Kirk is an Investment Analyst at Benefit Financial Services Group. He is responsible for conducting investment research using fundamental and technical analysis. He previously held a position at Bank of America Merrill Lynch, where he was a Financial Solutions Advisor helping clients plan for retirement and helping them achieve their general investing goals. His passion is conducting equity research to potentially find undervalued securities and implement these findings into portfolio construction.
Kirk received a Bachelor of Science from the University of Arizona in Business Administration with an emphasis on Finance. After graduating, Kirk went on to earn his Master’s degree in Finance from the University of Arizona. He is currently a Level II candidate in the CFA® program.
Outside of my professional career I am passionate about:
I am passionate about working out, cooking/food, and cars.
What drew you to the wealth management industry?
My dad is a financial advisor, so I grew up watching the markets. Went to undergrad and grad school for finance. I’m passionate about trading and charts. Lastly, learned at a young age the best thing to do is let your money work for you.
What’s your favorite travel destination?