Profil
Mr. Todd E.
Arens is a President & Chief Financial Officer at HighMark Wealth Management LLC.
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 Wealth Management LLC (HighMark WM) is an independent, SEC-registered investment advisor and wealth management firm headquartered in St. Paul, Minnesota. The firm was founded by Todd E. Arens in 2012. HighMark WM provides investment management and advice to high-net-worth clients. | 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, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | Corporate Officer/Principal | 01/07/2012 |
Piper Sandler & Co. (Broker)
 Piper Sandler & Co. (Broker) Investment Banks/BrokersFinance Piper Sandler & Co. (Broker) (PSC-Broker) is the full-service brokerage division of Piper Sandler & Co., a financial service firm headquartered in Minneapolis, Minnesota. They are a subsidiary of Piper Sandler Companies (NYSE: PIPR). The firm was founded in 1969 and previously known as Piper Jaffray & Co. They became Piper Sandler & Co. when Piper Jaffray Companies and Sandler O’Neill & Partners, L.P. merged to become Piper Sandler Companies in 2020. PSC-Broker provides brokerage and investment banking services to financial institutions, corporations and other financial investors. Their core focus sectors are Agriculture, renewables & cannabis, Business services, Chemicals & Materials, Consumer, Diversified industrials & services, Energy, Financial services, financial sponsors, Healthcare, and Technology. | Corporate Officer/Principal | 01/04/2006 |
| John G. Kinnard & Co. | Corporate Officer/Principal | 01/01/1996 |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
UBS Financial Services, Inc.
UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | Finance |
Piper Sandler & Co. (Broker)
Piper Sandler & Co. (Broker) Investment Banks/BrokersFinance Piper Sandler & Co. (Broker) (PSC-Broker) is the full-service brokerage division of Piper Sandler & Co., a financial service firm headquartered in Minneapolis, Minnesota. They are a subsidiary of Piper Sandler Companies (NYSE: PIPR). The firm was founded in 1969 and previously known as Piper Jaffray & Co. They became Piper Sandler & Co. when Piper Jaffray Companies and Sandler O’Neill & Partners, L.P. merged to become Piper Sandler Companies in 2020. PSC-Broker provides brokerage and investment banking services to financial institutions, corporations and other financial investors. Their core focus sectors are Agriculture, renewables & cannabis, Business services, Chemicals & Materials, Consumer, Diversified industrials & services, Energy, Financial services, financial sponsors, Healthcare, and Technology. | Finance |
| John G. Kinnard & Co. | Finance |
HighMark Wealth Management LLC
HighMark Wealth Management LLC Investment ManagersFinance HighMark Wealth Management LLC (HighMark WM) is an independent, SEC-registered investment advisor and wealth management firm headquartered in St. Paul, Minnesota. The firm was founded by Todd E. Arens in 2012. HighMark WM provides investment management and advice to high-net-worth clients. | Finance |
