Vice President–Wealth Management
Financial Advisor
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.
Vice President–Wealth Management
Financial Advisor
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.
Senior Vice President–Wealth Management
Financial Advisor
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.
Senior Vice President–Wealth Management
Financial Advisor
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.
Associate Director
Senior Wealth Strategy Associate
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.
Associate Director
Senior Wealth Strategy Associate
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.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
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