Managing Director–Wealth Management
Financial Advisor
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.
He holds a BBS in Finance from Texas A&M University in College Station, Texas.
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
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Senior Vice President–Wealth Management
Financial Advisor
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
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
Senior Vice President–Wealth Management
Financial Advisor
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.
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
Senior Vice President–Wealth Management
Financial Advisor
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.
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
Credentials
Executive Director
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.
Education
Senior Vice President–Wealth Management
Financial Advisor
Chris is in his third decade of 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.
Team Administrator
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.
Associate Director
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 year 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.
Client Associate
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.
Education