Local focus. Global access.

One relationship. All of UBS.

[Global reach] Woman skyline

Our advice will always reflect our understanding of the global marketplace and the opportunities UBS, as one of the world's largest wealth management firms can offer. Our relationships, though, will always be personal, focused on you, your local community and on all that matters to your family and the future you're building.

Red Painting

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Connie Hong Cheng Profile Photo

    Connie Hong Cheng

    Managing Director–Wealth Management

    International Private Wealth Advisor

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    • AR
    • AZ
    • CA
    • CT
    • FL
    • HI
    • IL
    • MA
    • MD
    • MI
    • MN
    • MO
    • NC
    • NJ
    • NV
    • NY
    • OR
    • PA
    • PR
    • SC
    • SD
    • TX
    • VA
    • WA

    Connie is a Private Wealth Advisor - International and has worked in the financial services industry for 28 years with over 26 years at UBS. In addition to holding a number of securities and insurance licenses, she also earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation. Connie earned a B.A. degree from Beijing, China, and an M.B.A. degree in finance. She is fluent in Mandarin Chinese. 


    California Insurance License 0C48353.

        • International Private Wealth Advisor
        • CERTIFIED FINANCIAL PLANNER®
        Women investors
        Entrepreneurs
        Family Offices
        305 Lytton Ave
        Palo Alto, CA 94301
        connie.cheng@ubs.com
        Connie Hong Cheng
        305 Lytton Ave,Palo Alto,CA,94301
      • James Shea Profile Photo

        James Shea

        Managing Director–Wealth Management

        International Private Wealth Advisor

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        • AR
        • AZ
        • CA
        • CT
        • DE
        • FL
        • GA
        • HI
        • IL
        • MA
        • MD
        • MN
        • NC
        • NJ
        • NV
        • NY
        • OR
        • PA
        • PR
        • SC
        • SD
        • TX
        • VA
        • WA

        James is a Private Wealth Advisor - International and has been with UBS continuously for over 40 years. He holds Series 3 (commodities), 5 and 7 securities licenses and a California insurance license. James is a Senior Portfolio Manager in UBS’s Portfolio Management Program and a CERTIFIED FINANCIAL PLANNER™ (CFP®) practitioner. Outside of the office, he enjoys golfing, reading and travel. James graduated from the University of Saint Thomas in St. Paul, Minnesota, with a B.A. degree in Accounting/Finance.

        California Insurance License 0A22710.

            • International Private Wealth Advisor
            • CERTIFIED FINANCIAL PLANNER®
            • Senior Portfolio Manager
            305 Lytton Ave
            Palo Alto, CA 94301
            james.shea@ubs.com
            James Shea
            305 Lytton Ave,Palo Alto,CA,94301
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            Michael Calgaro

            Financial Advisor

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                    1285 Avenue Of The Americas
                    New York, NY 10019
                    michael.calgaro@ubs.com
                    Michael Calgaro
                    1285 Avenue Of The Americas,New York,NY,10019
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                    Wing Sze Wincy Yung

                    Authorized Officer

                    Senior Client Associate

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                    • AR
                    • AZ
                    • CA
                    • CT
                    • FL
                    • GA
                    • HI
                    • IL
                    • MA
                    • MD
                    • MI
                    • MN
                    • NC
                    • NJ
                    • NV
                    • NY
                    • OR
                    • PA
                    • SC
                    • SD
                    • TX
                    • VA
                    • WA

                          305 Lytton Ave
                          Palo Alto, CA 94301
                          wincyw.yung@ubs.com
                          Wing Sze Wincy Yung
                          305 Lytton Ave,Palo Alto,CA,94301
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                          Yan Huang

                          Authorized Officer

                          Senior Wealth Strategy Associate

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                          • AR
                          • AZ
                          • CA
                          • CT
                          • FL
                          • GA
                          • HI
                          • IL
                          • MA
                          • MD
                          • MI
                          • MN
                          • MT
                          • NC
                          • NJ
                          • NV
                          • NY
                          • OR
                          • PA
                          • PR
                          • SC
                          • SD
                          • TX
                          • VA
                          • WA

                                305 Lytton Ave
                                Palo Alto, CA 94301
                                yan.huang@ubs.com
                                Yan Huang
                                305 Lytton Ave,Palo Alto,CA,94301
                              Fausto

                              Tariffs, volatility and your portfolio

                              Are you ready?

                              In the first 100 days of a second Trump administration, policy uncertainty continues to dominate. Do you have questions about the impact of tariffs, inflation and geopolitical developments on your investment strategy?

                              We’re here to help you make sense of it all and move forward with confidence. Make sure your portfolio is prepared for ongoing market volatility.

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