$7 trn
UBS Group invested assets
As of 12/31/2025
Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.
John grew up outside Boston and graduated from St. John’s High School before heading west to attend the University of Colorado-Boulder, where he earned a bachelor’s degree in communications.
John began his financial services career at Fidelity Investments’ Boston headquarters, working primarily with large university and endowment funds. He has spent nearly 20 years in wealth management in WA, holding roles at leading Wall Street firms, including Morgan Stanley and Merrill Lynch. Throughout his career, he has advised business owners, corporate executives, retirees, nonprofit organizations, and families. John was named Managing Director at Merrill Lynch and now serves as a Managing Director at UBS.
John and his wife, Hillary, live on Mercer Island with their four daughters Callie, Hadley, Quinn, Dylan and their Aussie doodle, Fenway. Together, they enjoy golf, skiing, spending time on the lake, and making the most of the Pacific Northwest’s natural beauty.
John is committed to making a positive difference in the communities where he lives and works. He previously served on the board of Cancer Research and Biostatistics, has been actively involved in fundraising for the National Multiple Sclerosis Society, and has volunteered on home-building efforts in Haiti. His dedication to service reflects UBS’s commitment to helping communities thrive through volunteering and positive action.
Aaron is a Financial Advisor who values building long-term relationships with clients and helping them make thoughtful, informed financial decisions.
Born and raised in the Seattle area, Aaron has called the Pacific Northwest home his entire life. He earned his degree in Finance from Seattle University and has built his career around his interest in financial markets and helping individuals and families pursue their financial goals.
Outside of the office, Aaron enjoys spending time with his fiancée, Clalissa, and their two golden retrievers. He enjoys skiing, kite surfing, hiking, golf, and taking advantage of everything the Pacific Northwest has to offer.
Joining UBS and The Hall Group, Jennifer brings over two decades of comprehensive financial services experience, including more than five years as a Wealth Management Client Associate at Merrill Lynch. Having built a strong foundation in advisory and specialist roles at Bank of America and HSBC, she serves as a trusted partner to the advisory team, dedicated to delivering an exceptional client experience through operational excellence.
Jennifer manages a broad scope of responsibilities—from account onboarding and proactive maintenance to complex service requests. Working collaboratively across business lines, she coordinates tailored solutions for clients' evolving financial needs. Known for her meticulous attention to detail, strong organizational skills, and proactive approach, she ensures every client interaction is handled with care and efficiency. She holds her FINRA Securities Industry Essentials (SIE) certification and is actively pursuing her Series 7 and Series 66 licenses.
Guided by her personal philosophy—"Don't let the shadows of tomorrow spoil the sunshine of today. Dive deep into the now."—Jennifer brings an attentive, nurturing spirit to building meaningful relationships and helping her clients flourish.
Outside the office, she enjoys traveling, tending to her garden, volunteering, and spending time with her family in Bellevue. During a previous career pause to raise her children, she successfully channeled her creativity into founding J. Hanh Flowers, a boutique floral design business for weddings and private events.
Jennifer is thrilled to join the UBS team and looks forward to supporting clients and their families in achieving their financial goals.

NMLS #555636
Senior Wealth Management Banker, UBS Bank USA, N.A.
Current role and areas of expertise
Kevin joined UBS Bank USA in 2016, and he is currently a Senior Wealth Management Banker covering Northern California, Nevada, Arizona, New Mexico, Idaho and Montana markets.
Kevin has an extensive background in relationship banking. He is focused on providing Financial Advisors and their clients a variety of cash management resources along with banking solutions that may complement their overall wealth management objectives.
Professional history
Kevin began his career in financial services in 1999. Prior to joining UBS, he was a Regional Manager with a top national broker/dealer, wholesaler, and direct lender. Throughout his career Kevin has advised Financial Advisors, Registered Investment Advisors, mortgage brokerage firms, and clients on liability management solutions throughout Northern California and the western U.S.
Education and personal information
As a Senior Wealth Management Banker, Kevin is registered under NMLS #555636. He earned a degree in communications and business from the University of Arizona.
Outside the office, Kevin enjoys mountain biking, skiing, playing golf, watching his son play sports, and spending time with family and friends.
Senior Wealth Management Bankers are employees of UBS Bank. “UBS Bank” is UBS Bank USA, N.A. Member FDIC, NMLS no. 947868. UBS Bank is a subsidiary of UBS Group AG.

Associate Director
Wealth Management Banker, UBS Bank
Current role and areas of expertise
Santanna joined UBS in 2026 and is currently a Wealth Management Banker based in Denver, CO. His coverage consist of both the Mountain West and Pacific Northwest markets including Colorado, Utah, Washington, Oregon and Alaska.
Santanna has a background in affluent retail banking and client relationship management.
Professional history
Santanna began his career in financial services in 2022 at JPMorgan Chase as a Private Client Banker in San Francisco and later relocated back to Denver. In his last role, Santanna was primarily focused on client relationship management, business development, and delivering tailored banking and lending solutions. Prior to financial services, Santanna completed two-years of teaching through Teach For America at a local Denver middle school.
Education and personal information
Santanna is a Wealth Management Banker, and his NMLS # is 2438430. Santanna received his B.S. in Business Administration: Corporate Finance & Investment Analysis in 2020 from Colorado State University.
Outside of the office, Santanna enjoys spending time with his wife and kids, exploring the mountains, trying new restaurants, and enjoying his many hobbies.
Wealth Management Bankers are employees of UBS Bank. “UBS Bank” is UBS Bank USA, N.A. Member FDIC, NMLS no. 947868. UBS Bank is a subsidiary of UBS Group AG.
John grew up outside Boston and graduated from St. John’s High School before heading west to attend the University of Colorado-Boulder, where he earned a bachelor’s degree in communications.
John began his financial services career at Fidelity Investments’ Boston headquarters, working primarily with large university and endowment funds. He has spent nearly 20 years in wealth management in WA, holding roles at leading Wall Street firms, including Morgan Stanley and Merrill Lynch. Throughout his career, he has advised business owners, corporate executives, retirees, nonprofit organizations, and families. John was named Managing Director at Merrill Lynch and now serves as a Managing Director at UBS.
John and his wife, Hillary, live on Mercer Island with their four daughters Callie, Hadley, Quinn, Dylan and their Aussie doodle, Fenway. Together, they enjoy golf, skiing, spending time on the lake, and making the most of the Pacific Northwest’s natural beauty.
John is committed to making a positive difference in the communities where he lives and works. He previously served on the board of Cancer Research and Biostatistics, has been actively involved in fundraising for the National Multiple Sclerosis Society, and has volunteered on home-building efforts in Haiti. His dedication to service reflects UBS’s commitment to helping communities thrive through volunteering and positive action.
Aaron is a Financial Advisor who values building long-term relationships with clients and helping them make thoughtful, informed financial decisions.
Born and raised in the Seattle area, Aaron has called the Pacific Northwest home his entire life. He earned his degree in Finance from Seattle University and has built his career around his interest in financial markets and helping individuals and families pursue their financial goals.
Outside of the office, Aaron enjoys spending time with his fiancée, Clalissa, and their two golden retrievers. He enjoys skiing, kite surfing, hiking, golf, and taking advantage of everything the Pacific Northwest has to offer.
Joining UBS and The Hall Group, Jennifer brings over two decades of comprehensive financial services experience, including more than five years as a Wealth Management Client Associate at Merrill Lynch. Having built a strong foundation in advisory and specialist roles at Bank of America and HSBC, she serves as a trusted partner to the advisory team, dedicated to delivering an exceptional client experience through operational excellence.
Jennifer manages a broad scope of responsibilities—from account onboarding and proactive maintenance to complex service requests. Working collaboratively across business lines, she coordinates tailored solutions for clients' evolving financial needs. Known for her meticulous attention to detail, strong organizational skills, and proactive approach, she ensures every client interaction is handled with care and efficiency. She holds her FINRA Securities Industry Essentials (SIE) certification and is actively pursuing her Series 7 and Series 66 licenses.
Guided by her personal philosophy—"Don't let the shadows of tomorrow spoil the sunshine of today. Dive deep into the now."—Jennifer brings an attentive, nurturing spirit to building meaningful relationships and helping her clients flourish.
Outside the office, she enjoys traveling, tending to her garden, volunteering, and spending time with her family in Bellevue. During a previous career pause to raise her children, she successfully channeled her creativity into founding J. Hanh Flowers, a boutique floral design business for weddings and private events.
Jennifer is thrilled to join the UBS team and looks forward to supporting clients and their families in achieving their financial goals.

NMLS #555636
Senior Wealth Management Banker, UBS Bank USA, N.A.
Current role and areas of expertise
Kevin joined UBS Bank USA in 2016, and he is currently a Senior Wealth Management Banker covering Northern California, Nevada, Arizona, New Mexico, Idaho and Montana markets.
Kevin has an extensive background in relationship banking. He is focused on providing Financial Advisors and their clients a variety of cash management resources along with banking solutions that may complement their overall wealth management objectives.
Professional history
Kevin began his career in financial services in 1999. Prior to joining UBS, he was a Regional Manager with a top national broker/dealer, wholesaler, and direct lender. Throughout his career Kevin has advised Financial Advisors, Registered Investment Advisors, mortgage brokerage firms, and clients on liability management solutions throughout Northern California and the western U.S.
Education and personal information
As a Senior Wealth Management Banker, Kevin is registered under NMLS #555636. He earned a degree in communications and business from the University of Arizona.
Outside the office, Kevin enjoys mountain biking, skiing, playing golf, watching his son play sports, and spending time with family and friends.
Senior Wealth Management Bankers are employees of UBS Bank. “UBS Bank” is UBS Bank USA, N.A. Member FDIC, NMLS no. 947868. UBS Bank is a subsidiary of UBS Group AG.

Associate Director
Wealth Management Banker, UBS Bank
Current role and areas of expertise
Santanna joined UBS in 2026 and is currently a Wealth Management Banker based in Denver, CO. His coverage consist of both the Mountain West and Pacific Northwest markets including Colorado, Utah, Washington, Oregon and Alaska.
Santanna has a background in affluent retail banking and client relationship management.
Professional history
Santanna began his career in financial services in 2022 at JPMorgan Chase as a Private Client Banker in San Francisco and later relocated back to Denver. In his last role, Santanna was primarily focused on client relationship management, business development, and delivering tailored banking and lending solutions. Prior to financial services, Santanna completed two-years of teaching through Teach For America at a local Denver middle school.
Education and personal information
Santanna is a Wealth Management Banker, and his NMLS # is 2438430. Santanna received his B.S. in Business Administration: Corporate Finance & Investment Analysis in 2020 from Colorado State University.
Outside of the office, Santanna enjoys spending time with his wife and kids, exploring the mountains, trying new restaurants, and enjoying his many hobbies.
Wealth Management Bankers are employees of UBS Bank. “UBS Bank” is UBS Bank USA, N.A. Member FDIC, NMLS no. 947868. UBS Bank is a subsidiary of UBS Group AG.
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.
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.
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.
Our analysts, Leticia Zemaitis, Fixed Income Strategist CIO Americas, and Matthew Tormey, US Equity Strategist CIO Americas, discussed what is going on in markets, including equity valuations post-earnings, high-yield bonds, and the potential impact of new trade tariffs. Hosted by Alejo Czerwonko, Chief Investment Officer Emerging Markets.
September 03, 2026
For more than 160 years, UBS has proven its strength and guided clients through a wide range of market opportunities and financial challenges. Time and again, we’ve been tested and proven resilient, and our clients continue to put their trust in us and our wealth management expertise to help them achieve their goals. Today, UBS is stronger than ever.
How will their story unfold?
Inheritance is about more than money. It’s about navigating family, history and your future. See how two brothers decide what to hold onto, what to let go and how to move forward.
If you’re going through a wealth transfer event like an inheritance, death or divorce, our experienced guidance can help give you more confidence.
$7 trn
UBS Group invested assets
As of 12/31/2025
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
This website uses cookies to make sure you get the best experience on our website. You can find more information under the Privacy Statement. You are free to change your cookies' settings in the privacy settings.
Go to privacy settings

