Beverly Hills, CA Office

Miles Stackpool is a financial advisor at Americana Partners, LLC with eight years of industry experience. He holds a Series 65 designation and has previously worked at Boulevard Family Wealth Services, Boulevard Insurance Strategies, CA Family Wealth LLC, Zehana LLC, and Citibank HK. Americana Partners provides financial planning, consulting, discretionary investment, and wealth management services to individuals, including high-net-worth and ultra-high-net-worth international clients, as well as corporations, trusts, estates, and charitable organizations. The firm customizes portfolios through ongoing client consultations and discretionary management, utilizing a broad range of investment vehicles and alternative strategies.

Brandyn Moniz is a Series 65-licensed financial advisor with one year of industry experience. He is currently with Americana Partners, LLC and has prior experience at firms including CA Family Wealth LLC and Bel Air Investment Advisors, as well as roles outside the advisory field. Americana Partners provides financial planning, consulting, discretionary investment, and wealth management services to individuals—including high-net-worth and ultra-high-net-worth international clients—as well as corporations, trusts, estates, and charitable organizations. The firm offers customized portfolio management incorporating a range of investment vehicles and employs alternative and privately placed investments for eligible clients.

Jorge Ambriz is a financial advisor with Americana Partners, LLC, holding Series 63 and Series 65 credentials and having eight years of industry experience. He previously worked at L&S Advisors, Inc. for nine years before joining Americana Partners in 2026. Americana Partners provides financial planning, consulting, discretionary investment, and wealth management services to individuals—including high-net-worth and ultra-high-net-worth international clients—as well as corporations, trusts, estates, and charitable organizations. The firm customizes portfolios through ongoing client consultations and discretionary management, employing a range of investment vehicles and strategies tailored to clients’ needs.

Edward Mobbs is a financial advisor at Americana Partners, LLC with three years of industry experience. He holds a Series 66 designation and has worked previously at firms including RBC Capital Markets and City National Bank. Outside of his advisory role, Mobbs is also licensed as an insurance agent and provides insurance and annuities recommendations in California. Americana Partners offers financial planning, consulting, discretionary investment, and wealth management services to individuals, corporations, trusts, estates, and charitable organizations, including high-net-worth and ultra-high-net-worth international clients. The firm customizes portfolios through ongoing consultations and discretionary management, utilizing a wide range of investment vehicles and alternative strategies tailored to client needs.

Matthew Celenza is a financial advisor at Americana Partners, LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Boulevard Family Wealth, Purshe Kaplan Sterling Investments, and Bank of America. Outside his advisory role, he is owner and partner of Boulevard Insurance Strategies, LLC. Americana Partners provides financial planning, discretionary investment, and wealth management services to individuals, including high-net-worth and ultra-high-net-worth international clients, as well as corporations, trusts, estates, and charitable organizations. The firm customizes portfolios through ongoing consultations and discretionary management, utilizing various investment vehicles and alternative strategies.

Thomas Kowalchuk is a financial advisor at Americana Partners, LLC, holding Series 65 and Series 66 licenses. He has been advising clients since 2022, following nine years at Samalin Wealth and is also involved with TJay Music, LLC, a business he has operated since 2007. Americana Partners provides financial planning, consulting, discretionary investment, and wealth management services to individuals, including high-net-worth and ultra-high-net-worth international clients, as well as corporations, trusts, estates, and charitable organizations. The firm customizes portfolios through ongoing consultations and discretionary management, utilizing a range of investment vehicles including mutual funds, ETFs, individual securities, and alternative investments.