Arthur Polner, Cima®
About Arthur Polner, Cima®
Arthur Polner is a Senior Vice President and Senior Portfolio Manager at UBS, where he has worked since 2011. He specializes in helping clients achieve financial security, particularly after liquidity events, and has over twenty years of experience in building relationships with individuals and families.
Work at UBS
Arthur Polner serves as Senior Vice President - Investments and Senior Portfolio Manager at UBS. He has held this position since 2011, contributing over 13 years of experience in the Boulder, Colorado office. His role involves managing investment portfolios and providing strategic financial advice to clients. Polner's focus is on helping clients navigate complex financial landscapes, particularly those who have undergone liquidity events.
Education and Expertise
Arthur Polner studied at Georgetown University Law Center, where he gained a solid foundation in legal and financial principles. His educational background supports his expertise in investment management and financial planning. He has developed the 4 Pillar Process, a framework designed to assist clients in achieving their financial goals and preparing for future needs.
Background
With over twenty years of experience in the financial services industry, Arthur Polner has built deep and lasting relationships with select individuals and families. His career has been marked by a commitment to understanding client needs and providing tailored financial solutions. Polner's focus on maintaining financial security for clients who have experienced liquidity events distinguishes his approach in the investment management field.
Achievements
Arthur Polner has developed the 4 Pillar Process, a strategic approach aimed at helping clients achieve their financial objectives. This process reflects his commitment to client-centric financial planning. His extensive experience in the industry has enabled him to effectively support clients during critical financial transitions, ensuring their long-term financial security.