UBS Financial Advisor Warren Coughlin Named to the Forbes Top Next-Gen Best-in-State Wealth Advisor List
UBS Group AG Registered Ordinary Shares (UBS)
US:NYSE Investor Relations:
ubs.com/global/en/about_ubs/investor_relations.html
Company Research
Source: Business Wire
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
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UBS
Earnings
- 10/30/24 - Beat
UBS
Sec Filings
- 11/14/24 - Form 13F-HR
- 11/8/24 - Form SC
- 10/30/24 - Form 6-K
- UBS's page on the SEC website