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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.

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    Shawn Hintz, CIMA

    Managing Director–Investments

    Financial Advisor

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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. 

    CA Insurance License #0H85981

    • Barron's Top 100 Institutional Consultants, 2021, 2022, 2023The 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 Q1 of the award year.

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

        Managing Director–Investments

        Financial Advisor

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        • KY
        • LA
        • MA
        • MD
        • ME
        • MI
        • MN
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        • MS
        • MT
        • NC
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        • NE
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        • NY
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        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

        • Barron's Top 100 Institutional Consultants, 2021, 2022, 2023The 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
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            Jeremy Yanasak

            Financial Advisor

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            • GA
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            • ID
            • IL
            • IN
            • KS
            • KY
            • LA
            • MA
            • MD
            • ME
            • MI
            • MN
            • MO
            • MS
            • MT
            • NC
            • ND
            • NE
            • NH
            • NJ
            • NM
            • NV
            • NY
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            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

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

                  Senior Wealth Strategy Associate

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                  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.

                        925 Fourth Avenue
                        31st and 32nd Floors
                        Seattle, WA 98104
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                        Brian Drumhiller, CFA, CFP

                        Vice President–Wealth Management

                        Financial Advisor

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                        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
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                              Brady Flynn

                              Director

                              Senior Wealth Strategy Associate

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

                                    Client Associate

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

                                            Client Associate

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

                                                  Senior Client Associate

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

                                                        Associate Director

                                                        Team Administrator

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

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                                                            Managing wealth is our craft

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                                                            At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

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