Time to do great things

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. 

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

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.

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. 

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. 

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.