Let's move forward. Together.

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

Adult couple on cell phone

Your primary source for financial advice

We are here to provide quality strategies customized to your needs. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.

  • Barbara Yee

    Barbara Yee

    Managing Director–Wealth Management

    Financial Advisor

    • image
    • image

      Barbara Yee is a Managing Director and founder of The Yee Pine Group. With over 20 years of experience in the financial services industry, she works with global private-owned enterprises, executives, family offices to develop holistic, cross-border solutions, wealth accumulation, preservation and wealth transfer for domestic clients and clients in APAC markets. Her team’s primary focus is to help global high net worth families develop highly customized pre-liquidity planning solutions, tax and trust planning, wealth transfer strategies to multi-generation and private foundation, and expertise in family wealth solutions and investment banking.

      Barbara was born and raised in China. She speaks both Mandarin and Cantonese. Barbara began her career on Wall Street working with institutional clients and high net worth individuals and families. Prior to starting at UBS and her tenure as a wealth advisor with Morgan Stanley, Barbara was a director at AIG where she managed a $270Bn portfolio. Her team also developed sophisticated investment strategies to effectively manage risk in volatile market conditions. She draws from her wealth of knowledge and experiences to guide her clients in making the right decisions to achieve their personal and professional goals.

      Barbara currently resides in Manhattan with her husband and two daughters. She is actively involved with community and non-profit organizations, having previously held board positions with Hamilton-Madison House, China Aids Fund, American Cancer Society NY, and Lower Manhattan YMCA. Her hobbies include golf, skiing and snowboarding. Barbara holds M.B.A. in Finance & Accounting from Columbia University, and B.S. and M.S. degrees in Chemical Engineer with a full scholarship from Cooper Union, New York City.

            1285 Avenue Of The Americas
            New York, NY 10019
          • Singman Siu

            Singman Siu

            Senior Vice President

            Financial Advisor

            • image
            • image

              Singman Siu is a Financial Advisor with Yee Pine Group. A lawyer by training (currently non-practicing), Singman advises clients on trust and estate planning strategies and structures for wealth preservation and wealth transfer. As the director of equity portfolio construction and portfolio management, he works closely with clients to develop tailored investment solutions to address their objectives. He takes care to ensure his clients are taking full advantage of robust research capabilities and investment platforms. Singman uses an analytical approach to portfolio management, leveraging market data and trends to strategically and tactically manage clients’ investments in order to help them achieve their investment goals.

              Singman has over 10 years of experience trading commodities, including oil and gas, on a large scale for a major utilities company. During his tenure, he has been responsible for due diligence, evaluating physical assets of companies and conducting in-depth risk analyses.

              Singman earned his B.S. degree from Cooper Union, M.S. degree from Columbia University and J.D. from New York Law School. He is a registered Professional Engineer and has been admitted to the New York Bar. Singman is married with two children. In his spare time, he enjoys golfing, snowboarding, cooking and collecting books.

                    1285 Avenue Of The Americas
                    New York, NY 10019
                  • Shirley Chan

                    Shirley Chan

                    Associate Director

                    Wealth Strategy Associate

                    • image
                    • image

                      Shirley Chan draws on over 20 years of experience in the financial services industry to help clients with their wealth management needs. Shirley also assists with the execution of asset allocation strategies and portfolio management trading.

                      Shirley is fluent in English, Cantonese and Mandarin Chinese. In her spare time, Shirley enjoys listening to music, working on DIY projects, and travelling.

                      Shirley is Series 7 and Series 66 licensed.

                            1285 Avenue Of The Americas
                            New York, NY 10019
                          • Spencer Wong

                            Spencer Wong

                            Client Associate

                            • image
                            • image

                              A recent graduate from High Point University, Spencer started as an intern for Morgan Stanley in 2021. Spencer is currently responsible for supporting the team’s daily operations overseeing client relations and helping clients with their daily needs.

                              Spencer currently resides in New Jersey and in his spare time enjoys playing golf and spending time with friends and family.

                                    1285 Avenue Of The Americas
                                    New York, NY 10019

                                  A focus on personalized access and service

                                  Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

                                  Focus on liquidity management

                                  CIO House View monthly livestream


                                  UBS and Credit Suisse—stronger than ever

                                  Managing wealth is our craft

                                  We’re committed to understanding what wealth means for you.

                                  At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

                                  Backed by the strength of UBS

                                  A global leader in wealth management

                                  $5+ trillion

                                  In invested assets globally 
                                  As of 11/07/2023

                                  51 countries

                                  Our global footprint

                                  World's best bank

                                  for wealth management

                                  Euromoney Award for Excellence, 2020-2022