Your life. Your wealth. Your future.

Pursue what matters most

Team Photo Debbie

With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.

Plans

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.

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    Evans Lam

    Managing Director–Wealth Management

    Financial Advisor

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    • AZ
    • CA
    • CO
    • CT
    • DE
    • FL
    • GA
    • ID
    • IL
    • IN
    • KS
    • KY
    • LA
    • MA
    • MD
    • MI
    • MO
    • NC
    • NJ
    • NM
    • NV
    • NY
    • OR
    • PA
    • SC
    • SD
    • TN
    • TX
    • VA
    • WA

    Evans Lam has enjoyed a distinguished career in investment banking, wealth advisory and portfolio management over the past three decades.  He has successfully helped clients manage their wealth throughout several challenging market cycles. Evans joined UBS in 2008 after 17 years at Citi Smith Barney.  He provides his clients, primarily executives, entrepreneurs and foundations, customized portfolio management, retirement planning, and estate planning services.  As a Senior Portfolio Manager, Evans sets himself apart from others by building and actively managing tailored portfolios, capitalizing on his investment banking experience at Deutsche Bank, Toronto Dominion Bank, and First Boston.

    Evans holds an MBA in Accounting and Finance and a BA in Economics from the University of Rochester. As a scholarship recipient and a philanthropist, Evans' passion for education inspired him to endow multiple scholarships and a professorship at the University of Rochester. He is also instrumental in the revitalization of the University Libraries. Evans serves as a member of the University of Rochester's Board of Trustees and National Advisory Council at the Simon Business School. He is a Founder and Honorary Director of the Hong Kong School Alumni Federation Scholarship Foundation and Vice Chairman of the Morning Light Foundation. In 2016, Evans was honored as a History Marker by the Chinese American Museum for his achievement in business, public service, and education.  In his free time, Evans enjoys reading and spending time with his wife, Susanna.

      • University Of Rochester (UR), MBA in Accounting and Finance and a BA in Economics
      • Senior Portfolio Manager
      251 South Lake Avenue
      10th Floor
      Pasadena, CA 91101
    • Debbie Chen's profile picture

      Debbie Chen

      Senior Vice President–Wealth Management

      Financial Advisor

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      • AK
      • AL
      • AR
      • AZ
      • CA
      • CO
      • CT
      • DC
      • DE
      • FL
      • GA
      • HI
      • IA
      • ID
      • IL
      • IN
      • KS
      • KY
      • LA
      • MA
      • MD
      • ME
      • MI
      • MN
      • MO
      • MS
      • MT
      • NC
      • ND
      • NE
      • NH
      • NJ
      • NM
      • NV
      • NY
      • OH
      • OK
      • OR
      • PA
      • PR
      • RI
      • SC
      • SD
      • TN
      • TX
      • UT
      • VA
      • VI
      • VT
      • WA
      • WI
      • WV
      • WY

      Debbie Chen is a Financial Advisor at UBS Financial Services in the Pasadena International office. She has more than 20 years of financial services experience focusing on ultra-high net worth clients on the West Coast and in China, Taiwan and Hong Kong. Leveraging the global resources of UBS, Debbie delivers comprehensive, research-driven investment advice, wealth planning and lending to her clientele.

      Previously, Debbie spent 11 years with HSBC and served as the Senior Relationship Manager for both West Coast Global Private Banking U.S. International/ Asia Corridor. In this role, Debbie provided full-service banking, lending, investment management, wealth strategies and solutions to ultra-high net worth individuals. Debbie was selected as top talent at HSBC and took part in the International RM Program in Dubai in 2014. She then transitioned from the Commercial Banking Division to Global Private Banking in 2016 based at the Beverly Hills office.

      Debbie received a Bachelor of Arts in International & Global Studies from the University of California, Irvine. She holds the Series 7, 63 & 66 registrations. Debbie is fluent in Mandarin, Taiwanese and has moderate communication in Cantonese and Japanese. When not meeting with clients, Debbie enjoys traveling, multicultural cuisine and spending time with her family.

        • University of California, Irvine, Bachelor of Arts in International & Global Studies
          251 South Lake Avenue
          10th Floor
          Pasadena, CA 91101
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          Leslie Ann Manuel, CFP

          Senior Wealth Strategy Associate

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          • CA
          • CO
          • FL
          • GA
          • ID
          • IL
          • IN
          • KY
          • MA
          • NY
          • OR
          • SC
          • TX
          • VA

          Leslie joined UBS Financial Services in 2008. Prior to UBS, she worked as a Senior Registered Client Service Associate at Smith Barney and Wells Fargo Advisors. Leslie is a Relationship Manager and the team’s financial planning specialist. She understands our clients' needs, goals and risk tolerance, to build tailored wealth management plans and financial strategies. Leslie provides education on estate planning strategies and income and wealth transfer tax planning, working directly with trust attorneys and CPAs to ensure our clients have comprehensive plans that meet all their needs and goals. 

          Leslie was born and raised in Hawaii. She earned her Bachelor of Science degree in Business Administration from Pepperdine University in 2006 under the prestigious Citi Academy of Finance Scholarship. Leslie is registered with FINRA, holds her Series 7 and 66 licenses, and is a registered California Life Agent. She enjoys spending time with her husband Glenn, and their two children.

            • Pepperdine University , Bachelor of Science degree in Business Administration
              251 South Lake Avenue
              10th Floor
              Pasadena, CA 91101
            • Kelsey Joan Berryman Profile Picture

              Kelsey Joan Berryman

              Wealth Strategy Associate

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              • CA
              • CO
              • GA
              • IL
              • KY
              • MA
              • NY
              • OR
              • SC
              • TX
              • VA

              Kelsey began her career in the securities industry in 2009 at LPL Financial before joining UBS in 2015. Kelsey is the team's administrator and operations specialist.  Her top priority is the client experience, delivering the highest level of service to clients. Kelsey facilitates and maintains client relationships, general account management, product related inquiries, and asset consolidation.

              Kelsey was born and raised in Southern California, and received her Bachelor of Arts degree in Communication from California State University San Marcos in 2012. Kelsey is FINRA-registered, holds her Series 7 and 66 licenses, and is a registered California Life Agent. In her spare time, Kelsey enjoys snow skiing and waterskiing, exercising, and traveling.

                • California State University San Marcos, Bachelor of Arts degree in Communication
                • Chartered Retirement Plans Specialist℠
                251 South Lake Avenue
                10th Floor
                Pasadena, CA 91101

              Defining your priorities. Pursuing what matters.

              Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.

              Multigenerational planning

              Multigenerational planning

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              Investment management

              Estate planning strategies

              Estate planning strategies

              Legacy—Wealth for others

              For needs that go beyond your own—to help you improve the lives of others

              What will your legacy be?
              It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

              Learn more at ubs.com/wealthway.

              Backed by the strength of UBS

              A global leader in wealth management

              $2.8 trillion

              In invested assets globally 
              As of 06/30/2022

              Global leader

              UBS is a world-leading wealth manager

              Financial strength

              Driving confidence.
              Aa3 (stable) Moody’s
              A+ (stable) Standard & Poor’s

              UBS AG, long-term senior secured debt rating. As of 11/23/2021

              Insights