$2.8 trillion
In invested assets globally
As of 06/30/2022
Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.
Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.
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
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
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
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.
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.
Since 1978 Debora has accumulated experience and knowledge to provide customized wealth management advice and personalized service.
Debora contacts clients regularly to coordinate reviews and updates, so we may stay informed of client's ever-changing needs. By developing disciplined investment plans based on each client’s unique situation, we work together toward achieving your goals.
Debora graduated Magna Cum Laude from the University of Pittsburgh with a Bachelor's degree in Business. She holds Series 7, 9, 10, 63 and 65 licenses, as well as her Pennsylvania insurance license. She resides in Shaler Township and enjoys visiting the Florida Gulf shores. At home, she enjoys spending time with family and friends.
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
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
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
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.
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.
Since 1978 Debora has accumulated experience and knowledge to provide customized wealth management advice and personalized service.
Debora contacts clients regularly to coordinate reviews and updates, so we may stay informed of client's ever-changing needs. By developing disciplined investment plans based on each client’s unique situation, we work together toward achieving your goals.
Debora graduated Magna Cum Laude from the University of Pittsburgh with a Bachelor's degree in Business. She holds Series 7, 9, 10, 63 and 65 licenses, as well as her Pennsylvania insurance license. She resides in Shaler Township and enjoys visiting the Florida Gulf shores. At home, she enjoys spending time with family and friends.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Our current consumption trends require the resources of 2.3 planets, but we only have one. The circular economy creates opportunities for innovation and investment while encouraging resource efficiency and can create cost savings.
Are you ready for a retirement that could span 30 years or more? What’s the right plan to help make sure your retirement funds last? The longer you spend in retirement, the greater the impact these decisions can have. Our team will work with you to help preserve your lifestyle and livelihood in retirement by understanding your goals, risk and time horizon.
Talking about future financial responsibility can be an emotional and challenging topic for both parents and children. Whether you’re discussing an inheritance, insurance, a business transition or wealth transfer, an open, honest discussion among family members makes the process more rewarding for everyone. Let us show you how.
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.
$2.8 trillion
In invested assets globally
As of 06/30/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
Your message has been successfully submitted.
Your submission was unsuccessful.