![Todd Edward Arens](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profil
Mr. Todd E.
Arens is a President & Chief Financial Officer at HighMark Wealth Management LLC.
He is a CEO of HighMark Wealth Management, He is a veteran of over twenty years experience in wealth planning & management.
Prior to founding HighMark Wealth Management he led Arens Wealth Management for 19 years at UBS, Piper Jaffray and JGK, as a First Vice President of Investments.
At UBS.
He is a Chartered Retirement Plan specialist and Accredited Investment Fiduciary.
Postes actifs de Todd Edward Arens
| Sociétés | Poste | Début |
|---|---|---|
HighMark Wealth Management LLC
 HighMark Wealth Management LLC Investment ManagersFinance HighMark WM performs ongoing analysis of the risk/reward dynamics in the markets and across asset classes, which is then applied to each individual client portfolio. Their portfolios include exchange–traded funds (ETFs), mutual funds and tactical managers to provide a well-rounded, diversified mix of investment holdings. The firm's allocation to tactical managers allows for participation across a wide range of asset classes, including emerging markets, commodities, sovereign debt and currencies, while having the ability to employ strategies to mitigate risk. | Directeur Général | 01/07/2012 |
Anciens postes connus de Todd Edward Arens
| Sociétés | Poste | Fin |
|---|---|---|
UBS Financial Services, Inc.
 UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services' asset allocations are based on a proprietary methodology. In developing those allocations, the firm considers asset class risk and return results that are based on estimated forward-looking return and risk assumptions, as measured by standard deviation, which are based on UBS proprietary research. The development process includes a review of a variety of factors, including the return, risk, correlations and historical performance of various asset classes, inflation and risk premium. | Corporate Officer/Principal | 01/07/2012 |
Piper Sandler & Co. (Broker)
 Piper Sandler & Co. (Broker) Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | 01/04/2006 |
John G. Kinnard & Co.
 John G. Kinnard & Co. Investment Banks/BrokersFinance Provides securities brokerage services | Corporate Officer/Principal | 01/01/1996 |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
99
Relations au 1er degré
4
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
UBS Financial Services, Inc.
UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services' asset allocations are based on a proprietary methodology. In developing those allocations, the firm considers asset class risk and return results that are based on estimated forward-looking return and risk assumptions, as measured by standard deviation, which are based on UBS proprietary research. The development process includes a review of a variety of factors, including the return, risk, correlations and historical performance of various asset classes, inflation and risk premium. | Finance |
Piper Sandler & Co. (Broker)
Piper Sandler & Co. (Broker) Investment Banks/BrokersFinance Provides brokerage services | Finance |
John G. Kinnard & Co.
John G. Kinnard & Co. Investment Banks/BrokersFinance Provides securities brokerage services | Finance |
HighMark Wealth Management LLC
HighMark Wealth Management LLC Investment ManagersFinance HighMark WM performs ongoing analysis of the risk/reward dynamics in the markets and across asset classes, which is then applied to each individual client portfolio. Their portfolios include exchange–traded funds (ETFs), mutual funds and tactical managers to provide a well-rounded, diversified mix of investment holdings. The firm's allocation to tactical managers allows for participation across a wide range of asset classes, including emerging markets, commodities, sovereign debt and currencies, while having the ability to employ strategies to mitigate risk. | Finance |
