Lasting relationships

Understanding what matters most to you

Pillar rock

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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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.

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    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
        • Witterscein

          Kerry Witterschein

          Associate Director

          Assistant Operations Manager

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          • AK
          • AL
          • DC
          • FL
          • HI
          • IN
          • MA
          • MD
          • ME
          • MI
          • MT
          • NE
          • NJ
          • OK
          • OR
          • PA
          • SD
          • TX
          • UT
          • VT
          • WA
          • WI

                600 Southwest Columbia
                Building 4 (Suite 6200), 2nd Floor
                Bend, OR 97702
                kerry.witterschein@ubs.com
                Kerry Witterschein
                600 Southwest Columbia,Bend,OR,97702
              • Collis

                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
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                    The UBS Optimus Foundation has committed up to $1 million in match funding for donations to trusted relief organizations Americares, World Central Kitchen, Team Rubicon and GiveDirectly in support of their efforts on behalf of those affected by the recent wildfires in southern California.

                    Learn more about how you can get involved and double your impact through the UBS Optimus Foundation.

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