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

Education financing

Education financing

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

A way forward

Understanding your life, your wealth and what you want to accomplish.

We ask the questions and find the answers that can help you explore and pursue your financial goals in the short term, long term or whatever your terms may be.

Let's talk about how we can help you plan for the life you want

Our approach incorporates Liquidity. Longevity. Legacy. strategies 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.

Backed by the strength of UBS

A global leader in wealth management

$3.3 trillion

In invested assets globally 
As of 12/31/2021

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

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