Lee Oleinick-UBS Financial Services Inc

Daniel Pessy-UBS Financial Services Inc, located in Pittsburgh, PA, specializes in wealth management and financial planning for high-net-worth individuals and business owners. With over 20 years of experience, Daniel Pessy and his team provide a holistic approach that encompasses wealth accumulation, preservation, and transfer strategies. As a Senior Portfolio Manager and Wealth Advisor, Daniel offers personalized investment management and retirement planning services, working closely with employers to design qualified retirement plans. He is actively involved in community initiatives, including support for Duquesne University and the American Cancer Society, while also enjoying golf and family time. Generated from the website

Visit our office today located in Pittsburgh, PA. Our team of seasoned Financial Advisors and service professionals are committed to listening to you, assessing your concerns and developing a clear action plan helping you achieve what matters most.

Visit our office today located in Pittsburgh, PA. Our team of seasoned Financial Advisors and service professionals are committed to listening to you, assessing your concerns and developing a clear action plan helping you achieve what matters most.