Zach and his primary assistant, Kaoru, are only part of the larger Soundview Group Team and even larger UBS network with access to specialists in all aspects of wealth management including lending, estate planning, retirement, insurance, alternative investments, structured products and much more.
Kaoru Shimmyo Yi
Authorized Officer
Senior Client Associate
Kaoru's nearly two decades of financial services experience and over 15 years of UBS tenure make her an invaluable resource for clients and peers.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.