Experience

• AZ
• CA
• CO
• DE
• FL
• GA
• IA
• IL
• IN
• LA
• MA
• MD
• MI
• MN
• NC
• NJ
• NM
• NY
• OH
• OK
• PA
• PR
• SC
• TX
• UT
• VA
• VT
• WI
• WV

How I serve my clients

Mark is a former practicing CPA and attorney. As a Private Wealth Advisor, he consults with clients on complex financial and business matters. He gains a thorough understanding of each client’s financial situation by asking the right questions and listening to how they describe what is truly important. He uses this insight to develop a highly customized investment plan to help align their lifestyle, estate planning and philanthropic goals. As a result of getting to know clients intimately and providing advice well beyond investing, Mark and the team have earned the privilege of working closely with a select group of families.

What makes me knowledgeable

Mark’s entire career has been focused on advising clients about complex financial and business matters. He graduated from the University of Texas at Austin with a B.B.A. in accounting and joined Arthur Andersen & Co., eventually becoming a licensed CPA. He subsequently earned his J.D. from the University of Houston Law Center and practiced law with Fulbright & Jaworski and Weil, Gotshal & Manges. Mark was recruited out of the practice of law to help establish Morgan Stanley’s first Texas-based Private Wealth Management Group in 1997 and has been with UBS since 2003. He has been named to the Barron’s “Top 1,200 Financial Advisors” list annually since 2014 and to the Financial Times “Top 400 Financial Advisers” list annually since 2016.

Getting to know me

Mark lives in Houston with his wife, Courtnay, who runs a design firm, Creative Tonic. Together, they raised three boys who are all out of college and on their own exciting paths. Mark enjoys an active lifestyle, playing golf, tennis and hiking, and he appreciates a nice glass of wine in the evening.

• Barron's Top 1,200 Financial Advisors, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023, 2024, 2025
  The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
• UBS Wealth Management Chairman’s Council, 2024UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.

• University of Texas at Austin, B.B.A. in Accounting
• University of Houston, J.D.

• Private Wealth Advisor
• Senior Portfolio Manager

• AZ
• CA
• CO
• DE
• FL
• GA
• IA
• IL
• IN
• LA
• MA
• MD
• MI
• MN
• MO
• MS
• NC
• NJ
• NM
• NY
• OH
• OK
• OR
• PA
• PR
• SC
• TX
• UT
• VA
• VT
• WA
• WI
• WV

How I serve my clients

Bryan advises ultra-high-net-worth individuals and families, providing guidance in structuring and optimizing their entire balance sheet. He works closely with entrepreneurs, executives and multigenerational families to navigate the complexities of investment management, estate planning, tax efficient planning and risk mitigation. By taking a holistic approach and integrating sophisticated financial strategies, Bryan helps clients preserve and grow their wealth while helping to ensure their long-term objectives remain the foundation of every financial decision.

What makes me knowledgeable

With more than 17 years of experience in wealth management, Bryan has dedicated his entire career to serving ultra-high-net-worth individuals and families. He earned a B.B.A. in finance and economics from Texas State University, where he was an active member of the Financial Management Association Honor Society. Before joining UBS in 2010, he managed portfolios and advised clients at Merrill Lynch and Morgan Stanley. As a Certified Exit Planning Advisor (CEPA®), Bryan helps business owners develop tailored strategies to prepare for liquidity events and navigate the complexities of the exit planning process. He ensures that their post-exit wealth strategy is thoughtfully structured to align with their evolving financial reality, long-term goals and legacy planning needs.

Getting to know me

Bryan lives in Houston with his wife, Brieanna, and their daughter, Bella. Outside of work, he enjoys traveling, hunting, fishing, staying active and playing Texas Hold’em.

• Texas State University, B.B.A. in Finance and Economics

• AL
• AZ
• CA
• CO
• CT
• DC
• DE
• FL
• GA
• ID
• IL
• IN
• LA
• MA
• MD
• MI
• MN
• MO
• MT
• NC
• NJ
• NM
• NY
• OH
• OR
• PA
• SC
• TX
• VA
• VT
• WA
• WI
• WV

How I serve my clients

Wynne has diverse experience providing successful families and entrepreneurs with the knowledge and advice they need to navigate their complex financial lives. Over the years, he has worked successfully with clients’ entire families, providing a multigenerational approach. Wynne believes in focusing on liquidity management, asset allocation, and long-term planning because fully understanding his clients’ situations today is critical to preparing for, protecting, and building on their success into the future.

What makes me knowledgeable

Wynne graduated from Washington and Lee University with a B.S. in accounting and management. He holds a Certified Exit Planning Advisor (CEPA®) designation, which allows him to understand the unique needs of business owners and help them create an exit strategy that aligns with their objectives. Prior to joining UBS, Wynne was an insurance executive working with clients and leading global teams to structure and design complex insurance solutions for corporate clients, primarily in the energy and aviation sectors.

Getting to know me

Wynne is a North Carolina native and adopted Texan. He is an avid runner and especially enjoys outdoor activities and hiking. Wynne is also active in numerous community organizations. He and his wife, Francis, are the proud parents of two young and energetic children. Wynne gladly spends his weekends coaching youth sports and being on the sidelines with his family.

• CA
• DE
• GA
• LA
• MD
• MI
• MN
• NY
• TX

How I serve my clients

Lori specializes in ensuring an outstanding client experience in account onboarding and servicing, enhancing the overall client relationship. She also assists the team in handling operational and administrative matters.

What makes me knowledgeable

Lori graduated from Trinity University with a B.S. in business administration, and she subsequently became a Registered Representative and moved to Houston to work as a financial advisor with Gibraltar Savings/ISFA Corporation. She returned to client service in 1987 with Kidder Peabody and joined UBS in 2008.

Getting to know me

Lori is a Life Member of the Houston Livestock Show and Rodeo and Lifetime Committeeman. She enjoys spending time outdoors with her husband and entertaining family and friends.

• Trinity University, Bachelor of Science in Business Administration

• CA
• DE
• FL
• GA
• LA
• MD
• MI
• MN
• NY
• TX

How I serve my clients

Lynne focuses on supporting the team by enhancing the client experience through excellent service, assisting with marketing and client events, and managing the alternative investment process.

What makes me knowledgeable

Prior to joining the team, Lynne worked at Goodman Financial as a client service administrator. Previously, she spent 20 years at James E. Brill, P.C. as an estate planning/probate paralegal. Lynne received an A.A.S. degree as a legal assistant and a certificate of technology in accounting from San Jacinto Community College. She continued her education and earned a B.S. in criminology from the University of Houston.

Getting to know me

Originally from Uxbridge, England, Lynne moved to the United States with her family during childhood. Outside of the office, she is passionate about travel, unapologetically obsessed with football (and Tom Brady), and a devoted fan of the Houston Theater District. But more than anything, Lynne treasures time spent with her two grandsons, her family, and close friends.

• University of Houston, Bachelor of Science in Criminology

• CT
• FL
• MT
• NC
• SC
• TX
• VA

How I serve my clients

Moira manages the full lifecycle of client administrative and operational needs with a proactive approach and genuine desire to deliver an exceptional client service experience.

What makes me knowledgeable

Moira began her career in the financial services industry in 2010 as a Client Associate at Gilford Securities, a boutique investment firm in New Jersey. She joined UBS in 2012 and has subsequently held several roles at the firm, including Communications Coordinator, Executive Team Assistant and, most recently, Registered Client Associate. Moira graduated from Lehigh University with a B.A. in psychology.

Getting to know me

Moira is passionate about health and fitness, and she enjoys going to the beach and spending time with her family, friends and dogs. 

How I serve my clients

Arella manages a variety of client needs with excitement and a genuine desire to deliver an exceptional client service experience.

What makes me knowledgeable

Arella graduated from Davidson College in 2024 with a B.A. in English and anthropology. Recently joining UBS as a Client Associate, she brings a diverse background, as well as a variety of internships, which position her very well to serve her clients. She is eager to utilize her knowledge in her daily work.

Getting to know me

Arella grew up in Kenya and attended high school in the U.K., and she continues to enjoy travelling both inside and outside of the U.S. She is a keen hiker, windsurfer and skydiver and generally loves adventures of any kind.

How I serve my clients

Arttu supports the delivery of tailored investment strategies and financial solutions for ultra-high-net-worth individuals and families. He focuses on in-depth research, operational support, analytical insights, and portfolio management, helping the team deliver an exceptional client experience with precision and care.

What makes me knowledgeable

Arttu earned a B.S.B.A. in accounting and finance from Christopher Newport University, where he also played varsity tennis, and he went on to complete a master’s degree in accounting at the University of Virginia. Before joining UBS, Arttu spent six years in the international oil and gas sector with Equinor, a Norwegian energy company, with assignments across four continents. Arttu is a licensed CPA and has passed the CFA Level I exam.

Getting to know me

Originally from Finland and now based in Houston, Arttu brings a global perspective to client service. Outside of UBS, he enjoys traveling with his wife, Helena, and staying active through tennis, pickleball and padel.