Presidio Partners
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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:
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • HI
  • IL
  • IN
  • MA
  • MD
  • MI
  • MS
  • NC
  • NE
  • NH
  • NJ
  • NV
  • NY
  • OH
  • OR
  • PA
  • SD
  • TN
  • TX
  • UT
  • VA
  • WA
  • WI
  • WV
  • WY

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, 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, 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

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:
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • HI
  • IL
  • IN
  • MA
  • MD
  • MI
  • MS
  • NC
  • NE
  • NH
  • NJ
  • NV
  • NY
  • OH
  • OR
  • PA
  • SD
  • TN
  • TX
  • UT
  • VA
  • WA
  • WI
  • WV
  • WY

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, 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, 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. 

Credentials

  • Private Wealth Advisor
  • CERTIFIED FINANCIAL PLANNER®
2000 Avenue of the Stars
7th. Floor North
Los Angeles, CA 90067

Email Me

sam.bloom@ubs.com
Chuck Korasick, CFP®
2000 Avenue of the Stars,Los Angeles,CA,90067

Warren Coughlin, CFP®

Senior Vice President–Wealth Management

Private Wealth Advisor

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

Registered States:
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • HI
  • IL
  • IN
  • MA
  • MD
  • MI
  • MS
  • NC
  • NH
  • NJ
  • NV
  • NY
  • OH
  • OR
  • PA
  • SD
  • TN
  • TX
  • UT
  • VA
  • WA
  • WI
  • WV
  • WY

Warren Coughlin, CFP®

Recognized as an industry leader:

  • 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, 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.

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. 

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

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:
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • HI
  • IL
  • IN
  • MA
  • MD
  • MI
  • MS
  • NC
  • NH
  • NJ
  • NV
  • NY
  • OH
  • OR
  • PA
  • SD
  • TN
  • TX
  • UT
  • VA
  • WA
  • WI
  • WV
  • WY

Recognized as an industry leader:

  • 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, 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.

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. 

Credentials

  • Private Wealth Advisor
  • CERTIFIED FINANCIAL PLANNER®
2000 Avenue of the Stars
7th. Floor North
Los Angeles, CA 90067

Email Me

warren.coughlin@ubs.com
Warren Coughlin, CFP®
2000 Avenue of the Stars,Los Angeles,CA,90067

Jonathan Schechter, CFP®

Senior Wealth Strategy Associate

CERTIFIED FINANCIAL PLANNER®

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

Registered States:
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • HI
  • IL
  • IN
  • MA
  • MD
  • MI
  • MS
  • NC
  • NH
  • NJ
  • NV
  • NY
  • OR
  • PA
  • SD
  • TN
  • TX
  • UT
  • VA
  • WA
  • WY

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

Email Me

Jonathan Schechter, CFP®

Senior Wealth Strategy Associate

CERTIFIED FINANCIAL PLANNER®

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

Registered States:
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • HI
  • IL
  • IN
  • MA
  • MD
  • MI
  • MS
  • NC
  • NH
  • NJ
  • NV
  • NY
  • OR
  • PA
  • SD
  • TN
  • TX
  • UT
  • VA
  • WA
  • WY

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

Email Me

jonathan.schechter@ubs.com
Jonathan Schechter, CFP®
299 Park Avenue,New York,NY,10017

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:
  • AR
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • HI
  • IL
  • IN
  • MA
  • MD
  • MI
  • MS
  • NC
  • NH
  • NJ
  • NV
  • NY
  • OH
  • OR
  • PA
  • SD
  • TN
  • TX
  • UT
  • VA
  • WA
  • WY

Jen Lechman

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

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:
  • AR
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • HI
  • IL
  • IN
  • MA
  • MD
  • MI
  • MS
  • NC
  • NH
  • NJ
  • NV
  • NY
  • OH
  • OR
  • PA
  • SD
  • TN
  • TX
  • UT
  • VA
  • WA
  • WY
2000 Avenue of the Stars
7th. Floor North
Los Angeles, CA 90067

Email Me

jennifer.lechman@ubs.com
Jen Lechman
2000 Avenue of the Stars,Los Angeles,CA,90067

Lizzie Belokonnyi

Client Associate

  • Tennis player, food and travel enthusiast
  • LA native
  • Registered Client Service Associate
  • University of California Santa Barbara, BS

Registered States:
  • CA

Lizzie Belokonnyi

131 South Rodeo Drive
Suite 300
Beverly Hills, CA 90212

Email Me

Lizzie Belokonnyi

Client Associate

  • Tennis player, food and travel enthusiast
  • LA native
  • Registered Client Service Associate
  • University of California Santa Barbara, BS

Registered States:
  • CA
131 South Rodeo Drive
Suite 300
Beverly Hills, CA 90212

Email Me

liza.belokonnyi@ubs.com
Lizzie Belokonnyi
131 South Rodeo Drive,Beverly Hills,CA,90212

Samantha Bloom

Wealth Strategy Associate

  • Avid reader, world traveler, amateur tennis player, LA Chess Club member 
  • Los Angeles native
  • University of Southern California 

 

Registered States:
CA

Samantha Bloom

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

Email Me

Samantha Bloom

Wealth Strategy Associate

  • Avid reader, world traveler, amateur tennis player, LA Chess Club member 
  • Los Angeles native
  • University of Southern California 

 

Registered States:
CA

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

Email Me

samantha.bloom@ubs.com
Samantha Bloom
2000 Avenue of the Stars,Los Angeles,CA,90067

Robert Gach

Senior Vice President–Wealth Management

Private Wealth Advisor

  • Global traveler
  • Philanthropist & community leader
  • Economic market hobbyist
  • Photography

Registered States:
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • HI
  • IL
  • IN
  • MA
  • MD
  • MS
  • NC
  • NH
  • NJ
  • NV
  • NY
  • OH
  • OR
  • PA
  • SD
  • TN
  • TX
  • UT
  • VA
  • WA
  • WV

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, 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. 

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

Email Me

Robert Gach

Senior Vice President–Wealth Management

Private Wealth Advisor

  • Global traveler
  • Philanthropist & community leader
  • Economic market hobbyist
  • Photography

Registered States:
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • HI
  • IL
  • IN
  • MA
  • MD
  • MS
  • NC
  • NH
  • NJ
  • NV
  • NY
  • OH
  • OR
  • PA
  • SD
  • TN
  • TX
  • UT
  • VA
  • WA
  • WV

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, 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. 

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

Email Me

robert.gach@ubs.com
Robert Gach
2000 Avenue of the Stars,Los Angeles,CA,90067

Susan Thomas

Client Associate

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

Susan Thomas

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

Email Me

Susan Thomas

Client Associate

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

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

Email Me

susan.thomas@ubs.com
Susan Thomas
2000 Avenue of the Stars,Los Angeles,CA,90067

Jeanine Zayyad

Client Associate

  • LA Native
  • Dedicated to giving back.
  • Sports, art, food, music, workout, traveling and, adventure enthusiast.
  • California Lutheran University, BS

Jeanine Zayyad

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

Email Me

Jeanine Zayyad

Client Associate

  • LA Native
  • Dedicated to giving back.
  • Sports, art, food, music, workout, traveling and, adventure enthusiast.
  • California Lutheran University, BS

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

Email Me

jeanine.s.zayyad@ubs.com
Jeanine Zayyad
2000 Avenue of the Stars,Los Angeles,CA,90067

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For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.html.

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