Trio managing $10.5 billion moves to UBS
The six-person team is leaving J.P. Morgan Private Bank in San Francisco.
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]
Learn more about reprints and licensing for this article.
