$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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.
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.
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.
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.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager