A plan for today, tomorrow and generations to come

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Mark Katz is a Managing Director 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 has over 32 years of wealth management experience 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. 

• 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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Larry has over 41 years of wealth management experience.  After working as a family team alongside his Father, Mother, Father-in-law and Sister for 37 years, Larry and his sister, Sharon, joined Uptown Wealth Advisors in 2022.

Larry specializes in advising high-net worth clients, including families and business owners.  He focusses on portfolio design and has earned the title of Senior Portfolio Manager. He assists clients by choosing specific investment solutions within the context of their overall plan. He has been recognized by Forbes for several years. 

Larry received his Bachelor of Business Administration from The University of Texas at Austin with a concentration in finance.  Larry serves his community in many capacities.  He serves on the Advisory Board for the Rise School of Houston, is a Past President of the Houston Longhorn Club, attends Chapelwood United Methodist Church as a member, and enjoys playing golf as an active member of Houston Country Club.  He also loves to hunt and fish and is a member of The Garwood Club.

When not at work, Larry lives in Tanglewood with his wife, Allison, and they have boy/girl twins who are both married adults. They are also blessed to be grandparents to identical twin boys.   

• Forbes Best-in-State Wealth Advisors, 2022, 2023, 2024The 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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Sharon has 35 years of wealth management experience.  Originally part of a family team, she and her brother joined Uptown Wealth Advisors in 2022.

Sharon’s passion is working with high-net worth clients and their families over multiple generations.  Following in her late mother’s footsteps, Sharon earned her CERTIFIED FINANCIAL PLANNERTM designation in 2005 and works closely with clients with a focus on retirement planning, estate planning, and risk management.  She has been named to multiple Forbes lists spanning many years.

Sharon holds a Bachelor of Business Administration from The University of Texas at Austin and completed the CERTIFIED FINANCIAL PLANNERTM Certification Education Program at Rice University.

Outside the office, Sharon serves as President of the St. John the Divine Memorial Endowment Fund and as a Trustee of the Episcopal Foundation of Texas.  Sharon enjoys playing tennis and splitting her time between Houston and Washington County with her husband, Richard.  Between them, they have 5 children, 5 grandchildren, and 2 Golden Retrievers. 

• 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, 2023, 2024The 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 Top Women Wealth Advisors Best-in-State, 2022, 2023, 2024The 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
• Rice University, CERTIFIED FINANCIAL PLANNER Certification Education Program

• CERTIFIED FINANCIAL PLANNER®
• Wealth Advisor

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Zachary Silverman is a financial advisor with Uptown Wealth Advisors 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, multi-generational family owned businesses, attorneys and doctors. Zach is a CERTIFIED FINANCIAL PLANNER and works with clients throughout the financial planning process.  

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

Zach is currently an active member of Texas Exes, serves as Vice President of the Bellaire Little League Board of Trustees, and is highly involved in his children's school, Segal Academy. In his free time, Zach enjoys coaching youth sports, playing golf, and attending both collegiate and professional sporting events.

• 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 Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award 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 focus from institutional clients to high net worth individuals . 

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, Aimee, and Chris. He is also blessed to be a grandpa to eleven grandchildren. 

• The University of Texas at Austin, BBA Finance: 1976

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Chris has over 34 years of experience in advising on and managing the financial affairs of corporate executives, business owners, professional entertainers, and their extended families. The scope of Chris’ work includes all aspects of the protecting, growing, leveraging, accessing and gifting of his clients’ wealth; all with an eye towards tax efficiency and multigenerational success.

Chris grew up in Fargo, North Dakota, received degrees in Political Science and Business from Southern Methodist University, began his private wealth management career with Lehman Brothers in New York City, luckily met and married a true Texan, and joined UBS in Houston in 2006. Chris and his wife, Laurie, live in Afton Oaks and have two grown children; Gunnar, who is a teacher with HISD, and Bennett, who is in advertising in New Orleans.

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Veronica began working in the wealth management business over 36 years ago when she joined the Callender Financial Group in 1987. She moved to UBS with the team in 2001. Veronica is responsible for managing all operations for Uptown Wealth Advisors.

She received her Series 7 and 63 securities licenses in 1992 and Series 66 in 2022.

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 cruising or relaxing in Galveston, John and Veronica are busy with their other five children—Chihuahuas: Daphne Pearl, Francis Beatrice, Ann Margaret, Sophia Leonor, and Gabrielle Marie (Coco). John and Veronica reside in the Richmond area.

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Sylvia has 34 years of client service experience on the fixed income and retail side of the financial industry. She has worked for leading firms in the financial services industry. Sylvia began her career at a regional bond house in operations. She has been responsible for managing the administrative functions for several private wealth advisors.

In 1996 she joined what is now UBS Financial Services. Sylvia has served as the branch technology liaison, Managed account specialist, Insurance specialist, branch trainer and Coach. She holds a Series 7 and 63 General Securities and state license, Series 65 Investment Advisor, Series 9/10 Sales supervisor as well as Texas Insurance license. The last 5 years she was a member of Management for the South Texas Market and the Greater Boston Markets.

Sylvia is a native Houstonian with strong family values. She enjoys giving back to the community by volunteering with various charities at her church and at the high school where her 4 boys graduated. She is a certified Zumba instructor and an avid runner.

Mariah grew up in Lafayette, Louisiana and moved to Houston in 2016. She attended St. Agnes Academy for high school then moved to New York to pursue her college degree at Fordham University’s Gabelli School of Business. During her time at Fordham, she gained valuable experience through internships with prestigious financial institutions like Goldman Sachs and JPMorgan Asset Management, while also competing on Fordham’s D1 tennis team. She graduated in 2023 with a bachelor's degree in Finance, a minor in Economics, and a concentration in Alternative Investments.

Mariah joined Uptown Wealth advisors in October of 2023, shortly after graduating college. She is currently studying for her Series 7 and Series 66 licensing exams.

• Fordham University's Gabelli School of Business, Finance: 2019 - 2023