Chen brings over 20 years of experience working with ultra-high net worth clients in the United States and Asia.
PASADENA, Calif.–(BUSINESS WIRE)–UBS Wealth Management USA announced today that Financial Advisor Debbie Chen has joined the firm in Pasadena, California.
“Debbie has an incredible amount of experience working with international clients across China, Taiwan and Hong Kong, and with US domestic ultra-high net worth individuals on the West Coast,” said Justin Frame, Los Angeles & Orange County Market Head at UBS Wealth Management USA. “We’re thrilled to welcome Debbie to UBS as we continue to deepen our international presence in the LA market.”
Prior to joining UBS, Debbie spent 11 years with HSBC, serving as a Senior Vice President of Global Private Banking and Senior International Relationship Manager. In this role, Debbie provided full-service banking, lending, investment management, wealth strategies and solutions to ultra-high net worth individuals.
She joins an existing UBS team based in Pasadena that provides executives, entrepreneurs and foundations with customized portfolio management, retirement planning and estate planning services. The team is led by Evans Lam, Managing Director and Senior Portfolio Manager, who has helped clients manage their wealth throughout several challenging market cycles over a career that spans three decades. The team also includes Senior Relationship Manager Leslie Ann Manuel, CFP®, Wealth Strategy Associate Kelsey J. Berryman, CRPS®, and Team Administrator Liz Zhao.
Debbie received a Bachelor of Arts degree in International and Global Studies from the University of California, Irvine. She is fluent in Mandarin and Taiwanese and is conversant in Cantonese and Japanese.
About UBS Global Wealth Management
As the world’s largest wealth manager, UBS Global Wealth Management provides comprehensive advice, solutions and services to wealthy families and individuals around the world. Clients who work with UBS benefit from a fully integrated set of wealth management capabilities and expertise, including wealth planning, investment management, capital markets, banking, lending, and institutional and corporate financial advice.
UBS provides financial advice and solutions to wealthy, institutional and corporate clients worldwide, as well as private clients in Switzerland. UBS is the largest truly global wealth manager, and a leading personal and corporate bank in Switzerland, with a large-scale and diversified global asset manager and a focused investment bank. The bank focuses on businesses that have a strong competitive position in their targeted markets, are capital efficient, and have an attractive long-term structural growth or profitability outlook.
UBS is present in all major financial centers worldwide. It has offices in more than 50 regions and locations, with about 30% of its employees working in the Americas, 30% in Switzerland, 19% in the rest of Europe, the Middle East and Africa and 21% in Asia Pacific. UBS Group AG employs more than 72,000 people around the world. Its shares are listed on the SIX Swiss Exchange and the New York Stock Exchange (NYSE).