Let's move forward. Together.

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.

Brian Zakrocki

Managing Director–Wealth Management

Financial Advisor
View bio
- AK
- AL
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- 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
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WV
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Brian Zakrocki is a Managing Director at UBS Financial Services in Private Wealth Management. Mr. Zakrocki works with founders and entrepreneurs, multigenerational families, family offices, corporate executives, and foundations in the ultra-high net worth space. He partners with his clients to provide them with holistic wealth management solutions including:
- Trust and estate planning strategies
- Philanthropic giving advice
- Family engagement and governance insight
- Asset allocation advice
- Investment management
- Lending strategies
- Liquidity management solutions
Prior to joining UBS, Brian was a Senior Managing Director and Wealth Manager with First Republic Investment Management. Before joining First Republic in 2020, Mr. Zakrocki spent 18 years at Goldman Sachs where he quickly ascended to the title of Managing Director by focusing on serving clients in the ultra-high net worth space. Mr. Zakrocki also worked as a Certified Public Accountant at Arthur Andersen prior to joining Goldman Sachs in 2002.

Active in his local community, Mr. Zakrocki serves as a mentor through 10,000 Degrees, a nonprofit that helps underserved students get to and through college. He is an Advisory Board Member and Investment Committee Member for Kellenberg Memorial High School, an Investment Committee Member for The Binghamton University Foundation, and an active member of The Economic Club of New York.

Mr. Zakrocki graduated summa cum laude with a bachelor’s degree in Accounting from Binghamton University and earned his MBA, with honors, from New York University Stern School of Business.
1285 Avenue Of The Americas
New York, NY 10019
Joseph Wladyka

Managing Director–Wealth Management

Financial Advisor
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
Joseph Wladyka is a Managing Director at UBS Financial Services. Prior to joining UBS, Joseph was a Managing Director and Wealth Manager with First Republic Investment Management. Mr. Wladyka joined First Republic in 2020. He is dedicated to helping clients reach their unique goals through the development and implementation of customized investment and wealth planning strategies. Prior to joining First Republic, he was a Senior Private Wealth Advisor at Goldman Sachs, which he joined in 2004.

Active in his local community, he is a board member for Shore to Help, a nonprofit organization that raises funds for local charities and families in need.

Mr. Wladyka graduated magna cum laude with a B.B.A. in Finance from the University of Notre Dame.
1285 Avenue Of The Americas
New York, NY 10019
Lora Tloczkowski

Senior Wealth Strategy Associate
View bio
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- 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
- SC
- SD
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WV
- WY
Lora is a Relationship Manager at UBS Financial Services Inc. Prior to joining First Republic in 2020, Lora was a Vice President in the Investment Management Division of Goldman Sachs, which she joined in 2012. Lora graduated magna cum laude from Northeastern University with a bachelor's degree in International Business and holds a master's degree in Government & Politics from St. John's University.
1285 Avenue Of The Americas
New York, NY 10019
Ryan Malloy

Senior Wealth Strategy Associate
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
Ryan is a Senior Wealth Strategy Associate at UBS Financial Services Inc. Prior to joining First Republic in 2020, Ryan began his career at Goldman Sachs. Ryan graduated summa cum laude from Lehigh University with a bachelor's degree in Finance. While attending Lehigh, Ryan served as captain of the school's varsity baseball team.
1285 Avenue Of The Americas
New York, NY 10019
Luke Persico

Wealth Strategy Associate
View bio
Luke is a Wealth Strategy Associate at UBS Financial Services Inc. Prior to joining First Republic in 2020, Luke had a three-year professional baseball career with the Oakland Athletics organization. Luke earned his bachelor's degree in Political Science with a concentration in International Relations from the University of California, Los Angeles.
Victoria Lieb

Senior Client Associate
View bio
Victoria began her career at Goldman Sachs in 2017 before eventually joining First Republic in 2020. Victoria joined UBS Financial Services Inc. in 2023 as a Senior Client Associate. Victoria earned her bachelor's degree in Statistics with a minor in Economics from Rutgers University.

Brian Zakrocki

Managing Director–Wealth Management

Financial Advisor
View bio
- AK
- AL
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- 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
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WV
- WY
Brian Zakrocki is a Managing Director at UBS Financial Services in Private Wealth Management. Mr. Zakrocki works with founders and entrepreneurs, multigenerational families, family offices, corporate executives, and foundations in the ultra-high net worth space. He partners with his clients to provide them with holistic wealth management solutions including:
- Trust and estate planning strategies
- Philanthropic giving advice
- Family engagement and governance insight
- Asset allocation advice
- Investment management
- Lending strategies
- Liquidity management solutions
Prior to joining UBS, Brian was a Senior Managing Director and Wealth Manager with First Republic Investment Management. Before joining First Republic in 2020, Mr. Zakrocki spent 18 years at Goldman Sachs where he quickly ascended to the title of Managing Director by focusing on serving clients in the ultra-high net worth space. Mr. Zakrocki also worked as a Certified Public Accountant at Arthur Andersen prior to joining Goldman Sachs in 2002.

Active in his local community, Mr. Zakrocki serves as a mentor through 10,000 Degrees, a nonprofit that helps underserved students get to and through college. He is an Advisory Board Member and Investment Committee Member for Kellenberg Memorial High School, an Investment Committee Member for The Binghamton University Foundation, and an active member of The Economic Club of New York.

Mr. Zakrocki graduated summa cum laude with a bachelor’s degree in Accounting from Binghamton University and earned his MBA, with honors, from New York University Stern School of Business.
1285 Avenue Of The Americas
New York, NY 10019
Joseph Wladyka

Managing Director–Wealth Management

Financial Advisor
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
Joseph Wladyka is a Managing Director at UBS Financial Services. Prior to joining UBS, Joseph was a Managing Director and Wealth Manager with First Republic Investment Management. Mr. Wladyka joined First Republic in 2020. He is dedicated to helping clients reach their unique goals through the development and implementation of customized investment and wealth planning strategies. Prior to joining First Republic, he was a Senior Private Wealth Advisor at Goldman Sachs, which he joined in 2004.

Active in his local community, he is a board member for Shore to Help, a nonprofit organization that raises funds for local charities and families in need.

Mr. Wladyka graduated magna cum laude with a B.B.A. in Finance from the University of Notre Dame.
1285 Avenue Of The Americas
New York, NY 10019
Lora Tloczkowski

Senior Wealth Strategy Associate
View bio
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- 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
- SC
- SD
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WV
- WY
Lora is a Relationship Manager at UBS Financial Services Inc. Prior to joining First Republic in 2020, Lora was a Vice President in the Investment Management Division of Goldman Sachs, which she joined in 2012. Lora graduated magna cum laude from Northeastern University with a bachelor's degree in International Business and holds a master's degree in Government & Politics from St. John's University.
1285 Avenue Of The Americas
New York, NY 10019
Ryan Malloy

Senior Wealth Strategy Associate
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
Ryan is a Senior Wealth Strategy Associate at UBS Financial Services Inc. Prior to joining First Republic in 2020, Ryan began his career at Goldman Sachs. Ryan graduated summa cum laude from Lehigh University with a bachelor's degree in Finance. While attending Lehigh, Ryan served as captain of the school's varsity baseball team.
1285 Avenue Of The Americas
New York, NY 10019
Luke Persico

Wealth Strategy Associate
View bio
Luke is a Wealth Strategy Associate at UBS Financial Services Inc. Prior to joining First Republic in 2020, Luke had a three-year professional baseball career with the Oakland Athletics organization. Luke earned his bachelor's degree in Political Science with a concentration in International Relations from the University of California, Los Angeles.
Victoria Lieb

Senior Client Associate
View bio
Victoria began her career at Goldman Sachs in 2017 before eventually joining First Republic in 2020. Victoria joined UBS Financial Services Inc. in 2023 as a Senior Client Associate. Victoria earned her bachelor's degree in Statistics with a minor in Economics from Rutgers University.

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Brian Zakrocki

Joseph Wladyka

Lora Tloczkowski

Ryan Malloy

Luke Persico

Victoria Lieb