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$3.9 trillion
In invested assets globally
As of 12/31/2022
Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.
Managing Director–Wealth Management
Insight grounded in experience
An industry veteran since 1984, Mark has been dedicated to helping his clients achieve their financial goals through the development of a strategic financial plan and tactical portfolio construction. Focused on sound principles of risk and reward, Mark anchors investment strategies with macroeconomic insights to provide consultative, customized advice. The senior member of a multigenerational team, he is a UBS Managing Director.
Additionally, as a Senior Portfolio Manager, Mark oversees several customized equity, exchange traded funds, and institutional mutual fund models.
Mark is a recognized industry leader
– Barron's Top 1,000 Financial Advisors, 2010, 2011
– Barron's Top 1,200 Financial Advisors, 2014, 2016, 2017, 2018, 2019
The Barron’s rating is awarded annually in March and based on information from the prior year Q3.
– Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022
The Forbes rating is awarded annually in November and based on information from March of the prior year to March of the award year.
– Forbes Best-in-State Wealth Management Teams, 2023
The Forbes rating is awarded annually in January and based on information from March of the prior year to March of the award year.
The ratings are based on quantitative factors and are not necessarily related to the quality of the investment advice.
For more information on third party rating methodologies, please visit ubs.com/us/en/designationdisclosures.
Education
Mark received his B.A. in finance from Texas A&M University and also received his M.B.A., from The University of North Texas.
Outside of UBS
Mark lives in McKinney with his wife, Geralyn, and have three married adult children and eight grandchildren. Mark is an avid early Texas art collector, supports a number of nonprofits and raises Texas Longhorns.
Recognized as an industry leader:
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
Managing Director–Wealth Management
Insight grounded in experience
An industry veteran since 1984, Mark has been dedicated to helping his clients achieve their financial goals through the development of a strategic financial plan and tactical portfolio construction. Focused on sound principles of risk and reward, Mark anchors investment strategies with macroeconomic insights to provide consultative, customized advice. The senior member of a multigenerational team, he is a UBS Managing Director.
Additionally, as a Senior Portfolio Manager, Mark oversees several customized equity, exchange traded funds, and institutional mutual fund models.
Mark is a recognized industry leader
– Barron's Top 1,000 Financial Advisors, 2010, 2011
– Barron's Top 1,200 Financial Advisors, 2014, 2016, 2017, 2018, 2019
The Barron’s rating is awarded annually in March and based on information from the prior year Q3.
– Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022
The Forbes rating is awarded annually in November and based on information from March of the prior year to March of the award year.
– Forbes Best-in-State Wealth Management Teams, 2023
The Forbes rating is awarded annually in January and based on information from March of the prior year to March of the award year.
The ratings are based on quantitative factors and are not necessarily related to the quality of the investment advice.
For more information on third party rating methodologies, please visit ubs.com/us/en/designationdisclosures.
Education
Mark received his B.A. in finance from Texas A&M University and also received his M.B.A., from The University of North Texas.
Outside of UBS
Mark lives in McKinney with his wife, Geralyn, and have three married adult children and eight grandchildren. Mark is an avid early Texas art collector, supports a number of nonprofits and raises Texas Longhorns.
Recognized as an industry leader:
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
For needs that go beyond your own—to help you improve the lives of others
What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.
Learn more at ubs.com/wealthway.
$3.9 trillion
In invested assets globally
As of 12/31/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
