UBS Hires Cy Aleman as Market Director for Oregon

Rhea-AI Summary

UBS Wealth Management USA has appointed Cy Aleman as the Market Director for Oregon, part of the Pacific Northwest Market. Based in Portland, Aleman will lead financial advisors and support staff across several Oregon offices. His duties include expanding UBS's business in Oregon, recruiting new advisors, and enhancing team performance. Ryan Rozniakowski, Market Executive for the Pacific Northwest Market, praised Aleman for his dedication and impactful leadership. Aleman joins UBS from Amundi US, where he served as Divisional Sales Manager for the Western Division. He holds a bachelor's degree in political science from the University of Oregon.

Positive

• Cy Aleman's appointment as Market Director is expected to strengthen UBS's business activities in Oregon.
• Aleman's leadership could enhance team performance and recruitment of new advisors.
• UBS's focus on an employee-centric and collaborative environment is likely to improve overall performance.

Negative

• No immediate financial or business impact is evident from the press release.
• The positive impact of Aleman's appointment may take time to materialize, creating uncertainty in the short term.

PORTLAND, Ore.--(BUSINESS WIRE)-- UBS Wealth Management USA today announced that Cy Aleman has joined the firm as Market Director for Oregon in the Pacific Northwest Market. He will be based in the Portland area and will oversee the firm’s financial advisors and support staff located in the Bend, Eugene, Lake Oswego, Medford and Portland offices. His primary responsibilities will also include expanding the firm’s business activities in Oregon, recruiting new advisors and coaching team members to maximize performance.

“On behalf of UBS, we’re excited to welcome Cy to the firm,” said Ryan Rozniakowski, Market Executive for the UBS Pacific Northwest Market, which includes Alaska, Montana, Oregon, and Washington. “At the onset, it was very clear to me that Cy was one of the most talented and valued individuals in the region. Over the last few months, I’ve only been further impressed by his passion for helping others, his unquenchable work ethic, and his drive to truly make a positive impact in everything he does. As we build leadership and aim to provide an employee centric, hands-on, proactive, and collaborative environment, I am confident that the addition of Cy meaningfully pushes us closer to our desired values and outcomes.”

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.

Notes to Editors

About UBS

UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. It also provides diversified asset management solutions and focused investment banking capabilities. With the acquisition of Credit Suisse, UBS manages 5.7 trillion dollars of invested assets as per fourth quarter 2023. UBS helps clients achieve their financial goals through personalized advice, solutions and products. Headquartered in Zurich, Switzerland, the firm is operating in more than 50 markets around the globe. UBS Group shares are listed on the SIX Swiss Exchange and the New York Stock Exchange (NYSE).

© UBS 2024. All rights reserved. The key symbol and UBS are among the registered and unregistered trademarks of UBS.

View source version on businesswire.com: https://www.businesswire.com/news/home/20240604797359/en/

Media:

Christina Aquilina

Christina.aquilina@ubs.com

https://www.ubs.com

Source: UBS

FAQ

Who is the new Market Director for UBS in Oregon?

Cy Aleman has been appointed as the new Market Director for UBS in Oregon.

What are Cy Aleman's responsibilities as the Market Director for UBS in Oregon?

Cy Aleman will oversee financial advisors and support staff, expand UBS's business in Oregon, recruit new advisors, and coach team members to maximize performance.

Where is Cy Aleman based in his new role at UBS?

Cy Aleman is based in the Portland area for his role at UBS.

Which previous company did Cy Aleman work for before joining UBS?

Cy Aleman worked for Amundi US, where he was the Divisional Sales Manager for the Western Division.

What is Cy Aleman's educational background?

Cy Aleman holds a bachelor's degree in political science from the University of Oregon.