Experience

Makes all the difference

Based in Seattle, WA, UBS IC Group - Northwest is one of the largest consulting groups in the country and has been providing institutional consulting advisory services since 1984. With over 130 clients and more than $38 billion in total assets, UBS IC Group - Northwest specializes in retirement plans, consulting to over $36 billion in retirement plan assets. In addition, our team has extensive experience working with municipalities, public retirement plans, corporate pensions, 401(k) plans, endowments, foundations, corporate reserves and Alaska Native Corporations and Native American Tribes spread across the US, with a regional concentration in Alaska, Washington, Oregon, Idaho, Montana and California..

Our team offers a uniquely qualified perspective into the objective investment consulting needs of our clients. We utilize our extensive, real-world consulting and client experiences to remain relevant and innovative as we help our clients pursue their long term investment goals.

Shawn Hintz, CIMA

Managing Director–Investments

Financial Advisor

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

Registered States:
  • 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

Recognized as an industry leader:

  • 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.

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

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

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Trent V. Sanden, CIMA®

Managing Director–Investments

Financial Advisor

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

Registered States:
  • 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

Recognized as an industry leader:

  • 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. 

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

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

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Jeremy Yanasak, CIMA

Financial Advisor

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.

Registered States:
  • AK
  • AZ
  • CA
  • DE
  • GA
  • IA
  • MA
  • MI
  • NC
  • OH
  • OR
  • PR
  • WA
925 Fourth Avenue
31st and 32nd Floors
Seattle, WA 98104

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Leah Tribe, CRPS

Senior Wealth Strategy Associate

Registered States:
  • AK
  • AZ
  • CA
  • GA
  • HI
  • IA
  • MA
  • MI
  • MT
  • NC
  • NY
  • OH
  • OR
  • PR
  • VA
  • WA
925 Fourth Avenue
31st and 32nd Floors
Seattle, WA 98104

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Brian R. Drumhiller, CFA, CFP

Vice President–Wealth Management

Financial Advisor

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.

Registered States:
  • AK
  • AZ
  • CA
  • DE
  • GA
  • IA
  • MA
  • ME
  • MI
  • MT
  • NC
  • NY
  • OH
  • OR
  • PA
  • PR
  • WA
925 Fourth Avenue
31st and 32nd Floors
Seattle, WA 98104

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Brady Flynn

Director

Senior Wealth Strategy Associate

Registered States:
  • AK
  • AZ
  • CA
  • CO
  • FL
  • GA
  • HI
  • IA
  • ID
  • IL
  • MA
  • ME
  • MI
  • MT
  • NV
  • NY
  • OH
  • OR
  • PA
  • PR
  • TN
  • UT
  • WA
  • WY
925 Fourth Avenue
31st and 32nd Floors
Seattle, WA 98104

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Lauren Mallory

Client Associate

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

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Grace Gill

Client Associate

Registered States:
  • WA
925 Fourth Avenue
31st and 32nd Floors
Seattle, WA 98104

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Beth Lovell

Senior Client Associate

Registered States:
  • AK
  • AZ
  • CA
  • CO
  • FL
  • HI
  • ID
  • IL
  • ME
  • MI
  • MT
  • NY
  • OR
  • PA
  • TN
  • WA
  • WY
925 Fourth Avenue
31st and 32nd Floors
Seattle, WA 98104

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Calvina Lum

Associate Director

Team Administrator

Registered States:
  • AK
  • AZ
  • CA
  • CO
  • GA
  • IA
  • MA
  • MI
  • MT
  • NC
  • OH
  • OR
  • PR
  • WA
925 Fourth Avenue
31st and 32nd Floors
Seattle, WA 98104

Email Me