Christine Kirk

Senior Investment Strategist @UMB Bank

Denver, CO, US
EMAILS
c••••••••@umb.com
MOBILE NUMBERS
+13•••••••52

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WORK HISTORY

Jan 2025 — Present

Senior Investment Strategist @UMB Bank

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Denver, CO, US

Serve as the lead investment expert for high-net-worth individuals and families, delivering customized portfolio strategies aligned with clients’ financial goals and risk profiles.• Work closely with clients to provide high-touch, ongoing investment guidance as part of a comprehensive wealth management plan.• Lead the design, management, and oversight of discretionary investment advisory accounts within the firm’s Portfolio Management Division.• Act as a central point of contact for investment-related communication, fostering trust through proactive outreach, education, and clarity in complex market environments.• Collaborate cross-functionally with financial planners, trust advisors, and client service teams to ensure a seamless, client-centric experience.

EDUCATION

N/A

Colorado State University

Bachelor of Business Administration (BBA)

ABOUT CHRISTINE KIRK

Senior Investment Strategist at UMB Bank

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