Houston-Based Independent Advisory Firm, Icon Wealth Partners, Expands Investment Team With the Addition of Industry Veteran Mike Cregan as Managing Director-Head of Fixed Income Strategies

NEW YORK—June 11, 2018 – Icon Wealth Partners, a privately-held, independent wealth advisory firm headquartered in Houston, TX, today announced that they have expanded their investment team with the hiring of Mike Cregan, Managing Director and Head of Fixed Income Strategies. Mr. Cregan will also join the firm’s Investment Committee.

At Icon Wealth Partners, Mr. Cregan’s responsibilities will be to develop, manage and enhance the firm’s fixed income capabilities across multiple strategies including ultra-short tax-free, taxable and tax-free fixed income portfolios.

He will work closely with Mark McAdams, one of the firm’s Founding Partners and head of the firm’s Investment Committee. Icon Wealth Partners serves a select clientele of high net worth individuals, business owners and professionals across the US.

“Mike brings extensive investment expertise in developing customized fixed income portfolios for high net worth investors. With Mike’s experience and background, we are confident that we will be able to provide our clients a superior, more competitive fixed income solution with a more personalized overall client experience.” said Mr. McAdams. “We are thrilled to welcome Mike to the Icon team.

According to Blake Pratz, Founding Partner, “Adding someone with Mike’s experience and background is a key element to our overall growth strategy. We have positioned Icon Wealth Partners as a destination for high performing advisors by investing in a first class platform and outstanding people. For like-minded advisors, we provide the scale and resources to compete and win in the marketplace and we plan to continue to expand on this business strategy through the selective addition of successful financial advisors.”

According to Mr. Cregan, “Icon Wealth Partners is an innovative firm with impressive capabilities and experienced professionals. I am excited to work with our clients to provide a more tailored experience managing their fixed income portfolios. As Icon attracts additional advisors to the firm, I look forward to working with those advisors and their clients to provide truly customized fixed income solutions”.

A 30+ year veteran of fixed income management, Mr. Cregan began his career in 1985 in Paine Webber’s institutional fixed income group in New York City. While at Paine Webber, he worked with some of the nation’s largest institutional fixed income clients including major money center banks, Fortune 500 insurance companies, and institutional money managers. In 1990, Mike moved to Houston to continue his career in institutional fixed income markets with Underwood Neuhaus, and later Texas Commerce Bank, Chase Securities, and JP Morgan Securities.
In 2002, Mr. Cregan was recruited to manage Houston-based financial advisory firm Avalon Advisors’ taxable and municipal fixed income platforms. Under his leadership, his group initially managed $75 million in assets and by 2011 was managing over ~$1.5 billion of fixed income assets.

Mr. Cregan is a graduate of Washington and Lee University in Lexington, VA where he earned a B.A. in Economics in 1985 while playing on the Generals basketball team.

About Icon Wealth Partners

Icon Wealth Partners was launched as an independent advisory firm in February of 2017 by three founding partners – Mark McAdams, Blake Pratz, and Steve Schwarzbach. Icon Wealth Partners is based in Houston, Texas and is one of the largest independent advisory firms in Texas. Icon Wealth Partners serves a select clientele of high net worth individuals, business owners and professionals Icon Wealth Partners is also a member of the Dynasty Financial Partners Network. For more information, please visit www.iconwp.com.

Ricardo Mihaly Earns the CFP® Designation

Ricardo Mihaly, Director of Planning & Investments at Icon Wealth Partners has been authorized by the Certified Financial Planner Board of Standards (CFP Board) to use the CERTIFIED FINANCIAL PLANNER™ and CFP® certification marks in accordance with CFP Board certification and renewal requirements.  Ricardo has worked at Icon since the firm’s inception and has over 20 years of experience in the financial services industry.  At Icon Ricardo is responsible for working closely with the firm’s clients to meet all of their financial planning needs.

Two Leading Financial Advisory Firms Combine to Launch Icon Wealth Partners: Firm Immediately Becomes One of the Largest Independent Wealth Advisory Firms in Texas

Dynasty Financial Partners Adds Houston-Based Icon Wealth Partners to its Growing Network of Independent Advisory Firms; Team Previously Managed Over $750 Million in Client Assets

Firm Positions Itself as Preferred Destination for Advisors Seeking Independence, Partnership and Succession Planning

NEW YORK — February 23, 2017 — Dynasty Financial Partners today announced that Icon Wealth Partners becomes the most recent independent advisory firm to select Dynasty Financial Partners’ open architecture of wealth management services and technology.

Having previously managed over $750 million in client assets at their prior firms, three founding partners Mark McAdams, Blake Pratz, and Steve Schwarzbach launched Icon Wealth Partners as an independent advisory firm on February 17, 2017. Mr. Pratz had previously worked at UBS and Mr. McAdams and Mr. Schwarzbach previously worked at Morgan Stanley Private Wealth Management. Icon Wealth Partners is based in Houston, Texas and it immediately becomes one of the largest independent advisory firms in Texas. Icon Wealth Partners serves a select clientele of high net worth individuals, business owners and professionals, with particular expertise working with law partners and their firms.

All Founding Partners have decades of experience and significant expertise in wealth management: Mr. Pratz was a Senior Vice President at UBS and Mr. McAdams was a Senior Vice President at Morgan Stanley Private Wealth Management. Mr. Schwarzbach holds the Certified Private Wealth Advisor® designation.

With over two decades of experience and deep financial planning proficiency, Ricardo Mihaly joins Icon Wealth Partners as Senior Director of Planning and Investments. Icon Wealth Partners’ service and client relationship management team members are all long-tenured professionals. Senior Client Relationship Managers Cindy Pickett and Jennifer Moore join Icon Wealth Partners from UBS. Senior Client Relationship Manager Annette Latigue joins Icon Wealth Partners from Morgan Stanley.

“At Icon Wealth Partners, we look forward to partnering with Dynasty to bring the industry’s best resources to our clients. We all feel passionately that we can serve our clients’ needs better as an independent firm. There is a tremendous potential for us to now broaden our existing relationships and develop new ones,” said Founding Partner Mr. Schwarzbach. “We believe strongly that the independent model is the best way for us to grow our business, both organically and inorganically.”

“We expect Icon Wealth Partners to be a preferred destination for sophisticated clients who seek deep investment expertise and un-conflicted advice. We also want to position ourselves as a premium choice for advisors seeking independence, partnership and succession planning in their new firm,” said Founding Partner Mr. McAdams.

According to Mr. Pratz, “At Icon Wealth Partners, we plan to build upon our successful program working with attorneys and their firms helping them plan for the specific financial challenges they face. As an independent firm, we can now offer them customized services and personalized financial plans.”

“We are honored to welcome Blake, Mark and Steve along with their employees to the Dynasty community. Icon Wealth Partners immediately becomes one of the largest financial advisory firms in Texas with the intent to attract seasoned, like-minded advisors seeking independence,” said Shirl Penney, CEO of Dynasty Financial Partners.

Icon Wealth Partners has formed strategic partnerships with some of the leading providers including Fidelity Institutional Wealth Services and Dynasty Financial Partners for the robust analytics and operational support that will allow the firm to deliver objective and personalized service at the highest level.

Icon Wealth Partners will engage with Dynasty on building out their practice management including marketing and branding and in streamlining their operations, investments and technology. Icon Wealth Partners will also work with Black Diamond and Callan.

For more information, please visit www.iconwp.com.

About Dynasty Financial Partners

Dynasty Financial Partners develops, sources and integrates management capabilities for some of the industry’s leading independent investment advisor firms Dynasty’s integrated platform services delivery chassis offers a customized, open-architecture wealth management solutions and technology platform supporting advisors as they protect and seek to grow their clients’ wealth. Dynasty’s core principle is “objectivity without compromise,” and the firm is committed to crafting solutions that allow investment advisors to act as true fiduciaries to their clients.

Dynasty Financial Partners has corporate offices in New York City, Chicago, Coral Gables, Florida and San Francisco. Visit our website for more information: www.dynastyfinancialpartners.com. Also visit Dynasty on social media:

LinkedIn: https://www.linkedin.com/company/dynasty-financial-partners

Twitter: @DynastyFP

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