UBS Financial Advisor Warren Coughlin Named to the Forbes Top Next-Gen Best-in-State Wealth Advisor List

Rhea-AI Summary

UBS Private Wealth Management announced that Warren Coughlin, a Private Wealth Advisor in the Los Angeles office, has been named to the Forbes Top Next-Gen Best-in-State Wealth Advisor list for 2024. This marks Coughlin's third inclusion on the list. Coughlin leads Presidio Partners, a Private Wealth team specializing in serving tech founders and entrepreneurs, alongside Charles Korasick and Robert Gach.

The team has an impressive track record, having worked with over 21 "unicorn" co-founders, advised more than 33 clients through liquidity events, and served over 40 late-stage co-founders with at least $50 million in private stock positions. The Forbes/SHOOK Top Next-Gen Advisors Best-In-State list features 1,621 top professionals managing nearly $2.8 trillion in assets collectively.

Positive

• Warren Coughlin named to Forbes Top Next-Gen Best-in-State Wealth Advisor list for 2024
• Presidio Partners team has worked with over 21 "unicorn" co-founders
• Team has advised more than 33 clients through liquidity events
• Served over 40 late-stage co-founders with at least $50 million in private stock positions

Negative

• None.

LOS ANGELES--(BUSINESS WIRE)-- UBS Private Wealth Management announced today that Warren Coughlin, a Private Wealth Advisor in the firm’s Los Angeles, California office, has been named to the Forbes Top Next-Gen Best-in-State Wealth Advisor list for 2024. This is Warren’s third inclusion on the list.

“Warren is among a select cohort of successful advisors that is transforming our industry and the way we serve clients,” said Lauren Gorsche, UBS Los Angeles Market Executive. “He has built a dynamic practice centered around addressing the unique needs of founders and entrepreneurs. I am thrilled to see him recognized for his achievements and dedication to clients.”

Alongside Private Wealth Advisors Charles Korasick and Robert Gach, Warren Coughlin leads Presidio Partners, a Private Wealth team that works with tech founders and entrepreneurs. This experienced team has worked with over 21 “unicorn” co-founders, advised more than 33 clients through liquidity events, and served more than 40 late-stage co-founders with at least $50 million in private stock positions.

Presidio Partners also includes team associates Jonathan Schechter, Jen Lechman, Lizzie Belokonnyi, Susan Thomas, and Samantha Bloom.

The Forbes/SHOOK Top Next-Gen Advisors Best-In-State list features 1,621 top professionals who cumulatively manage nearly $2.8 trillion in assets. Each Forbes list is compiled by SHOOK Research, which uses quantitative and qualitative data, including interviews, to rank advisors.

For the full lists and methodology, visit: https://www.forbes.com/lists/top-next-gen-advisors/

About UBS

UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. It also provides diversified asset management solutions and focused investment banking capabilities. With the acquisition of Credit Suisse, UBS manages 5.7 trillion dollars of invested assets as per fourth quarter 2023. UBS helps clients achieve their financial goals through personalized advice, solutions and products. Headquartered in Zurich, Switzerland, the firm is operating in more than 50 markets around the globe. UBS Group shares are listed on the SIX Swiss Exchange and the New York Stock Exchange (NYSE).

© UBS 2024. All rights reserved. The key symbol and UBS are among the registered and unregistered trademarks of UBS. Although neither UBS Financial Services Inc. or its employees pay a fee in exchange for these ratings, UBS may hire RJ Shook to be a speaker for events. Past performance is not an indication of future results.

View source version on businesswire.com: https://www.businesswire.com/news/home/20241015144891/en/

Media:

Christina Aquilina

Christina.aquilina@ubs.com

https://www.ubs.com

Source: UBS

FAQ

Who is Warren Coughlin and what recognition did he receive from Forbes for UBS?

Warren Coughlin is a Private Wealth Advisor at UBS Private Wealth Management in Los Angeles. He was named to the Forbes Top Next-Gen Best-in-State Wealth Advisor list for 2024, marking his third inclusion on this prestigious list.

What is Presidio Partners at UBS and who leads it?

Presidio Partners is a Private Wealth team at UBS that specializes in working with tech founders and entrepreneurs. It is led by Warren Coughlin, Charles Korasick, and Robert Gach.

How many "unicorn" co-founders has the UBS Presidio Partners team worked with?

The UBS Presidio Partners team has worked with over 21 "unicorn" co-founders, demonstrating their expertise in serving high-value tech entrepreneurs.

How many professionals are featured on the Forbes/SHOOK Top Next-Gen Advisors Best-In-State list that includes UBS's Warren Coughlin?

The Forbes/SHOOK Top Next-Gen Advisors Best-In-State list features 1,621 top professionals who collectively manage nearly $2.8 trillion in assets.