Lasting relationships

Understanding what matters most to you

Pillar rock

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.

Mother child reading

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.

  • Headshot

    Lauren Gorsche

    Managing Director

    Market Executive

    • image
    • image
    • image
    • 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.    

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

          Kreg Pearless

          Executive Director

          Market Director

          • image
          • image
          • image
          • AK
          • AL
          • AR
          • AZ
          • CA
          • CO
          • CT
          • DC
          • DE
          • FL
          • GA
          • HI
          • IA
          • ID
          • IL
          • IN
          • KS
          • 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

          Kreg originally joined UBS in 2005 and has been part of the West Los Angeles Complex for UBS since 2020. As Market Director, Kreg's role is to work with Financial Advisors to offer all of the firm's capabilities, expertise, and solutions to high net worth clients. Kreg is passionate about understanding a client's total balance sheet and delivering on the unique needs of each family. Prior to joining the West Los Angeles Complex, Kreg spent nine years with UBS Private Wealth Management in Texas & Boston, serving in various capacities including Branch Manager and Assistant Market Head. Previously, Kreg held Analyst positions at the Private Banking & Investment Group at Merrill Lynch and with an Independent RIA. A Boston, Massachusetts native, he originally worked for UBS (Peabody, MA) for three years after college.

          Kreg and his wife Kathleen reside in South Bay. They are both avid supporters of land conservation and fighting food insecurity. With his free time Kreg enjoys golf, cycling, downhill skiing, running and almost anything outdoors. Kreg received a B.A. in Finance from Babson College in Wellesley, MA.

                1999 Avenue of the Stars
                36th Floor
                Los Angeles, CA 90067
              • Headshot

                Graham Parsons

                Associate Director

                Business Analyst

                • image
                • image
                • image
                • 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

                Graham is the Business Analyst for the Los Angeles Market.  

                Graham joined the Los Angeles Market in December of 2021. Prior to his current role, Graham was the Field Partnership Manager for the Wealth Advice Center. Graham began his career at UBS and has held many roles including Training Financial Advisor and Field Partnership Analyst.  

                Graham graduated from Dickinson College with a bachelor's degree in international business management. He currently holds his Series 7 and 66 licenses.  

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

                      Jennifer Thompson

                      Director

                      Market Supervisory Officer

                      • image
                      • image
                      • image
                      • 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: 1996 - 2000
                          525 Okeechobee Blvd.
                          Suite 1500
                          West Palm Beach, FL 33401
                        • Laura Schaefer

                          Laura Schaefer

                          Director

                          Market Administrative Officer

                          • image
                          • image
                          • 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.  

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

                                Kevin Dallahan

                                Director

                                Senior Wealth Management Banker

                                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.

                              Focus on liquidity management

                              CIO House View monthly livestream

                              Tree

                              UBS and Credit Suisse—stronger than ever

                              culture

                              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?

                              Learn more

                              Backed by the strength of UBS

                              A global leader in wealth management

                              $5+ trillion

                              In invested assets globally 
                              As of 11/07/2023

                              51 countries

                              Our global footprint

                              Global leader

                              UBS is a world-leading wealth manager

                              Insights