Colleen Zhou

Colleen Zhou is a Managing Director at UBS Wealth Management and holds the CFA designation. They previously served as Vice President at Merrill Lynch from 2009 to 2013, where they developed and maintained long-term trusted relationships with affluent Chinese clients. Colleen also gained experience in Private Wealth Management at Morgan Stanley between 2008 and 2009. Currently, they are pursuing a Bachelor of Business Administration at City University of Hong Kong, along with additional studies at both Rochester-Bern Executive Programs and Fudan University, where they obtained a Bachelor's degree in Finance.