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
  • DE
  • FL
  • GA
  • IA
  • 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

Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.

Learn how you can get involved and make an impact through the UBS Optimus Foundation.

The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.

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