$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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Senior Vice President–Wealth Management
Financial Advisor
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:
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Education
Credentials
Brett Hina, CRPS, CIMA, CPWA is also part of:
Cornerstone Wealth Management
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.
24 questions for the '24 US election
Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.
The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
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