Global access. Strategic solutions.

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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

• Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

• National Taiwan University, B.A.
• Columbia University, Master of International Affairs

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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

• Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

• University of California, San Diego, B.S. in Management Science and a minor in Law and Society

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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

• Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

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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.