James Lugannani - UBS Financial Services Inc.

Zhong Wealth Management Group, part of UBS Financial Services Inc. in San Francisco, specializes in providing comprehensive wealth management solutions to ultra-high net worth clients, particularly those with international ties. The team, led by Managing Director Joanne Zhong and supported by Wealth Management Associate Danyi Gu, focuses on developing long-term relationships through tailored strategies that address complex cross-border financial concerns.

With over 15 years of expertise in the financial services industry, Joanne Zhong utilizes her extensive network and resources to assist clients in navigating investment risks, estate planning, and liquidity solutions. Danyi Gu complements this by managing international client onboarding and compliance, ensuring a seamless experience for clients as they pursue their financial goals.

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