Financial Advisor Debbie Chen joins UBS in Los Angeles County, CA
December 14 2021 - 9:00AM
Business Wire
UBS Wealth Management USA announced today that Financial Advisor
Debbie Chen has joined the firm in Pasadena, California. Debbie
brings over 20 years of experience working with ultra-high net
worth clients in the United States and Asia.
“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.
Notes to Editors
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.
About UBS
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).
© UBS 2021. All rights reserved. The key symbol and UBS are
among the registered and unregistered trademarks of UBS.
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Pat Burek | Financial Profiles pburek@finprofiles.com
https://www.ubs.com
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