Americana Partners Taps Matthew Nussbaum to Join Beverly Hills Office

Houston-Based Firm Welcomes Matthew Nussbaum, Director and Private Wealth Advisor with over $360MM in Assets

HOUSTON--(BUSINESS WIRE)--Americana Partners announced today that Matthew Nussbaum, CFA has joined the firm as Director and Private Wealth Advisor, based in the firm’s Beverly Hills office.

With over 25 years of experience in investment management, research leadership, and global markets, Nussbaum will manage equity and fixed income portfolios for institutions, businesses, foundations, ultra-high-net-worth individuals, and retirement plans. He will be responsible for providing tailored strategic planning and tax-aware strategies to clients, as well as growing the firm’s client base and participating as a member of the firm’s investment committee.

“We are thrilled to welcome Matthew Nussbaum 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. Matthew’s decision to join us underscores our shared vision of delivering independent, high-touch advice to successful families and institutions.”

Prior to joining Americana Partners, Nussbaum was a Portfolio Manager and Director of Research at L&S Advisors, where he managed discretionary client portfolios and led investment strategy across fixed income and equity. During that time, the strategies he managed were recognized on the PSN Top Guns List from 2022 through 2025*, based on quantitative evaluation of investment strategies. His specialties include equities and fixed income (high yield and investment grade corporates), healthcare and industrial sectors.

Nussbaum earned a Bachelor of Arts in Economics with honors and a minor in Accounting from UCLA. He is a CFA Charter holder and remains actively engaged in the investment community, serving as an Investor in Residence at UCLA’s Department of Economics, mentoring student teams in the CFA Institute Research Challenge, and contributing to CFA Institute committees focused on practice analysis and advocacy.

“I have dedicated my career to providing investment advisory services to families, foundations, and institutions as a trusted advisor,” said Mr. Nussbaum. “Americana shares a similar commitment to client service. I look forward to offering tailored solutions and personalized attention to those we serve.”

“Matthew 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 as of December 31, 2025. 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.

*PSN Top Guns List recognition was awarded by Informa PSN for the years 2022–2025 based on quantitative evaluation of strategy performance relative to peer groups over specified time periods. No compensation was paid directly for the rating; however, firms may pay subscription or licensing fees to access PSN services. The rating relates to strategies managed at a prior firm and does not necessarily reflect results achieved for clients of Americana Partners. Past performance is not indicative of future results.