Gary Hansen
About Gary Hansen
Gary Hansen serves as the Senior Vice President of Wealth Management at UBS, where he provides tailored financial advice and boutique family office services. With extensive experience in the financial sector, he focuses on helping clients achieve their financial goals through a transparent and disciplined approach.
Work at UBS
Gary Hansen has served as the Senior Vice President of Wealth Management at UBS since 2012. In this role, he tailors advice and guidance to meet the diverse needs of clients, including their current lifestyle, retirement cash flow requirements, family legacy aspirations, and philanthropic interests. Hansen provides boutique family office services to a select group of families, business owners, corporate executives, and professionals. His approach emphasizes transparency and a disciplined process to help clients achieve their financial objectives.
Previous Experience at Merrill Lynch
Before joining UBS, Gary Hansen worked at Merrill Lynch as a Vice President from 2001 to 2011. During his decade-long tenure, he developed expertise in wealth management and client advisory services. His experience at Merrill Lynch contributed to his comprehensive understanding of financial planning and investment strategies, which he applies in his current role.
Background in RBC Capital Markets
Gary Hansen held the position of Managing Director at RBC Capital Markets from 1988 to 2000. His 12 years in this role provided him with extensive experience in financial services and client management. This background has equipped him with the skills necessary to guide clients effectively in achieving their financial goals.
Education and Expertise
Gary Hansen earned his Bachelor's degree in Accounting and Business/Management from Gustavus Adolphus College, completing his studies from 1973 to 1976. He furthered his education at Mitchell Hamline School of Law, where he obtained a Doctor of Law (JD) and a Master of Law in Taxation (LLM) between 1977 and 1980. This educational foundation supports his expertise in wealth management and financial planning.