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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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.
100 Crescent Court
Dallas, TX 75201

robert.giordano@ubs.com

Robert Giordano

100 Crescent Court,Dallas,TX,75201
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.
225 108th Avenue NE
Suite 800
Bellevue, WA 98004

cy.aleman@ubs.com

Cy Aleman

225 108th Avenue NE,Bellevue,WA,98004
Marci Collis

Director

Supervisory Officer
View bio
- 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
Kevin Janke

Director

Associate Market Executive
View bio
- 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

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.
100 Crescent Court
Dallas, TX 75201

robert.giordano@ubs.com

Robert Giordano

100 Crescent Court,Dallas,TX,75201
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.
225 108th Avenue NE
Suite 800
Bellevue, WA 98004

cy.aleman@ubs.com

Cy Aleman

225 108th Avenue NE,Bellevue,WA,98004
Marci Collis

Director

Supervisory Officer
View bio
- 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
Kevin Janke

Director

Associate Market Executive
View bio
- 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

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.}

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Tariffs, volatility and your portfolio

Are you 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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As of 06/30/2024

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Lasting relationships

Pursuing your goals together

Robert Giordano

Cy Aleman

Marci Collis

Kevin Janke

Robert Giordano

Cy Aleman

Marci Collis

Kevin Janke

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Education

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Turn possibilities into a plan

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Workplace Wealth Solutions

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Tariffs, volatility and your portfolio

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