Warren Coughlin, a Private Wealth Advisor at UBS in Los Angeles, has been named to the Forbes Top Next-Gen Best-in-State Wealth Advisor list for 2024, marking his third inclusion. He leads Presidio Partners, a team specializing in serving tech founders and entrepreneurs, which has worked with over 21 "unicorn" co-founders and advised more than 33 clients through liquidity events. The Forbes/SHOOK list features 1,621 top professionals managing nearly $2.8 trillion in assets.
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