James joined UBS in 2017 as a Financial Advisor at the Wealth Advice Center in New York, currently a Wealth Strategy Associate providing financial planning and investment support. Prior to UBS, James worked at TD Ameritrade and East West Bank. James graduated with his M.S. from Johns Hopkins University and holds securities licenses Series 7, 65 and 63. James is fluent in Mandarin Chinese and English.
CA, NY, PA
Gary joined UBS in 2016 and has worked in the financial services industry for the past 10 years. Prior to joining UBS, he worked with JP Morgan Chase Bank and Sterling Bank & Trust. He specializes in operational support including trade execution, banking and lending services, client onboarding and documentation. He is a graduate of UC Santa Cruz and holds securities licenses Series 7 and 66. Gary is fluent in Cantonese and English.