Americana Partners Taps Top Morgan Stanley Veteran Mark Monroe to Add to Houston Market Growth
Americana Partners announced today that Mark Monroe has joined the firm as Senior Vice President, Private Wealth Advisor.
This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20250630362331/en/
Mark Monroe, Americana Partners Senior Vice President / Private Wealth Advisor
Based in the firm's Houston office, Monroe managed over $1 billion in AUM (as of June 16, 2025) and has over 15 years of deep expertise implementing complex investment strategies and delivering premium client service to family offices, sophisticated investors, and other ultra-high-net-worth individuals. Monroe will further broaden his core business with concierge financial services, customized investment strategies, and trust and estate planning support for Americana's ultra-high-net-worth clients.
'We are thrilled to welcome Mark Monroe to Americana Partners,' said Ron Thacker, Americana's President. 'His integrity, investment experience, and unwavering commitment to clients make him an exceptional addition to our team. Mark's decision to join us underscores our shared vision of delivering independent, high-touch advice to successful families and institutions.'
Most recently, Monroe served as a Senior Vice President and Director of Alternative Investments at Morgan Stanley. Prior to that, he established the Houston office of Cornerstone Global Commodities in 2013 and specialized in executing sensitive derivatives trades for hedge funds and investment banks.
'I am excited to be joining Americana Partners, where the culture of entrepreneurship, outstanding technology, and mix of corporate partners will allow me to truly put clients first,' said Mr. Monroe. 'I look forward to having the flexibility to anticipate and serve client needs in the continually evolving wealth management landscape.'
'Mark brings a wealth of knowledge, fresh perspective, and a stellar reputation among ultra-high-net-worth families and institutions across Texas and beyond, and we are excited to have him join the Americana Partners team,' added Jason Fertitta, CEO of Americana.
About Americana Partners
Founded in 2019 and headquartered in Houston, Americana Partners is an independent wealth advisory firm working with a select network of families and individuals to help them simplify the management of their wealth. The firm offers wealth advisory and family office services, including alternative and traditional investment solutions. Americana serves high-net-worth and ultra-high-net-worth clients across the United States, with a division serving ultra-high-net-worth Latin American clients. The company celebrated its six-year anniversary in April 2025, having grown rapidly since its launch in 2019 to now manage over $10 billion in assets. Free from most of the constraints of corporate ownership, Americana is empowered to leverage support from Dynasty Financial Partners and other industry experts.
To learn more, visit www.americanapartners.com. Follow along on LinkedIn, Instagram, or Facebook.
View source version on businesswire.com:https://www.businesswire.com/news/home/20250630362331/en/
CONTACT: MEDIA CONTACTS:
Andrea Osborne ([email protected])
Karen Henry ([email protected])
The PR Boutique
713.599.1271
KEYWORD: UNITED STATES NORTH AMERICA TEXAS
INDUSTRY KEYWORD: PROFESSIONAL SERVICES OTHER PROFESSIONAL SERVICES FINANCE ASSET MANAGEMENT BANKING PERSONAL FINANCE
SOURCE: Americana Partners
Copyright Business Wire 2025.
PUB: 06/30/2025 05:00 AM/DISC: 06/30/2025 05:00 AM
http://www.businesswire.com/news/home/20250630362331/en
Hashtags
Try Our AI Features
Explore what Daily8 AI can do for you:
Comments
No comments yet...
Related Articles
Yahoo
29 minutes ago
- Yahoo
Firefly Aerospace eyes Japan rocket launches for Asia market
By Kantaro Komiya TOKYO (Reuters) -Firefly Aerospace is exploring an option to launch its Alpha rocket from Japan as the U.S. rocket maker expands its satellite launch services globally, a Japanese company operating a spaceport in the country's northern Hokkaido said on Monday. The plan could make Japan the second offshore launch site - and first in Asia - for Firefly, the Texas-based rival to Elon Musk's market leader SpaceX, which had its Nasdaq debut earlier this month and is preparing for an Alpha launch in Sweden. Space Cotan, operator of the Hokkaido Spaceport located about 820 km (510 mi) northeast of Tokyo, said it and Firefly signed a preliminary agreement to study the feasibility of launching the small-lift rocket Alpha from there. Launching Alpha from Japan "would allow us to serve the larger satellite industry in Asia and add resiliency for U.S. allies with a proven orbital launch vehicle," Adam Oakes, Firefly's vice president of launch, said in a statement published on Space Cotan's website. A feasibility study would be conducted to assess the regulatory hurdles, timeframe and investments for a launch pad for Alpha in Hokkaido, said Space Cotan spokesperson Ryota Ito. The plan would require a space technology safeguards agreement (TSA) between Washington and Tokyo that would allow American rocket launches in Japan, Ito added. The governments last year kicked off the negotiations but have not reached an agreement. A U.S.-Sweden TSA signed in June cleared the path for Firefly's launches from the Arctic. Four of Firefly's six Alpha flights since 2021 have ended in failure, most recently in April. While Japan's national space agency has launched rockets for decades, private rockets are nascent and most Japanese satellite operators rely on foreign options such as SpaceX's Falcon 9 or Rocket Lab's Electron. Previously, U.S. company Virgin Orbit aimed to use Japan's southwest Oita Airport for launches but the plan was scrapped after the firm went bankrupt in 2023. Colorado-based Sierra Space has an ongoing plan to land its spaceplane on Oita beyond 2027. Taiwanese firm TiSpace last month conducted what could be the first foreign launch in Hokkaido, but the suborbital flight failed within a minute. Japan's government is targeting 30 launches of Japanese rockets a year by the early 2030s and subsidises domestic enterprises such as Space One and Toyota-backed Interstellar Technologies.
Yahoo
2 hours ago
- Yahoo
Amazon (AMZN) Ups the Game With Grocery Expansion, Morgan Stanley Sticks to Buy Call
Inc. (NASDAQ:AMZN) is one of the best big tech stocks to buy right now. On Thursday, August 14, Morgan Stanley's Brian Nowak reiterated his Buy rating on Amazon, keeping a $300 price target, citing the company's push deeper into the grocery business as a key growth driver. Amazon recently expanded its grocery offerings on to include more fresh and perishable items and lowered delivery fees for Prime members. Nowak sees these steps as positioning the company to tap into the $1.5 trillion offline grocery market. A grocery store employee stocking shelves with fresh fruits and vegetables. The company, a day ago, announced that Prime members in over 1,000 cities and towns can now get fresh groceries with free same-day delivery on orders above $25, with coverage expected to expand to more than 2,300 locations by the end of 2025. In 2024, Amazon recorded over $100 billion in grocery and household essentials sales, excluding Whole Foods Market and Amazon Fresh. The analyst believes that Amazon can use its scale, expansive logistics network, and data-driven operations to gain an edge over its competitors. In addition, it can combine a broader grocery selection with competitive prices and faster delivery, which can help the company to capture more market share in the category. Nowak views this initiative as a meaningful contributor to Amazon's long-term revenue trajectory, reinforcing the case for the stock at current levels. Inc. (NASDAQ:AMZN) operates across e-commerce, digital content, advertising, and cloud computing. Its online and offline stores offer both in-house and third-party products, while its Amazon Web Services (AWS) division runs one of the world's largest data center networks. While we acknowledge the potential of AMZN as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 13 Best Defensive Stocks to Invest in According to Analysts and 10 Best Large Cap Tech Stocks to Buy Now. Disclosure: None. This article is originally published at Insider Monkey. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Business Upturn
4 hours ago
- Business Upturn
Stocks to watch on August 18: M&M, Ashok Leyland, Tata Chemicals, HDFC Bank, BPCL, Max Healthcare and more
Brokerage houses have released fresh updates and recommendations on key Indian stocks and sectors, which are likely to drive trading action today. Here are the highlights from fund house recommendations. Nomura has maintained a buy rating on Mahindra & Mahindra (M&M) with a target price of ₹3,736 per share, citing strong positioning in the SUV segment. On Ashok Leyland, BofA, Avendus and Motilal Oswal (MOSL) all maintained their buy calls with target prices of ₹146, ₹140, and ₹141 respectively, indicating continued optimism around the commercial vehicle cycle. Jefferies was more conservative, keeping a buy call but with a lower target price of ₹120, reflecting near-term constraints. Morgan Stanley (MS) retained an overweight stance on Tata Chemicals with a target price of ₹1,127, expecting the company to benefit from structural demand drivers. Jefferies reiterated its buy ratings on Aditya Birla Fashion & Retail (target ₹100), HDFC Bank (₹2,400), HDB Financial (₹900), BPCL (raised target ₹410), and Max Healthcare (₹1,500). It also maintained an underperform on Anupam Rasayan despite raising the target price to ₹625. In the financial space, Citi reiterated its buy on Shriram Finance with a target price of ₹750. On the macro front, the India ratings upgrade drew commentary from multiple brokerages. JP Morgan called it 'unambiguously positive' and a likely sentiment booster. Kotak Securities noted that the upgrade reflected fiscal consolidation and growth, though future improvements hinge on state finances. Citi said the earlier-than-expected move may not immediately trigger debt inflows, while UBS highlighted that it takes India one step above the lowest investment-grade and could benefit state-owned enterprises. On GST rate rationalisation, Jefferies expects the government to act in Q4CY25, noting $20 billion in savings from GST compensation provides the fiscal room. It said rate cuts may benefit cement, two-wheelers, consumer durables, insurance, garments, footwear, and passenger vehicles. Kotak estimated the move could deliver a ₹2.4 trillion demand boost, largely aiding autos and durables, while Citi said autos, consumer discretionary, staples, insurance and cement could see the highest impacts. Morgan Stanley added that autos remain key as they account for 14% of GST collections, with Hero, Eicher, Maruti and M&M positioned as beneficiaries. On Indian equities overall, Jefferies called India the best long-term structural story in Asia, while Morgan Stanley noted that thawing India-China ties could revive investments and supply chains. In other stock-specific views, UBS maintained a neutral on Vodafone Idea with a target of ₹8.5, while Citi kept a buy call at ₹10. UBS also maintained a neutral on Angel One (TP ₹2,935). MOSL retained a sell rating on Deepak Nitrite with a cut target of ₹1,630. With strong endorsements for autos, chemicals, financials and healthcare, along with optimism on GST reforms and the sovereign rating outlook, today's trading session is expected to see concentrated action in these names. Disclaimer: The brokerage views and target prices mentioned in this article are sourced directly from fund house and analyst reports. They are presented here for informational and news purposes only. Business Upturn does not provide investment advice or stock recommendations. Readers are advised to consult certified financial advisors before making any investment decisions. Ahmedabad Plane Crash News desk at
