Kirk Badii is the Managing Partner at Badii Group Private Wealth Management since August 2018, providing services to ultra-high-net-worth families and business owners. Additionally, Kirk has served on the Forbes Finance Council since March 2019, a select community for senior finance leaders. Previous experience includes a role as Senior Vice President in Private Wealth Management at UBS from May 2012 to August 2018 and a position in Private Wealth Management at Credit Suisse in 2011-2012. Earlier in the career, Kirk was Executive Vice President at R&G Builders, Inc. from 2000 to 2009. Educational credentials include an MBA in Finance from Pepperdine Graziadio Business School and a BA in Business/Managerial Economics from North Carolina State University, along with certification as a Certified Exit Planning Advisor from the Exit Planning Institute.
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