Financial planning tailored to your goals

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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, 2023The 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, 2023The 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.

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Chris began his career as a financial advisor at UBS in 2004.

Chris develops and oversees investment portfolios customized to client specifications.  Whether the objectives are preserving or growing wealth, generating a desired income, or managing risk, he is committed to properly integrating client investment portfolios with their personal financial goals.  His process is to develop a clear understanding of a client's comprehensive financial picture so that the investment portfolio can be tailored accordingly.  Regular meetings and ongoing communication with clients allow for Chris to make portfolio adjustments as client plans dictate.

Chris was a captain of the varsity basketball team and graduated with honors from Carnegie Mellon University with a Bachelor's degree in Business Administration.  He has also earned a Master of Information Systems Management and Master of Business Administration from Carnegie Mellon University.

He actively supports and participates in various charitable endeavors and enjoys coaching his sons' sports teams.  Chris and his wife, Megan, have three boys and live in the Sewickley area.

CA Insurance License #0H74790

• Forbes Best-in-State Wealth Management Teams, 2023The 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.

• Certified Exit Planning Advisor

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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, 2023The 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.

• Certified Exit Planning Advisor
• CERTIFIED FINANCIAL PLANNER™

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Brandon joined UBS in January of 2022 but has been in the financial services industry for over 20 years.

Brandon has an extensive background in retirement and estate planning and enjoys using his experience to partner with attorneys and certified public accountants to solve complex estate planning issues for his clients.  Brandon recently achieved the Certified Exit Planning Advisor designation and looks forward to combining his estate planning knowledge with his new designation in order to help business owners maximize the value in their businesses.  Brandon enjoys the relationships he builds with clients and using his knowledge to help his clients comfortably and tax efficiently fund their retirements and maximize the estate they leave to their beneficiaries.

Brandon gratduated from Pennsylvania State University with a BA degree in English.  Brandon enjoys playing soccer, golfing, and spending time in the woods with his wife and two small children.

• Forbes Best-in-State Wealth Management Teams, 2023The 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.

• Certified Exit Planning Advisor

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.

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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 ensure the team performs 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.