Experience

Makes all the difference

 

For years we've worked alongside successful entrepreneurs and founders as they've taken their companies full circle - from idea to rapid growth to eventual liquidity event. It can be a complicated process, we have the experience and resources to make it easier - for you, your family and your company.

Email or call us to schedule a meeting. We'll take the time to learn about your unique situation, provide insights from our experience and help you to clarify your priorities to put you in a position to address them quickly and efficiently.

Chuck Korasick, CFP®

Managing Director–Wealth Management

Private Wealth Advisor

  • Dad to Avery & Ollie
  • Avid snowboarder (most often in Park City, UT) 
  • George Mason University, BS

Registered States:
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • HI
  • IL
  • IN
  • MA
  • MD
  • MI
  • MS
  • NC
  • NE
  • NH
  • NJ
  • NV
  • NY
  • OH
  • OR
  • PA
  • SD
  • TN
  • TX
  • UT
  • VA
  • WA
  • WV
  • WY

Recognized as an industry leader:

  • Financial Planning Top 40 Financial Advisors Under 40, 2022, 2023The Financial Planning rating is awarded annually in Q1 based on information from a 12 month period ending in September of the prior year.
  • Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2020, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
  • Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2018, 2019, 2022The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
  • Forbes Best-in-State Wealth Advisors, 2021, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
  • Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Credentials

  • Private Wealth Advisor
  • CERTIFIED FINANCIAL PLANNER™
2000 Avenue of the Stars
7th. Floor North
Los Angeles, CA 90067

Email Me

Warren Coughlin, CFP®

Senior Vice President–Wealth Management

Private Wealth Advisor

  • Emerging philanthropist
  • Marathon runner
  • East coast origins
  • George Mason University, BS

Registered States:
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • HI
  • IL
  • IN
  • MA
  • MD
  • MI
  • MS
  • NC
  • NH
  • NJ
  • NV
  • NY
  • OH
  • OR
  • PA
  • SD
  • TN
  • TX
  • UT
  • VA
  • WA
  • WV
  • WY

Recognized as an industry leader:

  • Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
  • Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Credentials

  • Private Wealth Advisor
  • CERTIFIED FINANCIAL PLANNER™
2000 Avenue of the Stars
7th. Floor North
Los Angeles, CA 90067

Email Me

Robert Gach

Senior Vice President–Wealth Management

Private Wealth Advisor

  • Global traveler
  • Philanthropist & community leader
  • Economic market hobbyist
  • MBA from the University of Southern California - Magna Cum Laude

Registered States:
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • HI
  • IL
  • IN
  • MA
  • MD
  • MS
  • NC
  • NH
  • NJ
  • NV
  • NY
  • OR
  • PA
  • SD
  • TN
  • TX
  • UT
  • VA
  • WA
  • WV

Recognized as an industry leader:

  • Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
  • Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Credentials

  • Private Wealth Advisor
2000 Avenue of the Stars
7th. Floor North
Los Angeles, CA 90067

Email Me

Jonathan Schechter, CFP®

Senior Wealth Strategy Associate

CERTIFIED FINANCIAL PLANNER™

  • Born and raised in NY, sports enthusiast, traveler and adventurer
  • Focus on planning & portfolio management
  • University of Southern California - Marshall School of Business

Registered States:
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • HI
  • IL
  • IN
  • MA
  • MD
  • MI
  • MS
  • NC
  • NH
  • NJ
  • NV
  • NY
  • OR
  • PA
  • SD
  • TN
  • TX
  • UT
  • VA
  • WA
  • WY

Education

  • University of Southern California (USC), Bachelor of Science in Business Administration
  • University of California Los Angeles (UCLA), Certificate in Financial Planning

Credentials

  • CERTIFIED FINANCIAL PLANNER™
299 Park Avenue
New York, NY 10171

Email Me

Jen Lechman

Authorized Officer

Team Administrator

  • Triathlete, marathon runner and world traveler
  • Dedicated to exceptional client experience and process efficiency
  • Kent State Graduate

Registered States:
  • AR
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • HI
  • IL
  • IN
  • MA
  • MD
  • MI
  • MS
  • NC
  • NH
  • NJ
  • NV
  • NY
  • OH
  • OR
  • PA
  • SD
  • TN
  • TX
  • UT
  • VA
  • WA
  • WY
2000 Avenue of the Stars
7th. Floor North
Los Angeles, CA 90067

Email Me

Susan Thomas

Client Associate

  • Hiking, Swimming, Yoga, Beach Lover
  • Client Service Associate
  • Passionately working at UBS since 1999
  • West Los Angeles College

2000 Avenue of the Stars
7th. Floor North
Los Angeles, CA 90067

Email Me

Lizzie Belokonnyi

Client Associate

  • Tennis player, food and travel enthusiast
  • LA native
  • Registered Client Service Associate
  • University of California Santa Barbara, BS

Registered States:
  • CA
131 South Rodeo Drive
Suite 300
Beverly Hills, CA 90212

Email Me

Samantha Bloom

Client Associate

  • Avid reader, world traveler, yoga enthusiast
  • Fluent in American Sign Language
  • Los Angeles native
  • University of Southern California

2000 Avenue of the Stars
7th. Floor North
Los Angeles, CA 90067

Email Me