Experience

Makes all the difference

Vallis Advisors is a 6-person team consisting of 3 Senior Partners and 3 Operational Partners, bringing over 70 years of wealth management experience and a passion for helping our clients plan for their future and navigate life decisions. In everything we do, we strive to exceed expectations. UBS Private Wealth Management gives us a platform with the depth of intellectual capital and scale of resources to allow us to provide truly bespoke solutions to our clients for their business ventures, investment needs, personal passions and legacy goals.

JT Davenport

Managing Director

Financial Advisor

Private Wealth Advisor

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.

Registered States:
  • AZ
  • CA
  • CO
  • DE
  • FL
  • HI
  • IL
  • MD
  • MI
  • NC
  • NJ
  • NV
  • NY
  • OH
  • PA
  • TX
  • UT
  • VA
  • WA

Education

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

Credentials

  • Private Wealth Advisor
  • Private Wealth Relationship Manager

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

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

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Angela Colombani

Managing Director

Financial Advisor

Global Investment Specialist

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.

Registered States:
  • AZ
  • CA
  • CO
  • DE
  • FL
  • HI
  • IL
  • MD
  • MI
  • NC
  • NJ
  • NV
  • NY
  • OH
  • OR
  • PA
  • TX
  • UT
  • VA
  • WA

Education

  • California State University, Stanislaus , B.S.

Credentials

  • Global Investment Specialist
  • Private Wealth Advisor

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Investing
Custom portfolios
Asset allocation
Alternative investments
Women investors
Entrepreneurs
Family Offices
Corporate executives
555 California Street
Suite 3200
San Francisco, CA 94104

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Sean Livingston

Managing Director

Private Wealth Advisor

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.

Registered States:
  • AZ
  • CA
  • CO
  • DE
  • FL
  • HI
  • IL
  • MD
  • MI
  • NC
  • NJ
  • NV
  • NY
  • OH
  • PA
  • TX
  • UT
  • VA
  • WA

Education

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

Credentials

  • Private Wealth Advisor

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

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

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Chris Carothers

Associate Director

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.

Registered States:
  • AZ
  • CA
  • CO
  • DE
  • FL
  • HI
  • IL
  • MI
  • NC
  • NJ
  • NV
  • NY
  • OH
  • OR
  • PA
  • TX
  • UT
  • WA

Education

  • Yale University, B.A. Economics: 2012 - 2016
555 California Street
32nd Floor
San Francisco, CA 94104

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Tyler Baker-Williams

Senior Wealth Strategy Associate

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.

Registered States:
  • AZ
  • CA
  • CO
  • DE
  • FL
  • HI
  • IL
  • MI
  • NC
  • NJ
  • NV
  • NY
  • OH
  • PA
  • TX
  • UT
  • WA

Education

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

Credentials

  • Bloomberg Market Concepts
555 California Street
32nd Floor
San Francisco, CA 94104

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Nelson Mackintosh

Wealth Strategy Associate

Accredited Wealth Management Advisor℠

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.

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

Education

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

Credentials

  • Accredited Wealth Management Advisor℠
555 California Street
32nd Floor
San Francisco, CA 94104

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