Prior to Goldman Sachs, he was one of four founding partners at Varick Asset Management, a derivatives asset management firm, and was responsible for product development and marketing of the firm's investment offerings. Working with holders of concentrated single stocks, he helps clients think through the various hedging and monetization alternatives available to reduce risk, generate liquidity and enhance yield on these positions.īefore joining UBS in 2019, Matt spent five years at Goldman Sachs as a senior member of the Equity Solutions Group within Private Wealth Management, focusing on providing bespoke investment and risk management solutions to the ultra-high net worth space, including concentrated stock hedging solutions and structured investments. Matt is an Executive Director in the OTC Equity Solutions Group and focuses on the marketing and structuring of over-the-counter equity derivative solutions for high net worth and ultra-high net worth clients. Jin lives in Manhattan with her husband, David and her son, Miles. Jin is a Certified Financial Planner™ certificant, a designation awarded by the Certified Financial Board of Standards, Inc and a Chartered Retirement Planning Counselor SM (CRPC®). Jin does not provide tax advice in her current role at UBS. She is a member of the American Institute of CPAs. Prior to that, she was with KPMG in Hong Kong as an auditor. Prior to UBS, Jin was with the Merrill Lynch Global Wealth Management Group for 21 years. Jin insists on understanding the specific situations of clients with whom she works, thereby allowing her to establish objectives, develop appropriate strategies, recommend solutions, and review the progress they are making together. As a Financial Advisor in the 1285 Headquarters Wealth Management office of UBS, Jin focuses on total wealth management and provides strategies for multi-dimensional personal and business finances.
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