The AuYeung Wealth Management Group at Morgan Stanley

Frank Auyeung CFP^®, is the leader and founder of the Auyeung Wealth Management Group at Morgan Stanley. A Managing Director, Senior Portfolio Management Director, Alternative Investments Director, and International Client Advisor who provides his clients with experience attained from more than 25 years at several world class wealth management institutions. Carrying forward his international experience from Hong Kong in the brokerage and wealth management industry, he founded The AuYeung Wealth Management Group at Citibank’s Silicon Valley location in 1994. Frank then successfully transitioned the team to Bank of America, Wells Fargo, then to Morgan Stanley in 2012, continuously expanding their services and capabilities.

Frank is also a Morgan Stanley Family Wealth Director, a designation granted to a select number of financial advisors that sets him apart within the industry. He is the only Family Wealth Director in the Silicon Valley Center office, a distinction earned through his skills and experience with wealthy clients and successful completion of a rigorous accreditation program. This qualification enables him to offer advanced resources and disciplines to ultra-high net worth individuals and families to help them address the complex, multigenerational challenges of managing significant wealth.

Frank holds a bachelor’s degree in engineering from the University of Science and Technology Beijing in China. He went on to earn his MBA in the U.S. in 1989 as part of an extremely selective international program which was co-sponsored by the U.S. and Chinese governments. Then with a full scholarship, he was a Ph.D. finance candidate from 1990 to 1994 until he was recruited by Citibank Investment Services program. Frank also completed an Executive Education program at the Wharton School of the University of Pennsylvania from 2002-2003.

Charity is an important endeavor for Frank that he has made a core tenet of The AuYeung Group. He founded two 501(c)(3) organizations and remains active as the president/chairman of the board for each. During the pandemic, when PPEs were scarce resources, Frank and his friends at the U.S. Hunan Association (USHNA) donated 100,000 surgical masks and substantial amounts of other PPEs to Great Bay Area hospitals and other facilities in helping them combat COVID-19. In 2010, Frank founded another social well-being means, the Voice of Harmony Artists (VOHA), with the mission of providing a number of performing art programs to the Bay Area charitable functions such as fundraisers for earthquake, flood, tsunami, snowstorm and human health disasters relief efforts. Frank formerly served as a Trustee for the Opera of San Jose.

Frank speaks Mandarin and Cantonese. In his free time, Frank enjoys volunteering, writing, singing, running and bodybuilding.

Jeremy Belnas is a Financial Advisor with more than 20 years of wealth management experience. He started his financial career with Bank of America, moving up from personal banker to financial advisor. He joined the AuYeung Group in 2002, running Bank of America Investment Services branches in Mountain View, Fremont, Cupertino, Sunnyvale and San Jose, and moved with the group to Wells Fargo in 2005 and then to Morgan Stanley in 2012.

Jeremy holds Morgan Stanley’s Portfolio Manager designation, which allows him to construct and manage investment portfolios on a discretionary basis in accordance with the needs and objectives of the team’s clients. As a holder of Morgan Stanley’s Financial Planning Specialist certification, he contributes to the custom financial plans the AuYeung Group develops for clients by delivering tailored solutions to fit individual investment objectives, risk tolerance and liquidity needs. He is dedicated to always doing the right thing for his clients while providing a professional and highly personalized experience. Jeremy plays an important role in the team’s client relationship efforts, including coordinating with internal and external partners on behalf of clients. Jeremy earned a BS in Business Finance with a focus in Portfolio Management from San Jose State University, laying the foundation to fulfill his goal to become a wealth manager.

Jeremy credits the goal setting, dedication and teamwork necessary to be successful to his judo training. A native of Napa, California, he trained in judo at the Olympic Training Center in Colorado since he was nine years old and was a state and national high school judo champion. Away from work, he enjoys spending time with his wife, Karen, twin sons Jayden and Brayden, and is an active member of his local church since 2008. Being surrounded and blessed with strong family roots, great teacher’s, coach’s, and mentor’s in his own life he believes in giving back to his community. As a mentor to Junior High and High School students through the youth group at Family Community Church he hopes to build up and make an impact to the next generation, with strong relationships, positive attitudes, and provide encouragement through the developmental stages in youths lives.

Jestin Chang is a Financial Advisor with more than 20 years of wealth management experience. He began his career at Bank of America, joined The AuYeung Group at Wells Fargo in 2005 and came over with the team to Morgan Stanley in 2012. Jestin holds Morgan Stanley’s Portfolio Manager designation, which allows him to construct and manage investment portfolios on a customized, discretionary basis in accordance with the needs and objectives of the team’s clients.  A Certified Financial Planner^®, Jestin always takes a holistic approach with his clients when looking at their portfolios.

Jestin helps lead the team’s research on a variety of financial topics including markets and various segments of the economy. He then shares these resources and information with his fellow team members and uses the data to guide his planning conversations with clients. Such discipline drives Jestin to always act in his clients’ best interest, ensuring a deep and trusted relationship while helping them achieve their long-term goals.

Jestin earned a BS in Finance from San Francisco State University. He is fluent in Mandarin and Cantonese. He enjoys and supports all the Bay Area’s professional sports teams and is involved in various charity work and benefits.

John Zhong, CFA^®, is a Vice President, International Client Advisor and Portfolio Manager with the AuYeung Group at Morgan Stanley. He started his financial career as an analyst at Goldman Sachs, then joined Citigroup International Personal Bank as a Financial Advisor, providing wealth management services to high net worth US and International clients. John has been with Morgan Stanley since mid-2020.
 
With a dedicated commitment to his clients, John provides customized wealth management services including comprehensive financial planning and asset allocation, portfolio risk analysis and investment management. Utilizing an approach that combines Morgan Stanley’s firm research resources and his personal skills, he constructs tailored portfolios to meet each client’s goals and objectives.  
 
John is a Chartered Financial Analyst^® (CFA^®) charterholder, one of the highest distinctions within the investment management profession.  The CFA^® Program and its required continue education have provided a strong foundation for him in advanced investment analysis and real-world portfolio management skills for today’s evolving industry and equip him in evaluating and interpreting trends that significantly affect markets. John's deep knowledge and experience, along with a strong commitment to ethics and professionalism, allow him to act in clients’ best interest and establish strong client relationships built on trust and loyalty.
 
John is also a native Mandarin Chinese speaker. Away from work, he enjoys spending time with family and friends, reading, weightlifting, travelling, playing basketball and watching movies.

Dante is a Financial Advisor with The AuYeung Wealth Management Group at Morgan Stanley. He has a strong belief in financial literacy and focuses on Financial Planning to assist clients/prospects with creating and achieving their financial goals.

Dante creates and implements customized wealth management plans for high-net worth individuals and their families. By having a nuanced understanding of his client’s financial goals and concerns, his primary focus is to ensure his clients are well-equipped to tackle the unpredictable challenges of the market and help them make an informed decision.

Dante joined the firm in December 2020 as a Wealth Advisor Associate. He joined The AuYeung Wealth Management Group as a Financial Advisor in the Fall of 2021. Dante graduated with his MBA in Business Administration from California State East Bay.

Dante enjoys golfing, fishing, basketball, and going to the gym. He attends Destiny Christian Fellowship in Fremont, CA and lives in San Jose, CA with his wife and daughter.

Judy Fang is a long-time member of The AuYeung Group. After joining the team at Bank of America in 1996, she helped lead a successful transition to Wells Fargo in 2004 then to Morgan Stanley in 2012, contributing to a broadening of services over time. Her main roles include coordinating the team's business development, high net worth relationship management, team administration and client service efforts.

Grace Ma joined The AuYeung Group at Wells Fargo in 2012 and moved with the team to Morgan Stanley. She supports the team in the areas of research, execution, office management and client service. Grace previously worked for MassMutual, Ameriprise, Charles Schwab and TD Ameritade.

Erika joined The AuYeung Group in early December 2021. As an experienced Wealth Management Associate, her responsibilities include assisting the team in the Workplace Reinvestment -Equity Compensation program, marketing, client services, along with office and time management. Erika has been with Morgan Stanley since July 2017. She spent her first year at the firm in Operations and was then promoted to a Client Service Associate, working for multiple financial advisors. In 2020, she was promoted to Registered Service Associate, working within another top team at Morgan Stanley providing service to high net worth clients. As part of the AuYeung Group, Erika was again promoted in 2022 to Wealth Management Associate working as the teams Reinvestment Specialist.

As a relationship manager, Erika is passionate about helping and advocating for our team’s clients. Erika values getting to know clients and sees them as an extension of her family. She spent many years advocating for her children to ensure they got the best of everything. Now, she gets to do this for clients. Most important, Erika enjoys problem-solving and is responsive, meaning that clients are confident in reaching out to her and getting the answers and advice they need. Erika moved into the financial industry because she felt vulnerable not understanding the financial market and how to make decisions regarding her own finances, and now hopes to help others in a similar situation.

Originally from Pittsburgh, Pennsylvania, she graduated from the University of Dayton with Bachelor of Science degree in Business and Communications. She started her career with Prudential Insurance Company’s Group Life and Health Insurance division. Erika then moved into the brokerage industry as an Account Executive, providing employee benefit solutions to small and medium sized companies. Erika holds a California Life, Accident and Health license and is fully licensed as a Registered Securities Associate.

Erika lives in Los Gatos, California with her husband Tim. She has four children of whom she takes great pride. Her daughter Ali, a graduate of Chico state, has relocated to Cincinnati, Ohio. Her son Jake, a graduate of UC Berkeley, is pursuing a career in the NFL. Nick and Katie are attending college at Chico State and Cal Poly San Louis Obispo respectively. She is a huge college football fan; her favorite team is the CAL BEARS as her son played on the team. Now, she will follow him into the NFL as his number one fan. In addition, Erika loves entertaining, spending time with family and friends, hiking and spin classes. Her rescue dog Brody is a great joy as well.