Experience

Brian is a Managing Director and Private Wealth Advisor at UBS. Prior to joining UBS, Brian was a Senior Managing Director with First Republic Investment Management, which he joined in 2020. Brian was previously a Managing Director at Goldman Sachs, where he spent 18 years as a Top Advisor and a member of the Advisor’s Council. Brian managed some of the firm’s largest clients and was a mentor to many. His practice is focused on providing holistic wealth management solutions, including trust and estate planning, philanthropic giving and asset management advice, to families and foundations. He was a Certified Public Accountant at Arthur Andersen prior to joining Goldman Sachs in 2002.

Active in his local community, Brian 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.

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

In addition to his work in Wealth Management, Joseph is a board member for Shore to Help, a nonprofit organization that raises funds for local charities and families in need.

Joseph graduated magna cum laude with a B.B.A. in Finance from the University of Notre Dame.

Lora is a Director and Relationship Manager at UBS. Lora started at Goldman Sachs in 2012 as a Vice President in the Investment Management Division and continued with the Zakrocki Wladyka Group to First Republic in 2020. 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.

Victoria is a Senior Client Service Associate at UBS. Victoria began her career at Goldman Sachs in 2017 and continued with the Zakrocki Wladyka Group to First Republic in 2020. Victoria earned her bachelor's degree in Statistics with a minor in Economics from Rutgers University.

Prior to UBS, Chance graduated from Georgetown University receiving his MS in Finance from the McDonough School of Business. Simultaneously, Chance began his career in a private family office as a financial analyst. Chance earned his bachelor's degree in Finance from American University.

Prior to UBS, Clarke graduated from Villanova University receiving his BA in Economics. As an undergrad, Clarke was a part of the Wildcat fund, a student run equity fund and was involved with Special Olympics.