2026 SPEAKER LINEUP
The 2026 Exit Planning Summit features a variety of industry experts and exit planning thought leaders for introductory to advanced exit planning sessions.
Kristan Rowland
I'm a Financial Advisor with a background in Insitutional Equity Research - I love analyzing businesses. It was natural when I joined the Brown/Lisy Wealth Management team at UBS, that I would use my knowledge and focus my attention on helping...
ABOUT KRISTAN
I'm a Financial Advisor with a background in Insitutional Equity Research - I love analyzing businesses. It was natural when I joined the Brown/Lisy Wealth Management team at UBS, that I would use my knowledge and focus my attention on helping business owners. They are people I genuinely admire for their courage and creativity.
Below is my detailed LinkedIn Bio. I hold the CFA, CPWA and CEPA designations; earned my MBA from the University of Chicago Booth School of Business and a BA from the University of Notre Dame. I am a past Chair of the Board of CFA Society Chicago, a 4500+ member organization and one of the largest CFA Societies globally.
https://www.linkedin.com/in/kristanrowlandcfa/