How can you pursue what matters most?

Kohn Ladner Wealth Management Group

We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.


Alexander Kohn

Senior Vice President–Wealth Management

Alex has been with UBS Financial Services since 2008. His experience in the industry spans 24 years working with other major financial services firms before joining UBS Financial Services. He has a B.A. in History from Duke University. Alex maintains his Series 7, 31, and 66 Securities Licenses as well as his Life Insurance Licenses.

A Senior Vice President of Wealth Management, Alex has earned a place in the UBS Recognition Councils every year since 2011. Since 2017, he has been a member of the President’s Council. 

Alex attributes much of his success to his love of the planning, organizational, mathematical and interpersonal aspects of the Wealth Management field. Alex's passions outside of work include family, fitness and exercise, and educational charities.

Registered States:
  • AK
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • IA
  • ID
  • IL
  • IN
  • KS
  • MA
  • MD
  • MI
  • MT
  • NC
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OR
  • PA
  • SC
  • TN
  • TX
  • UT
  • VA
  • VT
  • WA

Recognized as an industry leader:

  • Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
  • Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit


  • Duke University, B.A. in History
299 Park Avenue
New York, NY 10171
  • (212) 626-8759

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What will your legacy be?
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$3.9 trillion

In invested assets globally 
As of 12/31/2022

51 countries

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