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Diane Lin Hart

Managing Director–Wealth Management

Financial Advisor

Diane Hart brings three decades of working experience in financial services industry with a focus in portfolio management, wealth planning, international banking, trust and estate planning, and lending. She works directly with ultra-high-net-worth individuals, multigenerational families, business executives, and entrepreneurs residing in the U.S. and Asia Pacific countries, to help them address the complexities of significant capital. She has a deep understanding of her clients’ needs and goals. Leveraging the extensive breadth of services available at UBS, she develops investment strategies tailored specifically to her clients’ multifaceted and sophisticated objectives. Her dedicated approach has helped cultivate long-lasting client relationship.

Prior to joining UBS team in 2007, Diane was a Senior Vice President at Bank of America International Private Banking for ten years. Born and raised in Taiwan, Diane is fluent in Mandarin, Taiwanese and English. In her free time, she enjoys traveling and has visited over 20 countries.

Registered States:
  • CA
  • FL
  • GA
  • HI
  • IL
  • MA
  • MN
  • MO
  • NJ
  • NV
  • NY
  • OR
  • PA
  • RI
  • SD
  • TX
  • UT
  • VA
  • WA

  • Working Mother Magazine/SHOOK Top Wealth Advisor Moms, 2019, 2020The Working Mother Magazine/SHOOK rating is compiled by Shook Research and awarded annually in October based on information from a 12 month period ending in March of the award year.
  • Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
  • Forbes Best-in-State Women Wealth Advisors, 2020, 2021, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
  • Forbes America’s Top Women Wealth Advisors, 2019, 2020, 2021, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.

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

Education

  • Major in International Business, Takming University of Science and Technology, Taipei Taiwan
  • Master of Science in Finance, Golden Gate University

Credentials

  • Portfolio Manager
  • Wealth Advisor
251 South Lake Avenue
10th Floor
Pasadena, CA 91101
  • (626) 405-4701

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Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

Learn more at ubs.com/wealthway.

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A global leader in wealth management

$2.8 trillion

In invested assets globally 
As of 06/30/2022

51 countries

Our global footprint

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UBS is a world-leading wealth manager

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