Mark Kordes has been affiliated with two of the biggest wirehouses during his 25-year career in financial services, so he is well-positioned to become the new chair of the CFP Board’s council on education.
Kordes, a certified financial planner, is the the head of wealth planning in the United States at UBS [UBS]. Before taking that post, he was a managing director at UBS and head of its financial planning advisory and analytics group.
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