Let's move forward. Together.

Pillar rock

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

Oculus NYC

Jin Hu, CFP

First Vice President–Wealth Management

Financial Advisor

As a Financial Advisor in the 1285 Headquarters Wealth Management office of UBS, Jin focuses on total wealth management and provides strategies for multi-dimensional personal and business finances. Jin insists on understanding the specific situations of clients with whom she works, thereby allowing her to establish objectives, develop appropriate strategies, recommend solutions, and review the progress they are making together.


Experience to guide you forward
Prior to UBS, Jin was with the Merrill Lynch Global Wealth Management Group for 21 years. Prior to that, she was with KPMG in Hong Kong as an auditor. She is a member of the American Institute of CPAs. Jin does not provide tax advice in her current role at UBS. Jin is a Certified Financial Planner™ certificant, a designation awarded by the Certified Financial Board of Standards, Inc and a Chartered Retirement Planning CounselorSM (CRPC®).


Outside the office
Jin lives in Manhattan with her husband, David and her son, Miles.

Registered States:
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • IL
  • MA
  • MD
  • NJ
  • NY
  • OK
  • RI
1285 Ave of the Americas
15th, 16th, 17th, & 18th Floors
New York, NY 10019
  • (212) 713-3272

Email Me

  • headshot

    Jin Hu

    First Vice President–Wealth Management

    Financial Advisor

    • image
    • image
    • image
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • IL
    • MA
    • MD
    • NJ
    • NY
    • OK
    • RI

    As a Financial Advisor in the 1285 Headquarters Wealth Management office of UBS, Jin focuses on total wealth management and provides strategies for multi-dimensional personal and business finances. Jin insists on understanding the specific situations of clients with whom she works, thereby allowing her to establish objectives, develop appropriate strategies, recommend solutions, and review the progress they are making together.


    Experience to guide you forward
    Prior to UBS, Jin was with the Merrill Lynch Global Wealth Management Group for 21 years. Prior to that, she was with KPMG in Hong Kong as an auditor. She is a member of the American Institute of CPAs. Jin does not provide tax advice in her current role at UBS. Jin is a Certified Financial Planner™ certificant, a designation awarded by the Certified Financial Board of Standards, Inc and a Chartered Retirement Planning CounselorSM (CRPC®).


    Outside the office
    Jin lives in Manhattan with her husband, David and her son, Miles.

        • CERTIFIED FINANCIAL PLANNER™
        1285 Ave of the Americas
        15th, 16th, 17th, & 18th Floors
        New York, NY 10019
        jin.j.hu@ubs.com
        Jin Hu
        1285 Ave of the Americas,New York,NY,10019
      • Matthew Fleming

        Executive Director

        Structured Solutions Consultant

        OTC Equity Solutions Group

        Professional History

        Matt is an Executive Director in the OTC Equity Solutions Group and focuses on the marketing and structuring of over-the-counter equity derivative solutions for high net worth and ultra-high net worth clients. Working with holders of concentrated single stocks, he helps clients think through the various hedging and monetization alternatives available to reduce risk, generate liquidity and enhance yield on these positions.

        Before joining UBS in 2019, Matt spent five years at Goldman Sachs as a senior member of the Equity Solutions Group within Private Wealth Management, focusing on providing bespoke investment and risk management solutions to the ultra-high net worth space, including concentrated stock hedging solutions and structured investments. Prior to Goldman Sachs, he was one of four founding partners at Varick Asset Management, a derivatives asset management firm, and was responsible for product development and marketing of the firm's investment offerings. Prior to that, he was a Director in the Investor Solutions group at Barclays Capital and served as the senior marketer for over-the-counter derivatives and structured investments for family offices, high net worth investors, private banks and registered investment advisors. Matt spent the first ten years of his career at Lehman Brothers, where he was a Senior Vice President in the Structured Equity Solutions group, running the firm's single stock risk management business.


        Education

        Matt received his B.A. in Applied Mathematics from Harvard University and his M.B.A. from the NYU Stern School of Business. He holds his Series 7 and 63 licenses.
      • Chris

        Chris Kanavos

        NMLS #947868

        Senior Wealth Management Banker, UBS Bank USA

        Current role and areas of expertise

        Chris Kanavos joined UBS Bank USA in 2015 and he is currently a Senior Wealth Management Banker covering the Manhattan Market.

        Chris has an extensive background in relationship banking. He is focused on providing Financial Advisors and their clients a variety of cash management resources along with banking solutions that may complement their overall wealth management objectives. 

        Professional history

        Chris worked as a Regional Credit Director and Resident Manager at Merrill Lynch, where he partnered with Executive and Divisional Leadership to drive a credit and lending strategy for the NYC and Long Island Market. He began his Banking career in 1991, where he joined Wells Fargo during his last two years of college. Starting as a Credit Analyst, he was promoted to management shortly after graduating. As a District Manager, he was responsible for managing all aspects of the consumer finance business for initially, all of New York State and then for New York City, growing the market exponentially, from a $50MM business to an $800MM business in a 4-year period. 

        Education and personal information

        In Chris’ role as a Senior Wealth Management Banker his NMLS # is 863109. He holds his Series 7, 24, 63 and 65 securities licenses. He also holds a Bachelor’s Degree with a Double Major in Business and Economics from Stony Brook University.

        Chris grew up on the Eastern End of Long Island and has lived in Port Washington since 2002, with his wife Coleen and daughters Sarah and Gabrielle. In his free time, Chris enjoys being outdoors with his family camping, hiking, boating and skiing. He also enjoys exercising and running daily.

        Senior Wealth Management Bankers are employees of UBS Bank USA. UBS Bank USA is a subsidiary of UBS Group AG. UBS Bank USA, Member FDIC, NMLS No. 947868. Equal Housing Lender.

      • image

        Drew Babiak

        Wealth Planning Associate

      • image

        Emily Lau

        Director

        Wealth Management Salesperson

      • image

        Andrew B. Peake, CFA

        Managing Director

        Family Office Consultant

      Why does A.I. in space matter?

      Outlook on interest rates

      Tree

      UBS and Credit Suisse—stronger than ever

      Global Wealth Report 2024

      Crafted wealth intelligence

      Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

      Gain additional insights into the trends shaping wealth in the US and around the world.

      Download the report

      A leader in wealth management

      Backed by the strength of our parent company, UBS AG

      $5.8+ trn

      UBS Group invested assets
      As of 03/31/2024

      51 countries

      Our global footprint

      Global leader

      UBS is a leading and truly global wealth manager

      Insights