Gary L. van Arnam
Senior Vice President / Senior Client Advisor, The Northern Trust Company - Orange County and Desert Communities
- Role
- Senior Vice President at Northern Trust
- Location
- Newport Beach, CA, US
- LinkedIn followers
- 500 followers
Experience
Senior Vice President
Sep 2006 — Present
I care for successful individuals, families, and foundations, and for the preservation and growth of their wealth. For over 130 years, Northern Trust has been the most trusted advisor to clients with complex wealth including family businesses, real estate, and financial assets. We lead with advice complemented with an unmatched depth of global expertise to provide solutions in goals based planning, portfolio construction, investment management, trust services, and private banking. I have enjoyed over three decades of experience serving multi-generational families in the fulfillment of their goals and legacies.Active in the community, I am honored to serve as the current Board Chair of the California State University Long Beach Foundation, Second Vice Chair of the Long Beach Memorial Medical Center Foundation, Founding Board Member and Past Board Chairman of Healthy Smiles for Kids of Orange County, Past Board President of Human Options, Past President of the Board of the Estate Planning & Trust Council of Long Beach, Past President of the Board of the Planned Giving Round Table of Orange County, former Adjunct Faculty Member for the College for Financial Planning, and a Certified Financial Planner.In 2011, The Violence Prevention Coalition of Orange County awarded The Men’s Task Force of Human Options, of which I was the Task Force Founder and a Leader, the Ambassador of Peace Award. In 2014, it was my privilege to be honored as a Visionary Leader for helping bring accessible oral health care services to underserved children in Orange County.
Education
California State University-Long Beach
Bachelors
Skills
- Investment Management
- Financial Markets
- Trading
- Investment Banking
- Wealth Management Services
- Fixed Income
- Investment Strategies
- Alternative Investments
- Private Equity
- Finance
- Portfolio Management
- Wealth Management
- Investments
- Financial Advisory
- Strategic Financial Planning
- Relationship Management
- Equities
- Series 63
- Structured Products
- Wealth
- Asset Management
- Retirement Planning
- Investment Advisory
- Securities
- Estate Planning
- Trusts
- Financial Planning
- Private Banking
- Asset Allocation
- Mutual Funds
- Derivatives
- Trust Services
- Asset
- Hedge Funds
- Capital Markets
- Series 7
- Etfs
- Financial Services
- Asset Managment
- High Net Worth Individuals
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