Kurt Edwards, Cipm
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Kurt Edwards, Cipm Email & Phone Number

VP of Partner Engagement at Alliance Global Advisors
Location: Charlotte, North Carolina, United States 7 work roles 2 schools
1 work email found @ubs.com 5 phones found area 440, 860, and 212 LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 5 phones

Work email k****@ubs.com
Direct phone (440) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Alliance Global Advisors
Role
VP of Partner Engagement
Location
Charlotte, North Carolina, United States
Company size
81377 employees

Who is Kurt Edwards, Cipm? Overview

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Quick answer

Kurt Edwards, Cipm is listed as VP of Partner Engagement at Alliance Global Advisors, a with 81377 employees, based in Charlotte, North Carolina, United States. AeroLeads shows a work email signal at ubs.com, phone signal with area code 440, 860, 212, and a matched LinkedIn profile for Kurt Edwards, Cipm.

Kurt Edwards, Cipm previously worked as Head of Taxable Real Assets at Ubs and Head of Research & Strategy - US RE, Portfolio Manager of Daily Valued Funds at Ubs. Kurt Edwards, Cipm holds Master Of Business Administration (Mba), Concentration In Finance & Real Estate from The University Of Connecticut School Of Business.

Company email context

Email format at Alliance Global Advisors

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*@ubs.com
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AeroLeads found 1 current-domain work email signal for Kurt Edwards, Cipm. Compare company email patterns before reaching out.

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Profile bio

About Kurt Edwards, Cipm

Inquisitive and driven investment professional with experience in underwriting and managing investments in institutional private real assets. Passionate about portfolio management and driving better investment decisions through performance measurement, predictive analytics, and portfolio theory. Extensive involvement in industry associations with a deep knowledge of product offerings.——————————————————————————-This LinkedIn account is an official UBS account and managed by Kurt Edwards, Head of Taxable Real Assets. This account will never ask users to disclose confidential information (e.g. social security or other personal identification number, financial account information, passwords or PINs). UBS reserves the right to retain all messages and post comments. Messages are protected and accessed only in legally justified cases. www.ubs.com/social-legal

Listed skills include Investments, Portfolio Management, Due Diligence, Financial Modeling, and 11 others.

Current workplace

Kurt Edwards, Cipm's current company

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Alliance Global Advisors
Alliance Global Advisors
VP of Partner Engagement
Charlotte, NC, US
Website
ubs.com
Employees
81377
AeroLeads page
Company profile
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7 roles

Kurt Edwards, Cipm work experience

A career timeline built from the work history available for this profile.

Head Of Taxable Real Assets

Current
Ubs

Charlotte, North Carolina, United States

Leveraging UBS Real Estate & Private Markets investment capabilities across real estate, infrastructure, energy storage, eco-transport, and food & agriculture to produce investment strategies focused on optimal after-tax outcomes for taxable investors.

Jun 2023 - Present

Head Of Research & Strategy - Us Re, Portfolio Manager Of Daily Valued Funds

Ubs

Charlotte, North Carolina, United States

Executive Director - Managing a team of real estate economists and quantitative researchers to drive alpha across US real estate products ($30bn AUM) through allocation guidance. Secondary objective is to assist in refining and enhancing the investment process via advanced analytics. Portfolio Manager of US Daily Valued Funds. Member of the US Investment Committee and Management Committee.

Sep 2021 - Jun 2023

Head Of Investment Analytics, Executive Director

Ubs

Charlotte, North Carolina, United States

Responsible for improving the investment process through developing decision-based attribution and a holistic forecasting framework. Assisting in product strategy and beating our clients' objectives.

Aug 2020 - Sep 2021

Vp - Investments And Capital Markets

Cortland

Cleveland, Ohio

Assisted with Cortland's Capital Markets initiatives with a focus on institutional funds management. Brought expertise in commingled fund portfolio management and analytics while ensuring a fiduciary mindset. Responsible for growing Cortland's open-end fund and launching Cortland's closed-end fund.

Jun 2019 - Jul 2020

Director - Real Estate And Private Markets - Research & Strategy

Ubs

Hartford, Connecticut Area

As part of the Global Real Estate Research & Strategy team, I supported portfolio management strategy and had oversight of portfolio attribution. Additional responsibilities included providing support to the Defined Contribution product development and management as well as writing research publications.

Jun 2012 - Jun 2019

Investment Associate

The Townsend Group

Cleveland/Akron, Ohio Area

Provided support in fund due diligence, manager selection, research, and portfolio management. Primary responsibility within fund due diligence resided with domestic open-end commingled funds. Other responsibilities included portfolio analytics, modeling exercises, investment reviews, and interacting with investment managers and clients.

Sep 2008 - May 2012
Team & coworkers

Colleagues at Alliance Global Advisors

Other employees you can reach at ubs.com. View company contacts for 81377 employees →

TL Timon Lötscher Timon Lötscher Colleague at Alliance Global AdvisorsZurich, Switzerland View → SD Sofia Dimitri Sofia Dimitri Colleague at Alliance Global AdvisorsZurich, Switzerland View → MD Maria Dooley Maria Dooley Colleague at Alliance Global AdvisorsLondon, England, United Kingdom View → ID Ipsita Deb Ipsita Deb Colleague at Alliance Global AdvisorsBengaluru, Karnataka, India View → RW Raphaël Walpen Raphaël Walpen Colleague at Alliance Global AdvisorsLausanne, Vaud, Switzerland View → CO Christian Oppliger Christian Oppliger Colleague at Alliance Global AdvisorsGeneva, Switzerland View → LB Logan Bryan Logan Bryan Colleague at Alliance Global AdvisorsLondon, England, United Kingdom View → AT Aniket Tawlare Aniket Tawlare Colleague at Alliance Global AdvisorsPune, Maharashtra, India View → PR Prakash Rabadiya Prakash Rabadiya Colleague at Alliance Global AdvisorsWrocław, Dolnośląskie, Poland View → YA Yolanda A. Fuentes Yolanda A. Fuentes Colleague at Alliance Global AdvisorsNaucalpan De Juárez, México, Mexico View →
2 education records

Kurt Edwards, Cipm education

Bachelor, Banking & Finance, International Business

Qut (Queensland University Of Technology)

Activities and Societies: - Founder of QUT Investment Club - Vice President of QUT Economics and Finance Society - AIESEC member (ICX).

FAQ

Frequently asked questions about Kurt Edwards, Cipm

Quick answers generated from the profile data available on this page.

What company does Kurt Edwards, Cipm work for?

Kurt Edwards, Cipm works for Alliance Global Advisors.

What is Kurt Edwards, Cipm's role at Alliance Global Advisors?

Kurt Edwards, Cipm is listed as VP of Partner Engagement at Alliance Global Advisors.

What is Kurt Edwards, Cipm's email address?

AeroLeads has found 1 work email signal at @ubs.com for Kurt Edwards, Cipm at Alliance Global Advisors.

What is Kurt Edwards, Cipm's phone number?

AeroLeads has found 5 phone signal(s) with area code 440, 860, 212 for Kurt Edwards, Cipm at Alliance Global Advisors.

Where is Kurt Edwards, Cipm based?

Kurt Edwards, Cipm is based in Charlotte, North Carolina, United States while working with Alliance Global Advisors.

What companies has Kurt Edwards, Cipm worked for?

Kurt Edwards, Cipm has worked for Alliance Global Advisors, Ubs, Cortland, and The Townsend Group.

Who are Kurt Edwards, Cipm's colleagues at Alliance Global Advisors?

Kurt Edwards, Cipm's colleagues at Alliance Global Advisors include Timon Lötscher, Sofia Dimitri, Maria Dooley, Ipsita Deb, and Raphaël Walpen.

How can I contact Kurt Edwards, Cipm?

You can use AeroLeads to view verified contact signals for Kurt Edwards, Cipm at Alliance Global Advisors, including work email, phone, and LinkedIn data when available.

What schools did Kurt Edwards, Cipm attend?

Kurt Edwards, Cipm holds Master Of Business Administration (Mba), Concentration In Finance & Real Estate from The University Of Connecticut School Of Business.

What skills is Kurt Edwards, Cipm known for?

Kurt Edwards, Cipm is listed with skills including Investments, Portfolio Management, Due Diligence, Financial Modeling, Asset Management, Valuation, Mutual Funds, and Real Estate.

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