For the business owner and affluent families

We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.

Mark Korona

Financial Advisor

Mark is a Senior Vice President and Senior Portfolio Manager with Paradigm Partners in Lexington, KY. He has been with UBS since 2010, having previously worked with the J.P. Morgan Private Bank and Merrill Lynch. Prior to entering the financial services industry in 2003, Mark held numerous technology leadership and consulting positions in both public and private firms. Mark and his team focus mainly on prospecting business owners, particularly those that may be interested in transitioning their business to family or outside owners. The team has been successful in closing approximately $160m of transactions since 2015. In addition to working with and prospecting business owners, the team focuses on HNW and UHNW individuals, with average relationship size in the $2 mm range. Mark and his partner David Demarest, have spoken to a number of UBS financial advisors across the Southeast in recent years about their success in working with business owners through the UBS Business Development Group.

Outside of work, he enjoys waterskiing, golf, and hiking. He is a board member of the Kentucky Nephrology Research Trust. 

Registered States:
  • CT
  • DE
  • FL
  • GA
  • IL
  • IN
  • KY
  • LA
  • MA
  • MD
  • MI
  • MO
  • MS
  • NM
  • NY
  • OH
  • OK
  • PA
  • SC
  • TN
  • TX
  • VA
  • WV


  • Bachelor of Electrical Engineering, University of Dayton
  • Masters of Business Administration, The University of Dallas


  • Senior Portfolio Manager
  • Series 7, 66, 3 licenses

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Estate planning strategies
Exit planning
Business Owners
Financial Services professionals
Financial planning
307 South Ashland Avenue
Lexington, KY 40502
  • (859) 335-8108

Email Me

Advice. Beyond investing.

Wealth, from your point of view

Advice for business owners

Advice for business owners

two men planning

Ready to sell your business?

The five hallmarks of a successful sale

Move forward with confidence in possibly the biggest venture of your life. We can help advise and orchestrate your entire team of experts throughout the sale process and beyond.

A leader in wealth management

Backed by the strength of our parent company, UBS AG

Global leader

UBS is a leading and truly global wealth manager