Experience

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.

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.

Dan joined the Kichler Wealth Management team at UBS following 14 years as a financial advisor at JPMorgan Private Bank and, most recently, Key Family Wealth, Key Private Bank’s family office and institutional client practice. His principal concentration has been investment management, whether creating and managing portfolios from newly minted wealth or advising on seasoned portfolios, with clients ranging from those least experienced with capital markets to sophisticated boards of trustees composed of tenured investment professionals. Among these, multi-generational families and business owners have been a particular focus.

Wealth is an intimate, often complex topic. Throughout his career, Dan has earned a deep appreciation that understanding and advising each client on their own unique terms, according to their own unique goals, creates the basis for clients’ long-term success. He combines an understanding of the client family with balancing short-term needs and a long-term perspective on maintaining and building wealth that may include asset allocation, unique investment solutions, advanced estate planning, insurance, credit, philanthropy, and other services.

Dan has been a nearly lifelong Cleveland East Sider, where he currently resides with his beautiful wife and daughters. He is an active member of Gesu Catholic Church. Dan is an avid  guitarist, and enjoys tennis, the liberal and fine arts, travelling and culinary adventures.

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.

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 with strong roots to the area. He studied Finance at Miami University’s Farmer School of Business where he was involved in many organizations including 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.

 After Brad graduated from Miami in May of 2020 he began working for 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. On the Kichler Team Brad served as a Registered Client Service Associate for two years before moving into his current Wealth Strategy Associate role. In this role he focuses on client and team operations including investment and portfolio analysis, money movements, trading, transfers, technology questions and more.

 Outside of the office Brad enjoys maintaining an active lifestyle. He and his girlfriend Dania recently became homeowners in Cleveland Heights and spend free time working on their house and yard. They visit with local family and friends often and frequently travel around visiting other family and friends whenever possible. Brad also stays involved with his community as a member of The Gathering Place’s Rising Leaders Council and a trustee for Forest Hill Home Owners.