Lasting relationships

Understanding what matters most to you

It's never been more important to access resources and opportunities where you are, but also globally as well. As our client, you are supported by the powerful platforms and solutions of one of the world's leading wealth managers. You can be confident that we provide you with perspective that reaches across continents.

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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.

Lauren Gorsche

Managing Director

Market Executive
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
- 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
Kreg Pearless

Executive Director

Market Director
View bio
- 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.
131 South Rodeo Drive
Suite 300
Beverly Hills, CA 90212
Graham Parsons

Associate Director

Business Analyst
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
- 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
Jennifer Thompson

Director

Market Supervisory Officer
View bio
- 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

Director

Market Administrative Officer
View bio
- 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
Julian Sanchez

Director

Associate Market Executive
View bio
- 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 LA Market. 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.
4800 N Scottsdale Road
Suite 4500
Scottsdale, AZ 85251

Chanti Nealon

Executive / Team Assistant
View bio
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 Dallahan

Director

Senior Wealth Management Banker

View bio
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.

Lauren Gorsche

Managing Director

Market Executive
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
- 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
Kreg Pearless

Executive Director

Market Director
View bio
- 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.
131 South Rodeo Drive
Suite 300
Beverly Hills, CA 90212
Graham Parsons

Associate Director

Business Analyst
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
- 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
Jennifer Thompson

Director

Market Supervisory Officer
View bio
- 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

Director

Market Administrative Officer
View bio
- 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
Julian Sanchez

Director

Associate Market Executive
View bio
- 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 LA Market. 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.
4800 N Scottsdale Road
Suite 4500
Scottsdale, AZ 85251
Chanti Nealon

Executive / Team Assistant
View bio
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 Dallahan

Director

Senior Wealth Management Banker

View bio
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

Exceptional financial strength and stability

Right now, we know a strong foundation is more important to you than ever. For more than 160 years, UBS has been tested and proven resilient—serving our clients through a wide range of financial challenges and market conditions. We continue to be recognized for, and demonstrate, our strength as a leader among the biggest, and strongest, globally systemic banks.

Learn more about our Stability & Strength

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.

Backed by the strength of UBS

A global leader in wealth management

^$3.9 trillion

In invested assets globally
As of 12/31/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

Lasting relationships

Pursuing your goals together

Lauren Gorsche

Kreg Pearless

Graham Parsons

Jennifer Thompson

Laura Schaefer

Julian Sanchez

Chanti Nealon

Kevin Dallahan