Lasting relationships

Understanding what matters most to you

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Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

Co-workers

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Cy Aleman

    Cy Aleman

    Executive Director

    Market Director

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    • AK
    • AL
    • AR
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • HI
    • IA
    • ID
    • IL
    • IN
    • KS
    • KY
    • LA
    • MA
    • MD
    • ME
    • MI
    • MN
    • MO
    • MS
    • MT
    • NC
    • ND
    • NE
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OK
    • OR
    • PA
    • PR
    • RI
    • SC
    • SD
    • TN
    • TX
    • UT
    • VA
    • VT
    • WA
    • WI
    • WV
    • WY

    Cy Aleman is the Market Director for the Oregon Complex in the UBS Pacific Northwest Market.

    Prior to UBS, Cy had been with Amundi US since 2012, most recently as their Divisional Sales Manager for the Western Division. In that role, Cy was responsible for establishing and maintaining relationships with financial professionals and helping them acquire new assets through target specific marketing and market trend education.

    Cy earned a bachelor’s degree in political science from the University of Oregon, where he was Second Team, Pac-10 All Academic in 2001 while playing football as wide receiver for the Oregon Ducks. Before moving to Oregon, Cy and his wife, Morgan, lived in Seattle with their sons, Bodhi and Asher, and their rescued dog, Yogi. In his spare time, he enjoys skiing, golfing, traveling and mountaineering.

          225 108th Avenue NE
          Suite 800
          Bellevue, WA 98004
          cy.aleman@ubs.com
          Cy Aleman
          225 108th Avenue NE,Bellevue,WA,98004
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          Marci Collis

          Director

          Supervisory Officer

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          • CA
          • MT
          • OR
          • SC
          • UT
          • WA

                5300 Meadows Road
                Suite 300
                Lake Oswego, OR 97035
                marci.collis@ubs.com
                Marci Collis
                5300 Meadows Road,Lake Oswego,OR,97035
              • Robert Giordano

                Robert Giordano

                Managing Director

                Market Director

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                • AK
                • AL
                • AR
                • AZ
                • CA
                • CO
                • CT
                • DC
                • DE
                • FL
                • GA
                • HI
                • IA
                • ID
                • IL
                • IN
                • KS
                • KY
                • LA
                • MA
                • MD
                • ME
                • MI
                • MN
                • MO
                • MS
                • MT
                • NC
                • ND
                • NE
                • NH
                • NJ
                • NM
                • NV
                • NY
                • OH
                • OK
                • OR
                • PA
                • PR
                • RI
                • SC
                • SD
                • TN
                • TX
                • UT
                • VA
                • VI
                • VT
                • WA
                • WI
                • WV
                • WY

                Robert currently serves as the Market Executive in the Pacific Northwest Market for UBS.  In this role, he collaborates with his branch managers, financial advisors and staff to drive business growth across Pacific Northwest.

                Professional History

                Prior to his current position, Robert was Dallas Fort Worth Region Market Director since 2023, and the Silicon Valley Market Head from June 2016 - January 2020 and was Branch Manager of the Carmel Valley, San Diego branch from Sept 2011- June 2016. He was named Branch Manager of the year in 2012 and ranked #1 in his branch revenue group for 3 straight years.

                Robert has been with UBS entities for over 30 years. He started at PaineWebber in 1983, working as a Financial Advisor for 11 years before moving into management roles in the home office, regional and divisional roles until 2005.  He moved on to the Branch Manager role for the Colorado Springs Complex (including Pueblo and Durango, CO) for 3 years and the Resident Branch Manager role in Boston for 3 1/2 years.

                Education and Personal

                Robert holds a degree in Finance from Iona College in New Rochelle NY. He also holds the CFP® and CIMA® designations. Robert is very active in the local community with the Rotary, Wounded Warriors and The Humane Society. He also helped to lead his employees at UBS in the local community with underprivileged children at the Monarch School and Junior Achievement. Robert is married to his wife Sarah and they currently reside in Seattle, Washington.

                      100 Crescent Court
                      Dallas, TX 75201
                      robert.giordano@ubs.com
                      Robert Giordano
                      100 Crescent Court,Dallas,TX,75201
                    • Kevin Janke

                      Kevin Janke

                      Director

                      Associate Market Executive

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                      • AR
                      • CA
                      • CO
                      • FL
                      • HI
                      • MA
                      • NJ
                      • UT
                      • WA

                      With over fifteen years in the financial industry, starting at Merrill Lynch and later joining UBS in 2017. Kevin has found himself constantly pulled towards leadership roles. His current successes in building large teams and solving complex problems draw from his experience as a sales leader, where he's learned to gauge exactly what clients and advisors are prioritizing at this moment. 

                      Outside of work, he loves spending time with his wife and daughter,  their dog and checking out new restaurants in town. Depending on the season, you’ll find him snowboarding on the slopes, or relaxing at Alki beach.

                            225 108th Avenue NE
                            Suite 800
                            Bellevue, WA 98004
                            kevin.janke@ubs.com
                            Kevin Janke
                            225 108th Avenue NE,Bellevue,WA,98004
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                          The first 100 days

                          Is your portfolio ready?

                          In the first 100 days of a second Trump administration, policy uncertainty continues to dominate. Do you have questions about the impact of tariffs, inflation and geopolitical developments on your investment strategy?

                          We’re here to help you make sense of it all and move forward with confidence. Make sure your portfolio is prepared for ongoing market volatility.

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