Lance Cholet
UBS Financial Services
New York, New York
Contact
How to contact
lance.cholet@ubs.com
Professional Profile
Call Me When
you or your client needs help planning for a liquidity event such as a sale, IPO, or merger. We are a nationally recognized team that helps owners make important decisions for them and their families.
Professions
Wealth Manager
Functional Expertise
Charitable giving
Estate planning
Financial Modelling
Investments
Private equity
Risk management
Exit/Transition Planning
Professional Certification
Certified Financial Planner, Certified Exit Planning Advisor
Transition Planning Certification or Methodology
Certified Exit Planning Advisor
Client Industries
Agriculture/Mining
Business Services
Computer/Electronics
Consumer Services
Education
Energy/Utilities
Financial Services
Government
Health/Pharma/Biotech
Manufacturing
Media and Entertainment
Non-profit
Real Estate/Construction
Retail
Software/Internet
Telecommunications
Transportation/Storage
Wholesale/Distribution
Chapter information
Membership
Tri-State Individual
Member since
Member for 2 years
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