Your life. Your wealth. Your future.

Pursue what matters most

Where do your passions lie? We address every dimension of your life and your goals—investments, business and legacy—to develop a plan that’s truly personalized for you. Then we’ll help you organize your financial life into three strategies: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies, that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.

Start the conversation

Your primary source for financial advice

We are here to provide quality strategies customized to your needs. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.

Frederick Hahn

Managing Director–Wealth Management
View bio Industry recognition
- AL
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- IN
- MA
- MD
- ME
- MI
- NC
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- RI
- SC
- TN
- TX
- VA
- WA
Fred joined UBS in 2008. He completed his undergraduate work at Miami University and has more than 28 years experience in the financial services industry. Fred concentrates on developing, implementing and monitoring both comprehensive investment policies and managed investment portfolios. Fred is also responsible for portfolio asset allocation, relationship management to institutional clients and discretionary equity portfolios.
- Forbes Best-in-State Wealth Advisors, 2021, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- Miami University
- Private Wealth Advisor
- Senior Portfolio Manager
100 West Putnam Ave.
2nd Floor
Greenwich, CT 06830

frederick.hahn@ubs.com

Frederick Hahn

100 West Putnam Ave.,Greenwich,CT,06830
James Hartigan

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- IN
- MA
- MD
- ME
- MI
- NC
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- RI
- SC
- TN
- TX
- VA
- WA
Jim earned a B.A. in Finance from Siena College. He has worked in the financial services industry since 1998 and joined UBS in 2008. Jim focuses on analysis and selection of managed products, maintenance of team's investment manager matrix and discretionary managed portfolios, and insurance related products. Jim also handles the team's liability business, including mortgages, securities backed lending and other debt facilities.
- Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- Siena College, B.A. Finance
- Senior Portfolio Manager
100 West Putnam Ave
2nd Floor
Greenwich, CT 06830

james.hartigan@ubs.com

James Hartigan

100 West Putnam Ave,Greenwich,CT,06830
Phillip Blair

First Vice President–Wealth Management

Financial Advisor
View bio
- AL
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- IN
- LA
- MA
- MD
- ME
- MI
- MO
- NC
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- RI
- SC
- TN
- TX
- VA
- WA
Phillip joined H2 Advisors in 2018 where he concentrates on advising the team's ultra-high net worth clients with investment management, credit, banking, tax strategy, cash flow planning, insurance and estate planning solutions. Prior to joining UBS, Phillip worked as a Vice President in JP Morgan’s Private Bank and has over 15 years of industry experience. Phillip is a graduate of Indiana University with a degree in Business and Marketing and resides in Greenwich, CT with his wife Ellen and their two sons, Oscar and Henry.
- Indiana University
100 West Putnam Ave
2nd Floor
Greenwich, CT 06830

phillip.blair@ubs.com

Phillip Blair

100 West Putnam Ave,Greenwich,CT,06830
Brian Edmund Belak, CFP

Authorized Officer

Financial Advisor
View bio
- AL
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- IN
- MA
- MD
- ME
- MI
- NC
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- RI
- SC
- TN
- TX
- VA
- WA
Brian joined H2 Advisors in 2014. He oversees a full spectrum of financial planning needs for the team's clients, including investment management, credit, banking, tax strategy, cash-flow planning, insurance and estate planning strategies. As a Certified Financial Planner he handles all Financial Planning needs for clients and prospects. Prior to UBS, Brian worked at Barclays in New York City. He graduated with a B.A. degree in Management and Economics from Gettysburg College and resides in South Norwalk, CT with his fiancé, Michelle and their red golden, Kona. He enjoys golfing, hunting, and fishing in his free time. He's an avid supporter of the Movember Foundation and Cycle for Survival (MSK Cancer Center)
- Gettysburg College, B.A. Management and Economics
- CERTIFIED FINANCIAL PLANNER®
100 West Putnam Ave
2nd Floor
Greenwich, CT 06830

brian.belak@ubs.com

Brian Edmund Belak, CFP

100 West Putnam Ave,Greenwich,CT,06830
Kevin Knisley

Senior Client Associate
View bio
- AL
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IL
- IN
- MA
- MD
- ME
- MI
- MO
- MS
- NC
- NH
- NJ
- NM
- NV
- NY
- OR
- PA
- RI
- SC
- TN
- TX
- VA
- WA
- WI
Kevin joined UBS in 2012. He holds a B.S. from the University of Connecticut. Kevin handles all administrative and operational support for the team and handles all operational issues for managed accounts.
- University of Connecticut, B.S.
100 West Putnam Ave
2nd Floor
Greenwich, CT 06830

kevin.knisley@ubs.com

Kevin Knisley

100 West Putnam Ave,Greenwich,CT,06830
Frank Nuzzolo

Client Associate
View bio
- AL
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IL
- IN
- MA
- MD
- ME
- MI
- MO
- MS
- NC
- NH
- NJ
- NM
- NV
- NY
- OR
- PA
- RI
- SC
- TN
- TX
- VA
- WA
- WI
Frank joined UBS in 2021. He holds an MBA with a Finance concentration and a B.S. in Business Administration with a double major in Finance and Accounting and an Economics minor, all from Northeastern University.

Frank provides administrative and operational support for the team and handles operational issues for managed accounts.
100 West Putnam Ave
2nd Floor
Greenwich, CT 06830

francis.nuzzolo@ubs.com

Frank Nuzzolo

100 West Putnam Ave,Greenwich,CT,06830

Frederick Hahn

Managing Director–Wealth Management
View bio Industry recognition
- AL
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- IN
- MA
- MD
- ME
- MI
- NC
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- RI
- SC
- TN
- TX
- VA
- WA
Fred joined UBS in 2008. He completed his undergraduate work at Miami University and has more than 28 years experience in the financial services industry. Fred concentrates on developing, implementing and monitoring both comprehensive investment policies and managed investment portfolios. Fred is also responsible for portfolio asset allocation, relationship management to institutional clients and discretionary equity portfolios.
- Forbes Best-in-State Wealth Advisors, 2021, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- Miami University
- Private Wealth Advisor
- Senior Portfolio Manager
100 West Putnam Ave.
2nd Floor
Greenwich, CT 06830

frederick.hahn@ubs.com

Frederick Hahn

100 West Putnam Ave.,Greenwich,CT,06830
James Hartigan

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- IN
- MA
- MD
- ME
- MI
- NC
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- RI
- SC
- TN
- TX
- VA
- WA
Jim earned a B.A. in Finance from Siena College. He has worked in the financial services industry since 1998 and joined UBS in 2008. Jim focuses on analysis and selection of managed products, maintenance of team's investment manager matrix and discretionary managed portfolios, and insurance related products. Jim also handles the team's liability business, including mortgages, securities backed lending and other debt facilities.
- Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- Siena College, B.A. Finance
- Senior Portfolio Manager
100 West Putnam Ave
2nd Floor
Greenwich, CT 06830

james.hartigan@ubs.com

James Hartigan

100 West Putnam Ave,Greenwich,CT,06830
Phillip Blair

First Vice President–Wealth Management

Financial Advisor
View bio
- AL
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- IN
- LA
- MA
- MD
- ME
- MI
- MO
- NC
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- RI
- SC
- TN
- TX
- VA
- WA
Phillip joined H2 Advisors in 2018 where he concentrates on advising the team's ultra-high net worth clients with investment management, credit, banking, tax strategy, cash flow planning, insurance and estate planning solutions. Prior to joining UBS, Phillip worked as a Vice President in JP Morgan’s Private Bank and has over 15 years of industry experience. Phillip is a graduate of Indiana University with a degree in Business and Marketing and resides in Greenwich, CT with his wife Ellen and their two sons, Oscar and Henry.
- Indiana University
100 West Putnam Ave
2nd Floor
Greenwich, CT 06830

phillip.blair@ubs.com

Phillip Blair

100 West Putnam Ave,Greenwich,CT,06830
Brian Edmund Belak, CFP

Authorized Officer

Financial Advisor
View bio
- AL
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- IN
- MA
- MD
- ME
- MI
- NC
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- RI
- SC
- TN
- TX
- VA
- WA
Brian joined H2 Advisors in 2014. He oversees a full spectrum of financial planning needs for the team's clients, including investment management, credit, banking, tax strategy, cash-flow planning, insurance and estate planning strategies. As a Certified Financial Planner he handles all Financial Planning needs for clients and prospects. Prior to UBS, Brian worked at Barclays in New York City. He graduated with a B.A. degree in Management and Economics from Gettysburg College and resides in South Norwalk, CT with his fiancé, Michelle and their red golden, Kona. He enjoys golfing, hunting, and fishing in his free time. He's an avid supporter of the Movember Foundation and Cycle for Survival (MSK Cancer Center)
- Gettysburg College, B.A. Management and Economics
- CERTIFIED FINANCIAL PLANNER®
100 West Putnam Ave
2nd Floor
Greenwich, CT 06830

brian.belak@ubs.com

Brian Edmund Belak, CFP

100 West Putnam Ave,Greenwich,CT,06830
Kevin Knisley

Senior Client Associate
View bio
- AL
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IL
- IN
- MA
- MD
- ME
- MI
- MO
- MS
- NC
- NH
- NJ
- NM
- NV
- NY
- OR
- PA
- RI
- SC
- TN
- TX
- VA
- WA
- WI
Kevin joined UBS in 2012. He holds a B.S. from the University of Connecticut. Kevin handles all administrative and operational support for the team and handles all operational issues for managed accounts.
- University of Connecticut, B.S.
100 West Putnam Ave
2nd Floor
Greenwich, CT 06830

kevin.knisley@ubs.com

Kevin Knisley

100 West Putnam Ave,Greenwich,CT,06830
Frank Nuzzolo

Client Associate
View bio
- AL
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IL
- IN
- MA
- MD
- ME
- MI
- MO
- MS
- NC
- NH
- NJ
- NM
- NV
- NY
- OR
- PA
- RI
- SC
- TN
- TX
- VA
- WA
- WI
Frank joined UBS in 2021. He holds an MBA with a Finance concentration and a B.S. in Business Administration with a double major in Finance and Accounting and an Economics minor, all from Northeastern University.

Frank provides administrative and operational support for the team and handles operational issues for managed accounts.
100 West Putnam Ave
2nd Floor
Greenwich, CT 06830

francis.nuzzolo@ubs.com

Frank Nuzzolo

100 West Putnam Ave,Greenwich,CT,06830

A plan to simplify your financial life

Workplace Wealth Solutions

Turn possibilities into a plan

What’s really important to you—today and for the long term? UBS Wealth Way starts with questions and discussions that can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

^{UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment. Time frames may vary. Strategies are subject to individual client goals, objectives and suitability.}

A leader in wealth management

Backed by the strength of our parent company, UBS AG

^$5.9+ trn

UBS Group invested assets
As of 06/30/2024

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager

Your life. Your wealth. Your future.

Your primary source for financial advice

Frederick Hahn

James Hartigan

Phillip Blair

Brian Edmund Belak, CFP

Kevin Knisley

Frank Nuzzolo