Houston-based financial services firm U.S. Capital Advisors has hired Mark Casey as a managing director. Previously, Casey worked at Merrill Lynch’s private banking and investment group in the Southwest where he served as regional managing director.
HOUSTON, Feb. 20, 2014 /PRNewswire/ — U.S. Capital Advisors LLC (“USCA”) announced that Mark Casey has joined the firm as a Managing Director. Mark will utilize his prior experience as the Regional Managing Director for Merrill Lynch’s Private Banking and Investment Group in the Southwest to further develop USCA’s ultra-high net worth and family office platform in Texas.
Mark will be working closely with market leaders Ford McTee in Austin and Steve Head in Dallas, along with Patrick Mendenhall, Managing Partner and Head of Wealth Management, and his team in Houston. Mark will also assume a key role in business development.
“We are excited to have Mark join USCA, following our formal expansion into his home city of Dallas,” said Patrick Mendenhall. “Mark has deep experience in recruiting and managing large and sophisticated financial advisors teams. USCA’s integrated regional financial services platform provides this type of advisor the ability to offer customized solutions and unique investment opportunities that are needed by ultra-high net worth and family office clients,” added Mendenhall.
Mark has over 20 years of financial services experience with leadership positions at Merrill Lynch’s private banking and investment group and New Ventures, LLC. He had been ranked nationally in the top 10 of 140 directors in recruiting and has extensive experience in building and growing a ultra-high net worth business in Texas and surrounding states.
Mark is engaged in the Dallas community through Habitat for Humanity, The Family Place, the Dallas Symphony Orchestra and the Dallas Independent School District Principal for a Day project.
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.
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