Experience

May Chong, Managing Director-Wealth Management, is a Senior Portfolio Manager and International Private Wealth Advisor at UBS Financial Services.

May joined UBS Financial Services Inc. in 2016 after spending over 20 years at Merrill Lynch. Using a disciplined process of customized wealth management and estate planning approach, May has been helping ultra-high net-worth and high net-worth clients, families and institutions achieve their financial goals across the US and Asia since 1993. She uses her vast experience to provide a long term, consistent, and profitable investment relationship.  Her areas of experience include, but are not limited to, wealth planning, estate planning, cross-border wealth management, advisory programs, and lending. Understanding, empathy, and trust are her most important values.

May received a B.A. in Economics from University of California, Los Angeles (UCLA) and is also an active member of the UCLA community. She holds Series 3, 63, 66 and 7 securities licenses, life & health insurance licenses and is also fluent in Cantonese, Mandarin and English.

With more than 20 years of experience in the banking and finance industry, Maggie has demonstrated the knowledge and proficiency to help manage investment and legacy needs of sophisticated clients and their families. She focuses on providing comprehensive wealth management solutions which include, but are not limited to, estate planning, cross-border wealth management, advisory programs, and 10B5-1 plan. Prior to relocating to UBS Financial Services Inc. in 2019, Maggie started with UBS AG Zurich head office in 2006. She later returned to UBS AG in Hong Kong and continued to service the ultra-high net worth / high net-worth clients and families living in Hong Kong, Taiwan and the Philippines. Maggie received a B.B.A. in Finance from Baptist University (Hong Kong) and an M.B.A. from Furtwangen University (Germany). In addition, she holds Series 7, 66 securities licenses, and Life & Health insurance licenses, and is CRPC certified. Maggie is also fluent in Cantonese, Mandarin, English and conversational in German.

Jonathan joined UBS Financial Services Inc. in 2018. He brings his genuine passion for helping others and is dedicated to providing exceptional service to all clients. As the team’s Senior Wealth Strategy Associate, his primary focuses are on financial planning, portfolio analysis and modeling, developing proposals, and overseeing portfolio construction and implementation. Prior to joining UBS, Jonathan worked as a consultant in the technology industry for several years. He received a B.A. in Business Management Economics from the University of California, Santa Cruz. Jonathan is a CERTIFIED FINANCIAL PLANNER™ / CFP® professional. He also holds the Series 7 & 66 licenses and life & health insurance licenses.

Helen joined UBS Financial Services Inc. in 2018 and has 22 years of financial services experience. Prior to UBS, she spent 4 years at HSBC providing support and advice to affluent individuals and families across a wide range of services. In addition, Helen spent over a decade of her career at Bank of America Merrill Lynch working with clients in various capacities. She has been a licensed CRPC® certificant since 2012. Helen graduated from the University of California, Irvine with a B.A. in Social Sciences and holds the Series 7 and 66 securities licenses as well as life & health insurance licenses. She is also fluent in Cantonese, Mandarin and English