Eric Susantio - UBS Financial Services Inc.

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355 Santana Row Ste 2050
San Jose, CA 95128
+1 (408) 282-8456
https://advisors.ubs.com

The Zhong Wealth Management Group, led by Managing Director Joanne Zhong, specializes in providing comprehensive wealth management solutions to ultra-high net worth individuals, families, and family offices with significant ties to Asia. With over 15 years of experience in international wealth management, the team focuses on developing long-term relationships and delivering customized strategies to help clients navigate complex financial landscapes and achieve their life goals.

Danyi Gu, as an Authorized Officer Wealth Management Associate, supports the team by addressing the unique needs of international clients, particularly concerning cross-border risks and compliance. Her expertise in trading, international stock transfers, and client onboarding underscores the group's commitment to quality service and helping clients find tailored financial solutions.

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