LOS ANGELES, Oct. 15, 2024–(BUSINESS WIRE)–UBS Private Wealth Management today announced that Warren Coughlin, a private wealth advisor in the firm’s Los Angeles, California office, has been named a Forbes Top Next Generation Best. announced that he had been selected. 2024 In-State Wealth Advisor List. Warren is the third person to be added to the list.
“Warren is among a select group of successful advisors who are transforming our industry and the way we serve our clients,” said Lauren Gaucher, UBS Los Angeles market executive. “He has built a dynamic practice centered around meeting the unique needs of founders and entrepreneurs, and it is gratifying to see him recognized for his accomplishments and dedication to his clients.”
Warren Coughlin, along with private wealth advisors Charles Koracick and Robert Gach, leads Presidio Partners, a private wealth team that works with technology founders and entrepreneurs. This experienced team has worked with over 21 “unicorn” co-founders, advised over 33 clients through liquidity events, and managed late-stage clients with private equity positions of at least $50 million. We have served over 40 co-founders.
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 collectively 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 complete list and methodology, please visit https://www.forbes.com/lists/top-next-gen-advisors/.
About UBS
UBS is a truly leading global wealth manager and Switzerland’s leading universal bank. It also offers diverse asset management solutions and intensive investment banking capabilities. With the acquisition of Credit Suisse, UBS now has $5.7 trillion in investment assets under management as of Q4 2023. UBS helps clients achieve their financial goals through tailored advice, solutions and products. The company is headquartered in Zurich, Switzerland and operates in more than 50 markets around the world. UBS Group’s shares are listed on the Swiss SIX Exchange and the New York Stock Exchange (NYSE).
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