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.
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.
Senior Registered Client Associate
Tammy joined UBS in 202, bringing over 26 years of wealth management experience. She is passionate about serving clients, and helping them achieve their financial goals.
In her time away from the office, she enjoys crafting, quilting, family time and camping with her husband.
Senior Registered Client Associate
Tammy joined UBS in 202, bringing over 26 years of wealth management experience. She is passionate about serving clients, and helping them achieve their financial goals.
In her time away from the office, she enjoys crafting, quilting, family time and camping with her husband.
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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