Financial planning and beyond

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.

Chess board

Leo Khorolinsky, CIMA, CPWA

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.

Registered States:
  • AL
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • HI
  • IA
  • IL
  • IN
  • KY
  • MA
  • MI
  • MO
  • NJ
  • NM
  • NY
  • OH
  • TN
  • TX
  • UT
  • VA
  • WI

Education

  • Bachelor's degree in Information and Decision Sciences, University of Illinois at Chicago

Credentials

  • Portfolio Manager
One Northbrook Place
5 Revere Drive
Northbrook, IL 60062
  • (847) 498-7747

Email Me

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Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

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.

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A global leader in wealth management

$2.8 trillion

In invested assets globally 
As of 06/30/2022

51 countries

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UBS is a world-leading wealth manager

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