US Capital Advisors (USCA) has appointed Joseph Klein, Stephen Hines, and Doug Masterson to the firm’s Wealth Management Division as Managing Directors in its Houston office.
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," says 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 personalised and cost effective service."
Masterson has over 25 years of experience in serving high quality clients as their financial advisor. Hines has 32 years of experience as a financial advisor and holds several supervisory registrations. 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.