$3.9 trillion
In invested assets globally
As of 12/31/2022
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 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:
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.
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.
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.
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.
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 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 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:
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.
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.
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.
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.
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 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.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Are we headed for a new regime in the markets or are we going “Back to the Future”? Will we experience continued uncertainty around the Fed, inflation and market volatility or is there another view brewing on the horizon?
A discussion on the latest debt ceiling developments and inflation data with John Savercool, Head of the UBS US Office of Public Policy, Brian Rose, Senior Economist, CIO Americas, and Leslie Falconio, Head of Taxable Fixed Income Strategy, CIO Americas.
Right now, we know a strong foundation is more important to you than ever. For more than 160 years, UBS has been tested and proven resilient—serving our clients through a wide range of financial challenges and market conditions. We continue to be recognized for, and demonstrate, our strength as a leader among the biggest, and strongest, globally systemic banks.
For needs that go beyond your own—to help you improve the lives of others
What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.
Learn more at ubs.com/wealthway.
$3.9 trillion
In invested assets globally
As of 12/31/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
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