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