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Blake Andrew Pratz
Membro del Comitato di Investimento presso Icon Wealth Advisors LLC
Profilo
Mr. Blake A.
Pratz is a Founder & Managing Partner at Icon Wealth Advisors LLC.
He is a member of the firm’s Investment Committee.
He brings over three decades of financial advisory experience to addressing the priorities and needs of corporate executives, private business owners, ultra high-net-worth individuals and their families.
His clientele all benefit from his commitment to providing exceptional service and the delivery of innovative ideas and investment opportunities.
Mr. Pratz's specialization in the financial issues unique to attorneys has made him the advisor of choice within the Houston legal community.
He also currently lends his advisory talents to an independent company on whose Board he serves.
Prior to launching Icon Wealth Partners, Mr. Pratz founded and led The Pratz Group, a wealth advisory practice within UBS where he was a Senior Vice President.
His tenure at UBS was preceded by nearly twenty years at Smith Barney, ultimately serving as a Senior Vice President in the Wealth Management division.
Posizioni attive di Blake Andrew Pratz
Società | Posizione | Inizio |
---|---|---|
Icon Wealth Advisors LLC
![]() Icon Wealth Advisors LLC Investment ManagersFinance Founded in 2022, Icon Wealth Advisors LLC is a part of Focus Financial Partners, Inc. that provides investment advice. The company is based in Houston, TX. | Membro del Comitato di Investimento | 01/08/2022 |
Precedenti posizioni note di Blake Andrew Pratz
Società | Posizione | Fine |
---|---|---|
Icon Wealth Partners LLC
![]() Icon Wealth Partners LLC Investment ManagersFinance Icon Wealth Partners LLC (Icon) is a SEC-registered investment advisor and wealth management firm headquartered in Houston, Texas. The firm was founded by Mark McAdams, Blake Pratz and Steve Schwarzbach in 2016. They are owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). Icon provides comprehensive wealth management and financial advice to a select group of business owners and executives, high-net-worth families and entrepreneurs throughout the country. | Fondatore | 05/10/2022 |
Formazione di Blake Andrew Pratz
Texas State University | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
Aziende private | 2 |
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Icon Wealth Partners LLC
![]() Icon Wealth Partners LLC Investment ManagersFinance Icon Wealth Partners LLC (Icon) is a SEC-registered investment advisor and wealth management firm headquartered in Houston, Texas. The firm was founded by Mark McAdams, Blake Pratz and Steve Schwarzbach in 2016. They are owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). Icon provides comprehensive wealth management and financial advice to a select group of business owners and executives, high-net-worth families and entrepreneurs throughout the country. | Finance |
Icon Wealth Advisors LLC
![]() Icon Wealth Advisors LLC Investment ManagersFinance Founded in 2022, Icon Wealth Advisors LLC is a part of Focus Financial Partners, Inc. that provides investment advice. The company is based in Houston, TX. | Finance |
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