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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.

CA Insurance License #0C39920

Registered States:
  • CA
  • DC
  • 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, 2022, 2023, 2024, 2025The 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 America’s Top Women Wealth Advisors, 2019, 2020, 2021, 2022, 2023, 2024, 2025The 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 Top Women Wealth Advisors Best-in-State, 2022, 2023, 2024, 2025The 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.
  • UBS Wealth Management Pinnacle Council, 2024UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.
  • Barron's Top 100 Women Advisors, 2024The Barron's rating is awarded annually in July and is based on information from the Q1 of the award 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

  • Wealth Advisor
  • Senior Portfolio Manager
251 South Lake Avenue
10th Floor
Pasadena, CA 91101

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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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