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0.000154798761609766 0.000309597523219753 0.00247678018575846 0.00325077399380795 -0.00340557275541794 -0.00650154798761612 -0.00495356037151714 -0.0089783281733748
Stock impact report

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) 
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 Show less Read more
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