HOUSTON, TX (January 14, 2014)—U.S. Capital Advisors LLC (“USCA”) announced that it has hired Steve Head as Senior Managing Director and Dallas Market Manager. Steve will be leading the expansion of USCA Wealth Management in the Dallas market. Prior to joining USCA, Steve was Managing Director and Regional Manager for Barclays Wealth and Investment Management where he managed the Dallas and Houston wealth management offices for the past three years.
“Steve’s deep industry knowledge and significant network of industry and regional relationships provide an ideal background to lead our expansion into the Dallas market,” said Patrick Mendenhall, Managing Partner and Head of Wealth Management at USCA. “Steve’s experience in Wealth Management as well as his expertise in capital markets will make him particularly effective in translating the USCA platform to sophisticated financial advisors,” added Mendenhall.
Steve has over 30 years of financial services experience with specific focuses in the Wealth Management, Capital Markets and Investment Management business segments. His broad and diverse experience includes leadership positions at a variety of firms from global investment banks like Credit Suisse and UBS to large alternative investment managers like Carlson Capital.
“As our firm enters its fourth year of operation, we continue to attract top talent, both in Wealth Management as well as across our Equity Research, Sales & Trading, Investment Banking, Merchant Banking and Public Finance businesses,” said David King, Managing Partner and Head of Capital Markets at USCA. “All of our business units work in concert to provide our Wealth Management clients with access to sophisticated and differentiated investment opportunities. Having worked closely with Steve in the past, we are highly confident in his ability to use the full USCA platform to both recruit top-tier Financial Advisors and help them provide an exceptional client experience,” added King.
Mr. Head holds a BA in Economics from the University of Texas at Austin. He has been active on many boards at the University of Texas, serving as past President of the University of Texas Alumni Association and as an appointed member of the Men’s Athletic Council. He currently serves on the boards of the Cotton Bowl Athletic Association, the Baylor Health Care System Foundation, and the University of Texas Development Board. He is also a member of the Longhorn Foundation Advisory Board, the University of Texas President’s Associates and the UT System Chancellor’s Council.
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 and Capital Markets. 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 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 municipal advisory services offered through USCA Municipal Advisors LLC.
Managing Partner, Head of Wealth Management