Warren Coughlin, a Private Wealth Advisor at UBS in Los Angeles, has been recognized as one of the top Next-Gen Wealth Advisors by Forbes for the third consecutive year.
Coughlin is part of the Presidio Partners team at UBS, which specializes in working with tech founders and entrepreneurs. Alongside his colleagues Charles Korasick and Robert Gach, Coughlin has advised numerous "unicorn" co-founders and guided clients through liquidity events. The team also serves late-stage co-founders with significant private stock positions.
The Forbes/SHOOK Top Next-Gen Advisors Best-In-State list, compiled by SHOOK Research, includes 1,621 professionals who collectively manage nearly $2.8 trillion in assets.
UBS, a leading global wealth manager and universal bank, manages $5.7 trillion in assets as of the fourth quarter of 2023. UBS operates in over 50 markets worldwide, providing personalized advice and tailored solutions to clients.
Coughlin's work with Presidio Partners focuses on addressing the unique challenges faced by tech founders and entrepreneurs, offering specialized financial strategies. The success of Presidio Partners is attributed to a collaborative approach and the contributions of team members such as Jonathan Schechter, Jen Lechman, Lizzie Belokonnyi, Susan Thomas, and Samantha Bloom.
UBS is committed to helping clients achieve their financial goals through personalized advice and innovative solutions. The recognition of Warren Coughlin as a top advisor reflects UBS's dedication to nurturing talent and providing excellent client service. In an evolving financial landscape, advisors like Coughlin play a crucial role in shaping the future of wealth management.