Andrew Kittelson of UBS Financial Services is a member of XPX Charlotte.

Andrew Kittelson

Senior Vice President

charlotte, North Carolina

Professional Profile

Call Me When

Call Me When... You are trying to grow your business and planning for the eventual exit.

Contact Method

andrew.kittelson@ubs.com 704-362-8260

Profession

  • Wealth Planner
  • Professional Certifications

    Certified Exit Planning Advisor, Certified Investment Management Analyst

    Functional Expertise

  • Business development
  • Business growth
  • Business management
  • Buy side/Acquisitions
  • Capital markets
  • Cash flow enhancements
  • Cash management
  • Charitable giving
  • Compensation
  • Communications
  • Entrepreneurship
  • Equity
  • ESOPs
  • Estate planning
  • Family business
  • Finance
  • Lending
  • Management succession
  • Philanthropy
  • Private equity
  • Private placements
  • Strategic planning
  • Transaction advisory
  • Trusts
  • Venture capital
  • Exit/Transition Planning
  • Business Focus

    Exit Planning

    Transition Planning Certification

    Client Industries

  • Business Services
  • Computer/Electronics
  • Financial Services
  • Health/Pharma/Biotech
  • Manufacturing
  • Non-profit
  • Real Estate/Construction
  • Software/Internet
  • Client Results

    Membership

    Charlotte Sponsor

    Member Since

    Sponsorship Type

    Gold

    Chapter Leadership Role

    Founder, Sponsorship Chair

    Why I'm a Member of XPX

    Collaborating with other advisors to insure business owners have a strong team to guide them to and through an optimal and fulfilling exit.

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