Exit Planning Summit speaker Chris Kurdziel

Panelist

Chris Kurdziel

Assistant Market Head, UBS

Chris is skilled in helping individuals and teams identify and prioritize what is important to them, where they are now, where they want to be at a future date, and create an accountable action plan to achieve meaningful business results.

Session: Financial Advisor Panel

About Chris

One of Chris Kurdziel’s core beliefs is that wealth is as qualitative as it is quantitative. She truly believes that wealth is about living according to a defined value system, that this value system will vary by family unit and that the social, intellectual, and human capital within a family is equally or more important than the financial capital of that family unit. Depending upon how a family mixes these ingredients they can create opportunities and legacies to enhance their world in meaningful ways.

Chris is skilled in helping individuals and teams identify and prioritize what is important to them, where they are now, where they want to be at a future date and create an accountable action plan to achieve meaningful business results. In her current role Chris coaches Financial Advisors and their teams, leadership teams within the Market and helps drive business results through strategic planning and partnering, coaching, employee development and community outreach. 

Originally from New York, Chris is married with 2 children. In her free time you’ll see her enjoying the outdoors, exploring new restaurants and appreciating live music.

Exit Planning Summit Title Partner UBS