Lasting relationships. For all that matters

Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility.

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Mark Katz

Managing Director–Wealth Management

Financial Advisor

Mark graduated from Texas A&M University with a Bachelor of Business Administration in Finance. He is in his 25th year as a Financial Advisor and has significant experience in the investment field. Mark has a particular interest in investment strategy, money management and methods of reducing and/or deferring tax exposure. He takes a long-term and disciplined approach to investment management. Mark lives in Houston with his wife, Alexandra and two sons, Adam and Dylan.

Registered States:
  • AL
  • AR
  • AZ
  • CA
  • CO
  • CT
  • FL
  • GA
  • IL
  • IN
  • LA
  • MA
  • MD
  • MI
  • MN
  • MS
  • NC
  • ND
  • NJ
  • NM
  • NV
  • NY
  • OK
  • OR
  • PA
  • SC
  • TN
  • TX
  • UT
  • VA
  • WA
  • WI
  • WV
  • WY

  • Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
  • 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.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Education

  • Bachelor of Business Administration in Finance, Texas A&M University
4400 Post Oak Parkway
17th Floor
Houston, TX 77027

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Support and resources

The UBS Optimus Foundation has committed up to $1 million in match funding for donations to trusted relief organizations Americares, World Central Kitchen, Team Rubicon and GiveDirectly in support of their efforts on behalf of those affected by the recent wildfires in southern California.

Learn more about how you can get involved and double your impact through the UBS Optimus Foundation.

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