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    Ryan Kotarba

    Senior Vice President–Wealth Management

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    • AR
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    • CO
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    • DE
    • FL
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    • HI
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    A graduate from Saint Mary's College of California, Moraga, CA, Ryan earned a B.S. in business administration. He subsequently obtained Series 7, 31, 63, 65, and 66 securities licenses, as well as his life, health and long-term care insurance licenses. Outside of work, Ryan is active with and/or donates to the following organizations: Saint Mary’s College , Good Tidings Foundation, and the Monument Crisis Center. In 2006 Ryan founded the Diablo Valley Philanthropic Society.

      • Saint Mary's College of California, Moraga, CA, B.S. Business Administration
        1255 Treat Blvd
        Suite 1000
        Walnut Creek, CA 94597
        ryan.kotarba@ubs.com
        Ryan Kotarba
        1255 Treat Blvd,Walnut Creek,CA,94597
      • Caroline Avedian Profile Photo

        Caroline Cherezian

        Wealth Strategy Associate

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        • FL
        • GA
        • IL
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        • MA
        • MD
        • MN
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        • NV
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        • OH
        • OK
        • TN
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        • UT
        • WA

              1255 Treat Blvd
              Suite 1000
              Walnut Creek, CA 94597
              caroline.cherezian@ubs.com
              Caroline Cherezian
              1255 Treat Blvd,Walnut Creek,CA,94597
            Three generations in apple orchard

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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

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            As of 06/30/2024

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