HOUSTON--(BUSINESS WIRE)--$7.5 billion Texas wealth advisor, Americana Partners, welcomes Javier Altimari as Founder and Managing Partner of its international division, Americana Partners International (API). Mr. Altimari will be based in Houston and be part of the API Board, along with Jorge Suárez-Vélez, Founder and CEO. Previously, Mr. Altimari was a Senior Director and Portfolio Manager at Oppenheimer & Co.
“As more than US$30 Trillion change hands between generations across the globe, we are going to capitalize on a once in a lifetime opportunity to help the next generation of international ultra-high net worth clients,” said Altimari. “This partnership enables us to develop a solid infrastructure for international investors and assemble an elite team to extend our expertise and service to the market.”
At Americana Partners International, Mr. Altimari will advise families and institutions on long-term investment needs, developing investment strategies that respond to clients’ risk profiles and to their long-term goals. He will play a leading role in the management of the firm’s day-to-day business, while seeking opportunities to expand its international footprint.
On June 25, 2024, Americana Partners, an independent registered investment advisor (RIA) with $7.5 billion in assets under advisement, launched Americana Partners International to provide family office services to international ultra-high-net-worth families and institutions, and appointed Jorge Suárez-Vélez, Founder and CEO. Formerly a Managing Director at Allen Investment Management, the RIA arm of investment bank Allen & Co, Suárez-Vélez has over 20 years of industry experience, and deep expertise in Mexican political and economic issues.
“As API seeks to become the go-to platform for international financial advisors, Javier will be instrumental in our effort,” said Suárez-Vélez. “He brings a wealth of experience having worked with domestic and international investors, giving them access to high value-added financial services, and a broad offering of investment vehicles – all while helping them navigate complex cross-border, multi-generational, and multi-jurisdictional planning.”
Added Jason Fertitta, CEO and Partner of Americana Partners: “Attracting such an impressive talent as Javier to the firm is testament to Americana’s strength and place in the independent registered advisor space. We are beyond excited to welcome him to the Americana family as we extend our value proposition to the international market.”
Americana Partners is a member of the Dynasty Network, which includes 55 independent firms and over 400 advisors. For more than a decade, Dynasty has championed the benefits of independent wealth management for high net worth and ultra-high net worth clients and has contributed to the movement of assets from traditional brokerage channels to the independent channels of wealth management.
Shirl Penney, Founder and CEO of Dynasty Financial Partners, added: “API is pioneering the approach to serving an increasingly international high-net worth client base and their trusted advisors. I cannot think of a more qualified person to help lead this charge than Javier. Our partnership with Jorge Suárez-Vélez, Javier Altimari, and Americana Partners will help us craft and enhance the platform that many other elite international financial advisors will want to be a part of.”
About Americana Partners
Americana Partners is an independent wealth advisory firm working with a select group of families and individuals to help them simplify the management of their substantial wealth. Headquartered in Houston, Texas, Americana offers financial planning and investment management services. Free from most of the constraints of corporate ownership, Americana is empowered to leverage support from Dynasty Financial Partners and other industry experts.
For more information, please visit www.americanapartners.com
LinkedIn: https://www.linkedin.com/company/americana-partners/
