Americana Partners Taps Top Morgan Stanley Veteran Mark Monroe to Add to Houston Market Growth

Houston Firm Welcomes Former Morgan Stanley SVP Mark Monroe, Advisor to over $1B in Assets

HOUSTON--(BUSINESS WIRE)--Americana Partners announced today that Mark Monroe has joined the firm as 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.