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.

• Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

• 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.

• Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

• California State University, Stanislaus , B.S.

• Private Wealth Advisor
• 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.

• Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

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

• Private Wealth Advisor

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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℠

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Ryan is a Client Service Associate at UBS Private Wealth Management, where he assists the Vallis Advisors team in all facets operational, from client communications to account onboarding and administration. Ryan holds a Bachelor of Arts in English from Boston College and a Master of International Relations from the Universidad CEU San Pablo in Madrid, where he taught English for multiple years and developed Spanish fluency. Ryan is currently pursuing the CFA Charter and securities industry licenses. A San Francisco native, he enjoys surfing at Ocean Beach and exploring new restaurants in the Mission district.

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Tony is a Client Service Associate and brings over 25 years’ experience providing exceptional service to clients in the wealth management and financial services industries.  In his role, he focuses on supporting the team’s client relationships and operational responsibilities.  Prior to joining UBS Private Wealth Management, he held similar roles at Merrill Lynch, Hambrecht & Quist, JPMorgan, Morgan Stanley, and Credit Suisse.  He is a Bay Area native and graduated from the University of California, Berkeley with a Bachelor of Arts in Rhetoric.  In his spare time, he enjoys reading, traveling, fitness-related activities, playing the trumpet and piano, and spending quality time with family and friends.