Guiding endowments and foundations forward

As Institutional Consultants, we take the time to fully understand your organization, leadership, employees and culture. With our comprehensive platform of industry-leading corporate services and solutions, we provide a proven process that can help deliver a customized benefits plan. Talk to us about how our experience, resources and industry longevity can contribute to your company’s success today and in the future.

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Tammy Renae Head, CIMA, ChFC, CLU, CRPS

Senior Vice President–Wealth Management

Tammy Head, Senior Portfolio Manager has been in the industry for over 33 years specializing in Alaskan Native Corporations, Hospitals and many high net worth individuals. She has obtained her Certified Investment Management Analyst designation from Wharton School, Charter Financial Consultant, Chartered Life Underwriter, and her Chartered Retirement Planning Specialist designations. Tammy is a 2nd Lt of the Civil Air Patrol; she is a Mission Scanner as well as a private pilot. Her hobbies include skiing, flying, quilting and spending time outdoors with her husband and two sons.

Registered States:
  • AK
  • AR
  • AZ
  • CA
  • CO
  • DE
  • FL
  • ID
  • IN
  • KY
  • LA
  • MA
  • MD
  • ME
  • MO
  • MT
  • NC
  • NH
  • NJ
  • NM
  • NV
  • OH
  • OR
  • SC
  • TX
  • UT
  • VT
  • WA

  • Barron's Top 1,200 Financial Advisors, 2021, 2022
    The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
  • PLANADVISER Top Retirement Plan Advisers, 2022The PLANADVISOR rating is awarded in Q1 based on information from January of the award 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

Credentials

  • Senior Institutional Consultant, UBS Institutional Consulting Program
  • Senior Portfolio Manager
3000 A Street
Suite 100
Anchorage, AK 99503
  • (907) 261-5965

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The Year Ahead - Sustainable Investing

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

Legacy—Wealth for others

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.

Backed by the strength of UBS

A global leader in wealth management

$2.8 trillion

In invested assets globally 
As of 06/30/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

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