Global access. Strategic solutions.

Private Wealth Management

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What’s most important to you and your family? Why? Understanding you means understanding your world. That’s how we help our clients navigate the changes that shape our global economy. Whether advising C-suite executives, engaging entrepreneurs or working across each generation of exceptional families, we bring the multigenerational perspective and broad access of a Private Wealth Management team.

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    Sharon Juang

    Managing Director–Wealth Management

    Financial Advisor

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    • CA
    • CO
    • DE
    • HI
    • MO
    • NJ
    • NV
    • NY
    • OR
    • PA
    • SD
    • TX
    • VI
    • WA

    Sharon joined UBS in 2003. Prior to joining UBS, Sharon was a Vice President in the Private Wealth Management group at Goldman Sachs & Co. With over 30 years of experience in the financial services industry, Sharon leverages her global expertise to oversee all aspects of the team's wealth management efforts for high net worth individuals, corporate executives, family offices, and foundations. Her primary focus is in complex investment strategies, estate and philanthropic planning, hedging, and alternative investments. Sharon holds a Master of International Affairs from Columbia and a B.A. from National Taiwan University.

     

    Credentials: 

    •  Insurance licensed. CA Resident License: 0E68064

      • National Taiwan University, B.A.
      • Columbia University, Master of International Affairs
        775 Page Mill Road
        Palo Alto, CA 94304
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        Grant Nishio, CFA

        Vice President–Wealth Management

        Financial Advisor

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        • CA
        • CO
        • DE
        • HI
        • MO
        • NJ
        • NV
        • NY
        • OR
        • PA
        • SD
        • TX
        • VI
        • WA

        As a Private Wealth Advisor, Grant is dedicated to always putting client interests first. He believes that being a trusted advisor is built on integrity, transparency, truly understanding his clients, and the experience to make sound judgement. Since 2008 Grant has been navigating the vast resources of UBS to build customized investment portfolios and employ tax minimization strategies for high net worth families. Grant earned his Chartered Financial Analyst® designation, holds a B.S. in Management Science with Department Honors and a minor in Law and Society from the University of California, San Diego, where he was also a co-captain and four-year letter winner on the Men’s Soccer team. He is married to a health tech leader and together they have three young daughters and a rescue dog. Grant is also proud to serve on the Board of EarthGen, where they equip youth to be changemakers for a healthy environment.

         

        Credentials:

        • Chartered Financial Analyst®
        • Insurance licensed. CA Nonresident License: 0G41043

          • University of California, San Diego, B.S. in Management Science and a minor in Law and Society
            925 Fourth Avenue
            31st and 32nd Floors
            Seattle, WA 98104
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            Robin Zhao

            Financial Advisor

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            • CA
            • CO
            • DE
            • HI
            • MO
            • NJ
            • NV
            • NY
            • OR
            • PA
            • SD
            • TN
            • TX
            • VI
            • WA

            Robin joined UBS in 2018 and has been instrumental in the success and growth of the JN Group. In addition to trading derivatives, Robin also builds customized asset allocation strategies for high net worth individuals and families. She monitors performance of all investments and is adept at presenting complex reports to clients in a clear manner. Prior to joining UBS, Robin was a Consultant for IBM and earned her degree from the Leonard N. Stern School of Business at New York University. Outside of the office you can find Robin on the golf course or with her puppy.

             

            Credentials: 

            • Insurance licensed. CA Resident License: 4132042

                  775 Page Mill Road
                  Palo Alto, CA 94304
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                  Gavan Wang

                  Senior Wealth Strategy Associate

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                  • AZ
                  • CA
                  • CO
                  • DE
                  • GA
                  • HI
                  • MA
                  • MI
                  • MO
                  • NJ
                  • NV
                  • NY
                  • OR
                  • PA
                  • SD
                  • TX
                  • VI
                  • WA

                  Gavan rejoined the JN Group in 2018 after being an intern with the team in high school. Gavan diligently serves as the COO of the team and oversees all aspects of the operations and administration. Prior to joining UBS, Gavan was a Specialist at State Street and a double major in Economics and Psychology from University of California, Davis.

                        775 Page Mill Road
                        Palo Alto, CA 94304

                      Wealth, from your point of view

                      Change your community. Change the world.

                      Change your community. Change the world.

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                      Backed by the strength of UBS

                      A global leader in wealth management

                      $2.8 trillion

                      In invested assets globally 
                      As of 06/30/2022

                      51 countries

                      Our global footprint

                      Global leader

                      UBS is a world-leading wealth manager

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