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.

Private Wealth Advisors

  • Russell A. Rabito

    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 Advisory Teams, 2021, 2022The Barron's rating is awarded annually in March and is based on information from the prior year Q4. 
    • Barron’s Top 50 Private Wealth Advisory Teams, 2019The Barron's rating is awarded annually in March and is 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
      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, 2022The Barron's rating is awarded annually in April and is based on information from the prior year Q4. 
    • Forbes Best-in-State Wealth Advisors, 2019The Forbes rating is awarded annually in January or February and is based on information from June of the prior year to June of the award year. 

    The ratings are based on quantitative factors and are 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

      Margaret Beal, CFP

      Vice President–Wealth Management

      Private Wealth Advisor

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      • CA
      • CO
      • CT
      • DC
      • FL
      • MA
      • NJ
      • NY
      • OH
      • OK
      • OR
      • PA
      • TX
      • UT
      • VT
      • 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.

        The ratings are based on quantitative factors and are 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

          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 Fairfield, CT with his wife Nicole. They have two high school-aged children, daughter Dylan and son Ryan. Mark is an avid scuba diver.

          • Barron’s Top 100 Private Wealth Advisory Teams, 2021, 2022The Barron's rating is awarded annually in March and is based on information from the prior year Q4. 
          • Barron’s Top 50 Private Wealth Advisory Teams, 2019The Barron's rating is awarded annually in March and is based on information from the prior year Q4.
          • Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022The Forbes rating is awarded annually in January or February and is based on information from June of the prior year to June of the award year. 

          The ratings are based on quantitative factors and are 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
            1285 Avenue Of The Americas
            New York, NY 10019
          • Daniel T. Coash

            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 Advisory Teams, 2021The Barron's rating is awarded annually in March and is based on information from the prior year Q4. 
            • Barron’s Top 50 Private Wealth Advisory Teams, 2019The Barron's rating is awarded annually in March and is based on information from the prior year Q4.

            The ratings are based on quantitative factors and are 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

              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 Advisory Teams, 2022The Barron's rating is awarded annually in March and is based on information from the prior year Q4. 
              • Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2018The Forbes rating is awarded annually between June and September and is based on information from March of the prior year to March of the award year.
              • Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2018, 2019, 2022The Forbes rating is awarded annually between June and September and is based on information from March of the prior year to March of the award year. 

              The ratings are based on quantitative factors and are 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 E. Cholet

                Lance E. Cholet, CFP, CEPA

                Director

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                • AK
                • AZ
                • CA
                • CO
                • CT
                • DC
                • DE
                • FL
                • GA
                • LA
                • MA
                • MD
                • ME
                • MI
                • MN
                • NC
                • NH
                • NJ
                • NM
                • NV
                • NY
                • OH
                • OK
                • OR
                • PA
                • RI
                • SC
                • TX
                • VA
                • 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

                  The ratings are based on quantitative factors and are 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

                    • 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 Ann Mack

                    Natalie Ann 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.

                      The ratings are based on quantitative factors and are 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

                          Ann McGee, CFP

                          Authorized Officer

                          Senior Wealth Strategy Associate

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                          • AL
                          • AZ
                          • CA
                          • CO
                          • CT
                          • FL
                          • MD
                          • NJ
                          • 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.

                            The ratings are based on quantitative factors and are 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

                                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.

                                  The ratings are based on quantitative factors and are 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
                                    • Thomas Ryan Carney

                                      Thomas Ryan Carney

                                      Wealth Strategy Associate

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                                      • CA
                                      • CT
                                      • DE
                                      • FL
                                      • IL
                                      • MA
                                      • MD
                                      • MN
                                      • NJ
                                      • NV
                                      • NY
                                      • PA
                                      • RI
                                      • TX
                                      • WY

                                      Ryan's primary responsibilities include developing and producing our unique custom reporting and driving the teams marketing efforts. He offers expertise in the firm's alternative investment offerings and oversees AI strategies within our clients' portfolios.. Above all, Ryan focuses on being in tune with the markets and helping the CORAL Investment Partners team stand out from others. 

                                      Ryan’s natural interest in the markets and financial services grew while he was attending Northeastern University; his mentor recommended him to UBS’s Graduate Talent Program (GTP). He graduated from Northeastern with a B.A. in business management with a focus on finance and marketing and joined UBS in 2013. He holds the Series 7 and 66 securities licenses.

                                      Ryan lives in New York City. He enjoys golf, skiing, soccer (Chelsea F.C.) and the New York Yankees.

                                        The ratings are based on quantitative factors and are 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
                                          •  Charmaine St. John

                                            Charmaine St. John

                                            Client Associate

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                                            • AZ
                                            • CA
                                            • CO
                                            • CT
                                            • FL
                                            • GA
                                            • MA
                                            • NJ
                                            • 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.

                                              The ratings are based on quantitative factors and are 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

                                                  Shlomo Mizrahi

                                                  Senior Client Associate

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                                                  • CA
                                                  • CO
                                                  • CT
                                                  • FL
                                                  • LA
                                                  • MA
                                                  • MD
                                                  • NJ
                                                  • 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.

                                                    The ratings are based on quantitative factors and are 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
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                                                        Esther Hanon

                                                        Client Associate

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                                                            The ratings are based on quantitative factors and are 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
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                                                                Jojo Pastors

                                                                Wealth Strategy Associate

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                                                                • CA
                                                                • CT
                                                                • DE
                                                                • FL
                                                                • IL
                                                                • MA
                                                                • MD
                                                                • MN
                                                                • NJ
                                                                • NY
                                                                • PA
                                                                • RI
                                                                • TX
                                                                • WY

                                                                  The ratings are based on quantitative factors and are 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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                                                                    Bank for IPO and Equity Raising 
                                                                    The Banker, Investment Banking Awards, 2020