Lasting relationships

Understanding what matters most to you

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.

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How UBS empowers our financial advisors

UBS Advisors are among the top in the industry. They’re backed by a wealth management leader with insights into key global markets and 160 years’ experience providing best-in-class advice and solutions to some of the world’s wealthiest individuals and families.

Explore if UBS is the right fit for you

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.

Robert Giordano

Managing Director

Market Director
View bio
- 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.
925 Fourth Avenue
Floor 31
Seattle, WA 98104

robert.giordano@ubs.com

Robert Giordano

925 Fourth Avenue,Seattle,WA,98104
Cy Aleman

Executive Director

Market Director
View bio
- 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 at UBS Financial Services, Inc., overseeing the UBS Offices in Oregon. In this role, Cy is responsible for driving regional market strategies, fostering financial growth, and leading a diverse team of professionals to achieve operational excellence.

Cy is passionate about supporting his team in both business and personal development, creating high-level engagements that set industry standards. He finds great joy in building long-term relationships with the outstanding professionals in his community.

In 2013, Cy earned his CFP® designation. He holds a bachelor’s degree from the University of Oregon, where he was named Second Team All Pac-10 All Academic in 2001 while playing football as a wide receiver for the Oregon Ducks. This experience instilled in him a strong work ethic and dedication to success, qualities that his clients greatly appreciate.

Cy and his wife, Morgan, reside in Portland with their sons, Bodhi and Asher, and their rescued dog, Yogi. In his spare time, Cy enjoys skiing, golfing, traveling, and mountaineering. As Oregon alumnus, Cy and Morgan frequently visit Autzen Stadium.
5300 Meadows Road
Suite 300
Lake Oswego, OR 97035

cy.aleman@ubs.com

Cy Aleman

5300 Meadows Road,Lake Oswego,OR,97035
Marci Collis

Director

Supervisory Officer
View bio
- AK
- CA
- MT
- OR
- 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

Managing Director

Market Director
View bio
- 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.
925 Fourth Avenue
Floor 31
Seattle, WA 98104

robert.giordano@ubs.com

Robert Giordano

925 Fourth Avenue,Seattle,WA,98104
Cy Aleman

Executive Director

Market Director
View bio
- 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 at UBS Financial Services, Inc., overseeing the UBS Offices in Oregon. In this role, Cy is responsible for driving regional market strategies, fostering financial growth, and leading a diverse team of professionals to achieve operational excellence.

Cy is passionate about supporting his team in both business and personal development, creating high-level engagements that set industry standards. He finds great joy in building long-term relationships with the outstanding professionals in his community.

In 2013, Cy earned his CFP® designation. He holds a bachelor’s degree from the University of Oregon, where he was named Second Team All Pac-10 All Academic in 2001 while playing football as a wide receiver for the Oregon Ducks. This experience instilled in him a strong work ethic and dedication to success, qualities that his clients greatly appreciate.

Cy and his wife, Morgan, reside in Portland with their sons, Bodhi and Asher, and their rescued dog, Yogi. In his spare time, Cy enjoys skiing, golfing, traveling, and mountaineering. As Oregon alumnus, Cy and Morgan frequently visit Autzen Stadium.
5300 Meadows Road
Suite 300
Lake Oswego, OR 97035

cy.aleman@ubs.com

Cy Aleman

5300 Meadows Road,Lake Oswego,OR,97035
Marci Collis

Director

Supervisory Officer
View bio
- AK
- CA
- MT
- OR
- UT
- WA
5300 Meadows Road
Suite 300
Lake Oswego, OR 97035

marci.collis@ubs.com

Marci Collis

5300 Meadows Road,Lake Oswego,OR,97035

Turn possibilities into a plan

What’s really important to you—today and for the long term? UBS Wealth Way starts with questions and discussions that can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

^{UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment. Time frames may vary. Strategies are subject to individual client goals, objectives and suitability.}

House View Monthly

Watch the replay of the CIO House View monthly livestream for a conversation with Mark Haefele, GWM Chief Investment Officer, and David Lefkowitz, Head of US Equities, CIO Americas, hosted by Anthony Pastore, Head of Broadcast Communications, CIO Americas. Global equity markets have surged on the momentum of artificial intelligence, but investors now face a pivotal question: can AI drive economies to “escape velocity” and unlock a new era of growth, or will challenges like rising debt and persistent inflation slow progress? Our discussion will help you interpret the signals, seize opportunities, and build resilient portfolios for long-term success. For more insights, read CIO’s Year Ahead 2026 outlook.

December 04, 2025

A leading global wealth manager

Donor-advised funds

Year-end charitable giving

As we approach the end of the year, you may be thinking about the charitable contributions you’d like to make. Learn how a donor-advised fund (DAF), can support your favorite charities in a flexible, tax-efficient and cost-effective manner.

For personalized service and more information on how a DAF can fit into your charitable giving plans, contact our team today.

A leader in wealth management

Backed by the strength of our parent company, UBS AG

^$6.9 trn

UBS Group invested assets
As of 10/29/2025

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager

Lasting relationships

How UBS empowers our financial advisors

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