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UBS is a leading and truly global wealth manager
As UBS Wealth Advisors, we understand that wealth management is more than just access to the wide range of financial services and solutions. You need those services and solutions tailored to your unique situation to help pursue your personal financial goals and dreams. We're here to help you embrace your financial future.
Senior Vice President–Wealth Management
Financial Advisor
CA Insurance License # 0H74699
Kirk began his career in the financial service industry in 1988. He has 31 years of experience working with Shearson Lehman Brothers and Prudential Securities/Wachovia Securities prior to joining UBS in 2005.
Kirk is a CERTIFIED FINANACIAL PLANNER™ professional. He is FINRA registered and holds Series 7, 63, 65 and Life and Health Insurance licenses.
Kirk is focused at using the skills and knowledge he has gained as the result of obtaining his CFP® certification, a UBS Retirement Plan Consultant and a UBS Wealth Advisor. This allows him the ability to service a wide range of clients.
Kirk grew up in Madison, CT spending the summers on the beach and a family camp in Northern Vermont. He attended Clarkson University in Potsdam, NY where he earned a BS in Finance with a minor in Economics.
Kirk has lived in Milford, CT since 1990 and has three grown children – 2 daughters, Elena and Eva and 1 son, Erik.
In his free time, Kirk enjoys mountain biking, skiing, playing lacrosse and rowing. In 2018 he became a World Rowing Masters Regatta champion for pairs in the Age 45-49 and Age 50-54 categories. He is also an active member of the New Haven Rowing Club and he plays for the Quinnipiac Valley Lacrosse Club Poon Dogs 40+ team.
Education
Credentials
Senior Vice President–Wealth Management
Financial Advisor
CA Insurance License # 0H74699
Kirk began his career in the financial service industry in 1988. He has 31 years of experience working with Shearson Lehman Brothers and Prudential Securities/Wachovia Securities prior to joining UBS in 2005.
Kirk is a CERTIFIED FINANACIAL PLANNER™ professional. He is FINRA registered and holds Series 7, 63, 65 and Life and Health Insurance licenses.
Kirk is focused at using the skills and knowledge he has gained as the result of obtaining his CFP® certification, a UBS Retirement Plan Consultant and a UBS Wealth Advisor. This allows him the ability to service a wide range of clients.
Kirk grew up in Madison, CT spending the summers on the beach and a family camp in Northern Vermont. He attended Clarkson University in Potsdam, NY where he earned a BS in Finance with a minor in Economics.
Kirk has lived in Milford, CT since 1990 and has three grown children – 2 daughters, Elena and Eva and 1 son, Erik.
In his free time, Kirk enjoys mountain biking, skiing, playing lacrosse and rowing. In 2018 he became a World Rowing Masters Regatta champion for pairs in the Age 45-49 and Age 50-54 categories. He is also an active member of the New Haven Rowing Club and he plays for the Quinnipiac Valley Lacrosse Club Poon Dogs 40+ team.
Education
Credentials
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Global leader
UBS is a leading and truly global wealth manager