Experience

Makes all the difference

We recognize today is a different world where people value wisdom over information. That's why it's so important for clients to choose a financial advocate who can offer the advice they need to confidently embrace the future. Our team of seasoned Advisors and service professionals are committed to listening to every client, assessing their priorities and developing a clear, actionable plan for ensuring each wealth-related decision works together toward the goals they've set. Equally important, though, are the relationships we build–our clients are truly our most valued assets.

Lauren Gorsche

Managing Director

Market Executive

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/La Jolla PWM, Las Vegas PWM, Arizona PWM, Beverly Hills and Century City Wealth Management businesses. She oversees 150 Financial Advisors while managing $100+ billion in assets and $460+ 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. 

Registered States:
  • 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

Education

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

Email Me

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

Kate Daniels

Executive Director

Market Director

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, 10 and 3.  Originally from New York, Kate now resides in the South Bay with her husband and three children.  

Registered States:
  • 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

Education

  • University of Richmond, Business Administration
131 South Rodeo Drive
Suite 300
Beverly Hills, CA 90212

Email Me

kate.daniels@ubs.com
Kate Daniels
131 South Rodeo Drive,Beverly Hills,CA,90212

Laura Schaefer

Director

Market Administrative Officer

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/La Jolla PWM, Las Vegas PWM, Arizona PWM, Beverly Hills and Century City Wealth Management businesses.
 
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.  

Registered States:
  • 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

Education

  • 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

Email Me

laura.a.schaefer@ubs.com
Laura Schaefer
2000 Avenue of the Stars,Los Angeles,CA,90067