Knowledge

Powered by experience

James Carideo

Executive Director

Market Director

Registered States:
  • CA
  • FL
  • MO
  • MT
  • NC
  • NJ
  • NV
  • OR
  • TN
  • TX
  • UT
  • WA
5300 SW Meadows Road
Suite 300
Lake Oswego, OR 97035

Email Me

Gregory Hogensen

Senior Vice President–Wealth Management

Financial Advisor

Greg Hogensen is an Executive Director - specializing in wealth management with UBS Financial Services in Lake Oswego, Oregon. He provides strategies and advice to families, foundations, endowments, and businesses in Oregon and throughout the country.

Greg joined Smith Barney as an Account Executive in 1987, obtained his securities licenses and began his financial services career. His distinguished tenure at Smith Barney included a promotion to Branch Manager where he was responsible for branch operations as well as the supervision of approximately 18 advisors and their businesses from 1993 to 2000. He received Smith Barney President's Club awards for 1989-2006 and a promotion to Senior Investment Management Consultant in 1998. Greg graduated from Smith Barney's Consulting Group University and from 1997-1999 he was chosen to serve as one of the University's esteemed instructors.

Born in Salem, Oregon in 1959, Greg attended Sprague High School before earning a football scholarship to play tight end for the Ducks at the University of Oregon. He graduated in 1981 with a Bachelor of Science degree in Business Administration and Real Estate. In addition to Lake Oswego, where he resided for the last 16 years, Greg lived in Salt Lake City, Utah, Eugene and Bend, Oregon. He and his wife have two grown children, both currently living in New York City.

Enjoying membership at the Lake Oswego Country Club and the Fly Fishing Club of Oregon, Greg is passionate about fly fishing, and pledging his support to the Fishery for the Future Generations organization. Over the years, he has dedicated his time and resources in the support of Habitat for Humanity, among other causes.

Registered States:
  • AK
  • AZ
  • CA
  • CO
  • DE
  • FL
  • HI
  • IA
  • ID
  • IL
  • IN
  • LA
  • MA
  • MD
  • MO
  • MT
  • NC
  • NM
  • NV
  • NY
  • OH
  • OR
  • PA
  • TN
  • TX
  • UT
  • WA
5300 SW Meadows Road
Suite 300
Lake Oswego, OR 97035

Email Me

Bethany Cichy

Director

Client Associate Senior

Bethany began her financial services career in 1998 and joined UBS Financial Services in March 2000 in a Client Service Associate role, working with a team of advisors. In 2003, she became part of the management team as the Operations Manager in the Rochester Hills, Michigan office. She later held positions as Operations Manager in Farmington Hills, Michigan and Administrative Manager in the Troy, Michigan complex. She moved to Oregon in 2012 and was promoted to Complex Administrative Manager in 2014. As Complex Administrative Manager, she is responsible for all operations, compliance and administrative areas of the Oregon Complex. Bethany holds the FINRA series 7, 66, 9 & 10 licenses, as well as the Life, Accident and Health Insurance license.

Registered States:
  • AZ
  • CA
  • CO
  • FL
  • IN
  • MA
  • MN
  • NC
  • NV
  • NY
  • OR
  • TX
  • WA
5300 SW Meadows Road
Suite 300
Lake Oswego, OR 97035

Email Me

Marci Collis

Director

Supervisory Officer

Registered States:
  • CA
  • OR
  • SC
  • UT
  • WA
5300 SW Meadows Road
Suite 300
Lake Oswego, OR 97035

Email Me

Nathan Harrell, CPWA

Senior Vice President–Wealth Management

Financial Advisor

Nathan began his career in the wealth management industry in 2004. He is a graduate of The University of Montana, holding a B.S. in business administration with an emphasis in finance and a minor in economics. He has earned the Certified Private Wealth Advisor (CPWA®) credential through the Investment Management Consultants Association®, matriculation at University of Chicago Booth School of Business. Nathan resides in Bend, and also serves as branch manager of the Bend office for UBS. He and his wife, Stacy, keep very busy with their three children.

Registered States:
  • AK
  • AZ
  • CA
  • CO
  • DC
  • FL
  • GA
  • ID
  • IL
  • IN
  • MA
  • MD
  • MI
  • MN
  • MO
  • MT
  • NC
  • NE
  • NJ
  • NV
  • NY
  • OH
  • OR
  • PA
  • RI
  • SC
  • TX
  • UT
  • VA
  • WA
  • WI

Recognized as an industry leader:

  • Forbes Best-in-State Wealth Advisors, 2022, 2023The 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.

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

  • The University of Montana, B.S. in Business Administration

Credentials

  • Certified Private Wealth Advisor®
600 Southwest Columbia
Building 4 (Suite 6200), 2nd Floor
Bend, OR 97702

Email Me

Jim Mead, CFP, CIMA, CEPA

Senior Vice President–Wealth Management

Financial Advisor

Jim Mead is a Senior Partner with The Pacific Wealth Group, focusing primarily on investment and wealth management strategies for high net worth individuals and foundations. With over 34 years of experience in the industry, he has earned the titles Senior Vice President, Wealth Advisor and Senior Portfolio Manager. Located in the team's Bend, Oregon office, he currently holds the Certified Financial Planner™ (CFP®), Certified Investment Management Analyst®℠ (CIMA®), and Certified Exit Planning Advisor (CEPA) designations. As a Certified Exit Planning Advisor, he helps clients prepare their estates for the future liquidity they are destined to earn, and helps plan for the complex challenges they may face—those that are known, as well as those unforeseen. Jim and The Pacific Wealth Group are frequently acknowledged by Oregon Business Magazine as top advisors, and were recently recognized in the top ten. Additionally, Jim was recognized by Forbes as a "Best-in-State" wealth advisor in 2018, 2019, 2020, and 2021.

Jim and his wife Kim are celebrating 29 years together, and have three children. Originally from the San Francisco area, Jim graduated from the University of San Diego before spending his last 28 years in Bend, Oregon. Whether it involves snow skiiing, wakeboarding, hunting, mountain biking, or community involvement, Jim is on the go, taking full advantage of all that Central Oregon has to offer, while appreciating his responsibility to give back to the community.

The credentials that build confidence

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • CERTIFIED INVESTMENT MANAGEMENT ANALYSTSM (CIMA®)
  • CERTIFED EXIT PLANNING ADVISOR (CEPA)
  • Forbes Best-in-State list, 2018, 2019, 2020, 2021

Registered States:
  • AK
  • AZ
  • CA
  • CO
  • DE
  • FL
  • GA
  • HI
  • IA
  • ID
  • IL
  • IN
  • KS
  • KY
  • MA
  • ME
  • MI
  • MN
  • MO
  • MT
  • NC
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OR
  • PA
  • PR
  • SC
  • SD
  • TN
  • TX
  • UT
  • VA
  • WA
  • WI
  • WY

Recognized as an industry leader:

  • Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022, 2023The 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.

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

600 Southwest Columbia
Building 4 (Suite 6200), 2nd Floor
Bend, OR 97702

Email Me

John Schlendorf

Senior Vice President–Wealth Management

Financial Advisor

Registered States:
  • AZ
  • CA
  • FL
  • HI
  • ID
  • MD
  • MI
  • MO
  • NV
  • OR
  • PA
  • SC
  • TN
  • TX
  • VA
  • WA
  • WY

Credentials

  • Chartered Financial Analyst®
805 South West Broadway
Suite 2600
Portland, OR 97205

Email Me