Our management team | Portland, OR Branch Office | Portland, OR

James V. Carideo

Branch Manager
503-226-1808

Registered States:
CA, FL, MA, MI, MO, NC, OR, TN, WA

Bethany Cichy

Director
Admin Manager
503-620-4208

Bethany began her financial services career in 1998 and joined UBS Financial Services in March 2000 in a Client Service Associate role, working with a team of advisors. In 2003, she became part of the management team as the Operations Manager in the Rochester Hills, Michigan office. She later held positions as Operations Manager in Farmington Hills, Michigan and Administrative Manager in the Troy, Michigan complex. She moved to Oregon in 2012 and was promoted to Complex Administrative Manager in 2014. As Complex Administrative Manager, she is responsible for all operations, compliance and administrative areas of the Oregon Complex. Bethany holds the FINRA series 7, 66, 9 & 10 licenses, as well as the Life, Accident and Health Insurance license.

Registered States:
CA, OR, SC, WA

Marci W. Collis

Associate Director
Supervisory Officer
Complex Supervisory Officer
503-226-1833

Registered States:
CA, OR, SC, UT, WA

Evelyn D. Jones

Executive / Team Assistant
503-225-9292

Registered States:
OR, WA