#1
For Ultra-High Net Worth clients
Euromoney Private Banking and Wealth Management Survey, 2016-2022
Professional guidance that helps inspire confidence
#1
For Ultra-High Net Worth clients
Euromoney Private Banking and Wealth Management Survey, 2016-2022
Most
Innovative
Bank for IPO and Equity Raising
The Banker, Investment Banking Awards, 2020
#1
Global Equity Research
Institutional Investor, 2021 Global Rankings
Every day you must weigh major business decisions—and the impact they can have on your life and family. Our team has guided many owners and entrepreneurs as they evolve their businesses, explore new ventures or initiate transition events. We can bring clarity to the issues you’re facing and advise you on each detail and stage of the process.
Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.
JT is a Founding Team Partner and Financial Advisor at UBS Private Wealth Management. In this role, he is responsible for delivering the firm’s investing, wealth transfer, credit and philanthropic services to ultra-high-net-worth clients and family offices across the country. He has had an extensive career in the financial services industry advising ultra-high net worth individuals, families, family offices and institutions. Prior to UBS, JT was at J.P. Morgan, where he served as a Managing Director and head of the firm’s Northern California Technology Practice that specialized in advising private and public company executives in pre-transaction planning, equity compensation and investment strategies. JT worked at Goldman Sachs, Lehman Brothers and Arthur Andersen, before joining J.P. Morgan Private Bank in 2010. JT holds an M.B.A. from the Berkeley-Colombia Executive M.B.A. Program and a B.S. from Miami University. He earned his Certified Public Accountant (CPA) designation in 2001. JT currently serves as a member of the Investment Committee at Gateway Charter School in San Francisco.
Angela is a Founding Team Partner and Financial Advisor at UBS Private Wealth Management. With her extensive career as an investment professional, Angela aims to deliver the entirety of the firm with a focus on overseeing the investment portfolios of her clients. Angela joined UBS from J.P. Morgan Private Bank, where she served most recently as a Managing Director and Global Investment Specialist. She also led the Northern California Private Bank Healthcare practice that specialized in advising private and public company executives in pre-transaction planning, equity compensation and investment strategies. Angela has over 20 years of global capital markets and investment management experience. She holds a B.S. from California State University, Stanislaus where she was a four-year starter on the women’s basketball team.
Sean is a Founding Team Partner and Financial Advisor at UBS Private Wealth Management. In this role, he is responsible for delivering the firm’s investing, wealth transfer, credit and philanthropic services to ultra-high-net-worth clients and family offices across the country. He has had an extensive career in the financial services industry advising ultra-high net worth individuals, families, family offices and institutions. Prior to UBS, Sean served as an Executive Director and Senior Client Advisor at JP Morgan and led the Private Equity/Venture Capital Team in Northern California. Sean worked at PIMCO in Newport Beach, London and Munich before joining J.P. Morgan Private Bank in 2009. He holds an M.B.A. from London Business School and a B.A. from the University of California, Irvine. Sean is active in his local community and has served on various non-profit boards, including the San Francisco AIDS Foundation, New Conservatory Theatre and Friends of the Children.
Chris is a Relationship Manager at UBS Private Wealth Management where he assists in delivering the firm’s investing, wealth transfer, credit and philanthropic services to ultra-high-net-worth clients and family offices across the country. Prior to joining UBS, Chris started his career with J.P. Morgan’s Private Bank in 2017, spending three years in Chicago before moving to San Francisco in 2020. Prior to beginning his career with J.P. Morgan, Chris received a Bachelor of Arts in Economics from Yale University. He was a varsity coxswain on Yale’s Heavyweight Rowing Team and a member of the U.S. Rowing.
Tyler is a Relationship Manager at UBS Private Wealth Management where he supports the team in delivering the firm’s investing, wealth transfer, credit and philanthropic services to ultra-high-net-worth clients and family offices across the country. Tyler joined UBS from J.P. Morgan Private Bank, where he started his career in 2020. A Bay Area native, Tyler grew up across the Golden Gate in Tiburon before graduating from Connecticut College in 2020 with a double major in Economics and International Relations. During his time at Connecticut College, he captained the club soccer team and interned at Perigon Wealth Management. His hobbies include tennis, soccer, chess, and traveling.
Nelson joined UBS Private Wealth Management as a Wealth Strategy Associate in 2021. Prior to joining UBS, Nelson served as a financial advisor at Merrill Lynch and as a commercial real estate broker with Marcus & Millichap. Nelson graduated with a Bachelor of Arts in History from the California Polytechnic State University, San Luis Obispo. He currently holds his AWMA certification for advising high-net worth individuals with diversified portfolio allocations and tax mitigation strategies. His free time is spent with various Bay Area nonprofits such as St. Jude and Shifting Gears.
JT is a Founding Team Partner and Financial Advisor at UBS Private Wealth Management. In this role, he is responsible for delivering the firm’s investing, wealth transfer, credit and philanthropic services to ultra-high-net-worth clients and family offices across the country. He has had an extensive career in the financial services industry advising ultra-high net worth individuals, families, family offices and institutions. Prior to UBS, JT was at J.P. Morgan, where he served as a Managing Director and head of the firm’s Northern California Technology Practice that specialized in advising private and public company executives in pre-transaction planning, equity compensation and investment strategies. JT worked at Goldman Sachs, Lehman Brothers and Arthur Andersen, before joining J.P. Morgan Private Bank in 2010. JT holds an M.B.A. from the Berkeley-Colombia Executive M.B.A. Program and a B.S. from Miami University. He earned his Certified Public Accountant (CPA) designation in 2001. JT currently serves as a member of the Investment Committee at Gateway Charter School in San Francisco.
Angela is a Founding Team Partner and Financial Advisor at UBS Private Wealth Management. With her extensive career as an investment professional, Angela aims to deliver the entirety of the firm with a focus on overseeing the investment portfolios of her clients. Angela joined UBS from J.P. Morgan Private Bank, where she served most recently as a Managing Director and Global Investment Specialist. She also led the Northern California Private Bank Healthcare practice that specialized in advising private and public company executives in pre-transaction planning, equity compensation and investment strategies. Angela has over 20 years of global capital markets and investment management experience. She holds a B.S. from California State University, Stanislaus where she was a four-year starter on the women’s basketball team.
Sean is a Founding Team Partner and Financial Advisor at UBS Private Wealth Management. In this role, he is responsible for delivering the firm’s investing, wealth transfer, credit and philanthropic services to ultra-high-net-worth clients and family offices across the country. He has had an extensive career in the financial services industry advising ultra-high net worth individuals, families, family offices and institutions. Prior to UBS, Sean served as an Executive Director and Senior Client Advisor at JP Morgan and led the Private Equity/Venture Capital Team in Northern California. Sean worked at PIMCO in Newport Beach, London and Munich before joining J.P. Morgan Private Bank in 2009. He holds an M.B.A. from London Business School and a B.A. from the University of California, Irvine. Sean is active in his local community and has served on various non-profit boards, including the San Francisco AIDS Foundation, New Conservatory Theatre and Friends of the Children.
Chris is a Relationship Manager at UBS Private Wealth Management where he assists in delivering the firm’s investing, wealth transfer, credit and philanthropic services to ultra-high-net-worth clients and family offices across the country. Prior to joining UBS, Chris started his career with J.P. Morgan’s Private Bank in 2017, spending three years in Chicago before moving to San Francisco in 2020. Prior to beginning his career with J.P. Morgan, Chris received a Bachelor of Arts in Economics from Yale University. He was a varsity coxswain on Yale’s Heavyweight Rowing Team and a member of the U.S. Rowing.
Tyler is a Relationship Manager at UBS Private Wealth Management where he supports the team in delivering the firm’s investing, wealth transfer, credit and philanthropic services to ultra-high-net-worth clients and family offices across the country. Tyler joined UBS from J.P. Morgan Private Bank, where he started his career in 2020. A Bay Area native, Tyler grew up across the Golden Gate in Tiburon before graduating from Connecticut College in 2020 with a double major in Economics and International Relations. During his time at Connecticut College, he captained the club soccer team and interned at Perigon Wealth Management. His hobbies include tennis, soccer, chess, and traveling.
Nelson joined UBS Private Wealth Management as a Wealth Strategy Associate in 2021. Prior to joining UBS, Nelson served as a financial advisor at Merrill Lynch and as a commercial real estate broker with Marcus & Millichap. Nelson graduated with a Bachelor of Arts in History from the California Polytechnic State University, San Luis Obispo. He currently holds his AWMA certification for advising high-net worth individuals with diversified portfolio allocations and tax mitigation strategies. His free time is spent with various Bay Area nonprofits such as St. Jude and Shifting Gears.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
As a team within the exclusive Private Wealth Management division at UBS, we connect you to the dynamic presence of one of the world‘s leading wealth managers. Private Wealth Advisors serve many of the firm‘s largest relationships, providing extensive reach and the distinct advantage of the firm‘s global perspective, insights and resources.
Each member of our team has a specific role and responsibility. Beyond our specialties and experience, you have the strength of a dedicated and accessible team eager to solve your most pressing challenges.
Our team's investment process is based on philosophies developed over decades of experience and market analysis. To defend against normal investor behavior, we focus on clients' needs over the day to day noise of the market. Using proper risk management centered on asset allocation, we invest for the long term and accomplish the goals set by our clients.
UBS Wealth Management is solely dedicated to serving the complex needs of highly successful individuals and families. This access, combined with our years of experience, puts us in the position to help you seize opportunities and meet the financial challenges you may face.
We provide access to the stability, institutional knowledge and expertise of UBS, one of the largest wealth managers in the world:
No one wants to outlive their money.
But you also don’t want to live with untapped potential.
A wasted resource is one that simply isn’t used. One of the things we pride ourselves on is helping our clients not only take care of their loved ones now and later, but recognize their potential for impact and influence through charitable giving and fueling causes aligned with the causes they’re most passionate about.
Explore the work of some of the most influential thinkers and doers in the field of economics today. Partnering with the Centre for Economic Policy Research (CEPR), an independent, nonprofit network of more than 1,300 economists, UBS brings you the contributions and achievements of women leaders in the field.
Are you considering an exit from your business? From investment banking to business transition planning to post-liquidity wealth management, we have the experience to help you with your future plans for your business. We can connect you to the resources you need to solve any challenge that may arise.
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