Managing Director
Current
Ubs
Jul 2023 - Present
AeroLeads people directory · profile
Barbara Yee Email & Phone Number
Managing Director
at
UBS
1 work email found
@morganstanley.com
2 phones found area 917 and 914
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 86%
Current company
UBS
Role
Managing Director
Location
New York, United States
Who is Barbara Yee? Overview
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Quick answer
Barbara Yee is listed as Managing Director at UBS, based in New York, United States. AeroLeads shows a work email signal at morganstanley.com, phone signal with area code 917, 914, and a matched LinkedIn profile for Barbara Yee.
Barbara Yee previously worked as Managing Director at Morgan Stanley and Managing Director, Family Wealth Director, International Client Advisor at Morgan Stanley. Barbara Yee holds Master Of Business Administration, Finance And Accounting from Columbia University - Columbia Business School.
Company email context
Email format at UBS
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{first}.{last}@morganstanley.com
86% confidence
AeroLeads found 1 current-domain work email signal for Barbara Yee. Compare company email patterns before reaching out.
Profile bio
About Barbara Yee
As Managing Director and head of the Yee Pine Group at UBS, I have over 20 years of experience working with ultra high net worth individuals, family office and foundation. Our team consists of world class wealth planners, portfolio managers and client service professionals to address the needs of affluent individuals, families and family offices in US, China, Taiwan, Hong Kong, and Singapore.
Current workplace
Barbara Yee's current company
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Ubs
7 roles
Barbara Yee work experience
A career timeline built from the work history available for this profile.
Managing Director
©2022 Morgan Stanley Smith Barney LLC (‘MSSB’), Member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via LinkedIn or its messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service – please consult a tax advisor. Statements and messages are for US residents only and subject to the following terms: http://www.morganstanley.com/disclaimers/mswm-email.htmlThe investments listed may not be appropriate for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments and encourages investors to seek the advice of a Financial Advisor. The appropriateness of a particular investment will depend upon an investor's individual circumstances and objectives.Asset allocation does not guarantee a profit or protect against a loss in a declining financial market.Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third‐party corporate trustee.For important information about any designation(s) listed please see https://fa.morganstanley.com/nypinegroup/. The designation and/or awards are not indicative of the Financial Advisor's past or future performance.
Apr 2009 - Jul 2023
Managing Director, Family Wealth Director, International Client Advisor
Chairman's Club of Morgan Stanley (2019, 2020, 2021)Along with the global resources of Morgan Stanley, we build highly customized solutions to adapt to our clients’ changing goals and manage their significant wealth overtime. Our services include portfolio management in stocks and bonds, comprehensive financial planning in asset allocations in many financial products and alternate investments, tailored balance sheet work with loans in mortgages and securities, complex insurance solutions, estate planning strategies, family office governance and education in multi-generations with Morgan Stanley extensive Family Resources network, and 10b5-1 and Rule 144 executions.You can expect professional delivery, personal attentive service and most importantly, an unwavering integrity to your best interests. Our focus is on understanding your needs and objectives, in order to help guide you to achieving your financial and personal goals.
Apr 2009 - Jul 2023
Wealth Advisor
Ubs
Mar 2000 - Apr 2009
Vice President
Merrill Lynch
Aug 1997 - Mar 2000
Portfolio Manager
Mar 1995 - Aug 1997
Portfolio Manager
Feb 1991 - Oct 1993
3 education records
Barbara Yee education
Master Of Business Administration, Finance And Accounting
Columbia University - Columbia Business School
Masters Of Science, Chemical Engineering
Bachelor Of Science, Chemical Engineering
FAQ
Frequently asked questions about Barbara Yee
Quick answers generated from the profile data available on this page.
What company does Barbara Yee work for?
Barbara Yee works for UBS.
What is Barbara Yee's role at UBS?
Barbara Yee is listed as Managing Director at UBS.
What is Barbara Yee's email address?
AeroLeads has found 1 work email signal at @morganstanley.com for Barbara Yee at UBS.
What is Barbara Yee's phone number?
AeroLeads has found 2 phone signal(s) with area code 917, 914 for Barbara Yee at UBS.
Where is Barbara Yee based?
Barbara Yee is based in New York, United States while working with UBS.
What companies has Barbara Yee worked for?
Barbara Yee has worked for Ubs, Morgan Stanley, Merrill Lynch, Metlife, and Aig.
How can I contact Barbara Yee?
You can use AeroLeads to view verified contact signals for Barbara Yee at UBS, including work email, phone, and LinkedIn data when available.
What schools did Barbara Yee attend?
Barbara Yee holds Master Of Business Administration, Finance And Accounting from Columbia University - Columbia Business School.
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