LOS ANGELES--(BUSINESS WIRE)--UBS Private Wealth Management announced today that Warren Coughlin, a Private Wealth Advisor in the firm’s Los Angeles, California office, has been named to the Forbes Top Next-Gen Best-in-State Wealth Advisor list for 2024. “Warren is among a select cohort of successful advisors that is transforming our industry and the way we serve clients,” said Lauren Gorsche, UBS Los Angeles Market Executive. I am thrilled to see him recognized for his achievements and dedication to clients.”Alongside Private Wealth Advisors Charles Korasick and Robert Gach, Warren Coughlin leads Presidio Partners, a Private Wealth team that works with tech founders and entrepreneurs. The Forbes/SHOOK Top Next-Gen Advisors Best-In-State list features 1,621 top professionals who cumulatively manage nearly $2.8 trillion in assets. Each Forbes list is compiled by SHOOK Research, which uses quantitative and qualitative data, including interviews, to rank advisors.

Source: Forbes October 15, 2024 14:32 UTC