Walnut Wealth Management Group - UBS Financial Services Inc.

Lee Oleinick - UBS Financial Services Inc. is a boutique wealth management firm located in Shadyside, Pennsylvania. With over 25 years of experience, Lee Oleinick is dedicated to providing tailored wealth management strategies and astute portfolio management to help clients achieve their financial goals. As a Managing Director, Lee focuses on developing long-term relationships with clients and offers personalized investment plans based on each client's goals. Christopher Butsko, a Senior Vice President at UBS Financial Services Inc., is committed to integrating client investment portfolios with their personal financial goals. With a comprehensive understanding of a client's financial picture, Chris develops and oversees customized investment portfolios. He is dedicated to ongoing communication and making portfolio adjustments as client plans dictate. Chris has received industry recognition for his expertise in wealth management.Generated from the website

Jack Greenberg - UBS Financial Services Inc. is a wealth management firm based in Pittsburgh, PA. They provide personalized financial planning and wealth management services to help clients navigate major life events and preserve and pass on their wealth. With a focus on thoughtful financial planning and a comprehensive approach to managing all aspects of their clients' financial lives, they aim to make a real impact in the lives of their clients. Jack Greenberg, Vice President of Wealth Management, joined Walnut Wealth Management Group in 2013 after working for Morgan Stanley Wealth Management. With a background in political science and extensive experience in the financial industry, Jack is responsible for developing in-depth financial plans and wealth management strategies for individual clients. He is dedicated to finding creative solutions to complex financial issues and adheres to a professional Code of Ethics, ensuring that he stays up-to-date with current planning strategies and financial trends through annual continuing education requirements.Generated from the website

Allen Belice, CEPA®, is a Senior Vice President at UBS Financial Services Inc. in Pittsburgh, PA, specializing in wealth management and institutional consulting. With over 30 years of experience, he is dedicated to guiding clients through significant life events and helping them preserve and pass on their wealth through thoughtful financial planning. Alongside his team, Allen focuses on portfolio review, retirement, estate, and insurance planning strategies, ensuring that solutions are tailored to each client's unique needs. He is also actively involved in the Pittsburgh community and has earned several professional designations, including Certified Exit Planning Advisor, to better assist clients in business transitions. Generated from the website