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 $35 billion in total assets, UBS IC Group Northwest specializes in retirement plans, consulting to over $30 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 M. Hintz, CIMA®

Managing Director - Investments
Senior Institutional Consultant
Certified Investment Management Analyst (CIMA®)
206-628-6535
shawn.hintz@ubs.com

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. 


Registered States:
AK, AL, AR, AZ, CA, CO, DC, DE, FL, GA, HI, IA, ID, IL, IN, MA, MD, MI, MO, MT, NC, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WV, WY


Trent V. Sanden, CIMA®

Managing Director - Investments
Senior Institutional Consultant
Certified Investment Management Analyst (CIMA®)
206-628-6501
trent.sanden@ubs.com

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 and the UBS DC Advisory Steering Committee and other industry National Advisory Boards and speaks frequently at various industry conferences.


Registered States:
AK, AL, AR, AZ, CA, CO, DC, DE, FL, GA, HI, IA, ID, IL, IN, MA, MD, MI, MO, MT, NC, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WV, WY


Frank E. Gallo, CIMA®

Senior Vice President - Investments
Financial Advisor
Senior Institutional Consultant
Certified Investment Management Analyst (CIMA®)
206-628-8500
frank.gallo@ubs.com

Frank E. Gallo, CIMA® is a Senior Vice President and a Senior Institutional Consultant with the Institutional Consulting Group- Northwest in Seattle, WA. Frank has more than 30 years of experience in developing and presenting educational programs. He joined UBS Financial Services (formerly PaineWebber / Kidder, Peabody & Co) in 1983. Frank received his undergraduate degree from Dartmouth College, cum laude in Latin American Studies with a focus in Economics.


Registered States:
AK, AL, AZ, CA, DC, DE, FL, GA, HI, IA, MA, MI, MO, MT, NC, NJ, NY, OH, OR, PA, VA, WA


Ruth E. Maroun

Senior Wealth Strategy Associate
206-628-8553
ruth.maroun@ubs.com

Ruth E. Maroun, is a Senior Wealth Strategy Associate with the UBS Institutional Consulting Group- Northwest in Seattle. Ruth joined UBS in 2005. She has over 15 years of experience in the financial services industry. Ruth earned her bachelor’s degree from Illinois State University, Magna Cum Laude, with a double major in Economics and Psychology. She earned her M.A. Degree in Industrial/Organizational Psychology from George Mason University in Northern Virginia.


Registered States:
AK, AZ, CA, IN, MA, MI, NY, OH, OR, VA, WA


Brian R. Drumhiller, CFA, CFP®

Financial Advisor
206-447-2415
brian.drumhiller@ubs.com

Brian R. Drumhiller, CFA, CFP®, is a Financial Advisor with the UBS Institutional Consulting Group – Northwest in Seattle, WA.  Brian joined UBS in 2013.  He focuses on manager due diligence and asset allocation studies.  Brian earned a BA in Finance from Washington State University and an MBA from the University of Washington's Foster School of Business. 

 


Registered States:
AK, AZ, CA, DE, GA, IA, MA, MI, MT, NC, NY, OH, OR, PA, TN, WA


Jeremy W. Yanasak, CIMA®

Senior Wealth Strategy Associate
Certified Investment Management Analyst (CIMA®)
206-628-6543
jeremy.yanasak@ubs.com

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, WA


Leah M. Tribe, CRPS®

Senior Wealth Strategy Associate
206-628-8617
leah.tribe@ubs.com


Registered States:
AK, AZ, CA, GA, HI, IA, IN, MA, MI, MT, NC, NY, OH, OR, VA, WA


Calvina Y. Lum

Authorized Officer
Team Administrator
206-628-8591
calvina.lum@ubs.com


Registered States:
AK, AZ, CA, CO, CT, GA, IA, MA, MI, MT, NC, OH, OR, WA


Beth A. Lovell

Senior Client Service Associate
206-628-8509
beth.lovell@ubs.com


Registered States:
AK, AZ, CA, CO, HI, ID, MI, MT, NY, OR, PA, TN, WA, WY


Jenna K. Lambdin, CRPS®

Registered Client Service Associate
206-628-8602
jenna.lambdin@ubs.com


Registered States:
AK, AZ, CA, CO, DE, HI, IA, MA, MI, MT, NY, OH, OR, PA, WA


Grace Gill

Client Service Associate
206-628-8536
grace.gill@ubs.com


Chanel C. Prout

Client Service Associate
206-628-8597
chanel.prout@ubs.com


Lauren D. Mallory

Client Service Associate
206-628-8510
lauren.mallory@ubs.com