Leslie Kincheloe
Senior Vice President - Wealth Management at UBS
- Role
- Senior Vice President- Wealth Management at UBS
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
About Leslie Kincheloe
Leslie Kincheloe is a Senior Vice President and Portfolio Manager at UBS Financial Services. In this role, she is responsible for creating and maintaining personalized investment strategies for clients and their families. This includes assisting clients with establishing goals and objectives, developing an appropriate overall strategy, formulating and implementing solutions based upon risk tolerance, time horizon, and liquidity needs, and conducting periodic reviews. In addition, she supports clients through changing market environments to provide traditional guidance in the areas of asset allocation, tax minimization strategies, retirement, and multi-generational strategies with risk-based are the comments of this employee only, and not of UBS Financial Services Inc, its subsidiaries or affiliates. No instructions for business transactions or which affect any client\'s accounts will be accepted through LinkedIn. Communications may be monitored and retained by UBS. All information and comments are provided for current, informational purposes only. See for the full disclosure.**
Experience
Senior Vice President- Wealth Management
Jan 2024 — Present · Charlotte, NC, US
Education
Wake Forest University
MBA
2005 — 2007
Clemson University
BS, Business Management
1994 — 1998
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