Principal | Fundamental Choice Portfolio Manager | Senior Financial Advisor@ Wells Fargo
Indianapolis, Indiana, United States
Mark Higgins, CIMA®
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FlashIntel GPTMark Higgins, CIMA(r) is a highly experienced professional with 34.5 years of work experience in private clients, family office, investments, and asset allocation. He is known for his outstanding service and contributions to the success of his firm. Mark has been recognized for his outstanding service and contributions to the success of his firm. He is a Certified Investment Management Analyst and has received recognition for his outstanding contributions. His specialties include portfolio management, leadership, endowments, foundations, major accounts, key accounts, asset allocation, investment policy, performance measurement, private clients, wealth management, and family office.
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About
For 32 years, Mark Higgins has successfully managed the wealth of his valued clients. Mark Higgins is well known as an articulate spokesman for conservative, long-term investment principles and has been recognized for outstanding service to his clients and contributing to the success of his firm. Mr. Higgins earned the designation of Certified Investment Management Analyst® in August, 2008. This information is intended for use by residents of Alabama, Florida, Iowa, Illinois, Indiana, Michigan, Missouri, North Carolina, New York, Ohio, South Carolina, and Washington only. Opinions and comments expressed by LinkedIn Members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile or their firm. Specialties: Portfolio Management, Leadership, Endowments, Foundations, Major Accounts, Key Accounts, Asset Allocation, Investment Policy, Performance Measurement, Private Clients, Wealth Management, Family Office
...See MoreWork Experience
Principal | Fundamental Choice Portfolio Manager | Senior Financial Advisor
Financial Services
Mark Higgins, CIMA®'s Professional Milestones
- Principal | Fundamental Choice Portfolio Manager | Senior Financial Advisor (2001-09-01~): Mastering the art of navigating complex financial landscapes, driving successful client decisions and maximizing returns for clients.
Skill
Private Clients
Family Office
Investments
Asset Allocation
Certification
Colleagues
Shruta M.
senior technical business analyst product owner at t-mobile
Mark Gino Gamara, POPM
Product Owner | Data Privacy | Certified Safe® 6 Product Manager
Angel Ochoa
Product Owner
Ben Bassine
Senior Product Owner
Amit Kumar
Product Owner
Other Named Mark Higgins, CIMA®
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We found 3 Mark Higgins, CIMA®'s email addresses
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Mark Higgins, CIMA®'s social media include: Linkedin,
Mark Higgins, CIMA® works for Wells Fargo
Mark Higgins, CIMA®'s role in Wells Fargo is Principal | Fundamental Choice Portfolio Manager | Senior Financial Advisor
Mark Higgins, CIMA® works in the industry of Financial Services
Mark Higgins, CIMA®'s colleagues are Shruta M.,Mark Gino Gamara, POPM,Angel Ochoa
Mark Higgins, CIMA®'s latest job experience is Principal | Fundamental Choice Portfolio Manager | Senior Financial Advisor at Wells Fargo
