Sports & Entertainment

Wealth advisory for careers like no other

For professional athletes, entertainers, executives, coaches, agents and digital creators, building a legacy calls for a different approach. We understand the financial realities that come with careers in the spotlight and help clients plan around them with the same fiduciary integrity, tailored service, and customized wealth solutions that define Americana Partners.

Who We Serve

We partner with athletes, entertainers, executives, coaches, agents and creators, offering the foresight and structure they need to build enduring financial futures on their own terms.

 

  • Jason Fertitta

    Jason is currently Chief Executive Officer / Founding Partner of Americana Partners. Jason was a Managing Director in Morgan Stanley’s Private Wealth Division for eleven years. He joined Morgan Stanley in 2008 after six years with Lehman Brothers High Net Worth Division. Prior to joining Lehman Brothers, Jason worked six years for Texas Direct. Jason…

    Chief Executive Officer /
    Founding Partner

    Full Bio >
  • Ben Davidson, SE AWMA®

    Ben is an Associate Vice President and Private Wealth Advisor with Americana.  He brings a global perspective and experience in financial markets to his work with athletes, entertainers, and entrepreneurs. Before joining Americana Partners, he began his career at J.P. Morgan, where he advanced to Associate. Now nearing his fifth year with Americana, he has…

    Associate Vice President /
    Private Wealth Advisor

    Full Bio >
  • Amy Matas

  • Anna Breed

THE AMERICANA DIFFERENCE

Our network is one of our greatest strengths. Through decades of relationship-building across industries, Americana Partners has cultivated connections that extend the reach and impact of our advisory work. These relationships may provide  clients with access to select investment opportunities, strategic partnerships, and trusted peers who share their ambitions – creating opportunities that extend beyond traditional wealth management.

Wealth

Building and protecting generational wealth through sound strategies and thoughtful access to opportunities

 

Access

Connections to specialized services and select opportunities that support your personal and professional goals.

Connectivity

Relationships with industry leaders, successful entrepreneurs, and decision-makers that foster collaboration and shared perspective.

  • Diversified portfolios across a range  of investments
  • Tax-aware investment approaches
  • Select access to private and direct investments, where appropriate
  • Estate planning and wealth transfer coordination
  • Private banking and tailored lending solutions
  • Investment and business opportunities, where appropriate
  • Strategic introductions within our professional network
  • Coordinated personal and business services
  • Business partnership introductions
  • Mentorship and advisory connections
  • Cross-industry collaboration