Experience

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. 

CA Insurance License #0H85981

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.

CA Insurance License #0D11684

Jeremy W. Yanasak, CIMA® is a Senior Institutional Consultant with the UBS Institutional Consulting Group – Northwest in Seattle, WA. Jeremy joined UBS Financial Services Inc. in 1998. Prior to joining UBS, attended the University of Washington where he earned a Bachelor of Science degree in Business with a minor in Marketing from the University of Phoenix. 

Jeremy has over 20 years of experience working with Corporate and Government Retirement Plans, Foundations and Endowments, Corporate Reserves, and Non-Profit Organizations. He focuses in areas such as Investment Policy Development, Asset Allocation Studies, Investment Manager Searches & Reviews, ongoing Investment and Manager Performance Monitoring, Fee Analysis and Retirement Plan Participant Education.  

CA Insurance License #4273570

Leah Tribe, CRPS® is a Sr. Wealth Strategy Associate and Consulting Associate with the UBS Institutional Consulting Group – Northwest in Seattle, WA and joined UBS Financial Services Inc. in 2010. She graduated with her BA from the University of Washington in Seattle, in 2008 with a degree in Studio Art.

Her role on the team involves working with Corporate and Government Retirement Plans, Defined Benefit and Non-Qualified Plans, Foundations, Endowments, Corporate Reserves and Non-Profit organizations. Leah's key client responsibilities include, recordkeeper search and selection, including the development of a Request for Proposal, assistance with investment policy development, asset allocation studies, investment manager searches, quarterly performance monitoring, fee benchmarking, trustee education, and participant education.

Leah currently lives in the Seattle area and enjoys spending time with her two Boston Terriers and her husband. She is an active member of the Investments & Wealth Institute and regularly attends industry conferences.

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.