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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.
Senior Vice President–Wealth Management
Leo Khorolinsky is a Senior Vice President - Wealth Management and Portfolio Manager at UBS Financial Services for the FKS Wealth Management Group. Leo is one of the founders and principals of FKS Wealth Management Group, which works exclusively with successful families, business owners, young professionals and their advisors. Leo Khorolinsky has more than 18 years of experience through his service at Merrill Lynch, Wells Fargo Advisors and UBS. Leo received his bachelor's degree in Information and Decision Sciences from the University of Illinois at Chicago. He later received his Certified Investment Management Analyst (CIMA) designation through Wharton School of Business and completed a financial-planning program at Loyola University. Leo also received his designation for Certified Private Wealth Advisor (CPWA) from the University of Chicago.
Leo believes in developing life lasting relationship with his clients as a trusted financial advisor and someone who pays close attention to every aspect and detail of their life. Leo sits on a few private company boards and is a trusted advisor to a number of affluent professional athletes.
Leo is a devoted husband and father. He and his wife Kate have two daughters, Maria and Elizabeth. Together, they love to travel and plan on visiting every part of the world.
Education
Credentials
Senior Vice President–Wealth Management
Leo Khorolinsky is a Senior Vice President - Wealth Management and Portfolio Manager at UBS Financial Services for the FKS Wealth Management Group. Leo is one of the founders and principals of FKS Wealth Management Group, which works exclusively with successful families, business owners, young professionals and their advisors. Leo Khorolinsky has more than 18 years of experience through his service at Merrill Lynch, Wells Fargo Advisors and UBS. Leo received his bachelor's degree in Information and Decision Sciences from the University of Illinois at Chicago. He later received his Certified Investment Management Analyst (CIMA) designation through Wharton School of Business and completed a financial-planning program at Loyola University. Leo also received his designation for Certified Private Wealth Advisor (CPWA) from the University of Chicago.
Leo believes in developing life lasting relationship with his clients as a trusted financial advisor and someone who pays close attention to every aspect and detail of their life. Leo sits on a few private company boards and is a trusted advisor to a number of affluent professional athletes.
Leo is a devoted husband and father. He and his wife Kate have two daughters, Maria and Elizabeth. Together, they love to travel and plan on visiting every part of the world.
Education
Credentials
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.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
