Warren Coughlin, a Private Wealth Advisor at UBS Private Wealth Management in Los Angeles, has been recognized as one of the top Next-Gen Wealth Advisors by Forbes for the third consecutive year.
Coughlin leads the Presidio Partners team, which specializes in serving tech founders and entrepreneurs. The team has a strong track record, having worked with over 21 "unicorn" co-founders.
Presidio Partners operates within UBS, a leading global wealth manager based in Switzerland. The team, which includes advisors Charles Korasick and Robert Gach, is known for their tailored approach to wealth management, particularly for clients going through liquidity events. They have successfully advised over 33 clients through such events.
In addition to their work with unicorn co-founders, Presidio Partners has also 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 a total of 1,621 top professionals who collectively manage nearly $2.8 trillion in assets.
UBS, with its strong presence in over 50 markets worldwide and approximately $5.7 trillion in invested assets, is committed to helping clients achieve their financial goals through personalized advice and innovative solutions.