James St Aubin
James St. Aubin is Managing Director and Investment Strategy Executive at The Private Bank, an exclusive part of Union Bank®. As Investment Strategy Executive, James is responsible for overseeing the delivery of manager research and asset allocation activities across all asset classes including equity, fixed income, liquidity and private alternative investments.
Prior to joining Union Bank in 2015, James was Managing Director and portfolio manager in the Funds Management Group of Wilshire Associates. Prior to Wilshire, James held related roles with Smith Barney (now Morgan Stanley) and Ibbotson Associates (now Morningstar Investment Management). James earned his Bachelor of Science in Finance from DePaul University. He holds the Chartered Financial Analyst and Chartered Alternative Investment Analyst designation, and is a member of the CFA Society of Los Angeles and serves as a Los Angeles chapter executive of the CAIA Association.
James St. Aubin is Managing Director and Investment Strategy Executive at The Private Bank, an exclusive part of Union Bank®. As Investment Strategy Executive, James is responsible for overseeing the delivery of manager research and asset allocation activities across all asset classes including equity, fixed income, liquidity and private alternative investments.
Prior to joining Union Bank in 2015, James was Managing Director and portfolio manager in the Funds Management Group of Wilshire Associates. Prior to Wilshire, James held related roles with Smith Barney (now Morgan Stanley) and Ibbotson Associates (now Morningstar Investment Management). James earned his Bachelor of Science in Finance from DePaul University. He holds the Chartered Financial Analyst and Chartered Alternative Investment Analyst designation, and is a member of the CFA Society of Los Angeles and serves as a Los Angeles chapter executive of the CAIA Association.
Todd Lowenstein, CPA
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 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.
Investment management services offered by MUFG Union Bank, N.A. in conjunction with its subsidiary, HighMark Capital Management, an SEC-registered investment adviser. Investments employing managed strategies: • Are NOT deposits or obligations of, or guaranteed by, the Bank or any Bank affiliate • Are NOT insured by the FDIC or by any other federal government agency • Are subject to investment risks, including possible loss of the principal amount invested.
Wills, trusts, foundations, and wealth-planning strategies have legal, tax, accounting, and other implications. Clients should consult a legal or tax advisor.