Family. Wealth. For Generations.

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May Chong, Managing Director-Wealth Management, is a Senior Portfolio Manager and International Private Wealth Advisor at UBS Financial Services.

May joined UBS Financial Services Inc. in 2016 after spending over 20 years at Merrill Lynch. Using a disciplined process of customized wealth management and estate planning approach, May has been helping ultra-high net-worth and high net-worth clients, families and institutions achieve their financial goals across the US and Asia since 1993. She uses her vast experience to provide a long term, consistent, and profitable investment relationship.  Her areas of experience include, but are not limited to, wealth planning, estate planning, cross-border wealth management, advisory programs, and lending. Understanding, empathy, and trust are her most important values.

May received a B.A. in Economics from University of California, Los Angeles (UCLA) and is also an active member of the UCLA community. She holds Series 3, 63, 66 and 7 securities licenses, life & health insurance licenses and is also fluent in Cantonese, Mandarin and English.

California Insurance License #0D97424

• Forbes America’s Top Women Wealth Advisors, 2020, 2021The 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 Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022, 2023, 2024, 2025, 2026The 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 Top Women Wealth Advisors Best-in-State, 2022, 2023, 2024, 2025, 2026The 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.

• Private Wealth Advisor

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Tony Chou is a seasoned financial professional based in Los Angeles, with over a decade of experience at renowned institutions including Smith Barney, Morgan Stanley, and Merrill Lynch, where he specialized in Private Wealth Management within the International Division. Over the past eight years, he has led a Los Angeles-based multifamily office focusing on private transactions and served as a venture partner at New York’s K50 Ventures, overseeing investments across real estate and life sciences.

Leveraging his extensive operational background, Tony concentrates on strategic investments for founders, business owners, and family offices. He is a dedicated proponent of a “value-add” approach, emphasizing tax-efficient strategies to preserve and grow wealth across generations. Tony holds a BA in Economics from the University of California, Irvine, is an alumnus of the Stanford Graduate School of Business (GSB), and holds Series 7 and 66 securities licenses alongside the CRPC™ designation. He is also proficient in conversational Mandarin.

Beyond his private wealth practice, Tony is deeply committed to public service and community governance. He currently serves as the Mayor of the City of San Marino, represents the region as a Los Angeles County Commissioner on the Commission for Local Governmental Services, and is founder of the Bridge to Discovery Grant. He serves on the Board of Directors for the Asian Pacific Community Fund, coaches volleyball at San Marino High School, and remains an active Rotarian.

In recognition of his public service and community impact, Tony has received the Outstanding Youth Achievement Award from the Chinese Consolidated Benevolent Association, the Civic Leadership Award from the Taiwanese American Scholarship Fund, and the Corporate Philanthropy Award on behalf of UBSI from the Asian Pacific Community Fund.

California Agent License # 0H04462

• Chartered Retirement Planning Counselor

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Jonathan Chan is a Financial Advisor with Harmonia Family Wealth at UBS, where he works with individuals and families to help them navigate the complexities of managing, growing and preserving wealth. He takes a comprehensive approach to wealth management, combining financial planning, investment strategy and the broader resources of UBS to help clients make thoughtful financial decisions and pursue their long-term goals.

Having built his career at UBS from the ground up, Jonathan began in an operational role before advancing to become a Senior Wealth Strategy Associate. Through these roles, he gained extensive experience in financial planning, portfolio analysis, investment research, and the construction and implementation of customized investment strategies. Today, he draws on that foundation to help clients better understand their financial picture and bring greater clarity and structure to complex financial decisions.

Jonathan’s experience spans both domestic and international wealth management. He works with affluent individuals and multigenerational families to develop investment and financial strategies aligned with their most important life goals. As part of a team with cross-border wealth management capabilities, he helps clients navigate the opportunities and considerations that come with global families, international assets, and evolving wealth transfer needs, bringing a holistic approach to helping clients manage, preserve, and transition wealth across generations

Since joining UBS in 2018, Jonathan has continued to deepen his knowledge and credentials within wealth management. He earned a B.A. in Business Management Economics from the University of California, Santa Cruz, and holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification, Series 7 and 66 securities licenses, as well as life and health insurance licenses.

California Insurance License #4036661

• CERTIFIED FINANCIAL PLANNER

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Helen joined UBS Financial Services Inc. in 2018 and has 22 years of financial services experience. Prior to UBS, she spent 4 years at HSBC providing support and advice to affluent individuals and families across a wide range of services. In addition, Helen spent over a decade of her career at Bank of America Merrill Lynch working with clients in various capacities. She has been a licensed CRPC® certificant since 2012. Helen graduated from the University of California, Irvine with a B.A. in Social Sciences and holds the Series 7 and 66 securities licenses as well as life & health insurance licenses. She is also fluent in Cantonese, Mandarin and English

California Insurance License #0H31364

• Chartered Retirement Planning Counselor

Rebecca Yiu joined UBS Financial Services Inc. in 2022 and serves as a Client Associate, supporting ultra-high-net-worth and high-net-worth clients. She brings a strong foundation in financial services, complemented by a background in education and communication, which enables her to engage clients thoughtfully and deliver a high level of personalized service. Rebecca holds a Master of Arts in Teaching of English from Teachers College, Columbia University and a Bachelor of Arts in English with a minor in Education from New York University. She is also Series 7 licensed. Rebecca is fluent in both Cantonese and English. Outside of work, she enjoys playing the piano, exploring video games, and pursing her lifelong passion for learning.

• New York University