Full Name
Todd Lowenstein, CPA
Job Title
Managing Director, Investment Management & Trust
Company
Union Bank, The Private Bank
Speaker Bio
Todd Lowenstein is Managing Director at The Private Bank. Todd is also the Equity Research Executive at HighMark Capital Management (HighMark), an investment advisory subsidiary of MUFG Union Bank, N.A., where he is responsible for leading HighMark’s equity research activities. He is also a member of HighMark’s Investment Policy Committee and Asset Allocation Committee.

Todd joined Union Bank in 2001 and has over 25 years of experience in the financial services industry. He earned a Bachelor of Arts degree in Economics from University of California at Santa Barbara, and a Master of Business Administration with from the UCLA Anderson School of Management. Additionally, he is a Certified Public Accountant, a member of the Chartered Financial Analyst® Society of Los Angeles, and an adjunct professor in the Economics Department at UC Santa Barbara. Todd is a regular contributor to the financial news media including Bloomberg, Barron’s, the Wall Street Journal, and Dow Jones.
Todd Lowenstein, CPA