Leonard Kichler
- Role
- Managing Director - Wealth Management at UBS
- Location
- Cleveland, OH, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
About Leonard Kichler
As the team leader of Kichler Wealth Management, I head an experienced team that focuses…
Experience
Managing Director - Wealth Management
Feb 2007 — Present
Currently work with over 150 families on their comprehensive financial planning and wealth management needs and oversee more than $650 million in client assets as of 01/01/2022.
Education
University of Michigan - Stephen M. Ross School of Business
BBA, Business Administration
1976 — 1980
Weatherhead School of Management at Case Western Reserve University
MBA, Business Administration
1981 — 1984
Skills
- Risk Management
- Wealth Management
- Retirement Planning
- Strategic Financial Planning
- Investment Strategies
- Asset Allocation
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