Mark is a Managing Director for UBS, a title reserved for a handful of advisors around the globe. Having completed comprehensive training in financial planning, asset management, and wealth transfer strategies he is also one of UBS' exclusive Private Wealth Advisors. As a UBS Pinnacle Advisor, Mark also holds an accolade reserved for the firm's most accomplished Financial Advisors, and earned the firm's designation of Senior Portfolio Manager through his advanced level of expertise in discretionary professional portfolio management. In addition, he continues to receive recognition from domestic and international organizations: as a Barron's Top 1200 Financial Advisor since 2009, as a member of the 2013 inaugural, 2014, and 2017 list of Financial Times' Top 400 Financial Advisors, and on the 2016 inaugural Forbes' list of America's Top Wealth Advisors.

• Pinnacle, UBS Financial Services Inc., 2011 - 2017
• Circle of Excellence, UBS Financial Services Inc., 2007 - 2016
• Financial Times' Top 400 Financial Advisers, 2013 - 2014, 2017
• Barron's Top Financial Advisors, 2009 - 2017
• Chairman's Council, UBS Financial Services Inc., 2004 - 2011

• M.B.A., Saint Edwards University
• B.B.A. Finance, University of Texas, 1988

• Series 65, Investment Advisor Representative
• Series 6, Variable Contracts Representative
• Series 7, General Securities Representative
• Series 63, Uniform Securities State Agent
• Life, Health Insurance and Variable Annuities Licensed: CA(#0D92418), MI, NC, TX

• Committee Member for the Regents Cup, benefitting the Regents School of Austin Athletics and Fine Arts
• Finance Committee Chair, Regents School of Austin Endowment Fund
• Past Member of the University of Texas Ex-Students' Association Investment Committee
• Past Youth Baseball Coach

CA, CO, CT, DC, FL, GA, IA, IL, LA, MD, ME, MI, NC, NJ, NY, OK, PA, TN, TX, WA