Ting Oconnor

Background

About Ting Oconnor

I joined UBS Private Wealth Management in 2023 as a Managing Director, Private Wealth Advisor. Previously, I was with Merrill Lynch Wealth Management as a Managing Director since I am a MBA graduate with a focus in Financial Management and International Business. My language capability is English, Mandarin & Cantonese. My team has been serving clients nationally and internationally since We work with a group of select High Net Worth Individuals, Professionals, Business Owners, Startup Companies, Endowment Funds, Engineers and Multi Generational Families helping to plan, preserve and grow their assets. Together, we work with our clients to explore all areas of their financial life to create a holistic wealth management plan. Part of our client experience is not only do we provide advice on investments, but we also uncover unforeseen risk and liabilities pertaining to our clients. Services we offer include:* Tax Efficient Personal Asset Management * Retirement Planning/Estate Planning Services * Endowment Fund/Non-Profit Asset Management * Social Governance (ESG) Investing * Corporate Benefit/Retirement Plans * Liability Restructuring/Liquidity Solutions/ Custom Lending * Concentrated Position Management * Business Exit Planning/ Succession * Multi-Generational Education/Planning * Corporate/Personal Cash Management * Insurance/Annuities * Collaborating with Clients Legal/Tax Professionals I have a passion for helping startup companies and their founders through the entire business cycle from initial funding to the IPO/exit. In addition, I am a strong supporter of women professionals. I currently reside in Los Gatos, California, and have an interest in meditation and hiking. I am also a proud supporter of the Pacific Center for Autism Education (PACE) as well as the Friends of Children with Special Needs (FCSN).