LaVergne, senior managing director, has over 20 years of experience as a financial advisor and also supervising financial advisors. Both he and Ringuet, a director, principally work with high net worth families retiring from the energy industry, advising them on investment strategies and cash flow planning. 

Geller and Erwin, both managing directors, advise ultra high net worth families and corporate and charitable institutions. They primarily serve clients as fee-based advisors incorporating financial planning and customized portfolios. 

Joining the team are Karen Stiles, Allison Carmona and Matthew Assunto. 

Based in Houston, with additional offices in Dallas and Austin, US Capital Advisors is a financial services boutique with primary business lines in wealth management and capital markets.

In February, USCA brought in Mark Casey – latterly regional MD for Merrill Lynch’s private banking and investment group - as a managing director. Specifically, Casey is tasked with developing the firm’s ultra high net worth and family office platform in Texas. See more here.