At CORAL Investment Partners, we’re dedicated to helping you make the most of your success. That means we help you cut through the investment noise you hear every day so that you can plan more strategically and manage your most meaningful decisions with confidence.
Over more than two decades, and every type of market environment, we have provided both technical insight and comprehensive investment process to generations of ultra-wealthy families, business owners, entrepreneurs and executives. To us, our long-lasting relationships are a testament to the trust they placed in our proactive advice and data-driven approach to putting their needs and best interests first.
Whether your goals involve a family wealth transfer strategy, succession plan for your business or prudent oversight for your endowment fund, we’ll deliver a solution with the discipline, accountability and uncompromising service you deserve. What is more, as members of the exclusive UBS Private Wealth Management division, we believe our experience and training in complex, multigenerational wealth will not only strengthen your confidence in us, but also provide you with the freedom you need to focus on other life priorities and those who matter most.
CORAL Investment Partners are proud to have been recognized as an industry leader
- Ranked in Barron’s Top 100 Private Wealth Advisory Teams, 2021
- Ranked in Barron’s Top 50 Private Wealth Advisory Teams 2019
Russell Rabito, Mark Zeller and Reed Fawley have been recognized as industry leaders
- Russell Rabito, Forbes Best-In-State Wealth Advisors, NY, 2019
- Russell Rabito, Barron’s Top 100 Financial Advisors, 2013 – 2021
- Russell Rabito, Barron’s Top 1,200 Financial Advisors, 2014 – 2021
- Russell Rabito, Barron’s Top 1,000 Financial Advisors, 2011 – 2013
- Russell Rabito, Financial Times 400 Top Financial Advisers, 2013 – 2020
- Mark Zeller, Forbes Best-In-State Wealth Advisors, NY, 2019, 2020, 2021
- Mark Zeller, Financial Times 400 Top Financial Advisers, 2018, 2019, 2020
- Reed Fawley, Forbes America's Top Next Generation Wealth Advisors, 2018, 2019
A 20-plus year veteran of managing substantial portfolios, Russ brings decades of financial experience as a member of our team. He has taken on every type of market environment, giving him the clarity to deliver fact-based insight to navigate whatever financial questions you may have. From business owners and executives to individuals and families, our clients can always count on us to help inform their financial decision-making.
Our commitment to exceptional families
The Family Office Consultant business designation
A select group of Financial Advisors have earned this UBS business designation. They have undergone rigorous training to strengthen their knowledge and proficiency to help manage the investment, business, passion and legacy needs of sophisticated, ultra high net worth (UHNW) clients and their families. Understanding the complexities of intergenerational wealth and the challenges faced by UHNW clients, Russell Rabito and Mark Zeller, as Private Wealth Advisors and FOCs, align specific needs to the full suite of UBS capabilities. Working together, they strive to help their clients address critical concerns and pursue their most important goals.
Family Office Solutions Group
Drawing from all disciplines, the Family Office Solutions Group is an accomplished team of specialists dedicated solely to helping prominent families address virtually every aspect of their life’s ambitions. Collaborating with our Family Office Solutions Group, our team strives to bring the best of UBS insight and expertise to our exceptional clients—helping them explore highly bespoke opportunities seeking growth, capital preservation and generational wealth transitions.
Where access meets opportunity
UBS Private Wealth Management
As members of the exclusive Private Wealth Management division of UBS, we can navigate seamlessly across all of the divisions of our vast global firm. From our wealth management and asset management divisions to our Investment Bank, we can provide you with all the resources and opportunities sophisticated clients and their families need, and deliver them through one point of contact—our service-driven, attentive team.
Global research and thought leadership
An extensive global network of analysts and thought leaders help inform our credit, equity, economic and strategy research on companies, sectors, markets and macroeconomic trends.
The UBS Investment Bank
If you’re considering the sale of your business, we can help assemble the right presale advisory team, including coordinating with our investment banking team for insight into structuring your transaction, appraisals and valuations. Working together, we’ll help ensure you have the appropriate strategy and take the right steps at the right time to make the most of your sale.
Financing and debt management
Gain access to our extensive banking and lending services as well as the capital markets.
Advanced planning and wealth strategy
Planning allows you to optimize what is possible. We partner with this dedicated team of highly experienced professionals to offer ultra high net worth individuals and families a range of planning solutions and advice tailored for complex wealth.
Family Advisory and Philanthropy Services
We have extensive expertise with family wealth and the issues it can raise—from generational transfer of businesses to liquidity management to private foundations and philanthropy. Collaborating with this team, we first work with you to get at the heart of what is most important to you and your family. Those insights help inform our recommendations from among a range of services and resources to help you envision your future and craft your own legacy.
A dedicated team of philanthropy experts to help us address your current charitable goals, engage the next generation and design a strategy for creating real impact in the world.
Diverse clients. personalized advice.
Planning and participation across generations
We have extensive experience with family wealth and the issues it can raise—from generational transfer of businesses to liquidity management to private foundations and philanthropy. Collaborating with this team, we first work with you to get at the heart of what is most important to you and your family. Those insights help inform our recommendations from among a range of services and resources to help you envision your future and craft your own legacy.
The value of CEPA® collaboration
As financial advisors with the Certified Exit Planning Analyst® (CEPA®) designation, Lance Cholet and Reed Fawley along with CORAL Investment Partners will work closely with you at each stage in your business life cycle. Our team offers advisory solutions that help empower you to make educated financial decisions throughout the entire exit planning process.
Fact-based. Data-driven. Client-focused.
Many of our clients have corporate and nonprofit relationships that can benefit from our fact-based approach, data-driven decision-making and personalized service. Speak with us to learn more about how our team can put our institutional knowledge to work for your organization.
An entire team committed to working for you
We believe our investment management experience, combined with our financial planning insight, continues to earn our clients’ confidence year over year. But we’re also told it’s our focus on service and relationships—putting your needs and best interests first—that our clients truly value.
We’re consistent communicators who stay connected with you, your family and your evolving life. There’s no guesswork about where you stand and what you need to do to pursue a goal—from managing a concentrated stock position to developing a sustainable spending plan today and through retirement.
All told, we receive the greatest satisfaction from sharing in your successes and milestones. We are grateful for your loyalty and look forward to serving you and generations of your family in the years ahead.