In an industry built on relationships, Lee Oleinick is a person you can trust
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 email@example.com
Lee Oleinick has been recognized as an industry leader.
- Forbes Best-In-State Wealth Advisors, 2018, 2019, 2020, 2021
- Barron's Top 1,200 Financial Advisors, 2014, 2015, 2016, 2017
- Barron's Top 1,000 Financial Advisors, 2012, 2013