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

  1. Managing Director - Wealth Management

    UBS

    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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Leonard Kichler — Managing Director - Wealth Management at UBS in Cleveland, OH, US | Unifers