Hank provides financial insight and guidance to wealthy individuals, families, business owners and their corporate investments. He also has extensive experience managing assets for select insurance companies and captives. 

 Hank is well versed in delivering solutions tailored for complex wealth. He also has a unique perspective on comprehensive financial planning and asset management, particularly fixed-income strategies

Experience

• More than 35 years of investment management experience
• Joined UBS Private Wealth Management in 2004
• Held several positions at J.P. Morgan Private Bank; was a credit and lending securities manager, then promoted to head up a trading desk

Accomplishments

• UBS Presidents Council member
• Series 7, 8, 63 and 65 securities licenses
• Life and annuities insurance licenses
• Bermuda accredited
• Wharton Executive Education program
• B.A.A., Hofstra University

Life

• Hank and his wife, Angela, live in Lloyd Neck, NY, and he loves spending his personal time with his five children.
• Through the Huntington Breast Cancer Association, Hank is actively involved in promoting and funding breast cancer awareness initiatives.
• Hank supports the Caumsett Foundation, which is dedicated to the environmental preservation of Caumsett State Historic Park Preserve as a unique and historic environment on Long Island’s north shore.
• He has made a long-standing commitment to working with the Boy Scouts of America and has coached both boys’ and girls’ basketball.
• In his free time, he is passionate about skiing, boating and mountain biking.

Registered States:
AZ, CA, CO, CT, DC, DE, FL, GA, HI, IL, KS, MA, MD, MI, MN, MO, NC, NH, NJ, NV, NY, OH, PA, TN, TX, UT, VA

For the past 23 years, Jason has been helping wealthy individuals and families understand and organize all aspects of their financial lives. As a Private Wealth Advisor, he offers access to a distinctive level of sophisticated advice and service. Jason is highly regarded for his thoughtful and direct approach to providing insights and education, from basic financial concepts to complex strategies. His primary focus on investment strategy—specifically strategic and tactical asset allocation—leverages his expertise in equity, fixed income, foreign exchange, alternative and derivative strategies. He has also expanded his focus as team leader within ESG, sustainable and impact investing.

Previous Experience

• Sales Trader at J.P. Morgan Private Bank for 10 years
• Joined UBS Private Wealth Management in 2004

Accomplishments

• Series 7, 3 and 66 securities licenses
• Life and health insurance licenses
• B.S., finance and marketing, University of Delaware - Alfred Lerner College of Business and Economics

Life

• Jason resides in Brooklyn, NY.
• He is a long-time supporter of the Surfrider Foundation.
• Hobbies and interests include surfing, skiing, golf, tennis, NYC restaurants and international travel.
• Priority project is being a change agent within ESG, sustainable and impact investing.

Registered States:
AZ, CA, CO, CT, DC, DE, FL, GA, HI, IL, KS, MA, MD, MI, MN, MO, NC, NH, NJ, NV, NY, OH, PA, SC, TN, TX, UT, VA

Over her 30-year career, Patty has combined her background as a legal professional with her expertise in financial planning to help ultra high net worth clients grow and preserve their wealth and establish their legacy. As a Private Wealth Advisor, she offers clients access to a distinctive level of sophisticated advice and service.

Patty provides comprehensive multigenerational wealth planning, specializing in estate planning strategies, investment solutions and liability management. With a passion for helping women in transition, she focuses on meeting the unique needs of clients through the entire process of divorce, from pre-divorce planning and negotiating to post-divorce financial management.

Experience

• Spent 17 years with J.P. Morgan, serving in corporate finance and with the Private Bank
• Joined UBS Private Wealth Management in 2004

Accomplishments

• CERTIFIED FINANCIAL PLANNER™ designation
• Certified Divorce Financial Analyst® designation
• Series 7, 63 and 65 securities licenses
• Life and health insurance licenses
• M.B.A., Yale School of Management
• B.A., Smith College

Life

• Patty and her husband live in West Nyack, NY, and enjoy adventure travel to such culturally exotic locales as Bhutan, Tanzania, Patagonia, Laos, Cambodia, Greenland and many other regions.
• She is a former board member of the Student Conservation Association.

Registered States:
AR, AZ, CA, CT, DC, DE, FL, GA, HI, IL, KS, MA, MD, MI, MN, MO, NC, NH, NJ, NV, NY, OH, PA, TX, UT, VA

Individuals and families with significant wealth require a customizable investment solution that is tailored to their specific goals and objectives—which often change over time. Brent Barnhart and his team, True North Partners, are focused on preserving wealth and uncovering investment opportunities across multiple generations.

As a UBS Private Wealth Advisor, Brent is part of an exclusive, boutique division within UBS Wealth Management that provides a distinctive level of sophisticated advice and service. Accessing the global platforms across all of UBS Private Wealth Management and the Family Office Solutions Group, Brent delivers tailored credit, estate planning, asset management and investment banking strategies to entrepreneurs, family offices, business owners and real estate principals who often require bespoke solutions to address the complexity of their financial lives.

Experience

• Portfolio management analyst at Twin Focus Capital Partners—Multi Family Office
• Research analyst at La Fayette Investment Management—Fund of Hedge Funds
• Joined UBS Wealth Management in 2010

Accomplishments

• Forbes America’s Top Next-Generation Wealth Advisors
• UBS Private Wealth Management Accreditation Program
• Series 7 and 66 securities licenses
• Life and health insurance licenses

Education

• B.S.B.A., finance, Boston University Questrom School of Business
• London School of Economics

Life

• Originally from Bloomfield Hills, MI, Brent now lives in New York City.
• Brent is a board member of the Lincoln Center Young Patrons.
• He also supports the LUNGevity Foundation, serving as Vice Chair of the annual Celebration of Hope Gala in New York City.
• Brent’s interests include horology, adventurous travel, great restaurants, health and fitness.

Registered States:
AZ, CA, CO, CT, DC, FL, GA, IL, MA, MD, MI, MN, NC, NH, NJ, NV, NY, OH, PA, TN, TX, UT, VA

Maria Farhat Tanzola, Senior Vice President joined UBS in 2012 culminating 30+ years in Private Wealth Management.  Maria leads the team in delivering all aspects of wealth management and planning to ultra high net worth families. She provides insightful execution helping to relieve her clients of the worries and burdens of their wealth.   Maria is a founding member of UBS Sustainable Investment Advisory Council and was the creator of ImpactNJ, an investment strategy focused on supporting the rebuild efforts of New Jersey communities.

A very committed member of the community, Maria spends much of her personal time involved with many non-profit organizations such as the Foodbank of Monmouth & Ocean County, Monmouth Park Charity Fund, Council of New Jersey Grantmakers and was most recently honored as a Woman of Distinction of the Girl Scouts of America.

Experience

• Joined UBS in 2012 
• Private Wealth Advisor, U.S. Trust, 2005-2012 
• Private Wealth Advisor, PNC, 1981-2005

Registered States:
AZ, CA, CO, CT, DE, FL, MA, MD, NJ, NY, PA, TN

Having started his career in his own family office, Jake is uniquely positioned in the ultra high net worth market. Since joining UBS, he focuses his time on the needs of select millennials, entrepreneurs, executives and family offices. Jake specializes in building customized portfolios and has an innate ability to come up with innovative solutions to the challenges that come with exceptional wealth.

Jake graduated from Duke University with a bachelor of science in economics, concentrating in finance, and earned a certification in markets and management. He subsequently earned a master of science in finance from IE Business School in Madrid, a program consistently ranked among the top three worldwide.

Experience

• Began his career in his own family office, W.R. Huff Asset Management
• Worked for Morgan Stanley Private Wealth Management in 2013
• Joined UBS in 2015

Accomplishments

• M.S., finance, IE Business School
• B.S., economics, Duke University
• CFA® designation
• CFP® certification
• CIPM designation
• Series 7 and 66 securities licenses
• Life, accident and health insurance and annuity licenses for the state of New York

Life

• He is a member of the International Academic Salon, which promotes international cultural, scientific and business ties through its events around the world.
• Jake serves on the Lincoln Center Young Patrons leadership board.

Registered States:
CA, CO, CT, DC, FL, IL, MA, MN, MO, NJ, NV, NY, PA, TN, TX, VA, WY

With more than 17 years of financial services industry experience, Allison delivers a highly personalized service experience focused on the unique needs of private wealth management clients. By handling operations for the team and serving as the point of contact for trading, lending and banking inquiries, she is wholly dedicated to making our clients’ lives easier.

In addition, Allison is committed to providing financial education for any issue or challenge our clients face. She is especially well-versed in helping clients understand cybersecurity and the importance of safeguarding personal and account information.

Experience

• Started her career as a financial advisor trainee at American Express Financial Advisors in 2002
• Worked as a client service associate in the Private Bank at Morgan Stanley and Lehman Brothers
• Joined UBS in 2008

Accomplishments

• Completed the Private Wealth Management Program at the University of Pennsylvania’s Wharton School, 2017
• Series 7 and 66 securities licenses
• New York life and health insurance licenses
• B.A., finance, West Virginia University

Life

• Allison resides in Brooklyn, NY, and is a proud WVU Mountaineer fan.
• She is committed to environmental causes and is an animal lover.
• A seasoned traveler who has been to countries such as Iceland and Australia, she is on a mission to visit all 50 states.

Registered States:
CA, CO, CT, DC, DE, FL, GA, IL, KS, MA, ME, MI, MN, NC, NH, NJ, NV, NY, OH, PA, RI, TN, TX, UT, VA

Since 2005, Susan has provided ultra-high net worth individuals and families with financial organization and solutions focused on building a solid foundation for success. Bringing together financial modeling, asset allocation and risk/return strategies, she works with clients in all phases of their financial lives.

Susan’s primary focus is the delivery of comprehensive financial planning. Working one-on-one during changing life circumstances, she makes a real impact on the financial well-being of her clients. With a special interest in guiding women through challenging times, Susan advises on the financial complexities associated with divorce, the death of a spouse and business transition planning.

Experience

• Started her career at Smith Barney Global Wealth Management in 2005
• Joined UBS Private Wealth Management in 2006 and became a member of True North Partners in 2011

Accomplishments

• CERTFIED FINANCIAL PLANNER™ designation
• Certified Divorce Financial Analyst^® designation
• Series 7 and 66 securities licenses
• Life and health insurance licenses
• M.S., business leadership, Concordia College
• BA., international business, Berkeley College

Life

• Susan is an active volunteer for many local charity initiatives and raises money for Irish cultural efforts.
• She is an executive board member of the Mothers’ Club of St. Joseph Schoolin Bronxville, NY.
• Susan, her husband and three young children reside in Westchester, NY, where she enjoys giving back to her community and teaching her children how to do the same.

Registered States:
CA, CT, DC, DE, FL, GA, IL, KS, MA, MD, MI, MN, NC, NJ, NV, NY, OH, RI, TN, TX, UT, VA

Charlie has spent his financial services career focused on relationship management. He prides himself on building strong connections with clients, so they feel secure and organized.

Charlie specializes in implementing wealth management strategies as well as daily operations and maintenance. He is also responsible for equity and fixed income transactions, performance analytics and account processing.

Experience

• Started his career in 2010, working at J.P. Morgan Private Bank and Alliance Bernstein
• Joined UBS in 2015

Accomplishments

• Series 7 and 63 securities licenses
• B.S., finance, University of Delaware

Life

• Charlie lives in New Jersey with his wife and child.
• He enjoys playing golf, snowboarding and travelling.

Registered States:
AZ, CA, CO, CT, DC, DE, FL, GA, IL, KS, MA, MI, MN, NC, NH, NJ, NV, NY, OH, PA, TN, TX, UT, VA

Lauren has focused her career around client service and relationship management. She finds it extremely rewarding to build personal relationships to truly understand client’s goals and make their lives easier.

Lauren’s primary focus is to handle daily operational items for the team including implementing new account strategies, transaction processing, account opening, and assisting clients with all aspects of their financial lives.

Experience

• Started her career in client service management in 2012 working in commercial real estate
• Joined UBS Private Wealth Management in 2015

Accomplishments

• Series 7 and 63 securities licenses
• B.A., Communication Studies, Northeastern University

Life

• Lauren and her husband live in upstate New York
• Her hobbies and interests include tennis, interior design, travel and yoga

Registered States:
CA, CO, CT, DC, DE, FL, GA, IL, KS, MA, ME, MI, MN, NC, NH, NJ, NV, NY, OH, PA, RI, TN, TX, UT, VA