With more than 15 years of experience both in the United States and across Asia, Joanne is an International Wealth Management Advisor, an accreditation that enables her to work with ultra-high net worth entrepreneurs and families living internationally. Specifically, she works with non-U.S. clients and clients with strong ties to Asia by providing comprehensive advice on the complicated risks and regulations associated with doing cross-border business, investment and liquidity solutions, and estate planning.

By providing extensive access to the global resources of UBS, Joanne focuses on providing comprehensive private wealth management solutions to individuals, families and their family offices. Joanne and her team have built strong relationships with an extensive network of specialists throughout the firm as well as professionals across the industry and around the globe. Her solutions-oriented approach is built on a clear understanding of her clients’ goals, the knowledge to offer practical strategies and the wisdom to make the right decisions.

Past experience

• Prior to joining UBS in 2015, Joanne was a Relationship Manager at Credit Suisse Private Banking USA for over 10 years, working with ultra-high net worth clients in the San Francisco Bay Area and Asia.
• She worked in the Venture Services Group at Credit Suisse where she specialized in restricted stock transactions. There she was responsible for the development of strategic relationships with technology companies backed by venture capital and private equity funds in Silicon Valley, Seattle and Asia.

Accolades

• Forbes, America’s Top Women Wealth Advisors, 2019
• Forbes, Best-in-State Wealth Advisor (CA), 2019 – 2020

Education and credentials

• M.A. degree, Asian Studies, U.C. Berkeley
• B.A. degree, history and economics, U.C. San Diego
• Series 7 and 66 securities licenses; insurance license

Life

• Joanne lives in San Francisco with her husband, Doug, and their two children
• She is active with the Asian Art Museum and enjoys cooking

Registered States:
CA, DE, GA, MA, NV, NY, TX

Danyi supports the mission of the team to provide comprehensive wealth management to an international clientele of ultra-high net worth entrepreneurs, families and their family offices. With deep knowledge about the complex cross-border risk and regulations clients face, she works daily with clients who have strong ties to Asia. Danyi handles international client onboarding, documentation of complex trust and estate structures and fiscal compliance.

Specifically, Danyi focuses on trading, restricted stock sale and settlement implementation (Rule 144 and 10b5-1 plans), as well as international stock transfers and settlements. Clients count on her for international stock transfer and settlement, cash flow management, complex lending strategies, investment proposals, reporting, onboarding and periodic reviews. Her dedication and attention to detail has made a real impact in the lives of Zhong Wealth Management Group clients.

Past experience

• Prior to joining the team in 2017, Danyi served as New Accounts Officer in the UBS International Division
• Before moving to UBS and focusing on wealth management, Danyi worked in corporate banking for more than five years, holding roles as Relationship Manager at Commerzbank in Shanghai and Manager of the German Desk at Deutsche Leasing (China)

Education and credentials

• M.B.A . degree, University of Bayreuth (Germany)
• B.A. degree, German linguistics and literature, Shanghai International Studies University
• Series 7 and 66 securities licenses

Life

• Danyi moved to San Francisco from Shanghai in 2015 with her husband Michael. They have a young daughter
• She enjoys exploring hiking trails with her family in the Bay area

Registered States:
CA, DE, GA, MA, NV, NY, TX

Veronica strives to bring client service and appreciation to the next level. As a Client Service Associate, she ensures that administrative and operational activities are organized and running smoothly for her Private Wealth Management team, Zhong Wealth Management Group. She educates clients on account services and wealth management resources, manages service requests and prepares client reports. But her favorite part of her role is building relationships and helping empower clients to make better financial decisions.

Past experience

• Client Service Associate, Zhong Wealth Management Group, UBS Private Wealth Management (PWM)
• Executive Team Assistant, West Division management team
• Client Service Associate, San Francisco Private Wealth Management

Education and credentials

• B.A., business management economics and linguistics, University of California, Santa Cruz

Life

• Veronica lives in the East Bay.
• She enjoys the outdoors, cooking, taking classes to learn new things and reading.

Registered States:
CA, DE, GA, MA, NV, NY, TX