Josh Caltrider, Cima®
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Josh Caltrider, Cima® Email & Phone Number

Managing Director and Founding Partner at Americana Partners
Location: Dallas-Fort Worth Metroplex, United States, United States 5 work roles 2 schools
1 work email found @americanapartners.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 86%

Contact Signals · 1 work email

Work email j****@americanapartners.com
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Current company
Americana Partners
Role
Managing Director and Founding Partner
Location
Dallas-Fort Worth Metroplex, United States, United States
Company size
64 employees

Who is Josh Caltrider, Cima®? Overview

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Quick answer

Josh Caltrider, Cima® is listed as Managing Director and Founding Partner at Americana Partners, a company with 64 employees, based in Dallas-Fort Worth Metroplex, United States, United States. AeroLeads shows a work email signal at americanapartners.com and a matched LinkedIn profile for Josh Caltrider, Cima®.

Josh Caltrider, Cima® previously worked as Managing Director / Founding Partner at Americana Partners and Vice President, Financial Advisor at Morgan Stanley. Josh Caltrider, Cima® holds Bba, Financial Consulting from Southern Methodist University - Cox School Of Business.

Company email context

Email format at Americana Partners

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*@americanapartners.com
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AeroLeads found 1 current-domain work email signal for Josh Caltrider, Cima®. Compare company email patterns before reaching out.

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Profile bio

About Josh Caltrider, Cima®

I manage assets for a select group of wealthy individuals, families and organizations. Bringing institutional style investing to the individual investor. With an entrepreneurial background, I understand what it takes for my clients to build wealth and I provide solutions to help preserve and grow wealth. Areas of Focus: Holistic Family Wealth Management, Wealth Preservation Strategies, Portfolio Management, Estate Planning Strategies, Retirement Planning, Education Planning, Insurance Services

Current workplace

Josh Caltrider, Cima®'s current company

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Americana Partners
Americana Partners
Managing Director and Founding Partner
Texas, United States
Website
americanapartners.com
Employees
64
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Company profile
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5 roles

Josh Caltrider, Cima® work experience

A career timeline built from the work history available for this profile.

Managing Director / Founding Partner

Current
Americana Partners

Dallas/Fort Worth Area

Americana Partners is an independent wealth advisory firm working with a select group of families and individuals to help them simplify the management of their substantial wealth. Our clients include patriarchs and matriarchs, executives, business owners, and entrepreneurs, both established and emerging. Offering financial planning and investment.

Apr 2019 - Present

Vice President, Financial Advisor

Morgan Stanley

Dallas/Fort Worth Area

Jun 2012 - Apr 2019

Founder

Ums, Llc

Dallas/Fort Worth Area

Jun 2004 - Dec 2012

Dfw Operations Manager

The Albert Companies
Mar 2008 - Jan 2012
Team & coworkers

Colleagues at Americana Partners

Other employees you can reach at americanapartners.com. View company contacts for 64 employees →

GB George Biggs George Biggs Colleague at Americana Partners Greater Houston, United States View → PK Phillip Knight, Cfp® Phillip Knight, Cfp® Colleague at Americana Partners Midland-Odessa Area, United States View → UZ Urte Zakarauskaite Urte Zakarauskaite Colleague at Americana Partners Houston, Texas, United States, United States View → NP Nicholas Perez Nicholas Perez Colleague at Americana Partners Midland-Odessa Area, United States View → MH Michelle Holmes Michelle Holmes Colleague at Americana Partners Dallas, Texas, United States, United States View → TE Tori Eaton Tori Eaton Colleague at Americana Partners Midland, Texas, United States, United States View → W" William William "Billy" Busch Colleague at Americana Partners Austin, Texas, United States, United States View → KF Kaitlin Fossen Kaitlin Fossen Colleague at Americana Partners Midland, Texas, United States, United States View → RM Robert Muse Robert Muse Colleague at Americana Partners Houston, Texas, United States, United States View → AS Allen Sabanovic Allen Sabanovic Colleague at Americana Partners Dallas-Fort Worth Metroplex, United States View →
2 education records

Josh Caltrider, Cima® education

FAQ

Frequently asked questions about Josh Caltrider, Cima®

Quick answers generated from the profile data available on this page.

What company does Josh Caltrider, Cima® work for?

Josh Caltrider, Cima® works for Americana Partners.

What is Josh Caltrider, Cima®'s role at Americana Partners?

Josh Caltrider, Cima® is listed as Managing Director and Founding Partner at Americana Partners.

What is Josh Caltrider, Cima®'s email address?

AeroLeads has found 1 work email signal at @americanapartners.com for Josh Caltrider, Cima® at Americana Partners.

Where is Josh Caltrider, Cima® based?

Josh Caltrider, Cima® is based in Dallas-Fort Worth Metroplex, United States, United States while working with Americana Partners.

What companies has Josh Caltrider, Cima® worked for?

Josh Caltrider, Cima® has worked for Americana Partners, Morgan Stanley, Ums, Llc, and The Albert Companies.

Who are Josh Caltrider, Cima®'s colleagues at Americana Partners?

Josh Caltrider, Cima®'s colleagues at Americana Partners include George Biggs, Phillip Knight, Cfp®, Urte Zakarauskaite, Nicholas Perez, and Michelle Holmes.

How can I contact Josh Caltrider, Cima®?

You can use AeroLeads to view verified contact signals for Josh Caltrider, Cima® at Americana Partners, including work email, phone, and LinkedIn data when available.

What schools did Josh Caltrider, Cima® attend?

Josh Caltrider, Cima® holds Bba, Financial Consulting from Southern Methodist University - Cox School Of Business.

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