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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.

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • 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

              Connecting you to the deep resources of UBS

              By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.

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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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              As of 12/31/2024

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              UBS is a leading and truly global wealth manager

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