$4.35B
Assets under management
Thoughtful financial planning and disciplined investing are key to helping you align your wealth, life and your most important goals—to us, the essence of navigating toward your “True North.”
As Private Wealth Advisors with access to deep global resources and solutions across all of UBS, we are passionate about helping you grow and preserve the success you have achieved. From strategically planning a business sale to pursuing an upcoming real estate venture to preparing a multi-generational wealth transfer strategy, you should be working with professionals who understand the complexity of your wealth in each area of your financial world.
We believe that the diversity of our team across experience, gender, age and focus provides you that range of problem-solving perspective. With the dedication and service of a boutique team, we offer you the insight to help inform your decisions, the resources to deliver truly tailored solutions and the commitment to your financial well-being throughout your journey today and for many years to come.
$4.35B
Assets under management
9 person
seasoned team
140
Collective years of experience
From global access to personal opportunity
As members of the exclusive Private Wealth Management division of UBS, we access the vast global resources of UBS, one of the world’s largest wealth managers, to address the many complex issues our sophisticated clients face. Collaborating with specialists across all of UBS—Private Wealth Management, Investment Banking, Capital Markets and Asset Management divisions—we integrate all of your complex investing, planning and financing priorities to tailor solutions to the life you lead and all you’d like your wealth to accomplish.
“Working hard to help our clients build a strong financial future brings me the greatest satisfaction. My goal is to help clients confidently navigate the road ahead”
Hank provides financial insight and guidance to wealthy individuals, families, business owners and their corporate investments. He also has extensive experience managing assets for select insurance companies and captives.
Hank is well versed in delivering solutions tailored for complex wealth. He also has a unique perspective on comprehensive financial planning and asset management, particularly fixed-income strategies
Experience
Life
“There’s nothing more important to me than helping clients understand complex topics well enough to then make smarter financial decisions. With this knowledge, our clients embrace the future with confidence.”
For the past 23 years, Jason has been helping wealthy individuals and families understand and organize all aspects of their financial lives. As a Private Wealth Advisor, he offers access to a distinctive level of sophisticated advice and service. Jason is highly regarded for his thoughtful and direct approach to providing insights and education, from basic financial concepts to complex strategies. His primary focus on investment strategy—specifically strategic and tactical asset allocation—leverages his expertise in equity, fixed income, foreign exchange, alternative and derivative strategies. He has also expanded his focus as team leader within ESG, sustainable and impact investing.
Previous Experience
Life
“I have a passion for truly understanding the complexities our clients face and what they hope to achieve. Clients count on me for personalized advice and guidance for any wealth matter.”
Over her 30-year career, Patty has combined her background as a legal professional with her expertise in financial planning to help ultra high net worth clients grow and preserve their wealth and establish their legacy. As a Private Wealth Advisor, she offers clients access to a distinctive level of sophisticated advice and service.
Patty provides comprehensive multigenerational wealth planning, specializing in estate planning strategies, investment solutions and liability management. With a passion for helping women in transition, she focuses on meeting the unique needs of clients through the entire process of divorce, from pre-divorce planning and negotiating to post-divorce financial management.
Experience
Life
“I always put client interests first—while remaining objective and diligent with my approach to wealth management. Integrity, trust and discretion are the cornerstones of my practice.”
Individuals and families with significant wealth require a customizable investment solution that is tailored to their specific goals and objectives—which often change over time. Brent Barnhart and his team, True North Partners, are focused on preserving wealth and uncovering investment opportunities across multiple generations.
As a UBS Private Wealth Advisor, Brent is part of an exclusive, boutique division within UBS Wealth Management that provides a distinctive level of sophisticated advice and service. Accessing the global platforms across all of UBS Private Wealth Management and the Family Office Solutions Group, Brent delivers tailored credit, estate planning, asset management and investment banking strategies to entrepreneurs, family offices, business owners and real estate principals who often require bespoke solutions to address the complexity of their financial lives.
Experience
Life
Maria Farhat Tanzola, Senior Vice President joined UBS in 2012 culminating 30+ years in Private Wealth Management. Maria leads the team in delivering all aspects of wealth management and planning to ultra high net worth families. She provides insightful execution helping to relieve her clients of the worries and burdens of their wealth. Maria is a founding member of UBS Sustainable Investment Advisory Council and was the creator of ImpactNJ, an investment strategy focused on supporting the rebuild efforts of New Jersey communities.
A very committed member of the community, Maria spends much of her personal time involved with many non-profit organizations such as the Foodbank of Monmouth & Ocean County, Monmouth Park Charity Fund, Council of New Jersey Grantmakers and was most recently honored as a Woman of Distinction of the Girl Scouts of America.
Experience
Personal & Community
“I help to ensure a family’s wealth does not crumble between generations.”
Having started his career in his own family office, Jake is uniquely positioned in the ultra high net worth market. Since joining UBS, he focuses his time on the needs of select millennials, entrepreneurs, executives and family offices. Jake specializes in building customized portfolios and has an innate ability to come up with innovative solutions to the challenges that come with exceptional wealth.
Jake graduated from Duke University with a bachelor of science in economics, concentrating in finance, and earned a certification in markets and management. He subsequently earned a master of science in finance from IE Business School in Madrid, a program consistently ranked among the top three worldwide. Additionally, Jake has a M.B.A. from Columbia University.
Experience
Life
“The personal relationships I build with our clients allow me to truly understand their goals. I focus on answering the tough questions and assisting with whatever a client may need.”
With more than 17 years of financial services industry experience, Allison delivers a highly personalized service experience focused on the unique needs of private wealth management clients. By handling operations for the team and serving as the point of contact for trading, lending and banking inquiries, she is wholly dedicated to making our clients’ lives easier.
In addition, Allison is committed to providing financial education for any issue or challenge our clients face. She is especially well-versed in helping clients understand cybersecurity and the importance of safeguarding personal and account information.
Experience
Life
“Our clients look to us to provide solutions that address their overall financial wellness. We get to these solutions after we clarify their goals and create a clear financial road map for the future.”
Since 2005, Susan has provided ultra-high net worth individuals and families with financial organization and solutions focused on building a solid foundation for success. Bringing together financial modeling, asset allocation and risk/return strategies, she works with clients in all phases of their financial lives.
Susan’s primary focus is the delivery of comprehensive financial planning. Working one-on-one during changing life circumstances, she makes a real impact on the financial well-being of her clients. With a special interest in guiding women through challenging times, Susan advises on the financial complexities associated with divorce, the death of a spouse and business transition planning.
Experience
Life
“At the end of the day, I’m here to do whatever I can to help our clients. That’s what makes the difference for me.”
Charlie has spent his financial services career focused on relationship management. He prides himself on building strong connections with clients, so they feel secure and organized.
Charlie specializes in implementing wealth management strategies as well as daily operations and maintenance. He is also responsible for equity and fixed income transactions, performance analytics and account processing.
Experience
Life
Lauren has focused her career around client service and relationship management. She finds it extremely rewarding to build personal relationships to truly understand client’s goals and make their lives easier.
Lauren’s primary focus is to handle daily operational items for the team including implementing new account strategies, transaction processing, account opening, and assisting clients with all aspects of their financial lives.
Experience
Accomplishments
Life
“Working hard to help our clients build a strong financial future brings me the greatest satisfaction. My goal is to help clients confidently navigate the road ahead”
Hank provides financial insight and guidance to wealthy individuals, families, business owners and their corporate investments. He also has extensive experience managing assets for select insurance companies and captives.
Hank is well versed in delivering solutions tailored for complex wealth. He also has a unique perspective on comprehensive financial planning and asset management, particularly fixed-income strategies
Experience
Life
“There’s nothing more important to me than helping clients understand complex topics well enough to then make smarter financial decisions. With this knowledge, our clients embrace the future with confidence.”
For the past 23 years, Jason has been helping wealthy individuals and families understand and organize all aspects of their financial lives. As a Private Wealth Advisor, he offers access to a distinctive level of sophisticated advice and service. Jason is highly regarded for his thoughtful and direct approach to providing insights and education, from basic financial concepts to complex strategies. His primary focus on investment strategy—specifically strategic and tactical asset allocation—leverages his expertise in equity, fixed income, foreign exchange, alternative and derivative strategies. He has also expanded his focus as team leader within ESG, sustainable and impact investing.
Previous Experience
Life
“I have a passion for truly understanding the complexities our clients face and what they hope to achieve. Clients count on me for personalized advice and guidance for any wealth matter.”
Over her 30-year career, Patty has combined her background as a legal professional with her expertise in financial planning to help ultra high net worth clients grow and preserve their wealth and establish their legacy. As a Private Wealth Advisor, she offers clients access to a distinctive level of sophisticated advice and service.
Patty provides comprehensive multigenerational wealth planning, specializing in estate planning strategies, investment solutions and liability management. With a passion for helping women in transition, she focuses on meeting the unique needs of clients through the entire process of divorce, from pre-divorce planning and negotiating to post-divorce financial management.
Experience
Life
“I always put client interests first—while remaining objective and diligent with my approach to wealth management. Integrity, trust and discretion are the cornerstones of my practice.”
Individuals and families with significant wealth require a customizable investment solution that is tailored to their specific goals and objectives—which often change over time. Brent Barnhart and his team, True North Partners, are focused on preserving wealth and uncovering investment opportunities across multiple generations.
As a UBS Private Wealth Advisor, Brent is part of an exclusive, boutique division within UBS Wealth Management that provides a distinctive level of sophisticated advice and service. Accessing the global platforms across all of UBS Private Wealth Management and the Family Office Solutions Group, Brent delivers tailored credit, estate planning, asset management and investment banking strategies to entrepreneurs, family offices, business owners and real estate principals who often require bespoke solutions to address the complexity of their financial lives.
Experience
Life
Maria Farhat Tanzola, Senior Vice President joined UBS in 2012 culminating 30+ years in Private Wealth Management. Maria leads the team in delivering all aspects of wealth management and planning to ultra high net worth families. She provides insightful execution helping to relieve her clients of the worries and burdens of their wealth. Maria is a founding member of UBS Sustainable Investment Advisory Council and was the creator of ImpactNJ, an investment strategy focused on supporting the rebuild efforts of New Jersey communities.
A very committed member of the community, Maria spends much of her personal time involved with many non-profit organizations such as the Foodbank of Monmouth & Ocean County, Monmouth Park Charity Fund, Council of New Jersey Grantmakers and was most recently honored as a Woman of Distinction of the Girl Scouts of America.
Experience
Personal & Community
“I help to ensure a family’s wealth does not crumble between generations.”
Having started his career in his own family office, Jake is uniquely positioned in the ultra high net worth market. Since joining UBS, he focuses his time on the needs of select millennials, entrepreneurs, executives and family offices. Jake specializes in building customized portfolios and has an innate ability to come up with innovative solutions to the challenges that come with exceptional wealth.
Jake graduated from Duke University with a bachelor of science in economics, concentrating in finance, and earned a certification in markets and management. He subsequently earned a master of science in finance from IE Business School in Madrid, a program consistently ranked among the top three worldwide. Additionally, Jake has a M.B.A. from Columbia University.
Experience
Life
“The personal relationships I build with our clients allow me to truly understand their goals. I focus on answering the tough questions and assisting with whatever a client may need.”
With more than 17 years of financial services industry experience, Allison delivers a highly personalized service experience focused on the unique needs of private wealth management clients. By handling operations for the team and serving as the point of contact for trading, lending and banking inquiries, she is wholly dedicated to making our clients’ lives easier.
In addition, Allison is committed to providing financial education for any issue or challenge our clients face. She is especially well-versed in helping clients understand cybersecurity and the importance of safeguarding personal and account information.
Experience
Life
“Our clients look to us to provide solutions that address their overall financial wellness. We get to these solutions after we clarify their goals and create a clear financial road map for the future.”
Since 2005, Susan has provided ultra-high net worth individuals and families with financial organization and solutions focused on building a solid foundation for success. Bringing together financial modeling, asset allocation and risk/return strategies, she works with clients in all phases of their financial lives.
Susan’s primary focus is the delivery of comprehensive financial planning. Working one-on-one during changing life circumstances, she makes a real impact on the financial well-being of her clients. With a special interest in guiding women through challenging times, Susan advises on the financial complexities associated with divorce, the death of a spouse and business transition planning.
Experience
Life
“At the end of the day, I’m here to do whatever I can to help our clients. That’s what makes the difference for me.”
Charlie has spent his financial services career focused on relationship management. He prides himself on building strong connections with clients, so they feel secure and organized.
Charlie specializes in implementing wealth management strategies as well as daily operations and maintenance. He is also responsible for equity and fixed income transactions, performance analytics and account processing.
Experience
Life
Lauren has focused her career around client service and relationship management. She finds it extremely rewarding to build personal relationships to truly understand client’s goals and make their lives easier.
Lauren’s primary focus is to handle daily operational items for the team including implementing new account strategies, transaction processing, account opening, and assisting clients with all aspects of their financial lives.
Experience
Accomplishments
Life
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
By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.
Business owners
Whether you’re exploring a sale or launching your third company, we can be a valuable resource. Our process begins with critical pre-liquidity planning and continues through execution and closing. While we help you develop a personalized strategy that includes important estate planning considerations that can impact your long-term goals and the next generation, post-sale, our advice addresses the entire selling cycle, including: structure and timing; valuation opportunities; risk management; liquidity planning and estate and tax planning strategies.
Executives
Whether you’re exploring a sale or launching your third company, we can be a valuable resource. Our process begins with critical pre-liquidity planning and continues through execution and closing. While we help you develop a personalized strategy that includes important estate planning considerations that can impact your long-term goals and the next generation, post-sale, our advice addresses the entire selling cycle, including: structure and timing; valuation opportunities; risk management; liquidity planning and estate and tax planning strategies.
Multigenerational families
Whether your goal is to preserve your assets or business, reduce your estate tax exposure or transfer wealth to your heirs, we collaborate with your tax and legal advisors to ensure your plan addresses your short- and long-term goals and your family commitments. Working with you and your loved ones, we’ll also help educate and prepare the next generation for financial responsibility.
Liquidity. Longevity. Legacy.
When it comes to pursuing your most important goals, we believe planning should always be your starting point. Depending on where you are in your life, the priorities you have and the complexity of your needs, our planning conversations may center on liquidity management, advanced estate planning strategies, trusts and philanthropic vehicles, cash flow or asset replacement solutions such as insurance.
Our process begins with questions and discussions that help us focus on what’s really important to you. Then, we can help you organize your financial life into three key strategies: Liquidity—to help provide cash flow for short-term expense, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.
Timeframes may vary. Strategies are subject to individual client goals, objectives and suitability. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved.
Women
We strive to guide you through the legal and financial hurdles many women face during difficult life transitions from divorce and separation to loss of a partner. Our goal is to help empower you to make the right choices for your family and your future—from healthcare to insurance planning to estate planning strategies.
Family offices
We understand that prominent families have sophisticated needs that require specialized resources and service. UBS has a deep bench of services tailored to our family offices clients. Collaborating with our Family Office Solutions Group, we can access the best of UBS insight and expertise to address the full range of your business, investments, passions and legacy needs.
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
Global leader
UBS is a world-leading wealth manager
#1
ESG/Impact Investing
Euromoney Private Banking and Wealth Management Survey, 2015-2022
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