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.

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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
- HI
- IL
- IN
- MA
- MD
- ME
- MI
- NC
- NH
- NJ
- NM
- NV
- NY
- 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, 2023The 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

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AL
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IL
- IN
- MA
- MD
- ME
- MI
- MO
- NC
- NH
- NJ
- NM
- NV
- NY
- 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.
- Siena College, B.A. Finance
- Senior Portfolio Manager
100 West Putnam Ave
2nd Floor
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
- NH
- NJ
- NM
- NV
- NY
- OR
- PA
- RI
- SC
- TN
- TX
- VA
- VT
- WA
- WI
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 Edmund Belak, CFP

Authorized Officer

Financial Advisor
View bio
- AL
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- IN
- MA
- MD
- ME
- MI
- MO
- NC
- NH
- NJ
- NM
- NV
- NY
- OR
- PA
- RI
- SC
- TN
- TX
- VA
- VT
- WA
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

Client Associate Senior
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
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

Frederick Hahn

Managing Director–Wealth Management
View bio Industry recognition
- AL
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IL
- IN
- MA
- MD
- ME
- MI
- NC
- NH
- NJ
- NM
- NV
- NY
- 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, 2023The 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

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AL
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IL
- IN
- MA
- MD
- ME
- MI
- MO
- NC
- NH
- NJ
- NM
- NV
- NY
- 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.
- Siena College, B.A. Finance
- Senior Portfolio Manager
100 West Putnam Ave
2nd Floor
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
- NH
- NJ
- NM
- NV
- NY
- OR
- PA
- RI
- SC
- TN
- TX
- VA
- VT
- WA
- WI
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 Edmund Belak, CFP

Authorized Officer

Financial Advisor
View bio
- AL
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- IN
- MA
- MD
- ME
- MI
- MO
- NC
- NH
- NJ
- NM
- NV
- NY
- OR
- PA
- RI
- SC
- TN
- TX
- VA
- VT
- WA
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

Client Associate Senior
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
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

Wealth, from your point of view

What’s really important to you—today and for the long term? Our approach 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.

_{Time frames may vary. Strategies are subject to individual client goals, objectives and suitability. 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.}

Goals-based planning

Executive decisions

Backed by the strength of UBS

A global leader in wealth management

^$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

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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

Frederick Hahn

James Hartigan

Phillip Blair

Brian Edmund Belak, CFP

Kevin Knisley

Frank Nuzzolo

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Wealth, from your point of view

Goals-based planning

Executive decisions

Backed by the strength of UBS

A global leader in wealth management

Insights

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