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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.
First Vice President–Wealth Management
Financial Advisor
Over the past 27 years, Kurt has helped clients manage their wealth throughout good times and bad. He joined UBS in 2014 to provide his clients a new wealth management experience.
Kurt earned his bachelor's degree in finance from the University of Illinois and an M.B.A. from the University of Colorado at Denver. Kurt lives in the foothills of southwest Denver where he raised two children and enjoys practicing guitar, mountain biking and swimming.
First Vice President–Wealth Management
Financial Advisor
Over the past 27 years, Kurt has helped clients manage their wealth throughout good times and bad. He joined UBS in 2014 to provide his clients a new wealth management experience.
Kurt earned his bachelor's degree in finance from the University of Illinois and an M.B.A. from the University of Colorado at Denver. Kurt lives in the foothills of southwest Denver where he raised two children and enjoys practicing guitar, mountain biking and swimming.
Is your portfolio ready?
In the first 100 days of a second Trump administration, policy uncertainty continues to dominate. Do you have questions about the impact of tariffs, inflation and geopolitical developments on your investment strategy?
We’re here to help you make sense of it all and move forward with confidence. Make sure your portfolio is prepared for ongoing market volatility.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
