Senior Vice President–Wealth Management
Financial Advisor
Kurt has been serving investors since 1983. His disciplined approach to managing the investments of individuals, families and businesses is enhanced by his comprehensive knowledge of asset allocation, Modern Portfolio Theory, technical analysis, and portfolio management. Kurt has experience with fixed income instruments, trust services, large cap value equities, money manager due diligence and alternative investment strategies. A Washington state native, Kurt is a professional ski instructor and avid photographer. He resides in Seattle’s Magnolia neighborhood with his wife, Mona, and their two children, Zaidee and Finley.
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Credentials
Senior Vice President–Wealth Management
Financial Advisor
Kurt has been serving investors since 1983. His disciplined approach to managing the investments of individuals, families and businesses is enhanced by his comprehensive knowledge of asset allocation, Modern Portfolio Theory, technical analysis, and portfolio management. Kurt has experience with fixed income instruments, trust services, large cap value equities, money manager due diligence and alternative investment strategies. A Washington state native, Kurt is a professional ski instructor and avid photographer. He resides in Seattle’s Magnolia neighborhood with his wife, Mona, and their two children, Zaidee and Finley.
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Credentials
Senior Vice President–Wealth Management
Financial Advisor
Joe joined UBS in 2012 from J.P. Morgan Private Bank in Seattle where he worked as a banker for 2 years serving individuals, families and foundations. Prior to his role in Seattle, Joe was an investment specialist for J.P. Morgan in Dallas, TX, for 6 years. He began his career with Pennaluna in Coeur d'Alene, Idaho in 2002. Joe received his BA in Finance from Texas Christian University and holds his MBA in Financial Services, as well as, the Series 7 and 66 securities licenses. Joe is a native of Spokane, WA and lives in Sammamish with his wife, son and daughter. He enjoys hiking, fishing, the outdoors and being an active member in his local church community.
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Credentials
Senior Vice President–Wealth Management
Financial Advisor
Joe joined UBS in 2012 from J.P. Morgan Private Bank in Seattle where he worked as a banker for 2 years serving individuals, families and foundations. Prior to his role in Seattle, Joe was an investment specialist for J.P. Morgan in Dallas, TX, for 6 years. He began his career with Pennaluna in Coeur d'Alene, Idaho in 2002. Joe received his BA in Finance from Texas Christian University and holds his MBA in Financial Services, as well as, the Series 7 and 66 securities licenses. Joe is a native of Spokane, WA and lives in Sammamish with his wife, son and daughter. He enjoys hiking, fishing, the outdoors and being an active member in his local church community.
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Credentials
Investment Associate
Investment Associate
Client Associate
Client Associate
Client Associate
Client Associate
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
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