirez Tirado

Associate /
International Private Wealth Services
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Kennedy Earnest

Kennedy Earnest

Analyst / PCFO Services
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Casey Ginsbach

Casey Ginsbach

Office Manager / PCFO Services
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Chris Ginsbach

Chris Ginsbach

Executive Director / PCFO Services
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Ilse Hernandez

Ilse Hernandez

Associate / PCFO Services
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Phillip Knight, CFP®

Phillip Knight, CFP®

Managing Director / Partner
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Amy Ogden, CFP®, CPWA®

Amy Ogden, CFP®, CPWA®

Senior Vice President / Partner
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Leah Primera

Leah Primera

Director / PCFO Services
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Katie Rossman

Katie Rossman

Director / PCFO Services
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Jordan Rundgren

Jordan Rundgren

Vice President / Private Wealth Services
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Andrea Spradley

Andrea Spradley

Associate / PCFO Services
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Paige Vickery

Paige Vickery

Associate Vice President /
PCFO Services
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Taylor Beckett

Taylor Beckett

Managing Director /
Strategic Growth and M&A
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Ronnie Bencosme

Ronnie Bencosme

Associate / Transition Services
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George Biggs

George Biggs

Executive Director /
Sales and Business Development
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David M. Darst, CFA®

David M. Darst, CFA®

Managing Director /
Chief Investment Officer
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Jason Fertitta

Jason Fertitta

Chief Executive Officer /
Founding Partner
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William H. Carsey

William H. Carsey

Senior Vice President /
Private Wealth Advisor
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Will Gutkowski CFP®

Will Gutkowski CFP®

Senior Vice President /
Private Wealth Advisor
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Ashlee Kegler

Ashlee Kegler

Associate Vice President /
Private Wealth Services
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Benjamin Lemley, CPA®

Benjamin Lemley, CPA®

Controller
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Myles Martin

Myles Martin

Analyst, Transitions Operations /
Private Wealth Services
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Brandon Mitchell

Brandon Mitchell

Senior Accountant / Finance
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Mike Mitchell

Mike Mitchell

Chief Financial Officer
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M. H. Palmer Moldawer, CIMA®

M. H. Palmer Moldawer, CIMA®

Managing Director /
Private Wealth Advisor
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Mark Monroe

Mark Monroe

Senior Vice President /
Private Wealth Advisor
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Darian Moses

Darian Moses

Analyst, Transitions Operations /
Private Wealth Services
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Jeff Pusich

Jeff Pusich

Investor Platform Analyst /
Wealth Operations
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Franklin Ruben

Franklin Ruben

Private Wealth Advisor
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Kayla Sickman

Kayla Sickman

Vice President / Private Wealth Services
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Carter Ware

Carter Ware

Vice President / Alternative Investments
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Robert Wellington

Robert Wellington

Chief Operating Officer
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Alex Zengo

Alex Zengo

Managing Director /
Chief Compliance Officer
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Sheldon Busch, CFP®

Sheldon Busch, CFP®

Managing Director / Founding Partner
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Josh Caltrider, CIMA®

Josh Caltrider, CIMA®

Managing Director / Founding Partner
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Mia Carrabba

Mia Carrabba

Associate / Private Wealth Services
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Billy Busch

Billy Busch

Managing Director / Founding Partner
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Christian Rodrigo

Christian Rodrigo

Vice President / Product Operations
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Ronald E. Thacker

Ronald E. Thacker

Managing Director / President
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Team

Charles Bailey, Jr.

Charles Bailey, Jr.

Senior Vice President /
Private Wealth Advisor
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Chad Clary

Chad Clary

Senior Vice President /
Private Wealth Advisor
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Tori Eaton

Tori Eaton

Associate / Private Wealth Services
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Nicholas Perez

Nicholas Perez

Private Wealth Advisor
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Anna Reed

Anna Reed

Associate / Private Wealth Services
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J. Tom Snelson

J. Tom Snelson

Associate / Private Wealth Advisor
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Jake Walton

Jake Walton

Associate / Private Wealth Analyst
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Fatina Benjamin

Fatina Benjamin

Managing Director /
Human Resources and Administration
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Ben Davidson, SE AWMA®

Ben Davidson, SE AWMA®

Associate Vice President /
Private Wealth Advisor
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Britton Daugbjerg

Britton Daugbjerg

Associate / Private Wealth Services
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Tamara Dupont

Tamara Dupont

Vice President /
Alternatives Operations
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Bonnie Green

Bonnie Green

Associate / Facilities Management
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Shannon Griffin

Shannon Griffin

Executive Director /
Facilities Management
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Bobby Jones

Bobby Jones

Managing Director /
Private Wealth Advisor
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Jean Malo, CFA®

Jean Malo, CFA®

Managing Director /
Portfolio Manager
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Michael Mithoff

Michael Mithoff

Managing Director /
Alternative Investments
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Robert Muse

Robert Muse

Managing Director /
Private Wealth Advisor
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Shereata Pontius

Shereata Pontius

Associate Vice President /
Private Wealth Services
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Lynne Russell

Lynne Russell

Associate Vice President /
Private Wealth Services
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Joe Savery

Joe Savery

Vice President / Private Wealth Advisor
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Johnathan Schnitzer

Johnathan Schnitzer

Managing Director /
Private Wealth Advisor
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Bobby Stillwell

Bobby Stillwell

Managing Director /
Private Wealth Advisor
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Urte Zakarauskaite

Urte Zakarauskaite

Associate / Core Technology Platforms
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John Carlisle

John Carlisle

Managing Director
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Michelle Holmes

Michelle Holmes

Associate Vice President /
Private Wealth Services
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Janel Lyan

Janel Lyan

Associate / Private Wealth Services
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Allen Sabanovic

Allen Sabanovic

Compliance Officer
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Paul Schaufele

Paul Schaufele

Vice President / Private Wealth Advisor
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Melissa Giles, CFP®

Melissa Giles, CFP®

Chief Platform Officer
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John Piland

John Piland

Senior Vice President /
Business Development
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