U.S. Capital Advisors (USCA) has appointed Joseph Klein, Stephen Hines, and Doug Masterson as managing directors in its wealth management unit.
The team will be based in USCA’s Houston office in the new River Oaks District Complex.
Access deeper industry intelligence
Experience unmatched clarity with a single platform that combines unique data, AI, and human expertise.
Masterson served as a financial advisor for over 25 years, while Hines worked for 32 years as a financial advisor. Klein has over 26 years of experience as an advisor.
The trio worked together for the past 14 years at Amegy Bank, where they oversaw over $1bn in assets. Previously, the team also worked together at JP Morgan.
USCA managing partner and head of wealth management Patrick Mendenhall said: "We are very excited about the addition of Doug, Steve, and Joe to US Capital. Their impressive knowledge, depth of experience, and breadth of relationships are an excellent fit for their clients and our firm."
US Tariffs are shifting - will you react or anticipate?
Don’t let policy changes catch you off guard. Stay proactive with real-time data and expert analysis.
By GlobalData
