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 $38 billion in total assets, UBS IC Group - Northwest specializes in retirement plans, consulting to over $36 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

email



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, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY


Trent V. Sanden, CIMA®

Managing Director - Investments
Senior Institutional Consultant
Certified Investment Management Analyst (CIMA®)
206-628-6501

email



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, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY


Ruth E. Maroun

Senior Wealth Strategy Associate
206-628-8553

email



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®

Account Vice President
Financial Advisor
206-447-2415

email



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, WA


Jeremy W. Yanasak, CIMA®

Senior Wealth Strategy Associate
Certified Investment Management Analyst (CIMA®)
206-628-6543

email



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

email




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


Jenna K. Lambdin, CRPS®

Wealth Strategy Associate
206-628-8602

email




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


Calvina Y. Lum

Authorized Officer
Team Administrator
206-628-8591

email




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


Beth A. Lovell

Senior Client Service Associate
206-628-8509

email




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


Grace Gill

Client Service Associate
206-628-8536

email




Chanel C. Prout

Client Service Associate
206-628-8597

email




Lauren D. Mallory

Client Service Associate
206-628-8510

email