An experienced and committed team

With over 25 years of experience both in Asia and in the United States, Jessica is a Managing Director at UBS and the founder of the Guo Group, a global wealth management practice. She is a Senior Portfolio Manager, Private Wealth Advisor and International Private Wealth Advisor, an accreditation that enables her to work with clients who are global citizens. 

Prior to joining UBS in 2016, Jessica was a Managing Director and Senior Portfolio Manager at Merrill Lynch, where she began her career in wealth management in 2002. Prior to Merrill Lynch, Jessica was a Senior Management Consultant at KPMG Consulting.

Jessica holds the designations of CERTIFIED FINANCIAL PLANNER™ (CFP®), Certified Investment Management Analyst® (CIMA®), Certified Private Wealth Advisor® (CPWA®), and Chartered Retirement Planning Counselor ℠ (CRPC®). She is a member of the Investment & Wealth Institute, formally IMCA. 

In addition, Jessica is also a member of UBS Elevate Club, the highest recognition that was awarded to the firm’s top 1% of advisors worldwide. Jessica is actively involved in the Boston community. She serves on the Board of Overseers of the Boston Children's Museum, the Board of Corporation of The Winsor School, the Advisory Board of Wellesley Chinese Language School, the Executive Committee of Boston College Wall Street Council, the Advisory Board of Wellesley Chinese Language School and is a member of the Steering Committee of UBS All Bar None Women Network Boston Chapter. 

Jessica received her MBA from Boston College and her undergraduate degree from Shanghai International Studies University. Jessica is fluent in Mandarin, Cantonese and Shanghai Dialect.

With over 15 years of industry experience, Michael is responsible for portfolio management, investment research, and trading. In addition to these primary responsibilities, Michael also works with clientele on retirement planning.

Prior to joining UBS in 2016 with Jessica, Michael was a financial advisor with the Guo Group at Merrill Lynch. Prior to joining Merrill Lynch in 2014, Michael worked as a financial analyst in the corporate finance group at State Street Bank and Trust. Prior to State Street, Michael worked at Putnam Investments, where he began his career in 2003, providing valuation services for the company’s offshore institutional funds.

Michael holds the designation of CERTIFIED FINANCIAL PLANNER™(CFP®). He received his MBA from Boston College and his undergraduate degree in finance from the University of Massachusetts.

Sunny has over 16 years of sales and client service experience both in China and in the United States.  In her capacity as Senior Client Service Associate, Sunny is responsible for new account opening and maintenance, focusing on servicing the team's clientele living internationally.

Prior to joining UBS, she worked as a Small Business Consultant at Bank of America, where she received the "Rising Star" award for being the top performer at her local branch.  Prior to Bank of America, Sunny worked as a sales manager for a global construction equipment company for over six years. Upon graduation , Sunny started her first job at a local company in China engaged in international trade.

Sunny received her Bachelor of Arts from Shanxi University in China. She also currently holds the Chartered Retirement Planning Counselor ™(CRPC®) designation.

Jason joined UBS in 2022. His primary responsibilities include investment research, account rebalancing, and due diligence for alternative investments, including but not limited to hedge funds and private equity.

Prior to joining UBS in 2022, Jason worked as a financial analyst in the corporate accounting department at Foxconn Corporation. During his tenure at Foxconn Corporation Jason passed all three levels of Chartered Financial Analyst (CFA) designation. Prior to Foxconn Corporation, Jason worked at New Century Capital Partners as a research analyst intern. Prior to moving to the U.S. in order to pursue a master’s degree, Jason worked at Standard Chartered Bank for three years.

Jason graduated with a Master of Finance degree from the Freeman School of Business at Tulane University in 2016. He received his Bachelor of Science in Banking from National Chengchi University in Taiwan.

In his role as Senior Client Service Associate, Mike is responsible for client relationship management, new account opening, wire processing, RMD calculations, and performance reporting. He focuses primarily on servicing the team’s domestic clientele.

Mike has over 20 years of industry experience and is fully licensed. Prior to joining UBS in 2023, he worked as a Senior Registered Service Associate for Morgan Stanley. Prior to Morgan Stanley, Mike worked for Commonwealth Financial Network as Manager of Advisory Operations and Surveillance Compliance Advisor.

Mike received his Bachelor of Arts from Curry College.