Vice President Wealth Management Portfolio Manager · Envision Capitol Wealth Management · company speakers →
Patricia Van Kirk has 25 years of experience providing wealth planning and portfolio management services to high-net-worth families and institutions. She started her career at Merrill Lynch in 1994 and joined UBS in 2012. Patricia provides personalized family wealth plans and estate planning strategies, risk management and portfolio management services. Patricia is a portfolio manager responsible for several different investment strategies and an avid supporter of socially responsible and impact investing. Patricia earned the Certified Private Wealth Advisor (CPWA®) designation from University of Chicago’s Booth School of Business, the Certified Investment Management Analyst (CIMA®) designation from The Wharton School and the CFP® designation from the College of Financial Planning. She holds Series 7, 3, 31, 63 and 65 securities licenses and received a Bachelor of Business Administration degree in Finance from the University of Iowa.
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