Arnold Presser
Vice President | Wealth Portfolio Manager at Johnson Financial Group
- Role
- Vice President Wealth Sr Portfolio Manager Family Office at Johnson Financial Group
- Location
- Appleton, WI, US
- LinkedIn followers
- 500 followers
About Arnold Presser
FINANCIAL PROFESSIONAL with over 25 years’ experience in portfolio construction, oversight, management, and execution of the investment portfolios, with an understanding of mechanics of managing trust portfolios for complex ultra-high net worth multi-family relationships, as well as retirement plans, foundations, corporations, municipalities, and personal trusts.Specialties: Expertise in goal based financial planning and portfolio management using a guided and managed approach in achieving consistent and prudent broad diversification for investors with distinct risk tolerances and objectives. Operate on the principle that the key to successful portfolio management is risk awareness and budgeting, thereby insuring investors are taking appropriate risks to achieve their objectives.
Experience
Vice President Wealth Sr Portfolio Manager Family Office
Apr 2014 — Present
Education
University of Wisconsin–Oshkosh
Business Administration, Finance and Economics
The American College
Financial Planning
CFA Institute
CFA Candidate
2008
Skills
- Business Development
- Wealth Management
- Business Planning
- Investments
- Finance
- Banking
- Asset Allocation
- Mutual Funds
- Risk Management
- Retail Banking
- Financial Planning
- Investment Management
- Strategic Financial Planning
- Financial Analysis
- Asset Managment
- Asset Management
- Portfolio Management
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