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$3.9 trillion
In invested assets globally
As of 12/31/2022
By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.
Senior Vice President–Wealth Management
Financial Advisor
Hank is an industry veteran specializing in financial planning and portfolio management. He joined UBS in 2011.
A graduate from the University of California at Berkeley with a degree in Political Economics in 1978, his career in the investment business began in 1979 with Dean Witter Reynolds (later Morgan Stanley) where he developed a practice built on fee-based portfolio construction and management. In 2005, he left Morgan Stanley to join a newly formed investment advisory firm in San Francisco as EVP. When that firm was acquired in 2011, Hank saw opportunity in the story of a new senior management team at UBS and decided to move to the UBS San Francisco office. Finding a good fit with the UBS Portfolio Management Program and Financial Planning platforms, he has continued his work featuring core values of professional excellence and prompt personal service. Hank's team for the last 16 years has been made complete by his colleague and registered sales associate, Diane Free.
Native to the San Francisco Bay Area, Hank's home is in Marin County where he and his wife Judy have raised three children. Interests include travel, cycling, hiking, and choral singing.
Education
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Senior Vice President–Wealth Management
Financial Advisor
Hank is an industry veteran specializing in financial planning and portfolio management. He joined UBS in 2011.
A graduate from the University of California at Berkeley with a degree in Political Economics in 1978, his career in the investment business began in 1979 with Dean Witter Reynolds (later Morgan Stanley) where he developed a practice built on fee-based portfolio construction and management. In 2005, he left Morgan Stanley to join a newly formed investment advisory firm in San Francisco as EVP. When that firm was acquired in 2011, Hank saw opportunity in the story of a new senior management team at UBS and decided to move to the UBS San Francisco office. Finding a good fit with the UBS Portfolio Management Program and Financial Planning platforms, he has continued his work featuring core values of professional excellence and prompt personal service. Hank's team for the last 16 years has been made complete by his colleague and registered sales associate, Diane Free.
Native to the San Francisco Bay Area, Hank's home is in Marin County where he and his wife Judy have raised three children. Interests include travel, cycling, hiking, and choral singing.
Education
Lets connect
For needs that go beyond your own—to help you improve the lives of others
What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.
Learn more at ubs.com/wealthway.
$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
