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$3.9 trillion
In invested assets globally
As of 12/31/2022
We believe that good financial planning advice is invaluable—it helps prepare you for whatever life brings. But it is especially important during times of major life change. Our process focuses on you and the priorities, goals, concerns and beliefs that will ultimately impact your financial well-being for years to come. We're here to help you tackle your concerns and embrace the opportunities that can enrich and empower you today and for years to come.
Senior Vice President–Wealth Management
Brett is the Senior Portfolio Manager on the UBS Cornerstone Wealth Management Team. His base clientele is high net worth clients, professionals, business owners, retirees and successful families. Brett leads with financial planning. He provides financial recommendations based on each individual's curated financial plan.
Brett has over 25 years of investment experience and is a Senior Vice President and Senior Portfolio Manager with UBS. He has worked at UBS for 17 years and has held several leadership roles at the firm.
Brett graduated from the Wharton Business School at the University of Pennsylvania, with a dual concentration in Management and Marketing (Bachelors in Business Administration). He has a Masters in Liberal Arts from the University of Pennsylvania and completed his Capstone research project on Economic History. In addition, Brett has an MBA from Saint Joseph's University. Brett has numerous industry credentials – he obtained the Certified Investment Management Analyst (CIMA®) certification while attending a program at Wharton and the Certified Private Wealth Analyst (CPWA®) certification from Yale University. Further, Brett acquired the Certified Retirement Plan Specialist (CRPS®) certification from the College of Financial Planning. Brett is also a Retirement Plan Consultant and has completed the UBS Wealth Advisor Program.
Brett serves as an adjunct professor of finance at Stockton University and has assisted with the Penn Alumni interview program for the last decade.
Brett holds Series 7, 9, 10, 63 and 65 securities licenses and is a member of the Investment and Wealth Institute. Brett has been recognized in Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022, 2023.
Outside the office, Brett is an avid runner. He has completed dozens of marathons and other distance races.
Recognized as an industry leader:
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
Education
Credentials
Brett Hina, CRPS, CIMA, CPWA is also part of:
Cornerstone Wealth Management
Lets connect
Senior Vice President–Wealth Management
Brett is the Senior Portfolio Manager on the UBS Cornerstone Wealth Management Team. His base clientele is high net worth clients, professionals, business owners, retirees and successful families. Brett leads with financial planning. He provides financial recommendations based on each individual's curated financial plan.
Brett has over 25 years of investment experience and is a Senior Vice President and Senior Portfolio Manager with UBS. He has worked at UBS for 17 years and has held several leadership roles at the firm.
Brett graduated from the Wharton Business School at the University of Pennsylvania, with a dual concentration in Management and Marketing (Bachelors in Business Administration). He has a Masters in Liberal Arts from the University of Pennsylvania and completed his Capstone research project on Economic History. In addition, Brett has an MBA from Saint Joseph's University. Brett has numerous industry credentials – he obtained the Certified Investment Management Analyst (CIMA®) certification while attending a program at Wharton and the Certified Private Wealth Analyst (CPWA®) certification from Yale University. Further, Brett acquired the Certified Retirement Plan Specialist (CRPS®) certification from the College of Financial Planning. Brett is also a Retirement Plan Consultant and has completed the UBS Wealth Advisor Program.
Brett serves as an adjunct professor of finance at Stockton University and has assisted with the Penn Alumni interview program for the last decade.
Brett holds Series 7, 9, 10, 63 and 65 securities licenses and is a member of the Investment and Wealth Institute. Brett has been recognized in Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022, 2023.
Outside the office, Brett is an avid runner. He has completed dozens of marathons and other distance races.
Recognized as an industry leader:
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
Education
Credentials
Brett Hina, CRPS, CIMA, CPWA is also part of:
Cornerstone Wealth Management
Lets connect
Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.
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
