Experience

Makes all the difference

Employing a comprehensive, yet focused, approach to your financial situation, we can provide customized investment strategies designed to help you pursue your individual needs and goals. We view this as an in-depth approach to your investment and financial life – taking into account your total asset and liability needs.

Frederick Hahn

Managing Director–Wealth Management

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.

Registered States:
  • AL
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • IL
  • IN
  • MA
  • MD
  • ME
  • MI
  • NC
  • NE
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OR
  • PA
  • RI
  • SC
  • TN
  • TX
  • VA
  • WA

Recognized as an industry leader:

  • 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.

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

  • Miami University

Credentials

  • Private Wealth Advisor
  • Senior Portfolio Manager
100 West Putnam Ave.
2nd Floor
Greenwich, CT 06830

Email Me

frederick.hahn@ubs.com
Frederick Hahn
100 West Putnam Ave.,Greenwich,CT,06830

James Hartigan

Senior Vice President–Wealth Management

Financial Advisor

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.

Registered States:
  • AL
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • IL
  • IN
  • MA
  • MD
  • ME
  • MI
  • NC
  • NE
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OR
  • PA
  • RI
  • SC
  • TN
  • TX
  • VA
  • WA

Recognized as an industry leader:

  • 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.

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

  • Siena College, B.A. Finance

Credentials

  • Senior Portfolio Manager
100 West Putnam Ave
2nd Floor
Greenwich, CT 06830

Email Me

james.hartigan@ubs.com
James Hartigan
100 West Putnam Ave,Greenwich,CT,06830

Phillip Blair

First Vice President–Wealth Management

Financial Advisor

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.

Registered States:
  • AL
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • IL
  • IN
  • LA
  • MA
  • MD
  • ME
  • MI
  • MO
  • NC
  • NE
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OR
  • PA
  • RI
  • SC
  • TN
  • TX
  • VA
  • WA

Education

  • Indiana University
100 West Putnam Ave
2nd Floor
Greenwich, CT 06830

Email Me

phillip.blair@ubs.com
Phillip Blair
100 West Putnam Ave,Greenwich,CT,06830

Brian Edmund Belak, CFP

Authorized Officer

Financial Advisor

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)

Registered States:
  • AL
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • IL
  • IN
  • MA
  • MD
  • ME
  • MI
  • NC
  • NE
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OR
  • PA
  • RI
  • SC
  • TN
  • TX
  • VA
  • WA

Education

  • Gettysburg College, B.A. Management and Economics

Credentials

  • CERTIFIED FINANCIAL PLANNER®
100 West Putnam Ave
2nd Floor
Greenwich, CT 06830

Email Me

brian.belak@ubs.com
Brian Edmund Belak, CFP
100 West Putnam Ave,Greenwich,CT,06830

Kevin Knisley

Senior Client Associate

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.

Registered States:
  • 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

Education

  • University of Connecticut, B.S.
100 West Putnam Ave
2nd Floor
Greenwich, CT 06830

Email Me

kevin.knisley@ubs.com
Kevin Knisley
100 West Putnam Ave,Greenwich,CT,06830

Frank Nuzzolo

Client Associate

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.

Registered States:
  • 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
100 West Putnam Ave
2nd Floor
Greenwich, CT 06830

Email Me

francis.nuzzolo@ubs.com
Frank Nuzzolo
100 West Putnam Ave,Greenwich,CT,06830