Experience

Makes all the difference

For years we've worked alongside successful entrepreneurs and founders as they've taken their companies full circle - from idea to rapid growth to eventual liquidity event. It can be a complicated process, we have the experience and resources to make it easier - for you, your family and your company.

Email or call us to schedule a meeting. We'll take the time to learn about your unique situation, provide insights from our experience and help you to clarify your priorities to put you in a position to address them quickly and efficiently.

Chuck Korasick, CFP®

Managing Director–Wealth Management

Private Wealth Advisor

Dad to Avery & Ollie
Avid snowboarder (most often in Park City, UT)
George Mason University, BS

Registered States:

Chuck Korasick, CFP®

Recognized as an industry leader:

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 September 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 in August based on information from a 12 month period ending in March of the award year.
Forbes Best-in-State Wealth Advisors, 2021, 2022, 2023, 2024, 2025The 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, 2024, 2025The 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, 2022The Forbes rating is compiled by Shook Research and awarded annually in August 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.

Chuck Korasick, CFP®

Credentials

Private Wealth Advisor
CERTIFIED FINANCIAL PLANNER®

Chuck Korasick, CFP®

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

(310) 734-2395

Email Me

Chuck Korasick, CFP®

Managing Director–Wealth Management

Private Wealth Advisor

Dad to Avery & Ollie
Avid snowboarder (most often in Park City, UT)
George Mason University, BS

Registered States:

Recognized as an industry leader:

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 September 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 in August based on information from a 12 month period ending in March of the award year.
Forbes Best-in-State Wealth Advisors, 2021, 2022, 2023, 2024, 2025The 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, 2024, 2025The 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, 2022The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.

Credentials

Private Wealth Advisor
CERTIFIED FINANCIAL PLANNER®

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

(310) 734-2395

Email Me

Warren Coughlin, CFP®

Senior Vice President–Wealth Management

Private Wealth Advisor

Emerging philanthropist
Marathon runner
East coast origins
George Mason University, BS

Registered States:

Warren Coughlin, CFP®

Recognized as an industry leader:

Forbes Best-in-State Wealth Advisors, 2024, 2025The 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, 2024, 2025The 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, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.
UBS Wealth Management Director’s Council, 2024UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.

Warren Coughlin, CFP®

Credentials

Private Wealth Advisor
CERTIFIED FINANCIAL PLANNER®

Warren Coughlin, CFP®

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

(310) 734-2395

Email Me

Warren Coughlin, CFP®

Senior Vice President–Wealth Management

Private Wealth Advisor

Emerging philanthropist
Marathon runner
East coast origins
George Mason University, BS

Registered States:

Recognized as an industry leader:

Forbes Best-in-State Wealth Advisors, 2024, 2025The 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, 2024, 2025The 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, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.
UBS Wealth Management Director’s Council, 2024UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.

Credentials

Private Wealth Advisor
CERTIFIED FINANCIAL PLANNER®

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

(310) 734-2395

Email Me

Jonathan Schechter, CFP®

Senior Wealth Strategy Associate

CERTIFIED FINANCIAL PLANNER®

Born and raised in NY, sports enthusiast, traveler and adventurer
Focus on pre-liquidity planning & portfolio management
University of Southern California - Marshall School of Business

Registered States:

Jonathan Schechter, CFP®

Education

University of Southern California (USC), Bachelor of Science in Business Administration
University of California Los Angeles (UCLA), Certificate in Financial Planning

Credentials

CERTIFIED FINANCIAL PLANNER®

Jonathan Schechter, CFP®

299 Park Avenue
New York, NY 10017

(310) 734-3903

Email Me

Jonathan Schechter, CFP®

Senior Wealth Strategy Associate

CERTIFIED FINANCIAL PLANNER®

Born and raised in NY, sports enthusiast, traveler and adventurer
Focus on pre-liquidity planning & portfolio management
University of Southern California - Marshall School of Business

Registered States:

Education

University of Southern California (USC), Bachelor of Science in Business Administration
University of California Los Angeles (UCLA), Certificate in Financial Planning

Credentials

CERTIFIED FINANCIAL PLANNER®

299 Park Avenue
New York, NY 10017

(310) 734-3903

Email Me

Jen Lechman

Authorized Officer

Team Administrator

Triathlete, marathon runner and world traveler
Dedicated to exceptional client experience and process efficiency
Kent State Graduate

Registered States:

Jen Lechman

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

(310) 734-3892

Email Me

Jen Lechman

Authorized Officer

Team Administrator

Triathlete, marathon runner and world traveler
Dedicated to exceptional client experience and process efficiency
Kent State Graduate

Registered States:

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

(310) 734-3892

Email Me

Kwamina Ngissah

Wealth Strategy Associate

Former engineer
Wine lover
CSUS

Registered States:

Kwamina Ngissah

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

(310) 772-7060

Email Me

Kwamina Ngissah

Wealth Strategy Associate

Former engineer
Wine lover
CSUS

Registered States:

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

(310) 772-7060

Email Me

Robert Gach

Senior Vice President–Wealth Management

Private Wealth Advisor

Global traveler
Philanthropist & community leader
Economic market hobbyist
Photography

Registered States:

Robert Gach

Recognized as an industry leader:

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.
Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025The 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.

Robert Gach

Education

University of Southern California - Undergrad & MBA, Magna Cum Laude, Phi Beta Kappa, A.B. as an Interdivisional Scholar, Economics & Public Policy
Yale University , Graduate School of Business / Private Wealth Management, Private Wealth Management
University of Pennsylvania , Certified Investment Management Analyst (CIMA): 2003 - 2005

Credentials

Private Wealth Advisor

Robert Gach

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

(310) 734-3905

Email Me

Robert Gach

Senior Vice President–Wealth Management

Private Wealth Advisor

Global traveler
Philanthropist & community leader
Economic market hobbyist
Photography

Registered States:

Recognized as an industry leader:

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.
Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025The 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.

Education

University of Southern California - Undergrad & MBA, Magna Cum Laude, Phi Beta Kappa, A.B. as an Interdivisional Scholar, Economics & Public Policy
Yale University , Graduate School of Business / Private Wealth Management, Private Wealth Management
University of Pennsylvania , Certified Investment Management Analyst (CIMA): 2003 - 2005

Credentials

Private Wealth Advisor

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

(310) 734-3905

Email Me

Susan Thomas

Client Associate

Hiking, Swimming, Yoga, Beach Lover
Passionately working at UBS since 1999
West Los Angeles College

Susan Thomas

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

(310) 734-3943

Email Me

Susan Thomas

Client Associate

Hiking, Swimming, Yoga, Beach Lover
Passionately working at UBS since 1999
West Los Angeles College

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

(310) 734-3943

Email Me

Our resources

Judy Spalthoff

Head of Family Office Solutions

View bio

Judy is a Managing Director and Head of Family Office Solutions within Private Wealth Management. The Family Office Solutions (FOS) team was established to holistically serve $100mm+ clients and family offices in partnership with Private Wealth Advisors. Prior to FOS, Judy led the Family Advisory and Philanthropy Services (FAPS) team. The FAPS team serves as thought partners to advisors and their exceptional client families on wealth transitions, family governance, family office strategies, and philanthropy as families seek guidance on cohesive dialogue between generations to perpetuate their legacy. Judy joined UBS in 2008 from Citi Family Office where she was the International Services Manager. Before that, Judy was the Advisor Relations Manager where she was responsible for the Citi Family Office Continuing Professional Development and Designation Program. Prior to Citi, Judy was an analyst for Accolade Partners LP, a fund-to-fund venture capital firm in Washington, DC.

Judy graduated with honors from Drexel University with a degree in information systems and technology and a minor in business administration. She also received her M.B.A. in finance and marketing from New York University. In addition, Judy has completed the Carnegie Mellon Leadership and Negotiation Academy for Women, the Generational Wealth Transfer workshop given by the Institute for Preparing Heirs, the Family Firm Institute Certificates in Family Wealth Advising and Family Business Advising, and earned the Chartered Advisor in Philanthropy® designation. Judy is also Series 7, 63 and 65 licensed.
Rebecca Sterling

Executive Director

Senior Wealth Strategist

View bio

Introduction

Rebecca works with ultra-high net worth families, helping them achieve their tax, estate planning, and philanthropic objectives. Rebecca focuses on developing and helping clients implement comprehensive wealth transfer strategies that align with clients’ wishes. She reviews clients’ tax and estate planning documents to ensure that each plan accurately reflects the family’s goals and objectives while maximizing tax efficiencies.

Professional History

Prior to rejoining UBS in 2021, Rebecca worked at First Republic Private Wealth Management, where she advised clients on tax and estate planning matters. Rebecca also previously worked at UBS as a Senior Wealth Strategist from 2015-2020. Rebecca began her career as a trusts and estates attorney at Loeb & Loeb in Los Angeles.

Education

Rebecca earned a B.A. in Spanish and Art History from Georgetown University, a J.D. from Temple University School of Law (cum laude), where she was an editor of the Temple law review, and an LL.M. (Master of Laws in Taxation) from NYU School of Law, where she was a graduate editor of the tax law review, and she earned the Harry J. Rudick award for excellence in taxation, and the David H. Moses prize for the highest GPA in the LL.M. program.

Licenses and Certifications

Rebecca is licensed to practice law in both New York and California

Judy Spalthoff

Head of Family Office Solutions

View bio

Judy is a Managing Director and Head of Family Office Solutions within Private Wealth Management. The Family Office Solutions (FOS) team was established to holistically serve $100mm+ clients and family offices in partnership with Private Wealth Advisors. Prior to FOS, Judy led the Family Advisory and Philanthropy Services (FAPS) team. The FAPS team serves as thought partners to advisors and their exceptional client families on wealth transitions, family governance, family office strategies, and philanthropy as families seek guidance on cohesive dialogue between generations to perpetuate their legacy. Judy joined UBS in 2008 from Citi Family Office where she was the International Services Manager. Before that, Judy was the Advisor Relations Manager where she was responsible for the Citi Family Office Continuing Professional Development and Designation Program. Prior to Citi, Judy was an analyst for Accolade Partners LP, a fund-to-fund venture capital firm in Washington, DC.

Judy graduated with honors from Drexel University with a degree in information systems and technology and a minor in business administration. She also received her M.B.A. in finance and marketing from New York University. In addition, Judy has completed the Carnegie Mellon Leadership and Negotiation Academy for Women, the Generational Wealth Transfer workshop given by the Institute for Preparing Heirs, the Family Firm Institute Certificates in Family Wealth Advising and Family Business Advising, and earned the Chartered Advisor in Philanthropy® designation. Judy is also Series 7, 63 and 65 licensed.
Rebecca Sterling

Executive Director

Senior Wealth Strategist

View bio

Introduction

Rebecca works with ultra-high net worth families, helping them achieve their tax, estate planning, and philanthropic objectives. Rebecca focuses on developing and helping clients implement comprehensive wealth transfer strategies that align with clients’ wishes. She reviews clients’ tax and estate planning documents to ensure that each plan accurately reflects the family’s goals and objectives while maximizing tax efficiencies.

Professional History

Prior to rejoining UBS in 2021, Rebecca worked at First Republic Private Wealth Management, where she advised clients on tax and estate planning matters. Rebecca also previously worked at UBS as a Senior Wealth Strategist from 2015-2020. Rebecca began her career as a trusts and estates attorney at Loeb & Loeb in Los Angeles.

Education

Rebecca earned a B.A. in Spanish and Art History from Georgetown University, a J.D. from Temple University School of Law (cum laude), where she was an editor of the Temple law review, and an LL.M. (Master of Laws in Taxation) from NYU School of Law, where she was a graduate editor of the tax law review, and she earned the Harry J. Rudick award for excellence in taxation, and the David H. Moses prize for the highest GPA in the LL.M. program.

Licenses and Certifications

Rebecca is licensed to practice law in both New York and California

Experience

Chuck Korasick, CFP®

Chuck Korasick, CFP®

Chuck Korasick, CFP®

Chuck Korasick, CFP®

Chuck Korasick, CFP®

Warren Coughlin, CFP®

Warren Coughlin, CFP®

Warren Coughlin, CFP®

Warren Coughlin, CFP®

Warren Coughlin, CFP®

Jonathan Schechter, CFP®

Jonathan Schechter, CFP®

Jonathan Schechter, CFP®

Jonathan Schechter, CFP®

Jen Lechman

Jen Lechman

Jen Lechman

Kwamina Ngissah

Kwamina Ngissah

Kwamina Ngissah

Robert Gach

Robert Gach

Robert Gach

Robert Gach

Robert Gach

Susan Thomas

Susan Thomas

Susan Thomas

Our resources

Judy Spalthoff

Rebecca Sterling

Judy Spalthoff

Rebecca Sterling

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Education

Credentials

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Education

Credentials

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