Let's move forward. Together.

For more than 30 years, Mark Moore has assisted the elite—corporate leaders, business owners and their families, and high net worth individuals—manage the challenges they face each day as they run their companies, raise their children and plan for a fulfilling future. His passion is to understand each client's concerns, needs and unique, evolving life to deliver customized advice, planning, and investment strategies to help clients meet their personal goals. As a Private Wealth Advisor, Mark not only brings clarity and stewardship to your financial world, but complete dedication to helping you, your family and your business make the best decisions today and tomorrow.

Mark is a UBS Managing Director, one of just a few across the world with this distinguished title. His training includes exclusive and rigorous training in financial planning, asset management and wealth transfer strategy. He was also named a Senior Portfolio Manager for his expertise in discretionary professional portfolio management.

Mark earned his B.B.A. at the University of Texas at Austin, and his MBA from St. Edward's University. He is an active member of several local charitable organizations, serves on the Regents School of Austin Endowment Fund, and is a past member of the University of Texas Ex-Students' Association Investment Committee. Mark and his wife, Stacey, have two sons, Spencer and Brett, and one daughter, Kylie, and he enjoys baseball, golf, fishing, and following University of Texas athletic programs.

Tim Oates joined UBS Financial Services Inc, in 2004 and has more than sixteen years of financial service industry experience. Tim earned his BBA in Finance from the University of Notre Dame, and previously served as a Senior Associate for the global accounting firm Coopers & Lybrand, LLP.

He is married to Christie, has four boys and a baby girl. Tim's philanthropic endeavors include delivering for Meals on Wheels since 2005, serving as a board member at The Rise School of Austin from 2015-2020, and is a past president of the Notre Dame Club of Austin. In his time away from the office he loves to play golf, mountain bike, snowboard and traveling with his family.

Prior to joining UBS in 2008, Jay worked at Morgan Stanley for 24 years. His experience through bull and bear markets has provided him with valuable insight into financial markets and how to help clients prudently manage their wealth in both favorable and volatile market environments. Jay has distinguished himself by earning the coveted Certified Investment Management AnalystSM (CIMA®) designation through a comprehensive program at The Wharton School, University of Pennsylvania in Philadelphia, PA. 

Outside of the office, Jay is an avid golfer, and he and his family enjoy international travel and outdoor adventures. During his travels, Jay has summited Mt. Kilimanjaro, ABC in Nepal, and trekked in Peru and Iceland. He is active in the Austin community through his involvement with WVU and UT Foundations, Trinity Episcopal School, The Nobelity Foundation, and is a former governor at Barton Creek Country Club. 

Prior to becoming a financial advisor, Jordan spent time on the floors of both the Chicago Mercantile Exchange and the New York Stock Exchange, and many years as an institutional equity trader for Jefferies & Company. With more than 25 years of financial industry experience, he has weathered both challenging and rewarding market cycles and offers clients a seasoned perspective that enables them to achieve their goals. Jordan earned a BA in Finance from Michigan State University. 

Jordan and his wife, Tracey, are raising their active teenage identical twins, Abel and Oskar, and their border collie Buddy. Jordan spends his free time hiking, cheering on his kids in their athletics, and is a black belt of Brazilian Jiu Jitsu at Gracie Humaita. He is also a graduate of the Glass Leadership Institute of the Anti-Defamation League.

David Wright joined UBS Financial Services Inc. in 2013 and has more than a decade of financial industry experience. By engaging, listening to, and creating a client-centric financial plan, David has a foundation to utilize the vast resources that UBS offers to deliver a holistic wealth management solution for clients. He holds a B.S.B.A. from the University of Arkansas.

David and his wife Ashley, have a daughter and son. They are involved and supporters of CASA of Travis County and The Austin Stone. In his free time he likes to fish, go to the ranch, and spend time with his family.

Jennifer began her career with UBS in 2008 in the Oklahoma City branch where she managed a team of four with a focus on individual clients and corporate 401(k) plans. A native Texan, she transferred to the Austin branch in the fall of 2012 to continue her career. In Austin, Jennifer continues to work with individual clients with an emphasis on holistic wealth management. She is fully registered (Series 7, 63, and 66), serves as a peer coach for Client Service Associates, and was recognized as a CSA Banking Champion in 2015 and 2016.

Prior to joining UBS, Jennifer was a book editor and worked in media relations. She is a graduate of Abilene Christian University with a B.A. in English, and a B.S. in Public Relations and Advertising. Within the Austin community, Jennifer is an active member of the Junior League of Austin, having served on multiple fundraising committees. She also donates and her time and talents to the Texas Great Pyrenees Rescue Group and Skillpoint Alliance, and is a past member of the SXSW Film Quality Control Team. She and her husband, Mitch, enjoy traveling, trying new Austin cuisine, spending time with their three dogs, and trying to keep up with their toddler, Weller.

Nancy has been with UBS since 2006. She is responsible for providing world-class service for all client inquiries and service-related needs. Additionally, Nancy manages all aspects of account administration, including operational support. Service has always been an area of focus and her attention to detail is an attribute most appreciated by clients. Registered Series 7, 63, and 66.

In her spare time she enjoys exploring new cuisine, working out, traveling, and spending time outdoors with her husband, Nolan, and children, Caleb, Brooklynn, and Cole. 

Alex began his career with UBS in 2015 and focuses on day-to-day operations as well as all aspects of client relations. You may have met him at one of our many client events that he coordinated, such as our annual Mike Ryan reception, or the Austin Business Owner Forums. Alex has an "attention to detail" mindset with a warm, out-going personality. He is Series 7 and Series 66 licensed. 

Outside of UBS he works with a local non-profit dance organization called The Dance Project as a member of the Board of Directors and resident choreographer.

Sarah joined UBS in 2021 and is the newest member of the 512 Wealth Partners team.  An Austin native, she moved back from California in 2017 and earned a B.B.A. in Finance while working full time as a wine director and restaurant manager. Her goal managing day-to-day operations is to provide efficient, organized, and friendly experiences for everyone. Sarah’s background in hospitality provides a unique perspective and approach to this role.

Away from the office she spends time with her husband Brad cooking, wine tasting, and hanging out with their three dogs. She is also lucky to live near and spend time with her parents and siblings, including her brother and fellow team member Alex.