Lasting relationships

Understanding what matters most to you

Two people distant

A firm like no other

As one of the world’s leading wealth management firms, we have the resources and solutions to help clients pursue their most important goals. But our culture of consistently putting client needs front and center is what truly cultivates successful Financial Advisor and client relationships. Our commitment is to provide industry-leading capabilities, professional training and development, and an entrepreneurial environment where Financial Advisors excel, and their businesses thrive.

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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
        lauren.c.gorsche@ubs.com
        Lauren Gorsche
        2000 Avenue of the Stars,Los Angeles,CA,90067
      • Headshot

        Kate Daniels

        Executive Director

        Market Director

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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

        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
            131 South Rodeo Drive
            Suite 300
            Beverly Hills, CA 90212
            kate.daniels@ubs.com
            Kate Daniels
            131 South Rodeo Drive,Beverly Hills,CA,90212
          • kevin-janke

            Kevin Janke

            Director

            Associate Market Executive

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

            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
                925 Fourth Avenue
                31st and 32nd Floors
                Seattle, WA 98104
                kevin.janke@ubs.com
                Kevin Janke
                925 Fourth Avenue,Seattle,WA,98104
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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
                    jennifer.thompson@ubs.com
                    Jennifer Thompson
                    525 Okeechobee Blvd.,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
                        laura.a.schaefer@ubs.com
                        Laura Schaefer
                        2000 Avenue of the Stars,Los Angeles,CA,90067
                      • Kevin

                        Kevin Dallahan

                        NMLS #947868

                        Senior Wealth Management Banker, UBS Bank USA

                        Current role and areas of expertise

                        Kevin Dallahan joined UBS Bank USA in 2016 and he is currently a Senior Wealth Management Banker covering Los Angeles and San Diego, California

                        Kevin has an extensive background in relationship banking. He is focused on providing Financial Advisors and their clients a variety of cash management resources along with banking solutions that may complement their overall wealth management objectives. 

                        Professional history

                        Kevin began his career in financial services in 2006. Prior to joining UBS, Kevin was a Regional Banking Manager for Charles Schwab in Los Angeles.

                        Education and personal information

                        In Kevin’s role as a Senior Wealth Management Banker his NMLS # is 740172.  He holds his Series 7 and 66 securities licenses.  He also holds a Marketing and Management degree from Saint Joseph’s University, Philadelphia PA.

                        Kevin lives in Los Angeles with his wife and two sons.

                        Senior Wealth Management Bankers are employees of UBS Bank USA. UBS Bank USA is a subsidiary of UBS Group AG. UBS Bank USA, Member FDIC, NMLS No. 947868. Equal Housing Lender.

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                      An advisor-centric (and client-centric) culture

                      How UBS helps you exceed client expectations and drive your business’s growth

                      Although a firm’s culture is sometimes hard to define, you think about it as you plan for your next opportunity. If culture is the glue that holds an organization together, how can you determine a firm’s commitment to its people, especially financial advisors in growth mode?

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