Experience

Evans founded and has led The Lam Group of UBS Financial Services since 2008 -  a team of 7 professionals with over 140 combined years of business and investment banking, insurance and asset management industry,  and private wealth advisory expertise serving global clients of family offices, foundations, corporate and private retirement plans.  The Lam Group is proud to be the guardian of wealth for the most productive people in the US and Asia.

Evans is a dedicated private wealth advisor with decades of experience in investment banking, money management, and global advisory services, empowering clientele at First Boston, Toronto Dominion Bank, Deutsche Bank, Citigroup & UBS  to fulfill their unique missions.  Educated at University of Rochester (UR) with advanced degrees in Accounting, Economics and Finance on full merit scholarships,  Evans has been inspired to give back philanthropically toward education. He is instrumental in the revitalization of the UR Libraries (the Lam Square / Studio X – Extended Reality Lab), establishing  the Institute of Performing Arts Medicine, endowing professorships at the UR Simon School (Business Administration) and the Eastman School of Music (Research Professor of Music Medicine), as well as numerous scholarships across the campus.  He has been a Voting Trustee for 14 years serving at the Academic Affairs & Advancement Committees, and chairs the George Eastman Circle.

Evans is also the founding President of the HKSAF Scholarship Foundation and Vice Chair of the Morning Light Foundation, aiding over 5,000 college students pursuing their dream education in the US and China over the past 30 years.  He is recognized at his alma mater UR the John Wilder Award (2010), David Kedarns Medal of Distinction (2012) in cognition of his achievements in business, public service & education, the Eastman School of Music Centennial Award (2021);  honored by the Chinese American Museum as a Historymaker with Judge Ronald Lew Visionary Award (2016).  Grateful for his academic and career achievements, Evans has found that giving back to his community in meaningful ways has helped define his journey.

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.

Kelsey joined UBS Financial Services in March of 2015.  She began her career in the investment industry in 2009 at LPL Financial.   She empowers clients to navigate the 3 key strategies to financial success: Liquidity, Longevity and Legacy.  She optimizes the client experience by effectively developing customized asset allocation strategies and efficiently delivering investment solutions.

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, a holder of the Series 7 and 66 licenses and a Chartered Retirement Plan Specialist Designation.  She is also a registered California Life Agent (Insurance License #0K62906). 

Liz Zhao is an accomplished Financial Investment and Operation Professional with a demonstrated history of working in the financial industry for 15 years. Over the course of her career, Liz has held leadership roles in supervision, operation and relationship manager roles with New York Life, AIG Financial Network, Citibank and J.P. Morgan Chase. 

Liz received her Bachelor in Accounting and MBA in Finance from St. John’s University.  She holds the Series 7, 24, 51 and 66 registrations. Liz is fluent in Mandarin and Cantonese, bridges cultural and linguistic gaps in client relationships. Outside of work, she enjoys spending quality time with her family, traveling and exploring multi-cultural cuisines.

Albert has been with UBS Financial Services since February 2022, but more recently joined The Lam Group. Before UBS Financial Services in the US, he was a Finance Manager with UBS AG Hong Kong for 16 years, responsible for the financial and regulatory reporting for the Asia Pacific region. From 2001-2004, he was Senior Accountant for Secured Capital Corporation in Los Angeles. Albert is most qualified to anticipate and fulfill the needs of our international clients by applying his extensive global operational and administrative experience.

Albert received his Master of Science in Accountancy from California State University in Fullerton and Bachelor of Business Administration in Accounting from University of Hawaii at Manoa. He holds the Series 7 and 66 licenses and is fluent in Cantonese and Mandarin. He enjoys spending time with his family, cooking and traveling.

Helen is the Team Administrator for The Lam Group. With more than 10 years of financial services experience, Helen strives to ensure that clients’ administrative needs are handled effectively. She is committed to providing clients with premier services in order to deliver the highest level of service. Prior to joining UBS, Helen was VP Premier Relationship Manager at HSBC Bank USA and Senior Branch Premier Banker at Wells Fargo. Helen facilitates and maintains client relationships, general account management, product related inquiries, and asset consolidation. As a trusted professional, Helen demonstrates the highest level of integrity and accountability.

Helen received her Bachelor Degree in Accounting from South China Business College of GDUFS.  She is a California Life Agent (Insurance License #0I66819), FINRA-registered, and currently holds Series 7, Series 66, Series 6, and Series 63. She is fluent in Cantonese and Mandarin and enjoys spending time with her family and friends.

Nicole has recently joined UBS as a Client Associate after graduating from Northeastern University with a B.S. in Economics and Business Administration, concentrating in Finance, and a minor in Data Science. Originally from Hong Kong and raised in Shanghai and Los Angeles, she brings a global perspective and is fluent in English, Mandarin, Cantonese, and Shanghainese.

She is currently in the process of obtaining her licenses and is excited to continue growing her career in Wealth Management. She enjoys spending time with her family, baking, and travelling.