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. 

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.

License #0D11684

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.

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.