Let's move forward. Together.

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At the Yee Pine Group, we are a team of wealth planners, portfolio managers and client service professionals to address the needs of affluent individuals, families, and family offices in both the U.S. and Asia.

Our team works with both domestic and offshore clients. Combining our team knowledge with the global resources of UBS, we simplify clients’ complex financial lives, maximize the value of their business, and create lasting family wealth. Our focus includes comprehensive financial planning, portfolio management in a variety of financials assets, and customized lending and liquidity solutions. Accessing UBS’ expansive global family office resources, we can also deliver private share liquidity, sophisticated insurance solutions, estate planning strategies, 10b5-1 and Rule 144 executions, and multigenerational family governance and wealth education services.

Barbara has been awarded many selective and prestigious internal and external designations. In the previous firm, she has achieved the highest level of portfolio management, having been designated as a Senior Portfolio Management Director and Chairman Club member. She has also trained and earned the designation of Family Wealth Director. In addition, Barbara has earned the CFA and CPA designations, and was awarded the Certified Private Wealth Advisor (CPWA) designee from U Chicago’s Booth Business School. Barbara earned her BS and MS degrees in chemical engineering from The Cooper Union in NYC with full scholarship and MBA from Columbia University with a concentration in accounting and finance.

You can expect institutional quality delivery, personal attentive service, and most importantly, an unwavering commitment to servicing your best interests. Our focus is on understanding your needs and objectives in order to guide you in achieving your financial and personal goals.

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Your primary source for financial advice

We are here to provide quality strategies customized to your needs. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.

  • Barbara Yee

    Barbara Yee

    Managing Director–Wealth Management

    Financial Advisor

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      Barbara Yee is a Managing Director and founder of The Yee Pine Group. With over 20 years of experience in the financial services industry, she works with global private-owned enterprises, executives, family offices to develop holistic, cross-border solutions, wealth accumulation, preservation and wealth transfer for domestic clients and clients in APAC markets. Her team’s primary focus is to help global high net worth families develop highly customized pre-liquidity planning solutions, tax and trust planning, wealth transfer strategies to multi-generation and private foundation, and expertise in family wealth solutions and investment banking.

      Barbara was born and raised in China. She speaks both Mandarin and Cantonese. Barbara began her career on Wall Street working with institutional clients and high net worth individuals and families. Prior to starting at UBS and her tenure as a wealth advisor with Morgan Stanley, Barbara was a director at AIG where she managed a $270Bn portfolio. Her team also developed sophisticated investment strategies to effectively manage risk in volatile market conditions. She draws from her wealth of knowledge and experiences to guide her clients in making the right decisions to achieve their personal and professional goals.

      Barbara currently resides in Manhattan with her husband and two daughters. She is actively involved with community and non-profit organizations, having previously held board positions with Hamilton-Madison House, China Aids Fund, American Cancer Society NY, and Lower Manhattan YMCA. Her hobbies include golf, skiing and snowboarding. Barbara holds M.B.A. in Finance & Accounting from Columbia University, and B.S. and M.S. degrees in Chemical Engineer with a full scholarship from Cooper Union, New York City.

            1285 Avenue Of The Americas
            New York, NY 10019
            barbara.yee@ubs.com
            Barbara Yee
            1285 Avenue Of The Americas,New York,NY,10019
          • Singman Siu

            Singman Siu

            Senior Vice President

            Financial Advisor

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              Singman Siu is a Financial Advisor with Yee Pine Group. A lawyer by training (currently non-practicing), Singman advises clients on trust and estate planning strategies and structures for wealth preservation and wealth transfer. As the director of equity portfolio construction and portfolio management, he works closely with clients to develop tailored investment solutions to address their objectives. He takes care to ensure his clients are taking full advantage of robust research capabilities and investment platforms. Singman uses an analytical approach to portfolio management, leveraging market data and trends to strategically and tactically manage clients’ investments in order to help them achieve their investment goals.

              Singman has over 10 years of experience trading commodities, including oil and gas, on a large scale for a major utilities company. During his tenure, he has been responsible for due diligence, evaluating physical assets of companies and conducting in-depth risk analyses.

              Singman earned his B.S. degree from Cooper Union, M.S. degree from Columbia University and J.D. from New York Law School. He is a registered Professional Engineer and has been admitted to the New York Bar. Singman is married with two children. In his spare time, he enjoys golfing, snowboarding, cooking and collecting books.

                    1285 Avenue Of The Americas
                    New York, NY 10019
                    singman.siu@ubs.com
                    Singman Siu
                    1285 Avenue Of The Americas,New York,NY,10019
                  • James Chen

                    James Chen

                    Authorized Officer

                    Senior Wealth Strategy Associate

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                    • CA
                    • NY
                    • PA

                    James Chen is a seasoned professional with seven years of experience working with ultra-high-net-worth clients in the wealth management space. He is well versed in asset allocation, portfolio construction, trade operations, financial planning, lending solutions, liquidity strategies, and wealth transfer. 

                    James began his career as a Wealth Strategy Associate at UBS, where he honed his expertise. He later served as a Private Banker at J.P. Morgan Private Bank in New York City further solidifying his reputation as a trusted advisor in the field.

                    In addition to his financial acumen, growing up in the US and Taiwan, James is fluent in both Chinese and English. His multicultural background allows him to effectively communicate and serve a diverse clientele. James is also a graduate of Johns Hopkins University, holding a master’s degree in Business Marketing.

                    James is Series 7 and Series 63, 65 licensed.

                     

                          1285 Avenue Of The Americas
                          New York, NY 10019
                          james-zc.chen@ubs.com
                          James Chen
                          1285 Avenue Of The Americas,New York,NY,10019
                        • Shirley Chan

                          Shirley Chan

                          Associate Director

                          Wealth Strategy Associate

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                            Shirley Chan draws on over 20 years of experience in the financial services industry to help clients with their wealth management needs. Shirley also assists with the execution of asset allocation strategies and portfolio management trading.

                            Shirley is fluent in English, Cantonese and Mandarin Chinese. In her spare time, Shirley enjoys listening to music, working on DIY projects, and travelling.

                            Shirley is Series 7 and Series 66 licensed.

                                  1285 Avenue Of The Americas
                                  New York, NY 10019
                                  shirley.s.chan@ubs.com
                                  Shirley Chan
                                  1285 Avenue Of The Americas,New York,NY,10019
                                • Spencer Wong

                                  Spencer Wong

                                  Client Associate

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                                    A recent graduate from High Point University, Spencer started as an intern for Morgan Stanley in 2021. Spencer is currently responsible for supporting the team’s daily operations overseeing client relations and helping clients with their daily needs.

                                    Spencer currently resides in New Jersey and in his spare time enjoys playing golf and spending time with friends and family.

                                          1285 Avenue Of The Americas
                                          New York, NY 10019
                                          spencer.wong@ubs.com
                                          Spencer Wong
                                          1285 Avenue Of The Americas,New York,NY,10019

                                        A focus on personalized access and service

                                        Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

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                                        Turn possibilities into a plan

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                                        A leading global wealth manager

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                                        The first 100 days

                                        Is your portfolio 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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                                        As of 06/30/2024

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