HOUSTON, TX (December 16, 2014) -- U.S. Capital Advisors LLC ("USCA") announced that Morris Gottesman has joined the firm's Austin office as a Senior Managing Director. Prior to joining USCA, Mr. Gottesman was a Senior Vice President - Investments with Wells Fargo where he provided full service financial advice to his high net worth clients.
Mr. Gottesman began his career in commercial real estate but soon transitioned to the financial services industry in 1988 with Shearson. He moved to Prudential Securities in 2001, which merged with Wachovia and ultimately, Wells Fargo Advisors.
This move reunites Morris with his long-time friend and former Regional President, Ford McTee, who joined USCA two years ago to run USCA's Austin market. "Morris Gottesman is one of the most influential and highest quality financial professionals in Austin," said Ford McTee, Senior Managing Director and Austin Market Manager. "His Integrity, ethics, and drive to do what is right for his clients have served him well for 27 years in the industry," added McTee.
Patrick Mendenhall, a Managing Partner and Head of Wealth Management at USCA, commented, "We are pleased that Morris has selected USCA as the firm of choice. The array of both public and private investment opportunities that USCA offers is a great fit for Morris and his sophisticated and successful clientele."
Mr. Gottesman earned a BBA in Business from the University of Texas. He serves as the Treasurer of the Dell Children's Medical Foundation Board, on the Heartgift Advisory Board and on the board of Tarry House. Previously, he served on the boards of Big Brothers Big Sisters of Austin and the American Cancer Society and was a former president of The Seton Forum.
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; Investment advisory services offered through USCA RIA LLC and Condera Advisors LLC; Municipal advisory services offered through USCA Municipal Advisors LLC; Insurance products offered through USCA Insurance Agency LLC; Tax planning and family office services offered through USCA Family Estate Services LLC.
Managing Partner, Head of Wealth Management