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.

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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.

  • roz

    Ryan Rozniakowski

    Executive Director

    Market Executive

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    • AK
    • AL
    • AR
    • CO
    • DC
    • FL
    • HI
    • IA
    • IN
    • MA
    • MD
    • ME
    • MI
    • MT
    • NE
    • NH
    • NJ
    • NV
    • OK
    • OR
    • PA
    • SD
    • UT
    • VT
    • WA

    Ryan is the Market Executive of the UBS Pacific Northwest Wealth Management Market. Ryan is responsible for driving the growth and profitability of the 13 offices and 400+ employees across the states of Washington, Oregon, Montana, and Alaska. As a Market leader, he approaches each day with an intense passion to help people pursue and achieve extraordinary results. He is committed to creating a culture that inspires others to consistently outpace both personal and professional goals. He views challenging environments and complex problems as opportunities to deliver meaningful solutions to both employees and clients alike.

    Prior to his current role, Ryan served as Market Director of the UBS Denver office, the flagship branch in the UBS Rockies Market. He is originally from Philadelphia, Pennsylvania and attended West Chester University, where he helped pioneer a reintroduction of their once storied wrestling program, before studying economics and political science at Pennsylvania State University. Ryan currently holds Series 7, 9, 10, and 66 securities licenses, as well as a Leadership in Diversity and Inclusion certificate from Cornell University.

          925 Fourth Avenue
          31st and 32nd Floors
          Seattle, WA 98104
          ryan.rozniakowski@ubs.com
          Ryan Rozniakowski
          925 Fourth Avenue,Seattle,WA,98104
        • Witterscein

          Kerry Witterschein

          Associate Director

          Admin 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

                925 Fourth Avenue
                31st and 32nd Floors
                Seattle, WA 98104
                kerry.witterschein@ubs.com
                Kerry Witterschein
                925 Fourth Avenue,Seattle,WA,98104
              • 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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                    Turn possibilities into a plan

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                    UBS Year Ahead 2025

                    Roaring 20s: The next stage

                    Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.

                    A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.

                    Read the report

                    A leader in wealth management

                    Backed by the strength of our parent company, UBS AG

                    $5.9+ trn

                    UBS Group invested assets
                    As of 06/30/2024

                    51 countries

                    Our global footprint

                    Global leader

                    UBS is a leading and truly global wealth manager

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