Experience

Lin is a Senior Vice President at UBS, who has over a decade of experience working with global families on wealth planning and investments. She joined UBS from J.P. Morgan Private Bank where she most recently served as an Executive Director. At UBS, she is responsible for advising ultra-high-net-worth and next gen clients on a variety of matters including asset allocation, investment portfolio construction, customized lending and liquidity strategies, and wealth transfer implementation.

She began her career in wealth management covering founders and family offices predominantly based in Asia, and then focused on working closely with business owners, wall street executives, and hedge fund and real estate principals in New York. Prior to her career in wealth management, Lin worked as a macro research analyst for the Chief Economist of the company who served as a spokesperson for J.P. Morgan on prominent news channels like CNBC or Bloomberg.

Lin received her Bachelor of Arts in Sociology and Economics from Lake Forest College and obtained a Master’s in Economics from American University. Born and raised in Chengdu, China, she is fluent in Mandarin. She currently resides in Greenwich, CT with her husband, daughter, and son.