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    Ryan Kotarba

    Senior Vice President–Wealth Management

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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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              1255 Treat Blvd
              Suite 1000
              Walnut Creek, CA 94597
              caroline.cherezian@ubs.com
              Caroline Cherezian
              1255 Treat Blvd,Walnut Creek,CA,94597
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            ElectionWatch 2024

            24 questions for the '24 US election

            Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.

            The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.

            Download the report

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