Managing Director–Wealth Management
• Joined UBS in 2008
• Lehman Brothers Private Investment Management, 2002 - 2008
• Morgan Stanley, 2000 - 2002
• Bear Stearns, Middle Markets Institutional Group, 1998 - 2000
• PaineWebber, Sales Manager, 1993 – 1998
• Earned Certified Financial Planner (CFP) designation, 2013
• Earned Chartered Financial Analyst (CFA) designation, 1999
• B.S.E., Bio-Medical Engineering; B.A., English, Arizona State University, 1990
• Kirk played on Arizona State 1987 Rose Bowl Championship football team and was named Academic All PAC-10 team as a running back
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Education
Credentials
Senior Client Associate