Alex Rene Chivarsky - UBS Financial Services Inc.

Zhong Wealth Management Group, led by Managing Director Joanne Zhong, specializes in providing comprehensive wealth management solutions tailored for ultra-high net worth individuals and families, particularly those with strong ties to Asia. With over 15 years of industry experience, Joanne focuses on navigating complex cross-border risks while supporting clients in preserving and transferring their wealth across generations.

Supporting Joanne is Danyi Gu, an Authorized Officer and Wealth Management Associate, who brings deep knowledge of international financial regulations and client onboarding processes. Together, the team is committed to delivering meticulous client service and innovative financial strategies that address the unique needs of their international clientele.

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