Warren Coughlin, a Private Wealth Advisor at UBS in Los Angeles, has been recognized in the Forbes Top Next-Gen Best-in-State Wealth Advisor list for 2024, marking his third consecutive inclusion. He leads Presidio Partners, a team specializing in serving tech founders and entrepreneurs, and has advised numerous clients through significant liquidity events. UBS, a global wealth manager, now oversees $5.7 trillion in assets following its acquisition of Credit Suisse.
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.
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 focused on the unique needs of tech founders and entrepreneurs, having advised numerous clients through significant liquidity events. The Forbes list recognizes 1,621 top advisors managing nearly $2.8 trillion in assets, highlighting Coughlin's impact in transforming client service in the wealth management industry.
Seems like the connection with the server has been lost. It can be due to poor or broken network. Please hang on while we're trying to reconnect...
Oh snap! Failed to reconnect with the server. This is typically caused by a longer network outage, or if the server has been taken down. You can try to reconnect, but if that does not work, you need to reload the page.
Oh man! The server rejected the attempt to reconnect. The only option now is to reload the page, but be prepared that it won't work, since this is typically caused by a failure on the server.
