Lasting relationships

Understanding what matters most to you

Office lobby

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

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Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

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    Lauren Gorsche

    Managing Director

    Market Executive

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    • 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

    Lauren Gorsche serves as the Market Executive for the Los Angeles Market. Her coverage includes Los Angeles Private Wealth Management (PWM), Manhattan Beach PWM, Newport Beach PWM, San Diego PWM, Las Vegas PWM, La Jolla PWM, Beverly Hills PWM, and Century City WM. She oversees 132 Financial Advisors while managing $100+ billion in assets and $400+ million in annual revenue.  


    Before assuming her current role as the Market Executive, she was the Complex Director for the Los Angeles County PWM Office and was promoted to Market Head of the LA Metro Region in 2022. Having spent 20 years in various roles at UBS, Lauren leverages her extensive knowledge of the firm to bring the best of UBS to our Private Wealth Advisors and their clients. Lauren Gorsche was previously the Chief of Staff for US Wealth Management, supporting a business with over 6,000 Advisors and more than $1 trillion in assets. She has also acted as Chief of Staff for the Global Investment Platforms and Solutions business, and as Corporate Secretary for the US Wealth Management Committee. Prior to her Chief of Staff position, Lauren spent 12 years with the Banking group in multiple advisor-and client-facing roles, including Head of Sales Strategy, Senior Wealth Management Banker, and managing the Banking Solutions desk. 


    Lauren graduated Magna Cum Laude from Duke University with a degree in English. Lauren holds her 3, 7, 9, 10, 24, 63 and 66 securities licenses and is registered in all 50 states. 

      • Duke Univeristy , English
        2000 Avenue of the Stars
        7th. Floor North
        Los Angeles, CA 90067
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        Kate Daniels

        Executive Director

        Market Director

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        • CA
        • CT
        • MA
        • NJ
        • NV
        • NY
        • RI

        Kate joined UBS in 2012 and is currently the Market Director of the Beverly Hills, CA office.  Kate is focused on supporting our financial advisors to deliver all the resources and capabilities that the firm has to offer.  She strives to provide the best possible experience to our clients to ensure we are helping them meet their financial goals. 

        Her prior experience includes acting as an Assistant Market Head in the Northeast Private Wealth Management Market, based in Boston, MA. 

        Kate also spent 8 years in the Home Office holding positions as the Head of Strategic Events and Field Recognition and other related roles. 

        Her responsibilities included creating best-in-class internal and client-facing events that developed employee skills, improved retention and deepened client relationships.   

        Prior to joining UBS, Kate had a successful ten-year career at Merrill Lynch.    

        Kate is a graduate of University of Richmond and currently holds the FINRA Series 7, 66, 9 and 10.  Originally from New York, Kate now resides in the South Bay with her husband and three children.  

          • University of Richmond, Business Administration
            200 Clarendon Street
            24th Floor
            Boston, MA 02116
          • kevin-janke

            Kevin Janke

            Director

            Associate Market Executive

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            • AR
            • CA
            • CO
            • FL
            • MA
            • NJ
            • UT

            Kevin Janke was born and raised in New Jersey and started his career with Merrill Lynch serving in various leadership positions. In 2017, Kevin joined UBS with the Rockies Market as an Administrative Manager in Colorado. In 2020, Kevin continued further west and moved to Santa Monica as Market Administrative Officer out of the Beverly Hills office with the Metro L.A. Market. Kevin has 12 years of experience and holds his Series 7, 66, 9, 10 and Health/Life insurance licenses. Kevin graduated from Rutgers University in 2007 with a bachelor’s degree in Psychology and minor in Economics.

            Kevin is married to his wife Tina and they have a dog named Bandit. They enjoy snowboarding, beach life, hiking and travelling.

              • Rutgers University, Psychology
                1999 Avenue of the Stars
                36th Floor
                Los Angeles, CA 90067
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                Jennifer Thompson

                Director

                Market Supervisory Officer

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                • AR
                • CA
                • FL
                • MA
                • UT
                • WA

                Jennifer serves as the Market Supervisory Officer for the Los Angeles Market. Her coverage includes Los Angeles Private Wealth Management (PWM), Manhattan Beach PWM, Newport Beach PWM, San Diego PWM, Las Vegas PWM, La Jolla PWM, Beverly Hills WM, and Century City WM.  
                 
                She brings more than twenty years of industry experience and has held various roles within the firm including Financial Advisor, Administrative Manager, and Market Administrative Officer. 
                 
                Jennifer graduated from Salisbury University with a degree in Finance. She holds her 3, 7, 63, 66, 9 and 10 Securities licenses.   

                  • Salisbury University, Finance
                    525 Okeechobee Blvd.
                    Suite 1500
                    West Palm Beach, FL 33401
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                    Laura Schaefer

                    Director

                    Market Administrative Officer

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                    • AL
                    • AZ
                    • CA
                    • CO
                    • CT
                    • DC
                    • DE
                    • FL
                    • GA
                    • ID
                    • IL
                    • IN
                    • KY
                    • LA
                    • MA
                    • MD
                    • MI
                    • MO
                    • MT
                    • NC
                    • NH
                    • NJ
                    • NM
                    • NV
                    • NY
                    • OH
                    • OK
                    • OR
                    • PA
                    • SC
                    • SD
                    • TX
                    • UT
                    • VA
                    • WA

                    Laura serves as the Market Administrative Officer for the Los Angeles Market. Her coverage includes Los Angeles Private Wealth Management (PWM), Manhattan Beach PWM, Newport Beach PWM, San Diego PWM, Las Vegas PWM, La Jolla PWM, Beverly Hills PWM, and Century City WM.   
                     
                    Before assuming her current role as the Market Administrative Office, she was the Administrative Manager for the West Coast Private Wealth Management Market. Having spent 10+ years in various roles at the firm, Laura leverages her extensive knowledge of the firm to bring the best of UBS to all Financial Advisors, support staff and their clients.   
                     
                    Laura graduated from Ohio State University with a degree in international studies and an MBA from NYU Stern School of Business. She was born in Ohio and currently resides in Los Angeles, CA. Laura holds her 7, 9, 10, and 66 securities licenses and the Accredited Asset Management Specialist designation.  

                      • The Ohio State University, International Studies
                      • New York University - Leonard N. Stern School of Business, MBA
                        2000 Avenue of the Stars
                        7th. Floor North
                        Los Angeles, CA 90067
                      • Julian Sanchez

                        Julian Sanchez

                        Director

                        Associate Market Executive

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                        • AZ
                        • CA
                        • TX

                        Julian Sanchez was born in Mexico and moved to the United States at the age of 9. He was raised in Stephenville, TX—the Cowboy Capital of the World, and lived there for nearly 20 years prior to moving to Los Angeles.

                        Julian graduated high school as the Valedictorian and obtained a BS in Finance and a Minor in Accounting from Tarleton State University, a founding member of the Texas A&M University System. His mission in life is to serve all people he comes into contact with and support them to become the best version of themselves.

                        He joined UBS in January of 2020 and currently serves as the Administrative Manager of the West LA Complex. In his free time, he enjoys hiking, camping, archery, and pretty much anything in the great outdoors! He loves the Western lifestyle and owns a working cattle ranch with his family.

                          • Tarleton State University, Finance
                            4800 N Scottsdale Road
                            Suite 4500
                            Scottsdale, AZ 85251
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                            Chanti Nealon

                            Executive / Team Assistant

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                              Chanti joined the firm as the Beverly Hills Executive Team Assistant in Spring ’22. A Los Angeles native, she has worked in the Financial Services industry for 8 years, most recently in client servicing and operational roles at Northwestern Mutual. Driven by building and maintaining relationships and being a team player, she takes pride in helping to provide the best processes of efficiencies for clients, staff, and the organizational culture as a whole. Outside of the office, she enjoys spending time with her family and dogs, providing mentorship to youth of the inner-city, indulging in new restaurants and recipes, as well as taking full advantage of the beautiful SoCal weather.

                                    131 South Rodeo Drive
                                    Suite 300
                                    Beverly Hills, CA 90212
                                  • Kevin

                                    Kevin Dallahan

                                    Director

                                    Senior Wealth Management Banker

                                    Current role and areas of expertise

                                    Traditionally, clients tend to concentrate on their assets when considering their financial situation. However, the use of strategic financing or other banking solutions may be an important component of a client’s overall wealth management plan. That’s where we come in. Senior Wealth Management Bankers are responsible for providing Financial Advisors and their clients with banking solutions that complement a client's overall wealth management objectives. As a Senior Wealth Management Banker, Kevin provides expertise in the following areas:

                                    • Securities Backed Lending
                                    • Mortgages
                                    • Commercial Real Estate
                                    • Credit Cards

                                    Senior Wealth Management Bankers can also offer the following services:

                                    • Art, aircraft and yacht financing
                                    • Asset-Based lending
                                    • Small Business lending
                                    • Student loan refinancing

                                    Professional history

                                    Prior to joining UBS, Kevin managed the LA territory as a Regional Banking Manager for Charles Schwab.

                                    Education and personal information

                                    Kevin holds a B.S. in Management and M.S. in Marketing from St. Joseph's University. He holds several active licenses including the Series 7 and 63 and NMLS mortgage license. 

                                  Are markets going "Back to the Future"?

                                  Debt ceiling and inflation

                                  Tree

                                  Exceptional financial strength and stability

                                  Legacy—Wealth for others

                                  For needs that go beyond your own—to help you improve the lives of others

                                  What will your legacy be?
                                  It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

                                  Learn more at ubs.com/wealthway.

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                                  A global leader in wealth management

                                  $3.9 trillion

                                  In invested assets globally 
                                  As of 12/31/2022

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