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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.

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  • Tara Chin Photo

    Tara Chin

    Vice President–Wealth Management

    Financial Advisor

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    • AZ
    • MA
    • NJ
    • NY
    • VT

    Expertise information

    Working in the financial services industry for 30 years; joined UBS in 2016 
    Education: B.A. Chulalongkorn University, Thailand; post-graduate research fellowship, Sophia University, Japan
    Countries of focus: Thailand, US
    Languages: English, Thai, Chinese-Hakka
    Licenses/Certifications: Series 7, 66, 9, and 10
     

    Additional information

    Hobbies: Golf, Tennis

     
    Hometown: Summit, New Jersey

     
    Value Proposition: As a Financial Advisor with UBS, we focus on creating customized financial plans for each of our ultra-high net worth families. We work to address their specific needs, goals and aspirations. The cornerstone of our practice is the personal level of service we offer, coupled with disciplined investment and risk management. 

          1285 Avenue Of The Americas
          New York, NY 10019
          tara.chin@ubs.com
          Tara Chin
          1285 Avenue Of The Americas,New York,NY,10019
        • daisy

          Daisy Feng

          Senior Vice President–Wealth Management

          Financial Advisor

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          • AZ
          • CA
          • FL
          • MA
          • MI
          • NJ
          • NY
          • VT
          • WA

          Expertise information

          Working in the financial services for 14 years, joined UBS in 2016
          Education: B.A. Pace University
          Countries of focus: China, Thailand, US
          Languages: English, Mandarin, Shanghainese
          Licenses/Certifications: Series 7, 66, 6
           

          Additional information

          Hobbies: Travel, Tennis, Sailing

           
          Hometown: Manhattan, NYC

           

          Value Proposition: As a Financial Advisor with UBS, we focus on creating customized financial plans for each of our ultra-high net worth families. We work to address their specific needs, goals and aspirations, harnessing the vast resources available at UBS. The cornerstone of our practice is the personal level of service we offer, coupled with disciplined investment and risk management.

           

           

                1285 Avenue Of The Americas
                New York, NY 10019
                daisy.feng@ubs.com
                Daisy Feng
                1285 Avenue Of The Americas,New York,NY,10019
              • Angela Wen photo

                Angela Wen

                Associate Director

                Senior Wealth Strategy Associate

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                • AZ
                • CA
                • CT
                • DC
                • DE
                • FL
                • GA
                • IL
                • IN
                • MA
                • MD
                • ME
                • MI
                • NC
                • NH
                • NJ
                • NY
                • OH
                • OR
                • SC
                • SD
                • TX
                • VA
                • VT
                • WA

                Expertise information

                Working in the financial services since 2011: joined UBS in 2017
                Education: M.A. New York State University at Buffalo
                Languages: English, Mandarin, Cantonese
                Licenses/Certifications: Series 7, 65, 63, Life, Health, and Accidental Insurance

                 

                Additional Information

                 

                Hobbies: Skiing, trombone

                 

                Hometown: New York, NYC

                 

                Value Proposition:  Angela Wen is dedicated to a thorough financial planning approach for ultra-high net worth individuals and families that addresses the specific needs, wants and goals of future years and generations. The cornerstone of her business is the personal level of service she offers coupled with disciplined investment and risk management.

                 

                      1285 Avenue Of The Americas
                      New York, NY 10019
                      angela.wen@ubs.com
                      Angela Wen
                      1285 Avenue Of The Americas,New York,NY,10019
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                    Support and resources

                    Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.

                    Learn how you can get involved and make an impact through the UBS Optimus Foundation.

                    The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.

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                    UBS Group invested assets
                    As of 12/31/2024

                    51 countries

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                    UBS is a leading and truly global wealth manager

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