Houston-based Americana Companions, a Dynasty Monetary-backed registered funding advisor with $7.5 billion in consumer belongings, has employed Javier Altimari as founder and managing companion of its worldwide division. Altimari, a former senior director and portfolio supervisor at Oppenheimer & Co., will likely be instrumental in constructing out Americana Companions Worldwide, the RIA’s new division offering household workplace companies to worldwide ultra-high-net-worth purchasers.
Americana launched the division in June 2024 with a give attention to increasing into the Latin American market and appointed Jorge Suárez-Vélez, a former managing director at Allen & Firm Funding Advisors, as founder and CEO.
Altimari will assist handle the agency’s day-to-day enterprise, whereas increasing its worldwide footprint. He’ll be primarily based in Houston.
“As API seeks to turn out to be the go-to platform for worldwide monetary advisors, Javier will likely be instrumental in our effort,” mentioned Suárez-Vélez, in an announcement. “He brings a wealth of expertise having labored with home and worldwide buyers, giving them entry to excessive value-added monetary companies, and a broad providing of funding automobiles – all whereas serving to them navigate advanced cross-border, multi-generational, and multi-jurisdictional planning.”
Americana was launched in 2019, when a staff of Morgan Stanley advisors in Texas broke away from the wirehouse to create the RIA, turning into the most important single staff to ever be part of the Dynasty Monetary Companions community as much as that time.
The agency has used Schwab and Constancy for custody, nevertheless it lately added Pershing Advisor Providers to assist serve worldwide purchasers.
