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Blake Andrew Pratz
Mitglied des Investmentausschusses bei
Icon Wealth Advisors LLC
Profil
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.
Aktive Positionen von Blake Andrew Pratz
| Unternehmen | Position | Beginn |
|---|---|---|
Icon Wealth Advisors LLC
 Icon Wealth Advisors LLC Investment ManagersFinance Icon aims to preserve and compound generational wealth through all of life’s complexities and ever-changing investment markets. | Mitglied des Investmentausschusses | 01.08.2022 |
Ehemalige bekannte Positionen von Blake Andrew Pratz
| Unternehmen | Position | Ende |
|---|---|---|
Icon Wealth Partners LLC
 Icon Wealth Partners LLC Investment ManagersFinance Icon builds a comprehensive plan that reflects clients’ goals and addresses their precise needs. Their various model portfolios consist primarily of low-cost, exchange-traded funds (ETFs). Their investment strategies are primarily long-term focused, but may buy, sell or re-allocate positions that have been held less than one year to meet the objectives of the clients or due to market conditions. The firm primarily employs fundamental and technical analysis methods in developing investment strategies. | Gründer | 01.08.2022 |
Ausbildung von Blake Andrew Pratz
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
4
Beziehungen ersten Grades
3
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 3 |
|---|---|
Texas State University
 Texas State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Icon Wealth Partners LLC
Icon Wealth Partners LLC Investment ManagersFinance Icon builds a comprehensive plan that reflects clients’ goals and addresses their precise needs. Their various model portfolios consist primarily of low-cost, exchange-traded funds (ETFs). Their investment strategies are primarily long-term focused, but may buy, sell or re-allocate positions that have been held less than one year to meet the objectives of the clients or due to market conditions. The firm primarily employs fundamental and technical analysis methods in developing investment strategies. | Finance |
Icon Wealth Advisors LLC
Icon Wealth Advisors LLC Investment ManagersFinance Icon aims to preserve and compound generational wealth through all of life’s complexities and ever-changing investment markets. | Finance |
