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 06/30/2024

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
    • KS
    • 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 250 Private Wealth Management Teams, 2024The Barron's rating is awarded annually in May 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, 2024
      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, 2023, 2024The Barron's rating is awarded annually in April and is based on information from the prior year Q4.
    • Forbes America's Top Wealth Advisors, 2023, 2024The 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, 2023, 2024The 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

      • 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
      russell.rabito@ubs.com
      Russell A. Rabito, FOC, CPM
      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
      • KS
      • 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 brings 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. She is a steward of the environment and is a member of the Conservation Advisory Council appointed by the Town Board of Greenburgh, NY.  Margaret serves on the Board of Directors and investment committee of Joy of Giving Something, a New York based operating not-for-profit focused on advancing visual arts education. 
       

      • 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

        • 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
        margaret.beal@ubs.com
        Margaret Beal, CFP
        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
        • KS
        • 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 250 Private Wealth Management Teams, 2024The Barron's rating is awarded annually in May 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, 2023, 2024The 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

          • Private Wealth Advisor
          • Portfolio Manager
          Multi-generational families
          Family Offices
          Philanthropy
          Asset allocation
          Investing
          Sustainable investing
          Impact investing
          Alternative investments
          801 Laurel Oak Drive
          Suite 500
          Naples, FL 34108
          mark.zeller@ubs.com
          Mark Zeller, FOC
          801 Laurel Oak Drive,Naples,FL,34108
        • 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
            daniel.coash@ubs.com
            Daniel T. Coash
            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
            • KS
            • 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 who excels in guiding clients through the multifaceted world of wealth management – in particular, he focuses on addressing the unique financial needs of business owners and Wall Street professionals. With an in-depth expertise spanning portfolio construction, estate planning, liability and risk management, Reed's holistic approach ensures that every aspect of wealth creation and preservation is meticulously addressed. His commitment to delivering bespoke solutions is grounded in a philosophy centered around care, integrity, growth, and teamwork. This ethos is not just a statement but a lived experience for Reed and his clients, ensuring that every interaction and decision is made with transparency, respect, honesty, and a commitment to excellence.

            Hooked by the energy

            After graduating from Florida State University with a bachelor's degree in finance, Reed moved to New York from his hometown in Fort Lauderdale, Florida to start his career with UBS. His pursuit of excellence is further evidenced by earning esteemed designations such as Certified Financial Planner (CFP) in 2014 and Certified Exit Planning Advisor (CEPA). Reed has been recognized by Forbes America’s Top Next-Generation Wealth Advisors Best-in-State 2018-2023 marking him as a leader in his field who is deeply committed to his professional development.

            Outside UBS

            Beyond his professional commitments, Reed is actively engaged in supporting philanthropic endeavors and causes close to his heart. He lives in Darien, CT with his wife, Hope. They have three children, Everett, Della, and Callen and a 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.
            • Barron’s Top 250 Private Wealth Management Teams, 2024The Barron's rating is awarded annually in May 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 Best-in-State Wealth Advisors, 2024The 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.
            • Forbes 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.

            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
              reed.fawley@ubs.com
              Reed Fawley, CFP, CEPA
              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
              • KS
              • 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. Lance has an M.B.A. with a Concentration in Finance from New York University’s Stern School of Business. He is a Certified Financial Planner™ professional and Certified Exit Planning Advisor. 

              Outside UBS

              Lance enjoys spending time with his family, particularly at the beach. He is also an avid music fan who enjoys playing the guitar. In his spare time, he volunteers with the Certified Financial Planning Board of Standards and local organizations including Boy Scout Troop 41.

              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
              • Forbes Best-in-State Wealth Management Teams, 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

                • 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
                lance.cholet@ubs.com
                Lance E. Cholet, CFP, CEPA
                1285 Avenue Of The Americas,New York,NY,10019
              • Natalie Mack Profile Photo

                Natalie Mack

                Authorized Officer

                Team Administrator

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                • AR
                • CA
                • CO
                • CT
                • DC
                • DE
                • FL
                • MA
                • MD
                • ME
                • MI
                • 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 while supporting the advisors in business processes and development. 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. She lives in Brooklyn, NY with her husband Ryan and daughters Lydia and Josie. She is passionate about cooking for others and is a member of New York Road Runners.

                  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
                      natalie.mack@ubs.com
                      Natalie Mack
                      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. She strategically supports the advisors and clients with creative solutions.

                      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
                            ann.mcgee@ubs.com
                            Ann McGee, CFP
                            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 relationship management, financial planning, asset allocation and portfolio recommendations, as well as performance reporting. 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 from a young age. She joined CORAL Investment Partners in 2012 after graduating cum laude with a B.S. in finance from Providence College. She is a Certified Financial Planner professional and Accredited Wealth Management Advisor. 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.

                            Outside UBS

                            Kelly lives on Long Island with her husband, Dustin, and their two children. She enjoys participating in UBS Volunteer Days at the NY Common Pantry. Kelly loves 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
                                  kelly.molter@ubs.com
                                  Kelly Molter, CFP, AWMA, CRPC
                                  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
                                  • DC
                                  • 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.”

                                  Brian began his career at AXA Advisors and today is a wealth strategy associate of CORAL Investment Partners, within the exclusive Private Wealth Management (PWM) division of UBS. Brian collaborates with the advisors in delivering a thorough client experience. 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. His responsibilities include performance reporting, supporting portfolio management and identifying alternative investment solutions. Brian graduated with B.A. in Economics from the University of Maryland in 2013 and holds the Series 7, 63 and 65 securities licenses. He and his wife Masha live in White Plains, NY.

                                   

                                    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
                                        brian.namnun@ubs.com
                                        Brian Namnun
                                        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. With her wealth of experience, she coaches and trains the team’s newest associates.

                                        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 is an active member in the women’s ministry at Tabernacle Baptist 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
                                              charmaine.stjohn@ubs.com
                                              Charmaine St. John
                                              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
                                              • DE
                                              • FL
                                              • LA
                                              • MA
                                              • MD
                                              • ME
                                              • MI
                                              • NJ
                                              • NV
                                              • NY
                                              • SC
                                              • TX
                                              • WY

                                              Client service and communication

                                              Shlomo is a key member of CORAL in the analysis and marketing of products and services that assist with clients’ financial needs. He focuses on providing cash management and lending solutions and assists with portfolio management. In addition, Shlomo supports the team’s administrative functions, concentrating his efforts on client communication and account maintenance. He contributes to the team’s ongoing effort to refine its client service model that is built to maintain and uphold CORAL’s commitment to providing structured and 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
                                                    shlomo.mizrahi@ubs.com
                                                    Shlomo Mizrahi
                                                    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
                                                            esther.hanon@ubs.com
                                                            Esther Hanon
                                                            1285 Avenue Of The Americas,New York,NY,10019
                                                          • Alyssa Laperuta Profile Photo

                                                            Alyssa Laperuta

                                                            Client Associate

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

                                                            A new member of the CORAL Investment Partners team, Alyssa's primary responsibilities include account onboarding and maintenance, building client relationships and leading marketing efforts. Alyssa joined the financial services industry after graduating from the College of Staten Island in 2022 with her B.S. in Economics. During her time at CSI, Alyssa was a member of the International Honor Society for Economics. She holds the Series 7 and 66 securities licenses. Alyssa lives in Staten Island and enjoys hiking 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
                                                                  alyssa.mello-laperuta@ubs.com
                                                                  Alyssa Laperuta
                                                                  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

                                                                Global Wealth Report 2024

                                                                Crafted wealth intelligence

                                                                Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

                                                                Gain additional insights into the trends shaping wealth in the US and around the world.

                                                                Download the report

                                                                A leader in wealth management

                                                                Backed by the strength of our parent company, UBS AG

                                                                51 countries

                                                                Our global footprint

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                                                                UBS is a leading and truly global wealth manager

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