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.

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  • Brian Zakrocki Headshot

    Brian Zakrocki

    Managing Director–Wealth Management

    Financial Advisor

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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
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        • Joseph Wladyka Headshot

          Joseph Wladyka

          Managing Director–Wealth Management

          Financial Advisor

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          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 Headshot

                Lora Tloczkowski

                Senior Wealth Strategy Associate

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                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 Headshot

                      Ryan Malloy

                      Senior Wealth Strategy Associate

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                      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 Headshot

                            Luke Persico

                            Wealth Strategy Associate

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                              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 Headshot

                                    Victoria Lieb

                                    Senior Client Associate

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                                      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.

                                          Are markets going "Back to the Future"?

                                          Debt ceiling and inflation

                                          Tree

                                          Exceptional financial strength and stability

                                          Legacy—Wealth for others

                                          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.

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                                          A global leader in wealth management

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                                          In invested assets globally 
                                          As of 12/31/2022

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                                          UBS is a world-leading wealth manager