Date: Wednesday, August 25, 2021

Time: 2 pm ET | 11 am PT

Cost: Complimentary

Produced & Sponsored By:

How did one $3 billion dollar firm transform their book of business to focus on the HNW clients that are driving their growth? Americana Partners became one of the biggest breakaway stories of 2019 when the firm decided to leave Morgan Stanley, leverage key technology and partner with powerhouse Dynasty.

Join this complimentary webcast to learn why this firm made the decision to become smaller to get stronger. During this discussion with Rob Wellington, CFO and partner, as well as the firm’s portfolio manager, Melissa Giles you’ll discover:

  • Why Americana Partners left the comfort of a wirehouse
  • Tech choices that powered the firm’s a 33% AUM growth rate in just two years
  • Technology’s role in strengthening the firm’s operations and enhancing the client experience
  • Key factors to consider when selecting the right partners for a new practice

REGISTER NOW! (Not able to attend? STILL REGISTER you will receive an email with how to access the recording of the event)

Speakers:

Robert Wellington, CFO & Partner, Americana Partners

Robert is currently CFO / Partner of Americana Partners. Robert was a Senior Vice President Private Wealth Advisor in Morgan Stanley’s Private Wealth Division for eleven years. He joined Morgan Stanley in 2008 as an analyst, also in the Private Wealth Group. Robert holds a B.B.A. in Sociology with a certificate in Markets and Management from Duke University. He also was a four-year letter winner for the Duke Men’s Lacrosse team, which had three Final Four appearances during that time.

Melissa Giles, Director of Portfolio Management, Americana Partners

Melissa is currently the Director of Portfolio Management for Americana Partners. Melissa was most recently an analyst in Morgan Stanley’s Private Wealth Division and joined Morgan Stanley in 2011. She was a Business Service Manager for the Central Texas Complex servicing Austin and the surrounding offices. Prior to working with Morgan Stanley, she worked for several years with Northwestern Mutual. She graduated Magna Cum Laude from the University of Missouri Columbia with a B.S. in Business Administration and currently holds a Certified Financial Planner™ Designation.

Matt Saunders, Product Marketing Manager, Addepar

Matt has over 25 years of experience in the financial services industry before joining Addepar in 2019 as a senior manager of the product marketing team. His most recent position before Addepar was as a product marketer at American Century Investments where he was responsible for the product messaging and strategy for the firm’s global, alternative and ETF products.

Previously, Matt was a Director of Product Management at Columbia Management covering a variety of alternative and traditional equity portfolios. Prior to that, he was a Vice President at Allianz Global Investors where he acted as a separate account sales specialist. Matt began his career at Oppenheimer Capital as a wrap fee trader for the firm’s equity offerings.

Molly Lynn, Senior Account Manager, Addepar

Molly is currently a Senior Account Manager at Addepar. She covers a wide range of clients from single family offices to large strategic RIAs. Molly focuses on understanding the client perspective and building strategic partnerships at the executive level. She brings to Addepar an extensive experience in the financial markets during her time at Cross Creek and Credit Suisse.