The clarity to plan. The confidence to act.

Private Wealth Management

At CORAL Investment Partners, we’re dedicated to helping you make the most of your success. That means we help you cut through the investment noise you hear every day so that you can plan more strategically and manage your most meaningful decisions with confidence.

Over more than two decades, and every type of market environment, we have provided both technical insight and comprehensive investment process to generations of ultra-wealthy families, business owners, entrepreneurs and executives. To us, our long-lasting relationships are a testament to the trust they placed in our proactive advice and data-driven approach to putting their needs and best interests first.

Whether your goals involve a family wealth transfer strategy, succession plan for your business or prudent oversight for your endowment fund, we’ll deliver a solution with the discipline, accountability and uncompromising service you deserve. What is more, as members of the exclusive UBS Private Wealth Management division, we believe our experience and training in complex, multigenerational wealth will not only strengthen your confidence in us, but also provide you with the freedom you need to focus on other life priorities and those who matter most.

The proof is in our numbers

$6.8 billion

Assets under management

As of 12/31/2022

180

Collective years of experience

14 person

seasoned team


Guided by our principles. Connected by our values

Our principles and values

Care
- Kindness and respect in our relationship. We take personal responsibility for our  performance and advice. 

Integrity
- Honesty, clarity and accountability in our communications and actions. Your needs and best interests come first.

Growth
- Humility, a thirst for knowledge, innovation—a team that strives for excellence and efficiency

Teamwork
- An appreciation for all professionals on our team, their strengths and commitment to supporting each other and you, our clients
- Collaboration with your other advisors  (CPA, attorney, etc.) to ensure a consistent, well-aligned plan 
- Continuity in our business to help serve you and your family,  generation after generation

Tailored solutions
- Solutions customized to your unique needs and goals, shaped by independent thinking and creativity

 

From access to opportunity

Our commitment to exceptional families

A team committed to you

When it comes to our relationships, we have a simple but powerful belief: clients want to work with someone who really cares about them. You can be confident that we receive the greatest satisfaction from sharing in your successes and milestones. There is nothing more important than earning your trust by consistently doing the right thing for you and your family today and tomorrow.

The UBS House View Monthly presents the latest version of the UBS Investment House View, assessing the impact of current economic trends on asset classes and portfolio allocation. Access your monthly source of the latest economic trends.

  • Russell Rabito Profile Photo

    Russell A. Rabito, FOC, CPM

    Managing Director–Wealth Management

    Private Wealth Advisor

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    • AK
    • AR
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • IL
    • LA
    • MA
    • MD
    • ME
    • MI
    • MN
    • MO
    • NC
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OK
    • OR
    • PA
    • RI
    • SC
    • TN
    • TX
    • UT
    • VA
    • VT
    • WA
    • WI
    • WV
    • WY

    Purpose and passion

    Russ is the CEO and Chief Investment Officer of CORAL Investment Partners, as well as one of its co-founders. He is a senior portfolio manager for the Portfolio Management Program—managing large-cap growth and high-yield equity portfolios. Russ brings his considerable expertise and passion to equity investing and advising clients on asset allocation suitable to their unique situations.

    A fascination with how companies grow

    Growing up, Russ was fascinated by the family portfolio his grandfather put together from a few shares of General Electric stock. His fascination grew into an interest in how businesses grow or fail over time. Russ graduated cum laude from Rutgers University with a B.A. in economics. He started his career in the financial services industry in 1977 as a Financial Advisor with Merrill Lynch. He continued in that capacity and added the role of Portfolio Manager at Oppenheimer. He joined UBS (then PaineWebber) in 1994, where he was a solo Financial Advisor. In 2000, he was joined by his partner and wife, Margaret Beal. Along with Tom Coash, they formed CORAL Investment Partners in 2011. Russ was appointed Managing Director, Investments, in 2012. He has taken part in the UBS pilot program for the Clinton Initiative, a mentoring program working with small business clients and women entrepreneurs. He also serves on the UBS Portfolio Management Council, an editorial advisory group for wealth management research.

    Outside UBS

    Russ is on the investment committee of the Center for Arts Education of New York City. He and his wife Margaret live in Scarsdale, NY.

    Professional achievements and education

    • B.A. in Economics from Rutgers University
    • Henry Rutgers Scholar in Economics
    • Executive Finance Program, NYU Stern School of Business
    • Licenses include: series 5, 7, 8, 31, 63, 65. Health, Life, LTC, Variable Annuity, Variable Life insurance in NY, CT, FL, IL, MA, NJ, SC
    • Certified Portfolio Manager®
    • Barron’s Top 100 Private Wealth Management Teams, 2021, 2022, 2023The Barron's rating is awarded annually in April based on information from the prior year Q4.
    • Barron’s Top 50 Private Wealth Management Teams, 2019The Barron's rating is awarded annually in April based on information from the prior year Q4.
    • Barron's Top 1,000 Financial Advisors, 2012, 2013The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
    • Barron's Top 1,200 Financial Advisors, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023
      The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
    • Barron's Top 100 Financial Advisors, 2018, 2019, 2020, 2021, 2022, 2023The Barron's rating is awarded annually in April and is based on information from the prior year Q4.
    • Forbes America's Top Wealth Advisors, 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 Advisors, 2019, 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, 2023The 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

      • Private Wealth Advisor
      • Certified Portfolio Manager®
      Multi-generational families
      Estate planning strategies
      Exit planning
      Philanthropy
      Financial planning
      Lending services
      Women investors
      Alternative investments
      1285 Avenue Of The Americas
      New York, NY 10019
    • Margaret Beal Profile Photo

      Margaret Beal, CFP

      Vice President–Wealth Management

      Private Wealth Advisor

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      • AK
      • AL
      • AR
      • AZ
      • CA
      • CO
      • CT
      • DC
      • DE
      • FL
      • GA
      • IL
      • LA
      • MA
      • MD
      • ME
      • MI
      • MN
      • MO
      • NC
      • NH
      • NJ
      • NM
      • NV
      • NY
      • OH
      • OK
      • OR
      • PA
      • RI
      • SC
      • TN
      • TX
      • UT
      • VA
      • VT
      • WA
      • WI
      • WV
      • WY

      Making a difference

      Margaret advises clients on financial planning, taxation, asset allocation and manager selection. Before joining UBS in 2000 she worked for a decade for an institutional asset management firm where she learned firsthand how the largest investors manage their billions. She brought this expertise to the clients she serves today. Like the rest of the CORAL Investment Partners’ team, she works hard every day to make a difference in her clients’ lives.

      Extensive experience

      Driven by a lifelong desire to help people, Margaret entered the financial services industry right after graduating from New York University in 1982. Before joining UBS, she worked for Glickenhaus & Co., where she served as Director of Client Service, overseeing a staff of 22 people. She holds the Series 7, 8, 24, 53, 63 and 65 securities licenses. Margaret is a Certified Financial Planner® professional and holds a UBS Private Wealth Advisor certification.

      Outside UBS

      Margaret lives in Scarsdale, N.Y. with her husband, Russ, and two college-aged sons, Matthew and Casey. She is passionate about the environment and is a member of the Conservation Advisory Council appointed by the Town Board of Greenburgh, NY.

      • Forbes Best-in-State Wealth Management Teams, 2023The 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

        • Private Wealth Advisor
        • CERTIFIED FINANCIAL PLANNER™
        Financial planning
        Estate planning strategies
        Philanthropy
        Asset allocation
        Women investors
        Business owners
        Entrepreneurs
        Multi-generational families
        1285 Avenue Of The Americas
        New York, NY 10019
      • Mark Zeller Profile Photo

        Mark Zeller, FOC

        Managing Director–Wealth Management

        Private Wealth Advisor

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        • AK
        • AL
        • AR
        • AZ
        • CA
        • CO
        • CT
        • DC
        • DE
        • FL
        • GA
        • IL
        • LA
        • MA
        • MD
        • ME
        • MI
        • MN
        • NC
        • NH
        • NJ
        • NM
        • NV
        • NY
        • OH
        • OK
        • OR
        • PA
        • RI
        • SC
        • TN
        • TX
        • UT
        • VA
        • VT
        • WA
        • WI
        • WY

        A family approach

        Mark takes a family approach to working with clients since making a meaningful impact on their financial lives often includes advice beyond investing. Mark's ultimate goal is to create a financial situation for clients that will help them lead happier and more fulfilling lives. His unique areas of focus on the CORAL Investment Partners team are alternative investments, trading-oriented clients and holistically managing clients' affairs.

        Twin passions

        Mark’s twin passions are financial services and helping others. Right from college, he sought work that fulfilled both of those passions. After graduating with a B.S. in business administration from Drexel University, he started his career with Shearson Lehman Brothers in 1992. Mark then joined UBS in 2005. In 2010, he completed the UBS Wealth Management Education program and attained the designation of Private Wealth Advisor. Mark holds the Series 3, 7, 63 and 65 securities licenses and is insurance-licensed.

        Charitable work and family

        Mark is Co-President and Treasurer of the Jack Martin Fund, a charitable organization that supports the Pediatric Hematology & Oncology Division at Mt. Sinai Hospital in New York City. He lives in Naples, FL with his wife Nicole. They have two college aged children, daughter Dylan and son Ryan. Mark is an avid scuba diver.

        • Barron’s Top 100 Private Wealth Management Teams, 2021, 2022, 2023The Barron's rating is awarded annually in April based on information from the prior year Q4.
        • Barron’s Top 50 Private Wealth Management Teams, 2019The Barron's rating is awarded annually in April based on information from the prior year Q4.
        • Forbes Best-in-State Wealth Advisors, 2019, 2020, 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, 2023The 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

          • Private Wealth Advisor
          • Portfolio Manager
          Multi-generational families
          Family Offices
          Philanthropy
          Asset allocation
          Investing
          Sustainable investing
          Impact investing
          Alternative investments
          7950 Summerlin Lakes Drive
          Suite 1
          Fort Myers, FL 33907
        • Daniel Coash Profile Photo

          Daniel T. Coash

          Senior Vice President–Wealth Management

          Private Wealth Advisor

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          • AK
          • AR
          • AZ
          • CA
          • CO
          • CT
          • DC
          • DE
          • FL
          • GA
          • IL
          • IN
          • LA
          • MA
          • MD
          • ME
          • MI
          • MN
          • MO
          • NC
          • NH
          • NJ
          • NM
          • NV
          • NY
          • OH
          • OK
          • OR
          • PA
          • RI
          • SC
          • TN
          • TX
          • UT
          • VA
          • VT
          • WA
          • WI
          • WY

          Finding solutions

          Dan’s area of expertise is helping individuals and their families with wealth transfer strategies. He is committed to providing financial planning for his clients that takes into account the fact that their lives and finances change over time.

          Before Dan joined UBS in 1997, he was a successful small business owner, building a specialty food manufacturing firm. This experience taught him the perseverance to find solutions to difficult issues. It also gave him an appreciation of the importance of good customer service.

          A natural expertise

          Dan comes by his expertise in financial affairs naturally—his father was a broker with Kidder, Peabody, PaineWebber and UBS. Dan studied at Green Mountain College in Vermont, where he earned an Associate Degree in science. He holds the Series 7, 63 and 65 securities licenses as well as the life and health insurance license. He holds a UBS Private Wealth Advisor certification.

          A commitment to helping

          Dan supports organizations that help those with disabilities use adaptive equipment to enjoy outdoor activities. He also supports organizations that rescue dogs and cats.

          Dan lives in Harrison, NY, with his wife Lisa and their two college-aged children. He especially enjoys outdoor activities including golf, saltwater fly fishing and alpine skiing.

          • Barron’s Top 100 Private Wealth Management Teams, 2021The Barron's rating is awarded annually in April based on information from the prior year Q4.
          • Barron’s Top 50 Private Wealth Management Teams, 2019The Barron's rating is awarded annually in April based on information from the prior year Q4.
          • Forbes Best-in-State Wealth Management Teams, 2023The 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

            • Private Wealth Advisor
            Multi-generational families
            Investing
            Custom portfolios
            Asset allocation
            Financial planning
            Alternative investments
            1285 Avenue Of The Americas
            New York, NY 10019
          • Reed Fawley Profile Photo

            Reed Fawley, CFP, CEPA

            Senior Vice President–Wealth Management

            Private Wealth Advisor

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            • AK
            • AR
            • AZ
            • CA
            • CO
            • CT
            • DC
            • DE
            • FL
            • GA
            • IL
            • IN
            • LA
            • MA
            • MD
            • ME
            • MI
            • MN
            • MO
            • NC
            • NH
            • NJ
            • NM
            • NV
            • NY
            • OH
            • OK
            • OR
            • PA
            • RI
            • SC
            • TN
            • TX
            • UT
            • VA
            • VT
            • WA
            • WI
            • WY

            Delivering high value

            Reed is a Private Wealth Advisor focusing on high net worth individuals—in particular, the unique financial needs of founders of both start up and late stage companies and Wall Street professionals. He delivers high value by creating thoughtful wealth management and exit plans that drive a tailor-made investment policy. He particularly enjoys developing deep relationships with his busy clients as he helps handle what can be one of the most challenging areas of their lives.

            Hooked by the energy

            As he was growing up in South Florida, Reed’s aunt ran a trading desk at Merrill Lynch in New York. When Reed and his sister visited her at work as kids, he was hooked on the energy and excitement of the industry. (As was his sister, who is now a sales trader at Bank of America Merrill Lynch.) After Reed graduated from Florida State University with a degree in finance, he moved to New York and joined UBS in March of 2009. He has earned one of the industry’s most widely recognized credentials, Certified Financial Planner® professional in 2014.

            Outside UBS

            Reed’s primary philanthropic interest is St. Jude Research Hospital, where he serves on their “Invest in Hope” committee. He lives in Williamsburg, Brooklyn with his wife Hope and his Great Dane, Trudy. Reed loves traveling, hiking, sports and anything ocean-related.

            • Barron’s Top 100 Private Wealth Management Teams, 2022, 2023The Barron's rating is awarded annually in April based on information from the prior year Q4.
            • Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2018The 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, 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, 2023The 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

              • Private Wealth Advisor
              • CERTIFIED FINANCIAL PLANNER™
              • Certified Exit Planning Advisor
              Financial Services professionals
              Entrepreneurs
              Exit planning
              Financial planning
              Multi-generational families
              Custom portfolios
              Asset allocation
              Alternative investments
              1285 Avenue Of The Americas
              New York, NY 10019
            • Lance Cholet Profile Photo

              Lance E. Cholet, CFP, CEPA

              Director

              Private Wealth Advisor

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              • AK
              • AR
              • AZ
              • CA
              • CO
              • CT
              • DC
              • DE
              • FL
              • GA
              • IL
              • LA
              • MA
              • MD
              • ME
              • MI
              • MN
              • NC
              • NH
              • NJ
              • NM
              • NV
              • NY
              • OH
              • OK
              • OR
              • PA
              • RI
              • SC
              • TN
              • TX
              • UT
              • VA
              • VT
              • WA
              • WI
              • WV
              • WY

              Direct to a client’s needs

              Lance’s focus at CORAL Investment Partners is financial planning, wealth transfer, asset allocation and risk management. Being part of one of UBS’s largest teams gives him the opportunity to provide clients with a family office experience and unmatched level of expertise. Lance believes in the importance of giving clients services that are holistic in nature, delivered in a language that is easily understood.

              Expertise that began early

              Lance has been interested in finance and the markets ever since he was a teenager. He began his career in financial services at Metropolitan Life Insurance Company as a Financial Advisor. In 2001, he joined JP Morgan Chase and Co., where he was responsible for managing client relationships with an estimated $100 million in assets. Joining UBS in 2006, Lance assisted in the creation of the firm’s financial planning offering for high net worth clients and held the title of Wealth Management Consultant for UBS’s New York Metropolitan Region before joining the CORAL team.

              Outside UBS

              Lance is married with two children. Above all, he enjoys spending time with his family, particularly at the beach. He is also an audiophile who loves playing the guitar. In his spare time, he coaches his sons’ Little League baseball teams and volunteers with his church.

              Professional achievements and education

              • B.S in Business Administration from Eastern Connecticut State University
              • M.B.A in Finance from New York University’s Stern School of Business
              • Series 7, 66 and 63 securities licenses
              • Licensed life and health insurance producer
              • Certified Financial Planner™ professional
              • 2018 Chair of the Certified Financial Planner Board of Standards’ Disciplinary & Ethics Commission

                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

                  • Private Wealth Advisor
                  • CERTIFIED FINANCIAL PLANNER™
                  • Certified Divorce Financial Analyst
                  • Certified Exit Planning Advisor
                  Business succession
                  Entrepreneurs
                  Business owners
                  Corporate executives
                  Financial planning
                  Estate planning strategies
                  Asset allocation
                  1285 Avenue Of The Americas
                  New York, NY 10019
                • Natalie Mack Profile Photo

                  Natalie Mack

                  Authorized Officer

                  Team Administrator

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                  • CA
                  • CO
                  • CT
                  • DC
                  • DE
                  • FL
                  • MA
                  • MD
                  • NJ
                  • NV
                  • NY
                  • OK
                  • PA
                  • TX
                  • UT
                  • WY

                  Part of a driven team

                  Natalie oversees day-to-day administration as the business operations manager for the team. She partners with the CORAL Investment Partners’ advisors and staff with the aim of delivering a high standard of service and personal attention to clients. She really enjoys the challenges and collaborative nature of working with a team driven to achieve a common goal.

                  A family introduction to financial services

                  Originally from Oklahoma, Natalie was introduced to the financial services industry through her sister, a financial advisor in a family-owned brokerage firm. She graduated cum laude with a B.A. in finance from the University of Central Oklahoma in 1999. After working with a top retirement advisor at Smith Barney, they transitioned to UBS in 2003. She joined Russ and Margaret in New York in 2007 and became team administrator for CORAL Investment Partners in 2011. She holds the Series 3, 7, 63 and 65 securities licenses as well as the life, health and long-term care insurance licenses in the state of New York.

                  Active and committed

                  Natalie is active within UBS, attending annual peer events hosted by the corporate office and mentoring other private wealth team administrators. Her activities continue in her private life, where she volunteers with the charity God’s Love We Deliver.

                  Natalie lives in Brooklyn, NY with her husband Ryan and daughters Lydia and Josie. She loves touring and dining in the diverse neighborhoods of New York with her family. She is also passionate about cooking.

                    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

                        Multi-generational families
                        Banking
                        Lending services
                        Securities-backed lending
                        1285 Avenue Of The Americas
                        New York, NY 10019
                      • Ann McGee Profile Photo

                        Ann McGee, CFP

                        Authorized Officer

                        Senior Wealth Strategy Associate

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                        • AL
                        • AZ
                        • CA
                        • CO
                        • CT
                        • FL
                        • MD
                        • NJ
                        • NV
                        • NY
                        • WY

                        Ann’s responsibilities on the CORAL Investment Partners’ team include identifying and implementing financial planning opportunities, assisting with the development of customized asset allocation strategies, performance reporting and general client service.

                        Ann started her career in 1996 at Smith Barney and moved to UBS in 2005. She is a Certified Financial Planner® professional and holds the Series 7 and 63 securities licenses. She also holds the life, accident and health insurance licenses.

                        Ann graduated with a B.A. in psychology from Montclair State University. She lives in River Edge, NJ with her husband Brian and school-aged children Maddy and Will. In her spare time, she likes to cook and garden.

                          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

                              Investing
                              Custom portfolios
                              Asset allocation
                              Alternative investments
                              Financial planning
                              1285 Avenue Of The Americas
                              New York, NY 10019
                            • Kelly Molter Profile Photo

                              Kelly Molter, CFP, AWMA, CRPC

                              Senior Wealth Strategy Associate

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                              • CA
                              • CO
                              • CT
                              • FL
                              • LA
                              • MA
                              • MD
                              • NJ
                              • NY
                              • SC
                              • TX
                              • VA
                              • WY

                              Long-lasting client relationships

                              Kelly’s responsibilities include business development and marketing, addressing administrative and operational issues, and providing all clients with the highest level of service. She enjoys functioning as part of the CORAL Investment Partners team to help clients reach their financial and personal goals. The ability to build long-lasting, trusting relationships with clients is what satisfies her most about her job.

                              An education in personal finance

                              Kelly got into the financial services industry because of her belief in the importance of being educated in personal finance. She joined UBS in 2012 after graduating cum laude with a B.S. in finance from Providence College. She holds the Series 7 and 66 securities licenses as well as the life, accident and health insurance licenses for the state of New York. She is also a Chartered Retirement Planning Counselor (CRPC®).

                              Outside UBS

                              Kelly lives on Long Island with her husband, Dustin. She enjoys participating in UBS Volunteer Days at the NY Common Pantry. In her spare time, Kelly loves fitness, cooking, travel and spending time with family and friends—especially at the beach.

                                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

                                    Multi-generational families
                                    Banking
                                    Lending services
                                    Securities-backed lending
                                    1285 Avenue Of The Americas
                                    New York, NY 10019
                                  • Brian Namnun Profile Photo

                                    Brian Namnun

                                    Wealth Strategy Associate

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                                    • AK
                                    • AL
                                    • AR
                                    • AZ
                                    • CA
                                    • CO
                                    • CT
                                    • DE
                                    • FL
                                    • GA
                                    • HI
                                    • IA
                                    • ID
                                    • IL
                                    • IN
                                    • KS
                                    • KY
                                    • LA
                                    • MA
                                    • MD
                                    • ME
                                    • MI
                                    • MN
                                    • MO
                                    • MS
                                    • MT
                                    • NC
                                    • ND
                                    • NE
                                    • NH
                                    • NJ
                                    • NM
                                    • NV
                                    • NY
                                    • OH
                                    • OK
                                    • OR
                                    • PA
                                    • PR
                                    • RI
                                    • SC
                                    • SD
                                    • TN
                                    • TX
                                    • UT
                                    • VA
                                    • VI
                                    • VT
                                    • WA
                                    • WI
                                    • WV
                                    • WY

                                    Serving Private Wealth clients with knowledge, discipline and care

                                    “I treat my clients the way I want to be treated—with dignity and respect. I want them to know that I hear them, understand them and genuinely care about them, their families and their dreams.”

                                    Wealth Strategy Associate Brian Namnun provides multigenerational families and entrepreneurs with comprehensive wealth management—from financial and estate planning to disciplined portfolio structuring and philanthropic planning. Brian began his career at AXA Advisors and today is a critical teammate of Coral Investment Partners, within the exclusive Private Wealth Management (PWM) division of UBS. Through PWM, he accesses the full depth and breadth of UBS platforms, global expertise and thought leadership to help clients meet their most important goals.

                                    Through planning, Brian helps you focus on the goals you want to achieve today while instilling confidence in the future and the legacy you hope to leave behind. Your financial plan is based on a deep and insightful exploration of your goals, values, challenges and your vision for your family and the future. Guided by your plan, Brian then connects you to the powerful global resources and the deep bench of expertise and intellectual capital within UBS Private Wealth Management to recommend solutions and strategies that are appropriate for you.

                                    B.A. Economics University of Maryland

                                    Series 7, 63 and, 65 securities licenses

                                      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

                                          1285 Avenue Of The Americas
                                          New York, NY 10019
                                        • Charmaine St. John Profile Photo

                                          Charmaine St. John

                                          Client Associate

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                                          • AZ
                                          • CA
                                          • CO
                                          • CT
                                          • FL
                                          • GA
                                          • MA
                                          • NJ
                                          • NV
                                          • NY
                                          • PA
                                          • TX
                                          • VA
                                          • WY

                                          Comprehensive client service

                                          Charmaine provides comprehensive client service in all aspects of account administration and operations, onboarding new clients, and building and maintaining long-lasting client relationships. In addition, Charmaine supports the CORAL Investment Partners’ team’s business development and marketing efforts.

                                          Building a career from college

                                          Charmaine became interested in the financial services industry while attending New York City Technical College. After graduating in 1985, she began her career on the Unit Trading Desk at Drexel Lambert, eventually holding positions as a registered sales assistant, account executive and branch service administrator. She joined UBS in 2006. She holds the Series 7 and 63 securities licenses and has an Associate in Applied Science degree in accounting.

                                          Outside UBS

                                          Charmaine volunteers at the women’s ministry at Zion AME Church in Burlington, NJ. She lives in Burlington, NJ and has two children, Lenny and Kira. She loves traveling, gardening and reading.

                                            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

                                                Multi-generational families
                                                Banking
                                                Lending services
                                                Cash management
                                                Securities-backed lending
                                                1285 Avenue Of The Americas
                                                New York, NY 10019
                                              • Shlomo Mizrahi Profile Photo

                                                Shlomo Mizrahi

                                                Senior Client Associate

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                                                • CA
                                                • CO
                                                • CT
                                                • FL
                                                • LA
                                                • MA
                                                • MD
                                                • NJ
                                                • NV
                                                • NY
                                                • SC
                                                • TX
                                                • WY

                                                Client service and communication

                                                Shlomo supports the CORAL Investment Partners’ administrative functions, concentrating his efforts on account maintenance and client communication. He is an active part of the team’s ongoing effort to refine its client service model in order to maintain and uphold CORAL Investment Partners’ commitment to providing structured, personalized client service. 

                                                A passion for helping others

                                                While at Baruch College, Shlomo sought a client-centric business where he could combine his interest and knowledge of finance with his passion for helping others. He joined UBS as an intern in 2014, during his junior year, and came on board permanently after graduating magna cum laude from Baruch with a B.B.A. in finance and investments. He holds the Series 7 and 66 securities licenses.

                                                Outside UBS

                                                Shlomo volunteers at Belev Echad, a nonprofit organization that supports IDF soldiers and veterans, and at SBH, a charitable organization dedicated to caring for those less fortunate in his community. He lives in Brooklyn and enjoys basketball, soccer, tennis and hiking.

                                                  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

                                                      Banking
                                                      Cash management
                                                      Lending services
                                                      Securities-backed lending
                                                      Investing
                                                      1285 Avenue Of The Americas
                                                      New York, NY 10019
                                                    • Esther Hanon Profile Photo

                                                      Esther Hanon

                                                      Client Associate

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                                                        Esther’s primary responsibilities on the CORAL team include account onboarding and maintenance, operational management and providing all clients with the highest level of service. Esther’s main goal is to ensure that all clients feel like she is always there to help; whether it be to answer questions or assist with account related activities. As a client’s first point of contact for private wealth management and account administration, Esther support’s CORAL Investment Partners’ commitment to our clients.   

                                                        Esther graduated magna cum laude from the Rephael Recanati International School in Herzliya, Israel with a B.B.A. in Business Administration. She started college at Baruch College, and two years later, as a newlywed, moved to Israel with her husband so that he can attend medical school in Tel Aviv. Esther started her career in wealth management in 2018 when she joined CORAL as an intern, and has now joined us as a full-time employee.

                                                        On her free time, Esther volunteers at SBH, a charitable organization, cooking and delivering meals for families in need, and at her local synagogue on the weekends. Esther lives in Brooklyn, NY with her husband Ezra and daughters Lynn and Marielle. In her spare time, she enjoys cooking for her family, fitness, and skiing in the winter months. 

                                                          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

                                                              Multi-generational families
                                                              Banking
                                                              Lending services
                                                              Cash management
                                                              Securities-backed lending
                                                              1285 Avenue Of The Americas
                                                              New York, NY 10019
                                                            • Alyssa Laperuta Profile Photo

                                                              Alyssa Laperuta

                                                              Client Associate

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                                                                Alyssa's responsibilities on the CORAL Investment Partners' team include marketing, account maintenance, and client servicing.

                                                                During her time at College of Staten Island, Alyssa became interested in the financial services industry. She joined UBS shortly after graduating in 2022 with her B.S. in economics. She holds the Series 7 security license. She currently lives in Staten Island, New York. In her spare time, she enjoys going on hikes with her dog, going to the beach and spending time with friends and family.

                                                                  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

                                                                      1285 Avenue Of The Americas
                                                                      New York, NY 10019

                                                                    Diverse clients. Personalized advice.

                                                                    Diverse clients. Personalized advice.

                                                                    For multigenerational families

                                                                    For multigenerational families

                                                                    Planning and participation across generations

                                                                    For businesses and business owners

                                                                    For businesses and business owners

                                                                    The value of CEPA® collaboration

                                                                    For corporate and non-profit relationships

                                                                    For corporate and non-profit relationships

                                                                    Fact-based. Data-driven. Client-focused.

                                                                    We have extensive experience with family wealth and the issues it can raise—from generational transfer of businesses to liquidity management to private foundations and philanthropy. Collaborating with this team, we first work with you to get at the heart of what is most important to you and your family. Those insights help inform our recommendations from among a range of services and resources to help you envision your future and craft your own legacy.

                                                                    As financial advisors with the Certified Exit Planning Analyst® (CEPA®) designation, Lance Cholet and Reed Fawley along with CORAL Investment Partners will work closely with you at each stage in your business life cycle. Our team offers advisory solutions that help empower you to make educated financial decisions throughout the entire exit planning process.

                                                                    Many of our clients have corporate and non-profit relationships that can benefit from our fact-based approach, data-driven decision-making and personalized service. Speak with us to learn more about how our team can put our institutional knowledge to work for your organization.

                                                                    Exit strategically. Move forward confidently.

                                                                    Exit strategically. Move forward confidently.

                                                                    Presale preparation can make all the difference post-sale

                                                                    Presale preparation can make all the difference post-sale

                                                                    The value of CEPA collaboration

                                                                    The value of CEPA collaboration

                                                                    Many resources at UBS for business owners

                                                                    Many resources at UBS for business owners

                                                                    There are multiple factors to consider when you’re weighing the decision to sell your company. In some cases, it can take five years or more to exit a business, so proper planning needs to begin early. Given the complexity and potential professional, personal and financial consequences of a sale, we believe you shouldn’t make your decision alone.

                                                                    Prior to your transaction, we help you develop a personalized strategy that includes important estate planning considerations that can impact your long-term goals and the next generation, post-sale. Supported by extensive UBS resources for business owners and entrepreneurs, we’ll address:

                                                                    • Structure and timing
                                                                    • Valuation opportunities
                                                                    • Risk management
                                                                    • Liquidity strategies
                                                                    • Your estate, potential succession and tax considerations
                                                                    • Collaboration with UBS private equity and investment banking teams

                                                                    As Private Wealth Advisors, we have access to a diverse team of experts, each with their own role in the selling process. We may recommend a valuation specialist, investment banker, CPA, attorney and analysts from our Advanced Planning Group.

                                                                    • Advanced wealth and exit planning
                                                                    • Complex insurance solutions
                                                                    • Value acceleration Implementation
                                                                    • Family Advisory & Philanthropy
                                                                    • Retirement plan services
                                                                    • Banking & lending services
                                                                    • Global Family Office
                                                                    • Portfolio advisory
                                                                    • ESOP Advisory
                                                                    • Investment banking

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                                                                    One relationship

                                                                    Many resources at UBS for business owners

                                                                    As Private Wealth Advisors, we have extensive access to a diverse team of experts, each with their own role and expertise in the selling process. We may recommend a valuation specialist, investment banker, CPA, attorney and analysts from our Advanced Planning Group.

                                                                    Timing is everything
                                                                    Being prepared to identify and take advantage of the right time to sell is critical to the successful outcome of your transaction. The ideal backdrop for a high valuation sale is a stable or growing gross domestic product (GDP), low inflation and low interest rates—this environment fuels deal-making activity. We’ll work with you on getting a business valuation to determine a realistic current-day value, the risks to that value and suggestions for increasing the value over time.

                                                                    Keep in mind that most buyers will look at sales and gross profit records to determine the viability of a business. They are looking to acquire businesses that are thriving, not surviving.

                                                                    Backed by the strength of UBS

                                                                    A global leader in wealth management

                                                                    51 countries

                                                                    Our global footprint

                                                                    Global leader

                                                                    UBS is a world-leading wealth manager

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                                                                    Institutional Investor, 2021 Global Rankings