Our Team

Mark is a Founder and Managing Partner of Icon Wealth Partners and is the head of the firm’s Investment Committee. With over three decades of private wealth management experience, he focuses on managing the complex financial needs of ultra-high net worth families and business owners.

Prior to co-founding Icon, Mark was a Senior Vice President in Morgan Stanley’s Private Wealth Management unit. He began his career in 1993 co-founding the McAdams Group at Smith Barney.

Mark has both an MBA and bachelor’s degree in finance from the University of Texas.

He is a native Houstonian and is a Board member of SpringSpirit Baseball, a local non-profit that provides life opportunities to underserved youth in the Houston area.

Blake is a Founder and Managing Partner of Icon Wealth Partners and is a member of the firm’s Investment Committee. With nearly four decades of private wealth management experience, he focuses on managing the complexities that significant wealth brings amongst ultra-high net worth families and attorneys. Blake’s extensive work with attorneys has led to a strong and reputable presence within the Houston legal community.

Prior to co-founding Icon, Blake founded and led The Pratz Group, a wealth advisory practice within UBS where he served as Senior Vice President. His tenure at UBS was preceded by nearly twenty years at Smith Barney, where he also held the position of Senior Vice President in the Wealth Management division.

A native Texan, Blake is involved in a handful of local and national charities.

Steve is a Founder and Managing Partner of Icon and is a member of the firm’s Investment Committee. With nearly four decades of financial industry experience, he focuses on managing the complex financial needs of ultra-high net worth families and business owners.

Prior to co-founding Icon Wealth Partners, Steve served high-net-worth clients as a Private Wealth Advisor in Morgan Stanley’s Private Wealth Management. He began his career at Accenture and spent over 20 years as a Senior Partner in the Financial Service practice.

Steve earned his Bachelor’s degree in Finance at Texas A&M University in 1985. He is a Certified Private Wealth Advisor, a certification of the Investments and Wealth Institute.

Steve is a native Houstonian and remains active at his alma maters, St. Thomas High School (Houston) and the Mays School of Business at Texas A&M University. He is a former Trustee of the St. Agnes Academy Foundation and is a founding Board Member of SpringSpirit Baseball, a local non-profit that provides life opportunities to underserved youth in the Houston area.

Brooks is a Managing Partner of Icon Wealth Partners and serves on the firm’s Investment Committee. He has over four decades of industry experience that spans accounting, banking, family office, and wealth management. With his experience, he focuses on managing the unique and complex financial needs of high-net-worth individuals and their families.

Prior to joining Icon, Brooks was a Managing Director and Client Advisor at Avalon Advisors for 8 years; he managed and ran a Family Office for a prominent Houston family for 12 years; and worked 20 years in Commercial banking, the majority of that time serving as Senior Vice President at Southwest Bank of Texas (now Amegy Bank).

Brooks earned a bachelor’s degree in accounting from Baylor University in 1979.

A native Houstonian, Brooks currently serves on the Baylor College of Medicine Board of Trustees, the Baylor St Lukes Hospital Board of Trustees, and is currently the Chairman of the Board of Spring Spirit. Brooks has been actively involved on the boards and investment committees of various banks, civic and charitable organizations, including the Posse Foundation Houston Advisory Board, the Yellowstone Academy Advisory Board, the Investment Committee of the Baylor University Endowment, and serving as chairman (2009–2011) of the Houston Baylor Business Network.

James is a Managing Partner of Icon Wealth Partners and serves on the firm’s Investment Committee.

With over three decades of industry experience, he focuses on managing the unique and complex financial needs of ultra-high net worth individuals and their families. He also serves institutional endowments.

Prior to joining Icon, he was a Managing Director at Avalon Advisors and a Consultant with McKinsey & Company.

He began his career in finance and accounting and served as a Manager at PricewaterhouseCoopers and a Vice President at Schnitzius & Vaughan.

James earned an MBA with Honors from the Wharton School at The University of Pennsylvania and earned an BA (Plan II) and BBA (Honors Business and Accounting) with High Honors from The University of Texas in Austin.

An active participant in the Houston community, James serves on the Board of The Center for Pursuit, a non-profit United Way agency, and has served on various Board committee and volunteer positions at Royal Oaks Country Club and St. Francis Episcopal School.

Mike is a Managing Director and Head of Fixed Income Strategies for Icon Wealth Partners. With over three decades of fixed income management experience, Mike manages Icon’s Fixed Income separately managed accounts. He is a member of the Investment Committee and conducts due diligence on third-party fixed income managers.

Prior to joining Icon, Mike was a Partner and Head of Fixed Income at Avalon Advisors. He established and built Avalon Advisor’s taxable and municipal fixed income platforms. Mike and his team grew the firm’s fixed income assets from $75 million in 2002 to $1.5 billion in 2011.

Mike 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.

Originally from Philadelphia PA, Mike 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. An avid tennis player, Mike resides in Houston and is the proud father of two grown children.

Brando is a Managing Director of Icon Wealth Partners. He works with individuals and families who have attained or inherited significant wealth. With a keen understanding of the intersection between finances and family dynamics, Brando helps his clients build multi-generational wealth and legacy through investment management and estate planning strategies.

Prior to joining Icon, Brando spent nearly a decade at Greenbriar Financial as a Financial Advisor and the firm’s investment research analyst. He graduated from Houston Christian University with a bachelor’s degree in science and has an Investment Banking Certificate from the Investment Banking Institute in Dallas, TX.

Brando resides in Houston with his wife and is a committee member of Young Life Houston Central.

Craig is a Managing Director of Icon Wealth Partners. He focuses on managing the complex needs of ultra-high net worth individuals and families.

Prior to joining Icon, he spent 26 years in the energy marketing and trading business. Craig focused on managing financial risk for upstream oil and gas clients. He was a founder and principal of Briar Oil and Gas, a Managing Director, and Head of Energy Derivatives with MUFG Union Bank, a Vice President at Lehman Brothers and a Manager at Enron.

Craig has a bachelor’s degree in economics from the University of Texas. He is a native Houstonian and an active member in the community. Craig is on the Board of Trustees and Executive Committee of the Council on Recovery is on the Finance Committee for the River Oaks Property Owners Association Board.

Dan is a Senior Wealth Advisor for Icon Wealth Partners. He focuses on serving the complexed needs of high-net-worth individuals and families.

Prior to joining Icon, Dan was a Senior Vice President and Wealth Advisor at Morgan Stanley and began his career in financial services in 1981 with EF Hutton & Co.

Dan earned a Doctor of Jurisprudence from South Texas College of Law. He graduated from Miami University with a bachelor’s degree in marketing and business Analysis.

A native of Ohio, Dan resides in Houston with his wife and two dogs. They enjoy spending weekends in Brenham with friends and family.

Kyle is a Wealth Advisor with Icon Wealth Partners. He partners with young professionals and families of emerging wealth to establish a strong financial foundation. As clients’ financial lives grow more complex, he provides tailored advice, and guides them toward strategies to grow and preserve their wealth for the next generation.

Before joining Icon Wealth Partners, he spent nine years at Hines, the Houston-based real estate investment, development, and management firm. During his tenure at Hines, Kyle served as Regional Director responsible for capital raise efforts across Western Pennsylvania, Western New York, West Virginia, and Kentucky. In this role, Kyle worked with financial advisors, wealth managers, and family offices to educate and consult on the implementation of private real estate strategies.

Kyle is a Chartered Alternative Investment Analyst (CAIA) and earned a Bachelor of Science in Economics from Texas A&M University.

A native of San Antonio, Kyle and his family have settled down in Houston. He is an active member of the Houston Livestock Show and Rodeo and is a Breeders Greeters committeeman. In his spare time, Kyle is an avid golfer, musician, and a proud Girl Dad.

Patrick is a Wealth Advisor for Icon Wealth Partners. He works with individuals and families to navigate the complexities of wealth creation and generational wealth
transfers.

Patrick brings a breadth of financial experience to Icon. Prior to joining Icon, Patrick led investments for a multi-family office and led the finance group at a real estate investment firm focused on multi-family and recreation assets. Patrick began his career as a corporate finance attorney at Vinson & Elkins LLP in Houston.

Patrick earned a Juris Doctorate, with honors, from The University of Texas School of Law and earned a B.S.B.A. (Finance and Economics), magna cum laude, from The
University of Richmond.

Patrick is a Houston native who split his formidable years between Houston and Austin. Patrick resides in Houston with his wife and two children. Patrick is an avid fly fisherman and enjoys spending time in the Texas Hill County. Patrick and his wife are frequent supporters of causes that seek to preserve this beautiful part of the Country.

Steven is a wealth advisor at Icon Wealth Partners. He specializes in serving owners of privately held businesses and high-net worth individuals and their families. With his previous career as a tax advisor and consultant to CPA firms and privately held businesses, he can help clients navigate their tax footprint in relation to managing their businesses and generational wealth transfers.

Prior to joining Icon Wealth Partners, Steven founded Novotny Wealth Management in 2022 and was a founding partner of an independent financial planning firm, where he directed the firm’s financial planning strategies and portfolio management. Steven began his advisory career as a financial advisor at Morgan Stanley, in addition to his work as a tax advisor and consultant for a professional services firm.

Steven earned a Bachelor of Science degree in economics from Texas A&M University is a CERTIFIED FINANCIAL PLANNER™ practitioner.

Giving back is important to Steven, and one of the organizations he supports and volunteers with is First Tee of Greater Houston. He lives in Houston with his wife and their young son. In his spare time, he enjoys reading history, golfing, and traveling.

Jack is a Wealth Advisor for Icon Wealth Partners and focuses on managing the complex financial needs of high-net-worth individuals and their families.

He specializes in portfolio modeling and monitoring, custom asset allocations, and financial and valuation models.

Prior to joining Icon, Jack was a Client Advisory Analyst at Avalon Advisors and interned as an Analyst at Morgan Stanley within the Houston Private Wealth Management Division.

Jack graduated with a bachelor’s degree in finance from Baylor University in 2019. While at Baylor he spent a semester as an analyst for the Philip M. Dorr Investment Fund within the Energy & Utilities sector.

A Houston native, Jack is an active member of his church and is involved in several outreach programs. He is a member of the Livestock committee for the Houston Livestock Show and Rodeo and is involved in the SpringSpirit Young Professionals program.

Amy is Chief Compliance Officer for Icon Wealth Partners. She is responsible for compliance and corporate legal matters for the firm.

Prior to joining Icon, Amy served as in-house counsel for a publicly traded oil and gas company.

Amy has a Juris Doctor from the University of Texas at Austin and is admitted to practice law in the state of Texas. She earned her Bachelor’s degree with honors in Political Science from Texas A&M University.

A native Houstonian, Amy and her husband reside in Houston with their two children. Together they are active in their college alumni associations and their children’s school community.

Ricardo is the Director of Planning and Investments at Icon Wealth Partners. With three decades of industry experience, he leads Icon’s financial planning and trading efforts. He works directly with clients on the development and implementation of highly personalized financial plans to help achieve their short-term and long-term financial goals.

Prior to joining Icon Wealth Partners, Ricardo served as Case Design Director at MassMutual Financial Group Texas Gulf Coast and Regional Investment Analytics Specialist for the Southwest Wealth Planning Center at Morgan Stanley Smith Barney. During his time at these two entities, he was responsible for providing comprehensive financial planning, investment analysis and asset allocation recommendations. Ricardo also served as a Portfolio Manager and Equity Research Analyst for 7 years at Woodway Financial Advisors. He began his career as a Bond Trader in 1994.

Ricardo is a CERTIFIED FINANCIAL PLANNER™ practitioner and a current member of the Financial Planning Association (FPA®) of Houston and a State of Texas General Lines Insurance Agent.  He holds a Bachelor of Business Administration degree in Finance from the University of Houston.

He and his family reside in Houston and are active within their local community and enjoy supporting the University of Houston athletics programs.

Jennifer is the Director of Operations of Icon Wealth Partners. She is responsible for implementing and overseeing the policies and procedures that improve the day-to-day operations at Icon.

Prior to joining Icon, she was a Client Service Associate for the Pratz Group at UBS and spent nearly a decade at Fidelity Investments’ High Net Worth Institutional division.

Jennifer graduated from The University of Texas at Austin with a bachelor’s degree in Sociology major and a business minor.

A San Antonio native, Jennifer and her husband reside in Houston with their two children. She is actively involved in animal rescue groups.

Allison McKibbon is a Senior Client Relationship Director of Icon Wealth Partners. She is a licensed Investment Advisor and broker. Allison’s dedication to clients; as well as her legal background and financial experience, allows her to provide clients with excellence. She is accustomed to handling the unique needs that clients encounter with wealth, including but not limited to merging existing investment accounts, distributing wealth to loved ones, maximizing the tax efficiency of one’s portfolio, and keeping up with changing laws and protocols.

Prior to joining Icon, Allison was a Senior Associate and Relationship Manager at Avalon Advisors for over five years. She began her career as a Paralegal specializing in litigation and toxic tort cases. Allison served on the trial teams of several prominent cases including one of the largest environmental cases in U.S. history. Allison also interned with a Federal District Court Judge in Southeast Iowa, served as a Communications Assistant in London for the Minister of Defense/Member of UK Parliament, and worked as a Clerical and Notary Assistant for BrownWinick Attorneys at Law in Iowa.

Originally from Iowa, Allison graduated with a Bachelor of Arts in Political Science and Communications from Central College in Pella, Iowa and received her Paralegal Certificate from Rice University. She also earned the CFA Institute Investment Foundations TM Certificate.

Allison is actively involved in the community through Habitat for Humanity and Child Advocates, as well as serving as a member of the Judging Contest Committee for the Houston Livestock Show and Rodeo.

Rachel is the Director of Marketing and Client Relationship Manager for Icon Wealth Partners. She is focused on driving the firm’s organic growth through strategic marketing and communication. In addition to leading the firm’s marketing efforts, she supports the business development and servicing of Icon clients.

Prior to joining Icon, Rachel spent 5 years at MFS Investment Management within Global Distribution. More recently, she was a Relationship Manager on the Global Platforms Team consulting Professional Buyers on investment solutions.

A New England native, Rachel earned a Bachelor of Science in business administration with a concentration in Finance from Bryant University.

Orly is a Senior Finance and Accounting Analyst for Icon Wealth Partners. She provides her expertise in financial modeling, budgeting, and forecasting to assists in the preparation of financial information and strategic internal reporting for management meetings. Orly is detail oriented, collaborative and an analytical problem-solver with a proven track record of establishing a culture of operational excellence.

Prior to joining Icon, she worked in commercial banking at JP Morgan Chase managing a portfolio of clients and monitoring and assessing their financial performance.

Orly earned her bachelor’s degree in business from Universidad del Pacifico in Lima, Peru and holds a Master of Business Administration with a concentration in Finance from Boston University. She also completed with Honors her Credential of Readiness from Harvard Business School.

Orly is a native from Peru and resides in Houston with her husband and two children. In her leisure time she enjoys outdoors activities and visiting national parks.

Michelle is a Senior Client Relationship Manager and Office Manager for Icon Wealth Partners. She is focused on account management, processing, and client communication of Icon clients.

Prior to joining, Michelle was a Client Service Specialist, Office Manager and 401k Administrator for Kerns Capital Management, Inc. for over 20 years.

A Texan native, Michelle attended Texas Tech University. She resides in Sugarland with her husband and has twin girls that currently attend University.  She enjoys traveling and all things outdoors as well as spending time with her rescue dogs.

Matt is a Senior Client Relationship Manager for Icon Wealth Partners. He is focused on account management, processing, and communication of Icon clients.

Prior to joining, Matt spent nearly a decade at Invesco within their Client Service group and served as a Client Services Supervisor. 

Matt earned a bachelor’s degree in Sports Management from Texas A&M University. He is an avid Aggie and Houston sports fan and when he is not assisting his clients or colleagues, Matt will offer his fantasy sports expertise.

A Houston native, Matt and his wife are actively involved in their community and church, including staying physically active as founding members of their F45-Memorial studio.

Cindy is a Senior Relationship Manager at Icon Wealth Partners and is focused on servicing and supporting Icon client relationships.

Prior to joining Icon, she spent close to two decades as a Senior Client Associate at the Pratz Group within UBS and at Smith Barney. She began her career in banking.

Outside of work, she volunteers at St. Martin’s Episcopal Church and enjoys spending time with her five grandchildren.