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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 ...
The new firm is headed by Mark McAdams and Steve Schwarzbach, who came from Morgan Stanley, and Blake Pratz, who was with UBS. Their teams also joined them at the new firm, which is a registered ...
Having previously managed over $750 million in client assets at their prior firms, Icon's three founding partners—Mark McAdams, Blake Pratz and Steve Schwarzbach—decided to go independent ...
Two long-time Morgan Stanley advisors, Mark McAdams and Steve Schwarzbach, have joined forces with Blake Pratz, a UBS veteran, to form Icon Wealth Partners, an independent advisory firm in Houston.
Blake Pratz and Jo Simmons joined UBS Wealth Management Americas in Houston. Pratz spent 17 years and Simmons spent eight years at Smith Barney, according to filings with the Financial Industry ...