Global access. Strategic solutions.

Private Wealth Management

When it comes to finances, who do you turn to? You may face financial and legal hurdles when starting a business or new career. Or personally during a separation, divorce or loss of a loved one. Our team is committed to the practice of private wealth management in its truest form: a process of deep assessment of all aspects of your and your family’s financial matters from investments to estate planning to philanthropy.

KWM

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.

  • Leonard Kichler Profile Photo

    Leonard Kichler

    Managing Director–Wealth Management

    Financial Advisor

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    • AZ
    • CA
    • CO
    • CT
    • FL
    • GA
    • IL
    • IN
    • MA
    • MD
    • MN
    • NC
    • NY
    • OH
    • PA
    • TX
    • VT
    • WA
    • WI

    The founder and team leader of Kichler Wealth Management, Leonard leads an experienced team that focuses on high net worth and ultra-high net worth families who often face complex financial situations. These clients are business owners and top business executives, as well as professionals such as physicians, attorneys and accountants. As one of a small number of UBS Financial Advisors who have earned the designation of Wealth Advisor, Leonard provides highly personalized wealth management services, listening carefully to clients’ needs, helping them formulate goals and often working with multiple generations within families.

    Leonard joined UBS in 2007 when UBS acquired McDonald Investments, where he had served as a Financial Advisor and Private Banker since 2003.  Previously, he had spent 23 years as a senior banker, serving as Executive Vice President at Metropolitan Bank & Trust and Senior Vice President at National City Corp. His background as a senior officer in a public company helps him empathize with top corporate executives, while his experience as a senior banker is especially useful for those seeking advice on lending, credit card services and other business-related issues. Whatever his clients’ needs, Leonard feels a true sense of satisfaction helping people successfully plan for retirement, children’s weddings, travel, philanthropic giving and any other financial goals they may have.

    Leonard graduated with a B.A. in Business Administration from the Ross School at the University of Michigan and holds an M.B.A. from the Weatherhead School of Management at Case Western Reserve University. He is a lifelong Clevelander with four beautiful daughters. He is on the board (and has served as past Board Chair) of the Arthritis Foundation of Northeastern Ohio. In his free time, Leonard is an avid musician and enjoys golf, tennis, spending time with family and friends and traveling.

    • 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.

    • Ross School at University of Michigan, Bachelor's degree in Business Administration
    • Weatherhead School of Case Western Reserve University, M.B.A.
    • Wealth Advisor
    • Private Wealth Advisor
    30050 Chagrin Boulevard
    Suite 200
    Pepper Pike, OH 44124
  • Conor Tilow Profile Photo

    Conor Tilow, CFP, AWMA

    Account Vice President

    Financial Advisor

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    • AZ
    • CA
    • CO
    • CT
    • FL
    • GA
    • IL
    • IN
    • MA
    • MD
    • MN
    • NC
    • NY
    • OH
    • PA
    • TX
    • VT
    • WA
    • WI

    Conor’s career at UBS began in 2015, when he joined the firm through the Wealth Planning Associate program, where he was tasked with creating/updating and presenting hundreds of financial plans for clients of financial advisors all around Northeast Ohio. This provided him with invaluable experience in a wide range of planning situations that help him serve his clients in his role financial advisor on the Kichler Wealth Management team. Being able to connect with clients, to learn about their families, upbringing, careers, concerns and goals—and then deliver personalized solutions that fit their specific set of circumstances--is the most satisfactory part of his job.

    In his role as a financial advisor, Conor focuses on financial planning, investment management and next-generation relationships. In his early thirties, he has experienced many of the life events that the team’s clients or client’s children experience—from raising young children to buying first homes—which helps him relate on a personal level to the issues they may face.

    Conor grew up on Cleveland’s West Side and has volunteered his time at the Westside Catholic Center since becoming an Associate Board member there in 2017. He loves spending time with his wife, Nicolette, and their son, Caden. He stays physically active through basketball, golf and working out, and enjoys cheering on Cleveland’s sports teams, traveling and exploring new cuisines and restaurants.

    • 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.

    • John Carroll University, B.S. in Economics
    • CERTIFIED FINANCIAL PLANNER™
    • Accredited Wealth Management Advisor℠
    • Certified Exit Planning Advisor
    30050 Chagrin Boulevard
    Suite 200
    Pepper Pike, OH 44124
  • Lyndsey Fern Profile Photo

    Lyndsey Fern

    Client Associate Senior

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    • OH

    In her role as the team’s Senior Client Service Associate, Lyndsey brings over 15 years industry experience as well as a high level of energy, professionalism and dedication to working with the team and its clients. With her wide range of knowledge regarding financial services, she communicates regularly with people to answer questions and address any issue they may have. She enjoy building strong relationships with clients and their families and helping them meet important financial goals.

    Lyndsey graduated from Ohio State University where she obtained her B.S. with focus on Family Financial Management. She began her career in 2005 as an Investment Associate with McDonald Investments Inc., which became UBS Financial Services in 2007. She currently holds FINRA Series 7 license and is an integral part of developing customized client strategies, with a focus on the discovery process in regard to financial planning.

    Lyndsey and her husband, Phil, reside in Mentor, OH with their three children. Outside of the office, she enjoys travel and outdoor activities with family and friends.

      • The Ohio State University, B.S. with focus on Family Financial Management
        30050 Chagrin Boulevard
        Suite 200
        Pepper Pike, OH 44124
      • Brad

        Bradley Toth

        Client Associate

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        • FL
        • OH

        Brad rejoined the Kichler Wealth Management Team in January of 2022 having previously worked for the team as in intern in 2018. Brad is a Cleveland native who has lived in Solon, Chagrin Falls, Wadsworth and Lakewood. He attended Kenston High School followed by Miami University’s Farmer School of Business. While at Miami Brad was involved with many organizations including club and intramural sports teams, Miami’s Student Run Investment Fund, the Phi Chi Theta Professional Business Fraternity and the Farmer School of Business Winter Olympic Program. Through this program he spent 6 months in Asia studying the economies, business environments and cultures of the region including a month training and volunteering at the Pyeongchang Olympics. In addition to his internship with UBS he also worked as a Wealth Management Summer Analyst for JP Morgan Chase.

        Brad graduated from Miami in May of 2020 with a Bachelor’s degree in Finance and began working with Ameriprise Financial in Westlake. While at Ameriprise, he obtained his Series 7 and 66 securities licenses along with his Ohio Accident & Health, Life and Variable Insurance licenses.

        Outside of the office Brad enjoys maintaining an active lifestyle. He frequently visits with his family here in Cleveland, his girlfriend Dania in Columbus and his friends in various places across the country.

          • Miami University, Bachelor Degree in Finance: 2020
            30050 Chagrin Boulevard
            Suite 200
            Pepper Pike, OH 44124

          Private Wealth Management

          As a team within the exclusive Private Wealth Management division at UBS, we connect you to the dynamic presence of one of the world‘s leading wealth managers. Private Wealth Advisors serve many of the firm‘s largest relationships, providing extensive reach and the distinct advantage of the firm‘s global perspective, insights and resources.

          Who we work with

          Who we work with

          Accessing resources. Delivering solutions.

          Accessing resources. Delivering solutions.

          Debt ceiling and inflation

          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

          Insights