William Chen has extensive experience in wealth management, with a career spanning over a decade. Serving as Vice President of Private Wealth Solutions at UBS from 2011 to 2016, William designed and delivered private equity and hedge fund portfolios for ultra-high-net-worth clients and family offices. Prior to this, William was an Associate in Investment Product Strategy at Wilmington Trust from 2005 to 2011, where responsibilities included supporting new fund launches and coordinating with legal and compliance teams. Currently, as an Executive Director of Investment Advisory at Morgan Stanley since 2017, William focuses on portfolio construction, tax planning, and family trust and estate administration, leading a team of wealth advisors dedicated to serving ultra-high-net-worth clients. William holds a Master of Business Administration in Finance from the University of Michigan's Stephen M. Ross School of Business.
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