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.
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: