Suggestions
Chuck Korasick
Managing Director @ UBS Private Wealth Mgmt.
Chuck Korasick is a prominent figure leading the Presidio Partners group at UBS Private Wealth Management in Los Angeles. With a focus on assisting venture and private equity backed founders, he specializes in optimizing tax strategies, trust and estate planning, lending solutions, and navigating liquidity events. Chuck holds a B.S. in Finance & Economics from George Mason University and is a CERTIFIED FINANCIAL PLANNER™ (CFP®) with a designation from Georgetown University. In 2015, he made the move from Washington D.C. to LA with his wife Jenney. They currently reside in Pacific Palisades with their children, daughter Avery and son Oliver. Prior to his current role, Chuck held positions as a Managing Director at UBS Private Wealth Management and as a Financial Advisor - Financial Planning Specialist at Morgan Stanley.
