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Global leader
UBS is a leading and truly global wealth manager
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.
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
Lets connect
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.
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
Lets connect
Support and resources
Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.
Learn how you can get involved and make an impact through the UBS Optimus Foundation.
The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.
Global leader
UBS is a leading and truly global wealth manager
$6 trn
UBS Group invested assets
As of 12/31/2024
More than 160 years
offering financial advice
