Yu Zhang is a financial advisor at UBS Financial Services with four years of industry experience. Prior to joining UBS in 2022, Yu worked at Charles Schwab and HSBC Bank, USA. Outside of finance, Yu provides in-home support services, assisting a family member with daily personal care tasks. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.

John Calderon is a financial advisor at UBS Financial Services with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2009. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides proprietary research, custody, underwriting, and capital markets services.

Roland Antoun is a financial advisor at UBS Financial Services with Series 63 and Series 65 licenses and three years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Bank, NA, and has five years of experience with Wilder West. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and access to mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management, leveraging proprietary research and model-based asset allocation to tailor client strategies.

Owen Xie is a financial advisor with UBS Financial Services in San Francisco, holding a Series 66 designation and four years of industry experience. Prior to joining UBS in 2021, he worked at Natixis Investment Advisors and Symphony Asset Management. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management and utilizing proprietary research to tailor financial plans and portfolio strategies.

Amanda Woo is a financial advisor with UBS Financial Services in San Francisco, CA, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has worked at Merrill for 12 years and has been associated with Bank of America, N.A. for over two decades. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary research and model-based asset allocations to tailor strategies according to clients’ goals and risk tolerances. The firm offers a broad platform including wealth management, institutional trading, and securities-backed lending programs.

Matthew Simi is a financial advisor with UBS Financial Services in San Francisco, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Morgan Stanley & Co. Incorporated, where he worked from 2008 to 2020. UBS Financial Services serves individual, corporate, and institutional clients with a combination of brokerage and investment advisory services, leveraging proprietary research and model-based asset allocations to customize client plans. The firm integrates institutional trading capabilities with wealth management, offering a broad range of products including discretionary portfolio management and alternative investments.

Lauren Kinch is a financial advisor with UBS Financial Services in San Francisco, CA, holding a Series 66 designation and four years of industry experience. She previously worked at BNY Mellon Wealth Management for seven years before joining UBS Private Wealth Management in 2022. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering proprietary research, market-making, and affiliated banking programs.

Jeffrey Hill is a financial advisor with UBS Financial Services in Incline Village, NV, holding a Series 66 designation and bringing 10 years of industry experience. He has been with UBS since 2015. Outside of his advisory work, he serves as Treasurer for The Guardsmen, a nonprofit organization in the San Francisco Bay Area that supports at-risk youth through educational and outdoor programs, and is a member of the board of directors for the Sunset View Cemetery Association. UBS Financial Services serves individual, corporate, and institutional clients offering brokerage and advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, utilizing proprietary research and model-based asset allocations to tailor client strategies.

Stephen Andres is a financial advisor with UBS Financial Services in San Francisco, CA, holding Series 63 and Series 65 designations and 19 years of industry experience. He has been with UBS Financial Services Inc. since 2016. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides a wide range of capital markets and research resources.

Xi Qiao is a financial advisor with UBS Financial Services in San Francisco, holding a Series 66 designation and 18 years of industry experience. She has been with UBS since 2015. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides proprietary research and affiliated banking programs.

William Borden is a financial advisor with UBS Financial Services in San Francisco, holding Series 63 and Series 66 licenses and 28 years of industry experience. He has been with UBS since 2008. Outside of his advisory work, he has self-published a children's book. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management and offers a broad suite of capital markets and investment products.

Sandra Chiu is a Series 66-licensed financial advisor with UBS Financial Services in San Francisco, CA, and has 25 years of industry experience. She has been with UBS Financial Services since 2016. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor strategies to clients’ goals and risk tolerances.

Margaret Parker is a Series 66-licensed financial advisor with eight years of industry experience. She is currently with UBS Financial Services, where she has worked since 2023. Her prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. UBS Financial Services serves individual, corporate, and institutional clients by providing brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering a broad range of capital markets and research resources.

Jia Zhou is a financial advisor at UBS Financial Services with 15 years of industry experience. She holds a Series 66 designation and has worked at UBS since 2017, following a one-year tenure at Citibank. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory services, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to customize client strategies.

Aaron Mendelson is a financial advisor at UBS Financial Services with 38 years of industry experience. He holds Series 63 and Series 65 designations and has been with UBS since 2016. Mendelson is also a limited partner in venture capital fund of funds, including Champion Ventures and University Technology Ventures. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor financial plans according to clients’ goals and risk tolerances.

Danny Seto is a financial advisor at UBS Financial Services in San Francisco, CA, with 25 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Morgan Stanley Smith Barney for seven years before joining UBS in 2018. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides research and capital markets solutions through its integrated platform.

Jordan Gersch is a financial advisor at UBS Financial Services in San Francisco, CA, with 24 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney from 2011 to 2022. Outside of his advisory role, he owns FIRST TRACKS LLC, a real estate investment business. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm integrates proprietary research and institutional trading capabilities with wealth management services.

Ryan Woo is a financial advisor at UBS Financial Services with 13 years of industry experience. He holds the Series 66 designation and has been with UBS since 2011. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides research, underwriting, and custody through its platform.

Alicia Loo is a financial advisor at UBS Financial Services with 22 years of industry experience. She holds a Series 66 designation and has been with UBS since 2013. Outside of her advisory work, she is involved in managing a residential rental property with her husband. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides a range of solutions including fee-based financial planning, portfolio management, and access to proprietary research and capital markets services.

Daphne Chi is a Series 66 licensed financial advisor with UBS Financial Services in San Francisco, CA, where she has worked since 2016. She has 19 years of industry experience. Outside of her advisory role, she co-owns real estate investments jointly with her spouse. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings that include fee-based financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services to provide tailored investment strategies.