A plan for today, tomorrow and generations to come

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Mark Katz is a Senior Vice President-Wealth Management and Senior Portfolio Manager with the Uptown Wealth Advisors at UBS. Prior to joining UBS in 2008, Mark spent 17 years in the industry with Merrill Lynch Wealth Management. 

Mark's experience spans three decades where his focus has been developing a practice working with private clients and their families. His clients include corporate executives, independent business owners and divorcees. Further, Mark works with clients with needs associated with structured settlements, trust solutions, and distribution planning for personal injury cases.

Mark believes in a straightforward approach so that clients can clearly understand the reasoning behind the team’s recommendations. He personally meets with every client regularly to review goals, discuss markets, and explain the impact any current volatility may have on investments. Mark is committed to providing clients with the understanding they need to instill confidence in their financial future.

Marks lives in Bellaire with his wife Ali and two sons Adam and Dylan. 

He holds a BBS in Finance from Texas A&M University in College Station, Texas. 

• 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.

• Texas A&M University, B.S. Finance

• Wealth Advisor

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It’s the important things that connect us. And although making sense of it all can be hard, asking the right questions can make things clearer. So when I talk to you about wealth management, I want to learn about those life questions that are on your mind. Over many years, we have put our experience to work for each of our clients, helping them find the best way forward to pursue the goals that truly matter.

Capabilities to impact your life and wealth
I focus on portfolio design through asset allocation and risk management—choosing specific investment solutions within the context of your overall plan.

Experience to guide you forward
– Senior Vice President–Wealth Management, UBS, 2001—present
– Senior Vice President, Investments, Morgan Stanley, 1983 – 2001
– Credit Analyst, Cullen Bank, 1981 – 1983

Making a difference in my community
– Advisory Board, Rise School of Houston
– Past President, Houston Longhorn Club
– Member, Chapelwood United Methodist Church
– Member, Houston Country Club

Outside the office
– I live in Tanglewood with my wife, Allison, and have twins, a boy and a girl, who both live and work in Houston
– I am an avid golfer and fisherman

• Forbes Best-in-State Wealth Advisors, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
• 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.

• The University of Texas at Austin, Bachelor of Business Administration

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• MD
• MI
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• NV
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• OK
• OR
• PA
• SC
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Family is what our clients value most. That’s why we work closely with each generation, helping them identify priorities and set realistic goals. Planning is key to finding answers to life’s important questions. It starts with a conversation about what’s most important to you and your family, and where you see yourself in five, 10 and 20 years down the road.

With Uptown Wealth Advisors, we want to uncover the critical information that helps us understand all you hope to achieve with your wealth. Since everyone has their own comfort level with investing, we offer customized solutions that address your specific concerns. Our clients choose us—and stay with us—because we share their values of commitment, family, hard work and legacy.

Capabilities to impact your life and wealth
I specialize in financial planning, asset allocation and portfolio management with a focus on retirement income planning, long-term care solutions and other risk management strategies.

Experience to guide you forward
– Senior Vice President–Wealth Management, UBS, 2001 – present
– Senior Vice President, Investments, Morgan Stanley, 1990 – 2001

Making a difference in my community
– Sustainer, The Junior League of Houston
– Memorial Endowment Fund, The Church of St. John the Divine

Outside the office
– I live in the Villas of Nantucket (Houston) with my husband, Richard Snowden, and have two adult sons.
– I play tennis and am a first-degree black belt in Tae Kwon Do.

• Forbes America’s Top Women Wealth Advisors, 2020, 2021The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
• Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
• 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.
• Forbes Best-in-State Women Wealth Advisors, 2020, 2021, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
• Working Mother Magazine/SHOOK Top Wealth Advisor Moms, 2017, 2018The Working Mother Magazine/SHOOK rating is compiled by Shook Research and awarded annually in October based on information from a 12 month period ending in March of the award year.

• The University of Texas at Austin, Bachelor of Business Administration

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Zach Silverman is a financial advisor with Uptown Wealth Advisors at UBS and has been with the team since 2011. Prior to joining UBS, Zachary was a licensed attorney and worked with several boutique law firms.

Zach has developed a practice working with clients and their families. His clients include corporate executives, independent business owners, attorneys and doctors. Zach is a CERTIFIED FINANCIAL PLANNER and works with clients throughout the planning process.  

Zach currently lives in Bellaire, Texas with his wife Jackelyn and son Gavin and daughter Dylan. 

He holds a Bachelor of Business Administration/International Relations from The American University and a Juris Doctrine from The University of Texas School of Law at Austin. 

• Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2023The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
• 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.

• The American University , Bachelor of Business Administration/International Relations: 2003 - 2007
• The University of Texas School of Law, Juris Doctor: 2010 - 2007

• CERTIFIED FINANCIAL PLANNER™
• Wealth Advisor

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Rick is an Executive Director with Uptown Wealth Advisors at UBS. Rick as over 45 years of wealth management experience.  

Throughout his career, Rick has worked with bank portfolios, trust departments, investment advisors and high net worth individuals. Rick has experience with a variety of fixed income instruments including treasuries, mortgage backed securities, government agency bonds, corporate and municipal bonds.  In 1996, Rick joined what is now UBS Financial Services, transitioning his practice to focus on equities. 

Rick is a graduate of the University of Texas and a native Houstonian. He lives in Houston, Texas with his wife Genie, and has four children, Andy, Tyler (Catherine), Aimee (Matt), and Chris (Caroline) and six grandchildren, Mimi, Molly, Charlotte, Tyler Jr., William and Mills. 

• University of Texas

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Ed joined the wealth management industry 24 years ago after the sale of Ashbaugh Auto Rental Service, where he served as Chief Executive Officer. Originally affiliated with Morgan Stanley, Ed moved to UBS in January 2008 where he joined his son-in-law Larry Callender and the Callender Financial Group. With his clients, Ed emphasizes investment management, asset allocation and risk management. He holds Series 7 and 63 securities licenses and is licensed to offer insurance. Ed is on the investment committee of St. Luke’s United Methodist Church, past president of the Texas Car and Truck Rental Association and a member of Lakeside Country Club. He is also a board member of St. Luke’s UMC Foundation and a board member of the Clarewood House. Ed and his wife, Sylvia, live in Briargrove Park. Ed has two twin grandchildren, Ashley and Taylor.

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Veronica began working in the wealth management business over 28 years ago when she joined the Callender Financial Group in 1987. She moved to UBS with the team in 2001. Veronica is responsible for all operations for the Callender Financial Group. She received her Series 7 and 63 securities licenses in 1992. She is married to John, a retired Houston police officer. Her daughter graduated from Texas A&M at College Station and her stepson received his master’s from Sam Houston State University. When they are not busy camping, boating or traveling, John and Veronica are busy with their other four children—Chihuahuas: Penelope Jane, Charlotte Renee, Daphne Pearl and Beatrice Claire. John and Veronica reside in the Richmond area.

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Jenny is a Client Service Associate and joined Uptown Wealth Advisors in 2022. Prior to joining the team, Jenny worked in Human Resources for 5 years and held valid SHRM-CP and PHR certifications. Jenny is bilingual, with a native proficiency in Spanish. Jenny became registered with both her Series 7 and Series 66 in 2022. She completed both her undergraduate degree and MBA at University of Houston. In her free time, she enjoys cooking and going to the gym. Jenny currently lives in Houston.

• C.T. Bauer College of Business at University of Houston, M.B.A: 2022
• University of Houston, BA - Philosophy