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$3.9 trillion
In invested assets globally
As of 12/31/2022
Whether you are growing your business, considering a transition or looking to manage your post-exit liquidity, we provide targeted advice and insights. Our access to the global resources of UBS can help you maximize the value of your business and plan for your next venture after you step away. Whatever your goals for yourself or your business, you can trust that our knowledge and perspective will provide you with the financial stewardship you deserve.
Vice President–Wealth Management
Financial Advisor
Wealth That Works
Prior to joining UBS Financial Services, Jen worked at Merrill Lynch Private Banking & Investment Group & Global Wealth Management focused on assisting world-class corporations and high-profile global families in various countries and regions.
As a partner of Wise River Advisors, Jen is responsible for Corporate & Family Advisory and Estate & Legacy Planning. As an advisor, she personally ensures that our clients receive financial guidance, timely reviews and access to the firm’s exclusive resources.
Originally from Seoul, South Korea, Jen dedicated much of her early years studying abroad. Her formal education landed her in many locations across the United States from Manhattan to Beverly Hills. In her early 20s, her interests led her to consulting for prominent international hotels and later as a fine art broker in galleries across the United States. In that role, she learned the subtleties of working with a discerning clientele. Jen brings that sense of personalized service and attention to detail to her role at UBS.
Jen takes the lead on legacy planning for numerous prestigious Asian families with her strong understanding in many foreign cultures.
Jen is fluent in Korean & English and her client associate partner, Leo Jacquez, is fluent in Spanish & English.
For Jen, there is no greater reward than helping her clients achieve their dreams.
Recognized as an industry leader:
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
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Vice President–Wealth Management
Financial Advisor
Wealth That Works
Prior to joining UBS Financial Services, Jen worked at Merrill Lynch Private Banking & Investment Group & Global Wealth Management focused on assisting world-class corporations and high-profile global families in various countries and regions.
As a partner of Wise River Advisors, Jen is responsible for Corporate & Family Advisory and Estate & Legacy Planning. As an advisor, she personally ensures that our clients receive financial guidance, timely reviews and access to the firm’s exclusive resources.
Originally from Seoul, South Korea, Jen dedicated much of her early years studying abroad. Her formal education landed her in many locations across the United States from Manhattan to Beverly Hills. In her early 20s, her interests led her to consulting for prominent international hotels and later as a fine art broker in galleries across the United States. In that role, she learned the subtleties of working with a discerning clientele. Jen brings that sense of personalized service and attention to detail to her role at UBS.
Jen takes the lead on legacy planning for numerous prestigious Asian families with her strong understanding in many foreign cultures.
Jen is fluent in Korean & English and her client associate partner, Leo Jacquez, is fluent in Spanish & English.
For Jen, there is no greater reward than helping her clients achieve their dreams.
Recognized as an industry leader:
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
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
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.
UBS Business Transition Services can help unlock the possibilities
Too many business owners don't plan in advance for when they’re ready to exit. We can provide guidance, along with UBS Business Transition Services, to help you prepare early for the transition and what comes next.
$3.9 trillion
In invested assets globally
As of 12/31/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
