Christopher J. Harrer, Cepa - Ubs Financial Services

Zhong Wealth Management Group, led by Managing Director Joanne Zhong, specializes in providing customized financial strategies for ultra-high net worth entrepreneurs and families, particularly those with ties to Asia. With over 15 years of experience, the team is committed to building long-term relationships through quality client service and comprehensive wealth management solutions.

Danyi Gu, an Authorized Officer and Wealth Management Associate, supports the group by navigating complex cross-border regulations and ensuring fiscal compliance for international clients. Together, the team focuses on delivering tailored financial advice that addresses the intricate needs of their diverse clientele.

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