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Private Wealth Management

What’s your vision?

When you’re building a business, the questions are never-ending. Is it the right time to take money off the table? What steps should I take in advance of a sale? Now that we’ve sold, what does that mean for my family and our future? We can help you find the answers.

Whether you’re scaling your first business, exploring a sale or launching your third company, we can be a valuable resource. Call or email us today to discuss how we can apply our resources and experience to your unique situation.

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Trust Structuring for Founders

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Casey Verst, Senior Wealth Strategist, Advanced Planning Group at UBS

Trust Structuring for Founders

RSVP for event details

February 15 2023
11:00 AM-11:45 AM Pacific

Speakers

Casey Verst, Senior Wealth Strategist, Advanced Planning Group at UBS

Supporting links

Trust Structuring for Founders Invite

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A focus on personalized access and service

Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

Later stage entrepreneurs

Newly public entrepreneurs

Serial entrepreneurs

How we've helped other entrepreneurs realize their vision

Client case studies

See how we have worked together with clients.

Meet our team to learn more

Backed by the strength of UBS

A global leader in wealth management

Global Equity Research

Institutional Investor, 2021 Global Rankings

^$2.8 trillion

In invested assets globally
As of 06/30/2022

Best

Global private bank services, 2016-2022
Euromoney Private Banking and Wealth Management Survey, 2022

The right advice can make all the difference

You've carefully planned for the future of your business, have you invested the same time and effort in planning for your own financial future?

Chuck Korasick, CFP®

Managing Director–Wealth Management

Financial Advisor
View bio Industry recognition
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- HI
- ID
- IL
- MA
- MD
- MN
- MS
- NC
- NE
- NH
- NJ
- NV
- NY
- OR
- PA
- RI
- SD
- TN
- TX
- UT
- VA
- WA
- WV
- Amateur triathlete
- Father of two
- George Mason University, BS
- Financial Planning Top 40 Financial Advisors Under 40, 2022, 2023The Financial Planning rating is awarded annually in Q1 based on information from a 12 month period ending in Septermber of the prior year.
- Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2020, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
- Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2018, 2019, 2022The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
- Forbes Best-in-State Wealth Advisors, 2021, 2022The 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.
- CERTIFIED FINANCIAL PLANNER™
- Private Wealth Advisor
2000 Avenue of the Stars
7th. Floor North
Los Angeles, CA 90067
Warren Coughlin, CFP®

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- HI
- ID
- IL
- MA
- MD
- MN
- MS
- MT
- NC
- NH
- NJ
- NV
- NY
- OR
- PA
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- WA
- WV
- Emerging philanthropist
- Marathon runner
- East coast origins
- George Mason University, BS
- Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2022The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
- CERTIFIED FINANCIAL PLANNER™
2000 Avenue of the Stars
7th. Floor North
Los Angeles, CA 90067
Robert Gach

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- HI
- ID
- IL
- MA
- MD
- MS
- MT
- NC
- NH
- NJ
- NV
- NY
- OR
- PA
- RI
- SC
- SD
- TX
- UT
- VA
- WA
- WV
- Global traveler
- Philanthropist & community leader
- Economic market hobbyist
- MBA from the University of Southern California - Magna Cum Laude
- Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
2000 Avenue of the Stars
7th. Floor North
Los Angeles, CA 90067
Mally Burton, CPWA®

Director
View bio
- 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
- Passionate about female-led brands and businesses
- Holds Accredited Wealth Management Advisor^SM and Certified Private Wealth Advisor® designations
- Aspiring chef and mixologist
- Enjoys staying active, be it a daily Peloton run, golf while travelling, or skiing with friends
- Vanderbilt University, BS
- Vanderbilt University, Bachelor of Science, Human & Organization Development, Corporate Strategy, Economics
- Accredited Wealth Management Advisor℠
- Private Wealth Advisor
2000 Avenue of the Stars
7th. Floor North
Los Angeles, CA 90067
Jonathan Schechter, CFP®

Senior Wealth Strategy Associate

CERTIFIED FINANCIAL PLANNER™
View bio
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- HI
- ID
- IL
- MA
- MD
- MN
- MS
- MT
- NC
- NE
- NH
- NJ
- NV
- NY
- OK
- OR
- PA
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- WA
- WV
- Born and raised in NY, sports enthusiast, traveler and adventurer
- Focus on planning & portfolio management
- University of Southern California - Marshall School of Business
- University of Southern California (USC), Bachelor of Science in Business Administration
- University of California Los Angeles (UCLA), Certificate in Financial Planning
- CERTIFIED FINANCIAL PLANNER™
Financial planning

Investing

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

Team Administrator
View bio
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- HI
- ID
- IL
- MA
- MD
- MN
- MS
- MT
- NC
- NH
- NJ
- NV
- NY
- OR
- PA
- SC
- SD
- TN
- TX
- VA
- WA
- WV
- Triathlete, marathon runner and world traveler
- Dedicated to exceptional client experience and process efficiency
- Kent State Graduate
2000 Avenue of the Stars
7th. Floor North
Los Angeles, CA 90067

Chuck Korasick, CFP®

Managing Director–Wealth Management

Financial Advisor
View bio Industry recognition
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- HI
- ID
- IL
- MA
- MD
- MN
- MS
- NC
- NE
- NH
- NJ
- NV
- NY
- OR
- PA
- RI
- SD
- TN
- TX
- UT
- VA
- WA
- WV
- Amateur triathlete
- Father of two
- George Mason University, BS
- Financial Planning Top 40 Financial Advisors Under 40, 2022, 2023The Financial Planning rating is awarded annually in Q1 based on information from a 12 month period ending in Septermber of the prior year.
- Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2020, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
- Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2018, 2019, 2022The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
- Forbes Best-in-State Wealth Advisors, 2021, 2022The 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.
- CERTIFIED FINANCIAL PLANNER™
- Private Wealth Advisor
2000 Avenue of the Stars
7th. Floor North
Los Angeles, CA 90067
Warren Coughlin, CFP®

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- HI
- ID
- IL
- MA
- MD
- MN
- MS
- MT
- NC
- NH
- NJ
- NV
- NY
- OR
- PA
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- WA
- WV
- Emerging philanthropist
- Marathon runner
- East coast origins
- George Mason University, BS
- Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2022The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
- CERTIFIED FINANCIAL PLANNER™
2000 Avenue of the Stars
7th. Floor North
Los Angeles, CA 90067
Robert Gach

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- HI
- ID
- IL
- MA
- MD
- MS
- MT
- NC
- NH
- NJ
- NV
- NY
- OR
- PA
- RI
- SC
- SD
- TX
- UT
- VA
- WA
- WV
- Global traveler
- Philanthropist & community leader
- Economic market hobbyist
- MBA from the University of Southern California - Magna Cum Laude
- Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
2000 Avenue of the Stars
7th. Floor North
Los Angeles, CA 90067
Mally Burton, CPWA®

Director
View bio
- 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
- Passionate about female-led brands and businesses
- Holds Accredited Wealth Management Advisor^SM and Certified Private Wealth Advisor® designations
- Aspiring chef and mixologist
- Enjoys staying active, be it a daily Peloton run, golf while travelling, or skiing with friends
- Vanderbilt University, BS
- Vanderbilt University, Bachelor of Science, Human & Organization Development, Corporate Strategy, Economics
- Accredited Wealth Management Advisor℠
- Private Wealth Advisor
2000 Avenue of the Stars
7th. Floor North
Los Angeles, CA 90067
Jonathan Schechter, CFP®

Senior Wealth Strategy Associate

CERTIFIED FINANCIAL PLANNER™
View bio
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- HI
- ID
- IL
- MA
- MD
- MN
- MS
- MT
- NC
- NE
- NH
- NJ
- NV
- NY
- OK
- OR
- PA
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- WA
- WV
- Born and raised in NY, sports enthusiast, traveler and adventurer
- Focus on planning & portfolio management
- University of Southern California - Marshall School of Business
- University of Southern California (USC), Bachelor of Science in Business Administration
- University of California Los Angeles (UCLA), Certificate in Financial Planning
- CERTIFIED FINANCIAL PLANNER™
Financial planning

Investing

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

Team Administrator
View bio
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- HI
- ID
- IL
- MA
- MD
- MN
- MS
- MT
- NC
- NH
- NJ
- NV
- NY
- OR
- PA
- SC
- SD
- TN
- TX
- VA
- WA
- WV
- Triathlete, marathon runner and world traveler
- Dedicated to exceptional client experience and process efficiency
- Kent State Graduate
2000 Avenue of the Stars
7th. Floor North
Los Angeles, CA 90067

Start the conversation

Are you a UBS Client?

Leave this empty:

Comprehensive solutions for entrepreneurs

Private Wealth Management

What’s your vision?

Trust Structuring for Founders

Trust Structuring for Founders

Speakers

Supporting links

Registration for this event

Thank you.

Error

A focus on personalized access and service

Later stage entrepreneurs

Newly public entrepreneurs

Serial entrepreneurs

How we've helped other entrepreneurs realize their vision

Backed by the strength of UBS

A global leader in wealth management

The right advice can make all the difference

Chuck Korasick, CFP®

Warren Coughlin, CFP®

Robert Gach

Mally Burton, CPWA®

Jonathan Schechter, CFP®

Jen Lechman

Chuck Korasick, CFP®

Warren Coughlin, CFP®

Robert Gach

Mally Burton, CPWA®

Jonathan Schechter, CFP®

Jen Lechman

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