Zephyr Gao

Zephyr Gao is an Associate Director at UBS Global Wealth Management, where they work as a subject matter expert, advising on tax compliance and financial strategies. Previously, Zephyr held roles as Assistant Vice President at Credit Suisse and Portfolio Analyst at J.P. Morgan, where they honed their analytical skills in performance measurement and tax reporting. Zephyr's career began at Unity Fund Services as an Assistant Fund Accountant, which laid the foundation for their expertise in NAV preparation and reconciliation. They earned a Bachelor of Applied Finance from Macquarie University and a Master of Professional Accounting from the University of Sydney, complemented by certification as a Chartered Accountant.