About Arlington Hall

Mark Wisneski leads Arlington Hall’s investment research and management used by high net worth investors and business owners.  He works closely with investor’s tax and legal advisors to construct and manage customized investment profiles for the firm’s clientele.

Mark has been involved with business as long as he can remember with a developed network of contacts stretching into finance, publishing, industry, energy, healthcare, media, retail, technology, transportation and academia.

 

“Skate to where the puck is going, not where it’s been.” – Wayne Gretzky

Mark got into technology before the tech boom with an Electrical Engineering degree then a stint at GE when computer software consisted of a stack of paper punch cards.

Grasping the potential presented by the coming wave of the baby boomer retirements, Mark created investment portfolios and plans to help baby boomers prepare for their retirements at Kidder, Peabody & Co.  This work culminated with him founding Arlington Hall Research & Investment Management in the late 1990s to offer investors a more flexible, cost effective means of investment management.

Today, business opportunity trends appear and disappear more quickly.  Nevertheless, Mark finds new opportunity for the firm’s clients by attempting to get invested early.

Read our blog to learn what’s capturing Mark’s attention on a real-time basis.

Patricia C. Howard, IACCPsm (Investment Advisor Certified Compliance Professional) is the founder of Howard Advisor Solutions, Inc.  Howard Advisor Solutions, Inc. provides a wide range of functions to small and mid-sized investment advisory firms. Ms. Howard has over 26 years of experience dealing with federal and state securities regulations, client servicing, managing portfolio accounting/reconciliation processes, performance calculations and reporting, development of marketing materials, and much more.  Prior to forming HAS, Inc., Ms. Howard worked for Crawford Investment Counsel, Inc. from 1991 until 2007 and Leavy Investment Management, Inc. from 1984 until 1991 (both registered investment advisors). She graduated with a B.A. degree in Economics from Salem College, Winston-Salem, NC.

Schwab Advisor Services, a division of Charles Schwab, is a leading provider of custodial, operational and trading support for independent investment advisors.  Using Schwab as primary custodian, Arlington Hall Research & Investment Management has access to a wide range of products and support to help investors reach their financial goals, including:

  • Full range of investment strategies and trading services
  • Wealth management services
  • Technology and service support
  • Safeguards designed to protect assets
  • Strict ethical business practices

These materials have been independently produced by Arlington Hall Research & Investment Management (AH).  AH is independent of, and has no affiliation with Charles Schwab & Co., Inc. (Schwab) or Charles Schwab Bank.  Schwab has not created, supplied, licensed, endorsed or otherwise sanctioned these materials nor has Charles Schwab & Co., Inc. conducted independent verification of the facts and representations underlying these materials.