Trio managing $10.5 billion moves to UBS

A three-adviser, six-person team managing $10.5 billion at J.P. Morgan Private Bank in San Francisco has moved to UBS Private Wealth Management.

Advisers John “JT” Davenport, Angela Colombani and Sean Livingston made the move with three associates.

Davenport, a certified public accountant, had worked at Goldman Sachs, Lehman Brothers and Arthur Andersen before joining J.P. Morgan Private Bank in 2010. Colombani and Livingston joined J.P. Morgan in 2000 and 2009, respectively.

[More: Adviser recruitment on track for record-breaking year]

The post Trio managing $10.5 billion moves to UBS appeared first on InvestmentNews.

As our second lead editor, Cindy Hamilton covers health, fitness and other wellness topics. She is also instrumental in making sure the content on the site is clear and accurate for our readers. Cindy received a BA and an MA from NYU.

You May Also Like

Leave a Reply

Your email address will not be published. Required fields are marked *