Wealth advice for your life's goals

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

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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.

Lee Oleinick

Managing Director–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- IN
- KS
- KY
- MA
- MD
- ME
- MI
- MO
- NC
- NJ
- NV
- NY
- OH
- OK
- PA
- SC
- TN
- TX
- UT
- VA
- VI
- WA
- WV
Lee Oleinick is Managing Director - Wealth Management at UBS Financial Services in Shadyside, Pennsylvania. Since 1993, Lee has always valued relationships with clients as his most important assets. As a financial advisor, he is focused on providing tailored wealth management strategies and astute portfolio management to help clients grow their assets and achieve financial goals. Lee produces asset allocation strategies that employ the use of products such as equities, fixed income, structured products, mutual funds and exchange traded funds. As investor goals and needs change over time, Lee is ready to advance and develop the best strategies going forward.

While Lee works under the name of the world's leading wealth management firm, UBS Financial Services, the service he provides for his customers is that of a specialized boutique. Lee contacts his clients regularly to stay informed of their ever-changing needs. By developing disciplined investment plans based on each client's goals, he offers wealth management strategies for today and years to come.

Lee actively supports and participates in many community and charitable events focusing on animals, women's shelters and Veteran's services. A self-described professional foodie, Lee is always searching out new and unique restaurants during his travels. Some of Lee's passions are family time, walking, driving and sports.

Each year since 2011 Lee has achieved recognition as a UBS Chairman's Club Member, a designation earned for exceptional service. To speak with Lee or schedule an appointment please contact him via e-mail at lee.oleinick@ubs.com
- Barron's Top 1,000 Financial Advisors, 2012, 2013The Barron's rating is awarded annually in March and is based on information from the prior year Q3.
- Barron's Top 1,200 Financial Advisors, 2014, 2015, 2016, 2017
  The Barron's rating is awarded annually in March and is based on information from the prior year Q3.
- Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022, 2023, 2024The 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, 2023, 2024The 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.
500 Grant Street BNY Mellon Center
46th Floor
Pittsburgh, PA 15219

lee.oleinick@ubs.com

Lee Oleinick

500 Grant Street BNY Mellon Center,Pittsburgh,PA,15219
Jack Greenberg, CFP, CEPA

Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AZ
- CA
- CO
- DC
- DE
- FL
- GA
- IA
- IL
- IN
- KS
- MA
- MD
- ME
- MI
- MO
- NC
- NJ
- NV
- NY
- OH
- OK
- PA
- SC
- TN
- TX
- VA
- VI
- WA
Jack joined Walnut Wealth Management Group in 2013 after working for Morgan Stanley Wealth Management, where he began his career as a Financial Advisor.

Jack is responsible for developing in-depth financial plans and wealth management strategies for individual clients. He is committed to helping clients find creative solutions to complex financial issues.

Jack received a BA in Political Science from Pennsylvania State University and earned the CERTIFIED FINANCIAL PLANNER™ designation after completing an intensive educational program, passing a rigorous examination and meeting stringent experience requirements. Jack adheres to a professional Code of Ethics and fulfills annual continuing education requirements to remain aware of current planning strategies and financial trends.

Jack played varsity baseball at Penn State and the University of Rhode Island. When he is not helping clients implement financial strategies, he enjoys the outdoors, golfing, skiing, traveling and spending time with friends and family.

CA Insurance License #0M09308
- Forbes Best-in-State Wealth Management Teams, 2023, 2024The 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.
600 Grant Street
Suite 4650
Pittsburgh, PA 15219

jacob.greenberg@ubs.com

Jack Greenberg, CFP, CEPA

600 Grant Street,Pittsburgh,PA,15219
Lisa Lucas

Authorized Officer

Team Administrator
View bio
- CA
- CO
- FL
- IL
- MD
- NC
- NJ
- NY
- OH
- PA
- TX
A life long resident of Pittsburgh, Lisa has over 20 years experience in the financial services industry. Prior to joining UBS Financial Services in 2016, Lisa has worked as a Client Engagement Associate and a Portfolio Associate at Morgan Stanley. Lisa obtained her Series 7 and Series 65 security licenses in 2002.

As a Team Administrator at UBS Lisa oversees the Walnut Wealth Management Group to help the team perform at maximum efficiency so that all client's needs and requests are met promptly.

Lisa resides in the South Hills of Pittsburgh with her husband and her two children. She enjoys traveling, reading, yoga and spending time with family.
600 Grant Street
Suite 4650
Pittsburgh, PA 15219

lisa.lucas@ubs.com

Lisa Lucas

600 Grant Street,Pittsburgh,PA,15219
Denise Arndt

Client Associate
View bio
Denise has been with UBS since 1998. She oversees client administration for Walnut Wealth Management Group. Focusing on various facets of service to fulfill client's current and ongoing needs through communication and account maintenance. In addition to administrative services, Denise also provides operational support to Walnut Wealth Management Group.

At home, Denise enjoys gardening, completing home renovation projects and relaxing with friends and family.
600 Grant Street
Suite 4650
Pittsburgh, PA 15219

denise.arndt@ubs.com

Denise Arndt

600 Grant Street,Pittsburgh,PA,15219
Brandon Pruss

Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AZ
- CA
- CO
- DC
- DE
- FL
- GA
- IL
- IN
- KS
- MA
- MD
- ME
- MO
- NC
- NJ
- NV
- NY
- OH
- OK
- PA
- SC
- TN
- TX
- VA
- VI
- WA
- WV
- Forbes Best-in-State Wealth Management Teams, 2023, 2024The 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.
600 Grant Street
Suite 4650
Pittsburgh, PA 15219

brandon.pruss@ubs.com

Brandon Pruss

600 Grant Street,Pittsburgh,PA,15219

Lee Oleinick

Managing Director–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- IN
- KS
- KY
- MA
- MD
- ME
- MI
- MO
- NC
- NJ
- NV
- NY
- OH
- OK
- PA
- SC
- TN
- TX
- UT
- VA
- VI
- WA
- WV
Lee Oleinick is Managing Director - Wealth Management at UBS Financial Services in Shadyside, Pennsylvania. Since 1993, Lee has always valued relationships with clients as his most important assets. As a financial advisor, he is focused on providing tailored wealth management strategies and astute portfolio management to help clients grow their assets and achieve financial goals. Lee produces asset allocation strategies that employ the use of products such as equities, fixed income, structured products, mutual funds and exchange traded funds. As investor goals and needs change over time, Lee is ready to advance and develop the best strategies going forward.

While Lee works under the name of the world's leading wealth management firm, UBS Financial Services, the service he provides for his customers is that of a specialized boutique. Lee contacts his clients regularly to stay informed of their ever-changing needs. By developing disciplined investment plans based on each client's goals, he offers wealth management strategies for today and years to come.

Lee actively supports and participates in many community and charitable events focusing on animals, women's shelters and Veteran's services. A self-described professional foodie, Lee is always searching out new and unique restaurants during his travels. Some of Lee's passions are family time, walking, driving and sports.

Each year since 2011 Lee has achieved recognition as a UBS Chairman's Club Member, a designation earned for exceptional service. To speak with Lee or schedule an appointment please contact him via e-mail at lee.oleinick@ubs.com
- Barron's Top 1,000 Financial Advisors, 2012, 2013The Barron's rating is awarded annually in March and is based on information from the prior year Q3.
- Barron's Top 1,200 Financial Advisors, 2014, 2015, 2016, 2017
  The Barron's rating is awarded annually in March and is based on information from the prior year Q3.
- Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022, 2023, 2024The 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, 2023, 2024The 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.
500 Grant Street BNY Mellon Center
46th Floor
Pittsburgh, PA 15219

lee.oleinick@ubs.com

Lee Oleinick

500 Grant Street BNY Mellon Center,Pittsburgh,PA,15219
Jack Greenberg, CFP, CEPA

Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AZ
- CA
- CO
- DC
- DE
- FL
- GA
- IA
- IL
- IN
- KS
- MA
- MD
- ME
- MI
- MO
- NC
- NJ
- NV
- NY
- OH
- OK
- PA
- SC
- TN
- TX
- VA
- VI
- WA
Jack joined Walnut Wealth Management Group in 2013 after working for Morgan Stanley Wealth Management, where he began his career as a Financial Advisor.

Jack is responsible for developing in-depth financial plans and wealth management strategies for individual clients. He is committed to helping clients find creative solutions to complex financial issues.

Jack received a BA in Political Science from Pennsylvania State University and earned the CERTIFIED FINANCIAL PLANNER™ designation after completing an intensive educational program, passing a rigorous examination and meeting stringent experience requirements. Jack adheres to a professional Code of Ethics and fulfills annual continuing education requirements to remain aware of current planning strategies and financial trends.

Jack played varsity baseball at Penn State and the University of Rhode Island. When he is not helping clients implement financial strategies, he enjoys the outdoors, golfing, skiing, traveling and spending time with friends and family.

CA Insurance License #0M09308
- Forbes Best-in-State Wealth Management Teams, 2023, 2024The 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.
600 Grant Street
Suite 4650
Pittsburgh, PA 15219

jacob.greenberg@ubs.com

Jack Greenberg, CFP, CEPA

600 Grant Street,Pittsburgh,PA,15219
Lisa Lucas

Authorized Officer

Team Administrator
View bio
- CA
- CO
- FL
- IL
- MD
- NC
- NJ
- NY
- OH
- PA
- TX
A life long resident of Pittsburgh, Lisa has over 20 years experience in the financial services industry. Prior to joining UBS Financial Services in 2016, Lisa has worked as a Client Engagement Associate and a Portfolio Associate at Morgan Stanley. Lisa obtained her Series 7 and Series 65 security licenses in 2002.

As a Team Administrator at UBS Lisa oversees the Walnut Wealth Management Group to help the team perform at maximum efficiency so that all client's needs and requests are met promptly.

Lisa resides in the South Hills of Pittsburgh with her husband and her two children. She enjoys traveling, reading, yoga and spending time with family.
600 Grant Street
Suite 4650
Pittsburgh, PA 15219

lisa.lucas@ubs.com

Lisa Lucas

600 Grant Street,Pittsburgh,PA,15219
Denise Arndt

Client Associate
View bio
Denise has been with UBS since 1998. She oversees client administration for Walnut Wealth Management Group. Focusing on various facets of service to fulfill client's current and ongoing needs through communication and account maintenance. In addition to administrative services, Denise also provides operational support to Walnut Wealth Management Group.

At home, Denise enjoys gardening, completing home renovation projects and relaxing with friends and family.
600 Grant Street
Suite 4650
Pittsburgh, PA 15219

denise.arndt@ubs.com

Denise Arndt

600 Grant Street,Pittsburgh,PA,15219
Brandon Pruss

Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AZ
- CA
- CO
- DC
- DE
- FL
- GA
- IL
- IN
- KS
- MA
- MD
- ME
- MO
- NC
- NJ
- NV
- NY
- OH
- OK
- PA
- SC
- TN
- TX
- VA
- VI
- WA
- WV
- Forbes Best-in-State Wealth Management Teams, 2023, 2024The 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.
600 Grant Street
Suite 4650
Pittsburgh, PA 15219

brandon.pruss@ubs.com

Brandon Pruss

600 Grant Street,Pittsburgh,PA,15219

Turn possibilities into a plan

What’s really important to you—today and for the long term? UBS Wealth Way starts with questions and discussions that can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

^{UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment. Time frames may vary. Strategies are subject to individual client goals, objectives and suitability.}

House View Monthly

A leading global wealth manager

UBS Year Ahead 2025

Roaring 20s: The next stage

Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.

A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.

Read the report

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Wealth advice for your life's goals

Pursuing your goals together

Lee Oleinick

Jack Greenberg, CFP, CEPA

Lisa Lucas

Denise Arndt

Brandon Pruss