Your goals. Your objectives. Our experience.

Office lobby

Whether you oversee a 401(k) plan that needs to fund successful retirements, an endowment that must meet obligations for decades to come or your own family’s legacy, you need a serious approach to the task at hand. We connect money with its purpose, designing customized strategies for complex financial needs.

Since 1984, we have worked with companies, institutions and ultra high net worth families to understand and address their complex goals. They know us to be knowledgeable, proactive and professional. We have more than $38 billion of assets under advisement and serve as financial advisors to more than 100 organizations and retirement plans nationwide.1 We help investment committees, trustees and multigenerational families fulfill their responsibilities with confidence.

1 As of 12/31/2019.

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Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Shawn M. Hintz

    Shawn Hintz, CIMA

    Managing Director–Investments

    Financial Advisor

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    • AK
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    • DC
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    • FL
    • GA
    • HI
    • IA
    • ID
    • IL
    • IN
    • KS
    • KY
    • LA
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    • WA
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    Shawn M. Hintz, CIMA® is a Managing Director - Investments and a Senior Institutional Consultant with the Institutional Consulting Group - Northwest in Seattle, WA.  Shawn has over 20 years of experiences with investment policy development, asset allocation studies, manager searches and evaluations and ongoing manager performance monitoring. Shawn graduated from Washington State University with a Bachelor of Arts in Business Economics. 

    License #0H85981

    • Barron's Top 100 Institutional Consultants, 2021, 2022The Barron's rating is awarded annually in April and is based on information from the prior year Q4. 
    • Barron's Top 50 Institutional Consultants, 2018, 2019, 2020The Barron's rating is awarded annually in April and is based on information from the prior year Q4. 
    • PLANADVISER Top Retirement Plan Advisers, 2016, 2017The PLANADVISOR rating is awarded in Q1 based on information from January of the award year.

        925 Fourth Avenue
        31st and 32nd Floors
        Seattle, WA 98104
      • Trent V. Sanden

        Trent V. Sanden, CIMA®

        Managing Director–Investments

        Financial Advisor

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        • AK
        • AL
        • AR
        • AZ
        • CA
        • CO
        • CT
        • DC
        • DE
        • FL
        • GA
        • HI
        • IA
        • ID
        • IL
        • IN
        • KS
        • KY
        • LA
        • MA
        • MD
        • ME
        • MI
        • MN
        • MO
        • MS
        • MT
        • NC
        • ND
        • NE
        • NH
        • NJ
        • NM
        • NV
        • NY
        • OH
        • OK
        • OR
        • PA
        • PR
        • RI
        • SC
        • SD
        • TN
        • TX
        • UT
        • VA
        • VT
        • WA
        • WI
        • WV
        • WY

        Trent V. Sanden, CIMA® is a Managing Director - Investments and a Senior Institutional Consultant with the Institutional Consulting Group - Northwest in Seattle, WA.  Trent joined UBS Financial Services Inc. as a Financial Advisor in March 1997.  He graduated from Northwestern University with a Bachelor of Science Degree in Speech/Sociology. Trent serves on the UBS Institutional Consulting National Advisory Council, the UBS Institutional Consulting Defined Contribution Sub-Committee, the UBS DC Advisory Steering Committee and other industry National Advisory Boards, and speaks frequently at various industry conferences.

        License #0D11684

        • Barron's Top 100 Institutional Consultants, 2021, 2022The Barron's rating is awarded annually in April and is based on information from the prior year Q4. 
        • Barron's Top 50 Institutional Consultants, 2018, 2019, 2020The Barron's rating is awarded annually in April and is based on information from the prior year Q4. 

            925 Fourth Avenue
            31st and 32nd Floors
            Seattle, WA 98104
          • Jeremy W. Yanasak

            Jeremy Yanasak, CIMA

            Financial Advisor

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            • AK
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            • MI
            • NC
            • OH
            • OR
            • PR
            • WA

            Jeremy W. Yanasak, is a Senior Wealth Strategy Associate with the Institutional Consulting Group- Northwest in Seattle, WA.  Jeremy joined UBS Financial Services Inc. in 1998. He focuses on manager due diligence and leads our group's internal research efforts.  Jeremy earned his Associate of Arts & Sciences degree from Pierce College and a Bachelor of Science degree from the University of Phoenix.

                  925 Fourth Avenue
                  31st and 32nd Floors
                  Seattle, WA 98104
                • Leah M. Tribe

                  Leah Tribe, CRPS

                  Senior Wealth Strategy Associate

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                  • MA
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                        925 Fourth Avenue
                        31st and 32nd Floors
                        Seattle, WA 98104
                      • Brian R. Drumhiller

                        Brian R. Drumhiller, CFA, CFP

                        Account Vice President

                        Financial Advisor

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                        • AK
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                        • OR
                        • PA
                        • PR
                        • WA

                        Brian helps provide full-service investment consulting to institutional investors and private clients, such as foundations, endowments, corporations, and individuals.

                        As a Financial Advisor at UBS, Brian focuses on delivering holistic wealth management to successful families and working professionals. With a focus on multi-generational planning, Brian creates comprehensive financial planning strategies and designs investment portfolios for his clients to address their top priorities: preserving wealth, mitigating taxes, taking care of heirs, and charitable giving.

                        In working with institutional clients, Brian is dedicated in helping them achieve their unique goals and investment objectives. The team's focus includes helping develop investment policy statements, portfolio design and implementation, comprehensive portfolio performance monitoring and fee benchmarking.

                        Brian joined UBS in 2013 and is a CFA® Charterholder and a Certified Financial Planner™ professional. He earned his Bachelor of Arts in Finance from Washington State University and his Masters of Business Administration from the University of Washington’s Foster School of Business. Brian lives in Seattle with his wife and two boys. Outside of the office he enjoys spending time with family and friends, golfing, and is an avid Seattle sports fan.

                              925 Fourth Avenue
                              31st and 32nd Floors
                              Seattle, WA 98104
                            • Brady Flynn

                              Brady Flynn

                              Director

                              Senior Wealth Strategy Associate

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                              • AK
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                              • NV
                              • NY
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                              • PR
                              • TN
                              • UT
                              • WA
                              • WY

                                    925 Fourth Avenue
                                    31st and 32nd Floors
                                    Seattle, WA 98104
                                  Multigenerational planning

                                  Multigenerational planning

                                  Institutional consulting

                                  Institutional consulting

                                  Retirement plan sponsors

                                  Retirement plan sponsors

                                  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

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                                  UBS is a world-leading wealth manager

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