Tailored wealth advice

Professional guidance that helps inspire confidence

Aerial view of buildings

Backed by the strength of UBS

A global leader in wealth management

#1

For Ultra-High Net Worth clients

Euromoney Private Banking and Wealth Management Survey, 2016-2020

#1

Global Equity Research 

Institutional Investor, 2021 Global Rankings

$5+ trillion

In invested assets globally 
As of 11/07/2023

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.

Executive at City Window

Pursuing your goals together

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 Davenport Photo

    JT Davenport

    Managing Director

    Financial Advisor

    Private Wealth Advisor

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    • AZ
    • CA
    • CO
    • DE
    • FL
    • HI
    • IL
    • IN
    • MD
    • MI
    • NC
    • NJ
    • NV
    • NY
    • OH
    • OR
    • PA
    • SC
    • TN
    • TX
    • UT
    • VA
    • WA

    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
    Banking
    Financial planning
    Philanthropy
    Exit planning
    Equity plans
    Executive compensation
    Multi-generational families
    Corporate executives
    555 California Street
    Suite 3200
    San Francisco, CA 94104
  • Angela Colombani Photo

    Angela Colombani

    Managing Director

    Financial Advisor

    Global Investment Specialist

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    • AZ
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    • FL
    • HI
    • IL
    • IN
    • MD
    • MI
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    • NV
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    • OH
    • OR
    • PA
    • SC
    • TN
    • TX
    • UT
    • VA
    • WA

    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.
    • Global Investment Specialist
    • Private Wealth Advisor
    Investing
    Custom portfolios
    Asset allocation
    Alternative investments
    Women investors
    Entrepreneurs
    Family Offices
    Corporate executives
    555 California Street
    Suite 3200
    San Francisco, CA 94104
  • Sean Livingston Photo

    Sean Livingston

    Managing Director

    Private Wealth Advisor

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    • AZ
    • CA
    • CO
    • DE
    • FL
    • HI
    • IL
    • IN
    • MD
    • MI
    • NC
    • NJ
    • NV
    • NY
    • OH
    • OR
    • PA
    • SC
    • TN
    • TX
    • UT
    • VA
    • WA

    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
    Banking
    Lending services
    Securities-backed lending
    Exit planning
    Executive compensation
    Business owners
    Entrepreneurs
    Hedge Fund managers
    555 California Street
    Suite 3200
    San Francisco, CA 94104
  • Tyler Baker-Williams Photo

    Tyler Baker-Williams

    Senior Wealth Strategy Associate

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    • AZ
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    • IL
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    • NC
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    • OH
    • PA
    • TX
    • UT
    • WA

    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
      555 California Street
      32nd Floor
      San Francisco, CA 94104
    • Nelson Mackintosh

      Nelson Mackintosh

      Senior Wealth Strategy Associate

      Accredited Wealth Management Advisor℠

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      • AZ
      • CA
      • DE
      • FL
      • HI
      • IL
      • MI
      • NC
      • NJ
      • NV
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      • OH
      • OR
      • PA
      • TX
      • UT
      • WA

      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℠
        555 California Street
        32nd Floor
        San Francisco, CA 94104

      Private Wealth Management

      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.

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      Accessing resources. Delivering solutions.

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