Kirk joined Universal Advisory Services in 1999 and presently serves as Chief Financial Officer and Chairman of the Investment Committee. His responsibilities include directing investment policy, overseeing client portfolios, and managing the company’s finances. Kirk has substantial experience in corporate finance across several industries and in various financial and operational capacities. Kirk earned his Master’s Degree in Finance from the MBA program at the University of Chicago and his Bachelors Degree in Economics from Wheaton College in 1985. Additionally, Kirk was awarded the Chartered Financial Analyst® (CFA®) designation. Kirk serves as a board member of National Advisors Trust and the Board and Investment Committee of Guidestone Financial Services.
Prior to Universal Advisory Services, Kirk’s work experience included financial and management positions with Public Service Company of NM, Conoco, Horizon Healthcare, and Group 1 Automotive, a publicly traded company engaged in the consolidation of the retail automotive industry.