U.S. Capital Advisors Hires Top Producers from Amegy Bank Investment Management
HOUSTON, Feb. 9, 2016 /PRNewswire/ -- U.S. Capital Advisors LLC ("USCA") is pleased to announce that Joseph Klein, Stephen Hines, and Doug Masterson have joined its Wealth Management Division as Managing Directors in USCA's Houston office located in the new River Oaks District Complex. The team has over 80 years of experience and has worked together for 25 years. They managed over one billion dollars in assets while at Amegy Bank.
"We are very excited about the addition of Doug, Steve, and Joe to US Capital," said Patrick Mendenhall, Managing Partner and Head of Wealth Management for USCA. "Their impressive knowledge, depth of experience, and breadth of relationships are an excellent fit for their clients and our firm." Doug Masterson added, "USCA's wholly owned broker dealer and RIA allow us to provide full service to our clients in a boutique environment. Competitive pricing and a high-end platform will allow us to continue to provide our clients with personalized and cost effective service."
Mr. Masterson has over 25 years of experience in serving high quality clients as their financial advisor. Mr. Hines has 32 years of experience as a financial advisor and holds several supervisory registrations. Mr. Klein has over 26 years of experience advising clients. The team previously worked together at JP Morgan and has spent the past 14 years at Amegy Bank.
About U.S. Capital Advisors LLC
Based in Houston, Texas with additional offices in Dallas and Austin, U.S. Capital Advisors ("USCA") is an integrated financial services boutique with primary business lines in Wealth Management, Capital Markets and Asset Management. USCA's Wealth Management division provides a full range of advisory services and solutions to high net worth individuals and family offices. USCA's Capital Markets division, which includes the firm's, Equity Research, Institutional Client, Investment & Merchant Banking, and Public Finance businesses, advises corporate, institutional and municipal clients. USCA's Asset Management division includes the Energy Capital Group, which will oversee the private energy and infrastructure investment funds managed by the firm as well as the firm's multi-manager business which currently manages two funds of funds and a registered closed end fund, which focus on alternative investments for individual and institutional investors. USCA was founded in 2010 and is privately owned. Securities offered through USCA Securities LLC, member FINRA/SIPC; Investment advisory services offered through USCA RIA LLC and USCA Asset Management LLC; Municipal advisory services offered through USCA Municipal Advisors LLC, member MSRB.
Contact:
Patrick Mendenhall, Managing Partner
713-366-0511
[email protected]
www.uscallc.com
SOURCE U.S. Capital Advisors LLC
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