Tailored wealth advice

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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.

• Miami University, B.S. Accounting: 1995 - 1999
• Columbia Business School, MBA: 2007 - 2008
• University of California, Berkeley, Haas School of Business, MBA: 2007 - 2008

• Private Wealth Advisor
• Private Wealth Relationship Manager

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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.

• California State University, Stanislaus , B.S.

• Global Investment Specialist
• Private Wealth Advisor

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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.

• London Business School, MBA: 2007 - 2009
• University of California, Irvine, B.A. Theater: 1995 - 1999

• Private Wealth Advisor

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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.

• Yale University, B.A. Economics: 2012 - 2016

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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.

• Connecticut College, B.A. Economics and International Relations: 2016 - 2020

• Bloomberg Market Concepts

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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.

• California Polytechnic State University, San Luis Obispo, B.A. History: 2014 - 2018

• Accredited Wealth Management Advisor℠