A plan for today, tomorrow and generations to come

A planning-based approach with an emphasis on risk management

Our team is dedicated to making a meaningful impact on your personal and professional life. That means understanding your priorities. Whether your focus is on maintaining your lifestyle, preparing your family to be responsible stewards of wealth or preserving your values and legacy, we’re committed to each generation of your family.

Start the planning conversation

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

Mark S. Katz

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- FL
- GA
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- MI
- MN
- MS
- NC
- ND
- NE
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- SC
- TN
- TX
- UT
- VA
- WA
- WI
- WY
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
Lending services

Business succession

Investing

Custom portfolios

Asset allocation

Multi-generational families

Women investors

Business owners

4400 Post Oak Parkway
17th Floor
Houston, TX 77027
Larry Callender

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AR
- AZ
- CA
- CO
- CT
- DC
- FL
- GA
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- MI
- MN
- MS
- NC
- ND
- NE
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- SC
- TN
- TX
- UT
- VA
- WA
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, 2022The 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
4400 Post Oak Parkway
17th Floor
Houston, TX 77027
Sharon Callender Snowden, CFP

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AR
- AZ
- CA
- CO
- CT
- DC
- FL
- GA
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- MI
- MN
- MS
- NC
- ND
- NE
- NM
- NV
- NY
- OK
- OR
- PA
- SC
- TN
- TX
- UT
- VA
- WA
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, 2022The 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
4400 Post Oak Parkway
17th Floor
Houston, TX 77027
Zachary M. Silverman, CFP®

Financial Advisor
View bio Industry recognition
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- FL
- GA
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- MI
- MN
- MS
- NC
- ND
- NE
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- SC
- TN
- TX
- UT
- VA
- WA
- WI
- WY
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 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
4400 Post Oak Parkway
17th Floor
Houston, TX 77027
Richard Renaudin

Executive Director
View bio
- CA
- CO
- TX
- VA
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
4400 Post Oak Parkway
17th Floor
Houston, TX 77027
Chris Geston

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AL
- AR
- CA
- CO
- CT
- DC
- FL
- GA
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- MI
- MN
- MS
- NC
- ND
- NE
- NJ
- NM
- NY
- OH
- OK
- OR
- PA
- SC
- TN
- TX
- UT
- VA
- WA
- WI
4400 Post Oak Parkway
17th Floor
Houston, TX 77027

Mark S. Katz

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- FL
- GA
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- MI
- MN
- MS
- NC
- ND
- NE
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- SC
- TN
- TX
- UT
- VA
- WA
- WI
- WY
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
Lending services

Business succession

Investing

Custom portfolios

Asset allocation

Multi-generational families

Women investors

Business owners

4400 Post Oak Parkway
17th Floor
Houston, TX 77027
Larry Callender

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AR
- AZ
- CA
- CO
- CT
- DC
- FL
- GA
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- MI
- MN
- MS
- NC
- ND
- NE
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- SC
- TN
- TX
- UT
- VA
- WA
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, 2022The 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
4400 Post Oak Parkway
17th Floor
Houston, TX 77027
Sharon Callender Snowden, CFP

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AR
- AZ
- CA
- CO
- CT
- DC
- FL
- GA
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- MI
- MN
- MS
- NC
- ND
- NE
- NM
- NV
- NY
- OK
- OR
- PA
- SC
- TN
- TX
- UT
- VA
- WA
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, 2022The 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
4400 Post Oak Parkway
17th Floor
Houston, TX 77027
Zachary M. Silverman, CFP®

Financial Advisor
View bio Industry recognition
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- FL
- GA
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- MI
- MN
- MS
- NC
- ND
- NE
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- SC
- TN
- TX
- UT
- VA
- WA
- WI
- WY
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 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
4400 Post Oak Parkway
17th Floor
Houston, TX 77027
Richard Renaudin

Executive Director
View bio
- CA
- CO
- TX
- VA
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
4400 Post Oak Parkway
17th Floor
Houston, TX 77027
Chris Geston

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AL
- AR
- CA
- CO
- CT
- DC
- FL
- GA
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- MI
- MN
- MS
- NC
- ND
- NE
- NJ
- NM
- NY
- OH
- OK
- OR
- PA
- SC
- TN
- TX
- UT
- VA
- WA
- WI
4400 Post Oak Parkway
17th Floor
Houston, TX 77027

Multigenerational families

Advice for business owners and entrepreneurs

2022 tax planning guide

For your financial well-being

Every decision you make with regard to financial planning—whether it pertains to investments, insurance, education, housing, retirement and/or estate planning—can have some impact on your tax situation.

We are committed to helping you confirm that your current and future tax strategy supports your larger financial goals. Learn more.

Download the guide

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In invested assets globally
As of 06/30/2022

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Our global footprint

Global leader

UBS is a world-leading wealth manager

A plan for today, tomorrow and generations to come

A planning-based approach with an emphasis on risk management

Pursuing your goals together

Mark S. Katz

Larry Callender

Sharon Callender Snowden, CFP

Zachary M. Silverman, CFP®

Richard Renaudin

Chris Geston