Experience

Makes all the difference

Chuck Korasick, CFP®

Managing Director–Wealth Management

Private Wealth Advisor
Chuck Korasick, CFP®

Managing Director–Wealth Management
Financial Advisor

UBS Financial Services Inc.

Private Wealth Management

2000 Avenue of the Stars
12th Floor South
Los Angeles, CA 90067

310-734-2395
View bio Industry recognition
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- IL
- IN
- MA
- MD
- MI
- MS
- NC
- NE
- NH
- NJ
- NV
- NY
- OH
- OR
- PA
- RI
- SD
- TN
- TX
- UT
- VA
- WA
- WI
- WV
- Dad to Avery & Ollie
- Avid snowboarder (most often in Park City, UT)
- George Mason University, BS
California Insurance License #0K19041
- 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, 2025, 2026The 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, 2025, 2026The 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.
- Private Wealth Advisor
- CERTIFIED FINANCIAL PLANNER
2000 Avenue of the Stars
12th Floor South
Los Angeles, CA 90067

warren.coughlin@ubs.com,natalie.traylor@ubs.com,beverly.steinbook@ubs.com,meryl.spigelman@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
Warren Coughlin, CFP®

Senior Vice President–Wealth Management
Financial Advisor

UBS Financial Services Inc.

Private Wealth Management

2000 Avenue of the Stars
12th Floor South
Los Angeles, CA 90067

310-734-2395
View bio Industry recognition
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- IL
- IN
- MA
- MD
- MI
- MS
- NC
- NH
- NJ
- NV
- NY
- OH
- PA
- RI
- SD
- TN
- TX
- UT
- VA
- WA
- WI
- WV
- Emerging philanthropist
- Marathon runner
- East coast origins
- George Mason University, BS
California Insurance License #0K18550
- Forbes Best-in-State Wealth Advisors, 2024, 2025, 2026The 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, 2025, 2026The 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, 2024, 2025The 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, 2024, 2026UBS 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.
- UBS Wealth Management President’s Council, 2025UBS 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.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
- Private Wealth Advisor
- CERTIFIED FINANCIAL PLANNER
2000 Avenue of the Stars
12th Floor South
Los Angeles, CA 90067

warren.coughlin@ubs.com

Warren Coughlin, CFP®

2000 Avenue of the Stars,Los Angeles,CA,90067
Meryl Spigelman

Senior Vice President–Wealth Management

Private Wealth Advisor
Meryl Spigelman

Senior Vice President–Wealth Management
Financial Advisor

UBS Financial Services Inc.

Private Wealth Management

4225 Ponce De Leon
Coral Gables, FL 33146

305-507-3787
View bio
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IL
- IN
- MA
- MD
- MI
- NC
- NJ
- NV
- NY
- OH
- PA
- SC
- SD
- TN
- TX
- UT
- VA
- WA
- WY
- Raised in Miami, lived in NYC and came back to Miami to raise a family
- Worked in non-profit building a scholarship fund
- Equity derivatives hobbyist
- Supports women to take a more active role in financial decision-making
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.
- University of Pennsylvania, BA
- Columbia Business School, MBA
- Private Wealth Advisor
4225 Ponce De Leon
Coral Gables, FL 33146

meryl.spigelman@ubs.com

Meryl Spigelman

4225 Ponce De Leon,Coral Gables,FL,33146
Jonathan Schechter, CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER
Jonathan Schechter, CFP®

Financial Advisor

UBS Financial Services Inc.

Private Wealth Management

299 Park Avenue
New York, NY 10017

310-734-3903
View bio Industry recognition
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- HI
- IL
- IN
- MA
- MD
- MI
- MS
- NC
- NH
- NJ
- NV
- NY
- OH
- OR
- PA
- RI
- SD
- TN
- TX
- UT
- VA
- WA
- WI
- WV
- WY
- 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
- Forbes Best-in-State Wealth Management Teams, 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.
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.
- University of Southern California (USC), Bachelor of Science in Business Administration
- University of California Los Angeles (UCLA), Certificate in Financial Planning
- CERTIFIED FINANCIAL PLANNER
299 Park Avenue
New York, NY 10017

jonathan.schechter@ubs.com

Jonathan Schechter, CFP®

299 Park Avenue,New York,NY,10017
Jen Lechman

Authorized Officer

Team Administrator
Jen Lechman

Authorized Officer
Team Administrator

UBS Financial Services Inc.

Private Wealth Management

2000 Avenue of the Stars
12th Floor South
Los Angeles, CA 90067

310-734-3892
View bio
- AK
- AR
- CA
- CO
- CT
- DC
- DE
- FL
- HI
- IL
- IN
- MA
- MD
- MI
- MS
- NC
- NH
- NJ
- NV
- NY
- OH
- OR
- PA
- RI
- SD
- TN
- TX
- UT
- VA
- WA
- WI
- WV
- WY
- Triathlete, marathon runner and world traveler
- Dedicated to exceptional client experience and process efficiency
- Kent State Graduate
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.
2000 Avenue of the Stars
12th Floor South
Los Angeles, CA 90067

jennifer.lechman@ubs.com

Jen Lechman

2000 Avenue of the Stars,Los Angeles,CA,90067
Susan Thomas

Client Associate
Susan Thomas

Client Associate

UBS Financial Services Inc.

Private Wealth Management

2000 Avenue of the Stars
12th Floor South
Los Angeles, CA 90067

310-734-3943
View bio
- Hiking, Swimming, Yoga, Beach Lover
- Passionately working at UBS since 1999
- West Los Angeles College
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.
2000 Avenue of the Stars
12th Floor South
Los Angeles, CA 90067

susan.thomas@ubs.com

Susan Thomas

2000 Avenue of the Stars,Los Angeles,CA,90067
Paula Bai

Registered Client Associate
Paula Bai

Registered Client Associate

UBS Financial Services Inc.

Private Wealth Management

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

310-734-2388
View bio
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- IL
- IN
- MA
- MD
- MI
- MS
- NC
- NE
- NH
- NJ
- NV
- NY
- OH
- OR
- PA
- RI
- SD
- TN
- TX
- UT
- VA
- WA
- WI
- WV
• Brazilin Native, Girl Mom
• Dedicated to providing clients with white-glove service and operational excellence
• Florida Atlantic University
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.
2000 Avenue of the Stars
th Floor North
Los Angeles, CA 90067

paula.bai@ubs.com

Paula Bai

2000 Avenue of the Stars,Los Angeles,CA,90067
Beverly Steinbook, CFP

Senior Wealth Strategy Associate

CERTIFIED FINANCIAL PLANNER
Beverly Steinbook, CFP

Authorized Officer
Senior Wealth Strategy Associate

UBS Financial Services Inc.

Private Wealth Management

4225 Ponce De Leon
Coral Gables, FL 33146

305-507-3788
View bio
- CA
- CO
- FL
- HI
- IL
- MA
- MD
- MI
- NC
- NJ
- NV
- NY
- OH
- PA
- SC
- SD
- TN
- TX
- Nature and wildlife enthusiast
- Proud mom, wife, and community volunteer
- Passionate about the power of a plan
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.
- University of South Florida, BA, Economics
- Lynn University, MBA, Financial Valuation and Investment Management
- College for Financial Planning®, CFP® Certification
- CERTIFIED FINANCIAL PLANNER
4225 Ponce De Leon
Coral Gables, FL 33146

beverly.steinbook@ubs.com

Beverly Steinbook, CFP

4225 Ponce De Leon,Coral Gables,FL,33146
Kwame Ngissah

Wealth Strategy Associate
Kwame Ngissah

Wealth Strategy Associate

UBS Financial Services Inc.

Private Wealth Management

2000 Avenue of the Stars
12th Floor South
Los Angeles, CA 90067

310-772-7060
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
- NE
- NH
- NJ
- NV
- NY
- OH
- OK
- OR
- PA
- RI
- SD
- TN
- TX
- UT
- VA
- WI
- WV
- WY
- Former engineer
- Wine lover
- CSUS
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.
2000 Avenue of the Stars
12th Floor South
Los Angeles, CA 90067

kwame.ngissah@ubs.com

Kwame Ngissah

2000 Avenue of the Stars,Los Angeles,CA,90067
Robert Gach

Senior Vice President–Wealth Management

Private Wealth Advisor
Robert Gach

Senior Vice President–Wealth Management
Financial Advisor

UBS Financial Services Inc.

Private Wealth Management

2000 Avenue of the Stars
12th Floor South
Los Angeles, CA 90067

310-734-3905
View bio Industry recognition
- AZ
- CA
- CO
- CT
- FL
- IL
- IN
- MA
- NH
- NJ
- NV
- NY
- OH
- TX
- UT
- VA
- Global traveler
- Philanthropist & community leader
- Economic market hobbyist
- Photography
California Insurance License #0A62909
- 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.
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.
- 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
- Private Wealth Advisor
2000 Avenue of the Stars
12th Floor South
Los Angeles, CA 90067

robert.gach@ubs.com

Robert Gach

2000 Avenue of the Stars,Los Angeles,CA,90067

Brian Hans

Executive Director

Head, Tax Efficiency Planning Strategist

View bio
Rebecca Sterling

Executive Director

Senior Wealth Strategist

View bio
Mark Tepsich

Executive Director

Family Office Design & Governance Strategist

View bio
Judy Spalthoff Montero

Managing Director

Head of Family Office & UHNW Client Services

View bio
Christopher R. Bryan, CIMA®, Senior Portfolio Strategist

Managing Director

Head, Portfolio Advisory Group – West Division

View bio
Lora Cicconi

Executive Director

Senior Wealth Strategist

View bio

Chuck Korasick, CFP®

Managing Director–Wealth Management

Private Wealth Advisor
Chuck Korasick, CFP®

Managing Director–Wealth Management
Financial Advisor

UBS Financial Services Inc.

Private Wealth Management

2000 Avenue of the Stars
12th Floor South
Los Angeles, CA 90067

310-734-2395
View bio Industry recognition
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- IL
- IN
- MA
- MD
- MI
- MS
- NC
- NE
- NH
- NJ
- NV
- NY
- OH
- OR
- PA
- RI
- SD
- TN
- TX
- UT
- VA
- WA
- WI
- WV
- Dad to Avery & Ollie
- Avid snowboarder (most often in Park City, UT)
- George Mason University, BS
California Insurance License #0K19041
- 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, 2025, 2026The 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, 2025, 2026The 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.
- Private Wealth Advisor
- CERTIFIED FINANCIAL PLANNER
2000 Avenue of the Stars
12th Floor South
Los Angeles, CA 90067

warren.coughlin@ubs.com,natalie.traylor@ubs.com,beverly.steinbook@ubs.com,meryl.spigelman@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
Warren Coughlin, CFP®

Senior Vice President–Wealth Management
Financial Advisor

UBS Financial Services Inc.

Private Wealth Management

2000 Avenue of the Stars
12th Floor South
Los Angeles, CA 90067

310-734-2395
View bio Industry recognition
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- IL
- IN
- MA
- MD
- MI
- MS
- NC
- NH
- NJ
- NV
- NY
- OH
- PA
- RI
- SD
- TN
- TX
- UT
- VA
- WA
- WI
- WV
- Emerging philanthropist
- Marathon runner
- East coast origins
- George Mason University, BS
California Insurance License #0K18550
- Forbes Best-in-State Wealth Advisors, 2024, 2025, 2026The 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, 2025, 2026The 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, 2024, 2025The 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, 2024, 2026UBS 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.
- UBS Wealth Management President’s Council, 2025UBS 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.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
- Private Wealth Advisor
- CERTIFIED FINANCIAL PLANNER
2000 Avenue of the Stars
12th Floor South
Los Angeles, CA 90067

warren.coughlin@ubs.com

Warren Coughlin, CFP®

2000 Avenue of the Stars,Los Angeles,CA,90067
Meryl Spigelman

Senior Vice President–Wealth Management

Private Wealth Advisor
Meryl Spigelman

Senior Vice President–Wealth Management
Financial Advisor

UBS Financial Services Inc.

Private Wealth Management

4225 Ponce De Leon
Coral Gables, FL 33146

305-507-3787
View bio
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IL
- IN
- MA
- MD
- MI
- NC
- NJ
- NV
- NY
- OH
- PA
- SC
- SD
- TN
- TX
- UT
- VA
- WA
- WY
- Raised in Miami, lived in NYC and came back to Miami to raise a family
- Worked in non-profit building a scholarship fund
- Equity derivatives hobbyist
- Supports women to take a more active role in financial decision-making
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.
- University of Pennsylvania, BA
- Columbia Business School, MBA
- Private Wealth Advisor
4225 Ponce De Leon
Coral Gables, FL 33146

meryl.spigelman@ubs.com

Meryl Spigelman

4225 Ponce De Leon,Coral Gables,FL,33146
Jonathan Schechter, CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER
Jonathan Schechter, CFP®

Financial Advisor

UBS Financial Services Inc.

Private Wealth Management

299 Park Avenue
New York, NY 10017

310-734-3903
View bio Industry recognition
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- HI
- IL
- IN
- MA
- MD
- MI
- MS
- NC
- NH
- NJ
- NV
- NY
- OH
- OR
- PA
- RI
- SD
- TN
- TX
- UT
- VA
- WA
- WI
- WV
- WY
- 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
- Forbes Best-in-State Wealth Management Teams, 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.
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.
- University of Southern California (USC), Bachelor of Science in Business Administration
- University of California Los Angeles (UCLA), Certificate in Financial Planning
- CERTIFIED FINANCIAL PLANNER
299 Park Avenue
New York, NY 10017

jonathan.schechter@ubs.com

Jonathan Schechter, CFP®

299 Park Avenue,New York,NY,10017
Jen Lechman

Authorized Officer

Team Administrator
Jen Lechman

Authorized Officer
Team Administrator

UBS Financial Services Inc.

Private Wealth Management

2000 Avenue of the Stars
12th Floor South
Los Angeles, CA 90067

310-734-3892
View bio
- AK
- AR
- CA
- CO
- CT
- DC
- DE
- FL
- HI
- IL
- IN
- MA
- MD
- MI
- MS
- NC
- NH
- NJ
- NV
- NY
- OH
- OR
- PA
- RI
- SD
- TN
- TX
- UT
- VA
- WA
- WI
- WV
- WY
- Triathlete, marathon runner and world traveler
- Dedicated to exceptional client experience and process efficiency
- Kent State Graduate
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.
2000 Avenue of the Stars
12th Floor South
Los Angeles, CA 90067

jennifer.lechman@ubs.com

Jen Lechman

2000 Avenue of the Stars,Los Angeles,CA,90067
Susan Thomas

Client Associate
Susan Thomas

Client Associate

UBS Financial Services Inc.

Private Wealth Management

2000 Avenue of the Stars
12th Floor South
Los Angeles, CA 90067

310-734-3943
View bio
- Hiking, Swimming, Yoga, Beach Lover
- Passionately working at UBS since 1999
- West Los Angeles College
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.
2000 Avenue of the Stars
12th Floor South
Los Angeles, CA 90067

susan.thomas@ubs.com

Susan Thomas

2000 Avenue of the Stars,Los Angeles,CA,90067
Paula Bai

Registered Client Associate
Paula Bai

Registered Client Associate

UBS Financial Services Inc.

Private Wealth Management

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

310-734-2388
View bio
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- IL
- IN
- MA
- MD
- MI
- MS
- NC
- NE
- NH
- NJ
- NV
- NY
- OH
- OR
- PA
- RI
- SD
- TN
- TX
- UT
- VA
- WA
- WI
- WV
• Brazilin Native, Girl Mom
• Dedicated to providing clients with white-glove service and operational excellence
• Florida Atlantic University
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.
2000 Avenue of the Stars
th Floor North
Los Angeles, CA 90067

paula.bai@ubs.com

Paula Bai

2000 Avenue of the Stars,Los Angeles,CA,90067
Beverly Steinbook, CFP

Senior Wealth Strategy Associate

CERTIFIED FINANCIAL PLANNER
Beverly Steinbook, CFP

Authorized Officer
Senior Wealth Strategy Associate

UBS Financial Services Inc.

Private Wealth Management

4225 Ponce De Leon
Coral Gables, FL 33146

305-507-3788
View bio
- CA
- CO
- FL
- HI
- IL
- MA
- MD
- MI
- NC
- NJ
- NV
- NY
- OH
- PA
- SC
- SD
- TN
- TX
- Nature and wildlife enthusiast
- Proud mom, wife, and community volunteer
- Passionate about the power of a plan
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.
- University of South Florida, BA, Economics
- Lynn University, MBA, Financial Valuation and Investment Management
- College for Financial Planning®, CFP® Certification
- CERTIFIED FINANCIAL PLANNER
4225 Ponce De Leon
Coral Gables, FL 33146

beverly.steinbook@ubs.com

Beverly Steinbook, CFP

4225 Ponce De Leon,Coral Gables,FL,33146
Kwame Ngissah

Wealth Strategy Associate
Kwame Ngissah

Wealth Strategy Associate

UBS Financial Services Inc.

Private Wealth Management

2000 Avenue of the Stars
12th Floor South
Los Angeles, CA 90067

310-772-7060
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
- NE
- NH
- NJ
- NV
- NY
- OH
- OK
- OR
- PA
- RI
- SD
- TN
- TX
- UT
- VA
- WI
- WV
- WY
- Former engineer
- Wine lover
- CSUS
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.
2000 Avenue of the Stars
12th Floor South
Los Angeles, CA 90067

kwame.ngissah@ubs.com

Kwame Ngissah

2000 Avenue of the Stars,Los Angeles,CA,90067
Robert Gach

Senior Vice President–Wealth Management

Private Wealth Advisor
Robert Gach

Senior Vice President–Wealth Management
Financial Advisor

UBS Financial Services Inc.

Private Wealth Management

2000 Avenue of the Stars
12th Floor South
Los Angeles, CA 90067

310-734-3905
View bio Industry recognition
- AZ
- CA
- CO
- CT
- FL
- IL
- IN
- MA
- NH
- NJ
- NV
- NY
- OH
- TX
- UT
- VA
- Global traveler
- Philanthropist & community leader
- Economic market hobbyist
- Photography
California Insurance License #0A62909
- 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.
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.
- 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
- Private Wealth Advisor
2000 Avenue of the Stars
12th Floor South
Los Angeles, CA 90067

robert.gach@ubs.com

Robert Gach

2000 Avenue of the Stars,Los Angeles,CA,90067

Brian Hans

Executive Director

Head, Tax Efficiency Planning Strategist

View bio
Rebecca Sterling

Executive Director

Senior Wealth Strategist

View bio
Mark Tepsich

Executive Director

Family Office Design & Governance Strategist

View bio
Judy Spalthoff Montero

Managing Director

Head of Family Office & UHNW Client Services

View bio
Christopher R. Bryan, CIMA®, Senior Portfolio Strategist

Managing Director

Head, Portfolio Advisory Group – West Division

View bio
Lora Cicconi

Executive Director

Senior Wealth Strategist

View bio

Experience

Chuck Korasick, CFP®

Warren Coughlin, CFP®

Meryl Spigelman

Jonathan Schechter, CFP®

Jen Lechman

Susan Thomas

Paula Bai

Beverly Steinbook, CFP

Kwame Ngissah

Robert Gach

Brian Hans

Rebecca Sterling

Mark Tepsich

Judy Spalthoff Montero

Christopher R. Bryan, CIMA®, Senior Portfolio Strategist

Lora Cicconi

Chuck Korasick, CFP®

Warren Coughlin, CFP®

Meryl Spigelman

Jonathan Schechter, CFP®

Jen Lechman

Susan Thomas

Paula Bai

Beverly Steinbook, CFP

Kwame Ngissah

Robert Gach

Brian Hans

Rebecca Sterling

Mark Tepsich

Judy Spalthoff Montero

Christopher R. Bryan, CIMA®, Senior Portfolio Strategist

Lora Cicconi

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Education

Credentials

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Education

Credentials

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