U.S. Capital Advisors LLC has named Jarett Kovics as a senior managing director and head of business development. Previously, Kovics worked at Robert Baird & Co‘s private wealth management business where he served as the Western divisional director.
HOUSTON, March 8, 2018 /PRNewswire/ — U.S. Capital Advisors LLC (“USCA”) announced today that Jarrett Kovics has joined the company as a Senior Managing Director and Head of Business Development. Prior to joining USCA, Mr. Kovics was the Western Divisional Director for Robert W. Baird & Co.’s (Baird) Private Wealth Management business. There he oversaw the recruitment of more than 100 advisors nationally, 42 of those based in Texas.
As Head of Business Development, Mr. Kovics will lead the growth and expansion of USCA’s Wealth Management business. In this senior leadership position, he will report directly to Patrick Mendenhall and David King, USCA’s two Managing Partners.
“With his extensive experience in advisor recruitment into existing and expanding markets, Jarrett is an ideal fit for this new role at USCA,” commented Patrick Mendenhall, a Managing Partner at USCA. “Watching his tremendous success and rapid promotions to ultimately lead half the country for a major wealth management firm reinforced my belief that he will be instrumental in the future expansion of USCA’s wealth management business.”
“I am honored to join a firm that truly partners with clients, advisors, and staff in a cutting edge work environment,” said Kovics.
Mr. Kovics began his career as a financial advisor at Morgan Stanley before moving to Citi Smith Barney. In 2010, he joined Baird to serve as Branch Manager of their Dallas and Fort Worth wealth management offices. He was later promoted to Regional Director of the Texas Market and then Western Division Head for Baird’s Private Wealth Management group. In that role, he oversaw Baird’s branches in the Western half of the United States.
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, managing and advising on $6 billion of client assets. 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 firm’s multi-manager business, which focuses 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, MSRB registered.