Let's move forward. Together.

Zhong WMG

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

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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.

  • Joanne Zhong

    Joanne Zhong

    Managing Director–Wealth Management

    International Private Wealth Advisor, Family Office Consultant

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    • CA
    • DE
    • GA
    • MA
    • NV
    • NY
    • TX

    With more than 15 years of experience both in the United States and across Asia, Joanne is an International Wealth Management Advisor, an accreditation that enables her to work with ultra-high net worth entrepreneurs and families living internationally. Specifically, she works with non-U.S. clients and clients with strong ties to Asia by providing comprehensive advice on the complicated risks and regulations associated with doing cross-border business, investment and liquidity solutions, and estate planning.

    “I take great pride in helping clients who have created businesses, built substantial wealth and now wish to preserve and pass on those accomplishments to future generations.”

    By providing extensive access to the global resources of UBS, Joanne focuses on providing comprehensive private wealth management solutions to individuals, families and their family offices. Joanne and her team have built strong relationships with an extensive network of specialists throughout the firm as well as professionals across the industry and around the globe. Her solutions-oriented approach is built on a clear understanding of her clients’ goals, the knowledge to offer practical strategies and the wisdom to make the right decisions.

    Past experience

    • Prior to joining UBS in 2015, Joanne was a Relationship Manager at Credit Suisse Private Banking USA for over 10 years, working with ultra-high net worth clients in the San Francisco Bay Area and Asia.
    • She worked in the Venture Services Group at Credit Suisse where she specialized in restricted stock transactions. There she was responsible for the development of strategic relationships with technology companies backed by venture capital and private equity funds in Silicon Valley, Seattle and Asia.

    Life

    • Joanne lives in San Francisco with her husband, Doug, and their two children
    • She is active with the Asian Art Museum and enjoys cooking
    • Barron's Top 100 Women Advisors, 2021, 2022The Barron's rating is awarded annually in June and is based on information from the Q1 of the award year. The rating is based on quantitative factors and is not necessarily related to the quality of the investment advice.
    • Forbes America’s Top Women Wealth Advisors, 2019, 2020, 2021, 2022The Forbes rating is awarded annually between February and May and is based on information from September of the prior year to September of the award year. 
    • Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022The Forbes rating is awarded annually in January or February and is based on information from June of the prior year to June of the award year. 
    • Forbes Best-in-State Women Wealth Advisors, 2020, 2021, 2022The Forbes rating is awarded annually between February and May and is based on information from September of the prior year to September of the award year.
    • Working Mother Magazine/SHOOK Top Wealth Advisor Moms, 2018, 2019, 2020, 2021The Working Mother Magazine/SHOOK rating is awarded annually in October and is based on information from March of the prior year to March of the award year. 

    • U.C. San Diego, B.A. History and Economics
    • U.C. Berkeley, M.A. Asian Studies
    • International Private Wealth Advisor, Family Office Consultant
    555 California Street
    32nd/ 34th /46th Floor
    San Francisco, CA 94104
  • Danyi Gu

    Danyi Gu

    Wealth Management Associate

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    • CA
    • DE
    • GA
    • MA
    • NV
    • NY
    • TX

    Danyi supports the mission of the team to provide comprehensive wealth management to an international clientele of ultra-high net worth entrepreneurs, families and their family offices. With deep knowledge about the complex cross-border risk and regulations clients face, she works daily with clients who have strong ties to Asia. Danyi handles international client onboarding, documentation of complex trust and estate structures and fiscal compliance.

    “I am focused on helping clients find the right solutions to their financial needs. Every day is different, offering new and exciting opportunities.”

    Specifically, Danyi focuses on trading, restricted stock sale and settlement implementation (Rule 144 and 10b5-1 plans), as well as international stock transfers and settlements. Clients count on her for international stock transfer and settlement, cash flow management, complex lending strategies, investment proposals, reporting, onboarding and periodic reviews. Her dedication and attention to detail has made a real impact in the lives of Zhong Wealth Management Group clients.

    Past experience

    • Prior to joining the team in 2017, Danyi served as New Accounts Officer in the UBS International Division
    • Before moving to UBS and focusing on wealth management, Danyi worked in corporate banking for more than five years, holding roles as Relationship Manager at Commerzbank in Shanghai and Manager of the German Desk at Deutsche Leasing (China)

    Life

    • Danyi moved to San Francisco from Shanghai in 2015 with her husband Michael. They have a young daughter and son
    • She enjoys exploring hiking trails with her family in the Bay area

      • Shanghai International Studies University, B.A. German Linguistics and Literature
      • University of Bayreuth (Germany), M.B.A.
        555 California Street
        32nd/ 34th /46th Floor
        San Francisco, CA 94104
      • Bryan

        Bryan Sanchez

        Wealth Strategy Associate

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        • CA
        • DE
        • GA
        • MA
        • NV
        • NY
        • TX

              555 California Street
              32nd/ 34th /46th Floor
              San Francisco, CA 94104
            • Veronica Wang

              Veronica Wang

              Client Associate

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              • CA
              • DE
              • GA
              • MA
              • NV
              • NY
              • TX

              Veronica strives to bring client service and appreciation to the next level. As a Registered Client Associate, she ensures that activities are organized and running smoothly for her Private Wealth Management team, Zhong Wealth Management Group. She educates clients on account services and wealth management resources, manages service requests and prepares client reports. But her favorite part of her role is building relationships and helping empower clients to make better financial decisions.

              “I have always had a deep passion for client service and making a difference in peoples’ lives. One small effort on our part can make an impactful difference.”

              Past experience

              • Registered Client Associate, Zhong Wealth Management Group, UBS Private Wealth Management
              • Executive Team Assistant, West Division management team
              • Client Service Associate, San Francisco Private Wealth Management

              Life

              • Veronica lives in the East Bay
              • She enjoys the outdoors, cooking, and taking opportunities to learn new things

                • University of California, Santa Cruz, B.A. Business Management Economics and Linguistics
                  555 California Street
                  32nd/ 34th /46th Floor
                  San Francisco, CA 94104

                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.

                Accessing resources. Delivering solutions.

                Accessing resources. Delivering solutions.

                Who we work with

                Who we work with

                A team approach

                A team approach

                How can you be more certain in an uncertain market?

                Let's put your plan in place, for today, tomorrow and for generations to come

                You don't have to let market volatility get in the way of your long-term goals. Through the plan we create together, we can help you pursue what matters most.

                Backed by the strength of UBS

                A global leader in wealth management

                $2.8 trillion

                In invested assets globally 
                As of 06/30/2022

                51 countries

                Our global footprint

                Global leader

                UBS is a world-leading wealth manager

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