I'm a Financial Advisor with a background in Insitutional Equity Research - I love analyzing businesses. It was natural when I joined the Brown/Lisy Wealth Management team at UBS, that I would use my knowledge and focus my attention on helping business owners. They are people I genuinely admire for their courage and creativity.
Below is my detailed LinkedIn Bio. I hold the CFA, CPWA and CEPA designations; earned my MBA from the University of Chicago Booth School of Business and a BA from the University of Notre Dame. I am a past Chair of the Board of CFA Society Chicago, a 4500+ member organization and one of the largest CFA Societies globally.
https://www.linkedin.com/in/kristanrowlandcfa/
{custom_meta_description=Kristan Rowland - - Kristan Rowland - Chicago, Illinois, profile_url=https://6863690.fs1.hubspotusercontent-na1.net/hubfs/6863690/8_Unknown/Member%20Images/KRheadshot2.jpg, city=Chicago, display_country=United States, hs_object_source_detail_1=Find A CEPA (April 2025) , profile_description=
I'm a Financial Advisor with a background in Insitutional Equity Research - I love analyzing businesses. It was natural when I joined the Brown/Lisy Wealth Management team at UBS, that I would use my knowledge and focus my attention on helping business owners. They are people I genuinely admire for their courage and creativity.
Below is my detailed LinkedIn Bio. I hold the CFA, CPWA and CEPA designations; earned my MBA from the University of Chicago Booth School of Business and a BA from the University of Notre Dame. I am a past Chair of the Board of CFA Society Chicago, a 4500+ member organization and one of the largest CFA Societies globally.
https://www.linkedin.com/in/kristanrowlandcfa/
, hs_object_source_label=AUTOMATION_PLATFORM, url_slug=kristan-rowland, lname=Rowland, hs_object_source_id=enrollmentId:1651343309676;actionExecutionIndex:0, cepa_attendance_sheet_url=https://exit-planning-institute.org/hubfs/5_Account%20Management/Certificates%20of%20Attendance/CEPA%20APRIL%202025/ROWLAND-KRISTAN-CERTIFICATE%20OF%20ATTENDANCE-CFP-NASBA-CEPAOnline-2025-APRIL.pdf, hs_createdate=1746191554385, cohortium_profile_title=Kristan Rowland | Financial Advisor at Kristan Rowland | CEPA Connect Member, state=Illinois, id=27249993748, advisor_type=Financial Advisor, member_profile_approval_flag=false, custom_page_title=Exit Planning Institute - Find a CEPA | Kristan Rowland, email=Kristan.Rowland@UBS.com, cohortium_meta_description=Connect with Kristan Rowland, a specialized Financial Advisor working with Kristan Rowland based in Illinois. Serving markets in: Greater Chicagoland, Northwest Indiana, Wisconsin, Michigan., associated_contact_record_id=25954701, website=https://advisors.ubs.com/brownlisygroup/Meet-the-team.htm, markets_served=Greater Chicagoland, Northwest Indiana, Wisconsin, Michigan, cepa_certificate_url=https://exit-planning-institute.org/hubfs/5_Account%20Management/CEPA%20Certificates/CEPA%20APRIL%202025/9228_Rowland_CEPA-Certificate-2025-April.pdf, pending_profile_information=, is_editable=editable, url_slug_2=kristan-rowland, user_profile_updates_pending_epi_team_review=false, impersonate_user_url=https://exit-planning-institute.org/member-detail/kristan-rowland?impersonation=true, full_name=Kristan Rowland, hs_lastmodifieddate=1764932361499, phone=+13125254224, company_name=Kristan Rowland, name=Kristan, hs_object_id=27249993748, associated_resources=0, hs_object_source=AUTOMATION_PLATFORM, postal_code=60606, status=Published, hs_updated_by_user_id=78050139}
