Ksenia Trikoz
Financial Advisor & Managing Director of Operations
About me
Ksenia Trikoz is a Financial Advisor and Managing Director of Operations at Fingerlakes Wealth Management. She holds a Master’s degree in Financial Engineering from Cornell University and a Bachelor of Science in Industrial Engineering, Mathematics, and Computer Science from Worcester Polytechnic Institute. She also earned a Certificate in Financial Planning from NYU.
Over the past 15 years, Ksenia has held roles at some of the biggest names in finance, including Goldman Sachs, MIT Investment Management Company, and Standard & Poor’s. She brings a strong background in financial analysis and investment strategy to her work, helping clients make sense of their finances through clear, approachable guidance.
Ksenia holds Series 63, 65, 7, and SIE licenses, along with a New York Life and Health Insurance license.
Outside of work, you’ll find Ksenia hiking mountain peaks and swimming in scenic Ithaca gorges with her goldendoodle, Larry. She is also a professional photographer, best known in Ithaca for her portraits of people and businesses. Fluent in Russian, a poker strategist, and a jack of all trades, Ksenia brings both brains and creativity to everything she does.