Your life. Your wealth. Your future.

Pursue what matters most

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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.

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 Profile Photo

    Frederick Hahn

    Managing Director–Wealth Management

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    • AL
    • CA
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    • DE
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    • HI
    • IL
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    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, 2022The 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.

    • Miami University
    • Private Wealth Advisor
    • Senior Portfolio Manager
    100 West Putnam Ave
    2nd Floor
    Greenwich, CT 06830
  • James Hartigan Profile Photo

    James Hartigan

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AL
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    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.

      • Siena College, B.A. Finance
      • Senior Portfolio Manager
      100 West Putnam Ave
      2nd Floor
      Greenwich, CT 06830
    • Phillip Blair Profile Photo

      Phillip Blair

      First Vice President–Wealth Management

      Financial Advisor

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      • AL
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      • DC
      • DE
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      • GA
      • IL
      • IN
      • LA
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      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
        • Brian Belak Profile Photo

          Brian Edmund Belak, CFP

          Authorized Officer

          Financial Advisor

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          Brian joined H2 Advisors in 2014. He works with the team's clients to provide holistic wealth management solutions including investment management, credit, banking, tax strategy, cash flow planning, insurance and estate planning. 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 Stamford, CT. 

            • Gettysburg College, B.A. Management and Economics
            • CERTIFIED FINANCIAL PLANNER™
            100 West Putnam Ave
            2nd Floor
            Greenwich, CT 06830
          • Kevin Knisley Profile Photo

            Kevin Knisley

            Senior Client Associate

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            • NC
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            • NM
            • NV
            • NY
            • OR
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            • RI
            • SC
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            • 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
              • Frank Nuzzolo Headshot

                Frank Nuzzolo

                Client Associate

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                  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

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