Ksenia Trikoz
Client Services Manager
About me
Ksenia Trikoz is a Licensed Client Service Manager 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.
Over the past 15 years, Ksenia has held roles at some of the biggest names in finance, including Goldman Sachs, MIT Investment Management, and Standard & Poor’s. She brings a strong background in financial analysis and investment strategy to her work, helping clients make sense of their money through clear, approachable analysis.
Ksenia holds Series 65, 63, and 7 licenses, along with a New York Life & Health Insurance license.
Outside of work, you’ll find Ksenia hiking steep trails or swimming in scenic gorges with her goldendoodle, Larry. She’s also a professional photographer, best known in Ithaca for her portraits of people and businesses. Fluent in Russian, a chess strategist, and a fearless poker player, Ksenia brings both brains and creativity to everything she does.