HighMark Capital Management
Address: 350 California St # 1600, San Francisco, CA 94104 Phone: (800) 582-4734Category: Place name: : Website: : Hours: : : : : Website: http://www.highmarkcapital.com/ Category: Property management company Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of High Mark Capital Management Inc Posting publicly on the Web Write a review Reviews Be the first to review
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HighMark Capital Management Employees
Lil' Cub Hub 2011 - Present
HighMark Capital Management September 2007 - July 2012
Capital Group November 2001 - November 2006
Coast Asset Management April 2000 - October 2001
Projections Unlimited, Inc. August 1994 - March 1999
Skills
Insurance, Mutual Funds, Management, Marketing, Asset Managment, Investment Advisory, Asset Allocation, Portfolio Management, Event Management, Finance, Wealth Management, Investments
Education
University of California, Los Angeles 2008 — 2010
Professional Designation in Personal Financial Planning
California State University-Northridge 2005 — 2007
BSBA, Finance
Niceville
Niceville
Petroleum Landowners Corporation 1998 - Present
HighMark Capital Management 1985 - 2012
Union Bank 1964 - 1985
Skills
Equities, Portfolio Management, Investments, Asset Management, Financial Modeling, Equity Research, Asset Allocation, Alternative Investments, Securities, Fixed Income, Bloomberg, Wealth Management, Investment Management, Mutual Funds, Investment Advisory, Investment Strategies
Education
Stanford University Graduate School of Business
Master of Business Administration (MBA)
HighMark Capital Management July 1992 - Present
SEI July 1992 - July 2004
Charles Schwab & Company October 1987 - July 1992
Skills
Project Management, Microsoft Office, Series 7, Series 63, Staff Supervision, Foreign Languages, Vendor Management, Budget Monitoring, Advertising, Mutual Funds, Alternative Investments
Education
Universtiy of West LA School of Law 1996 — 2000
Doctor of Law (JD)
UCLA 1982 — 1986
Bachelor of Science (BS), Economics and French Literature
TriNet June 2014 - Present
HighMark Capital Management December 2007 - September 2013
Kelmoore Investment Company 2004 - 2007
Skills
Asset Management, Portfolio Management, Investments, Mutual Funds, Alternative Investments, Series 7, Asset Allocation, Investment Strategies
Education
University of Oregon
Bachelor of Science (B.S.)
Oracle May 2014 - Present
Responsys January 2014 - May 2014
Responsys July 2013 - December 2013
Responsys May 2012 - July 2013
Responsys November 2011 - May 2012
HighMark Capital Management May 2011 - November 2011
HighMark Capital Management May 2010 - April 2011
Merrill Lynch February 2007 - May 2010
SurfAid International June 2005 - December 2006
Merrill Lynch June 2004 - August 2004
Skills
Analytics, Web Analytics, Business Development, Account Management, Online Advertising, Press Releases, Sales, Strategic Communications, Email Marketing, E-commerce, Salesforce.com, Marketing, Direct Marketing, Market Research, SaaS, Online Marketing, Strategic Partnerships, Digital Media, Digital Strategy
Education
University of San Diego
Bachelor of Arts (B.A.), International Relations
Crespi Carmelite HS
HighMark Capital Management January 2014 - Present
HighMark Capital Management June 2011 - December 2013
Union Bank July 2009 - May 2011
Union Bank September 2008 - June 2009
Skills
Fixed Income, Securities Lending, Japanese, Money Market Funds, Mutual Funds, Trust Operations, Bloomberg, DTC, Trading, Risk Management, Fund Accounting, Banking, Fitness Training, Baseball, Football, Basketball, Golf, Boxing, Securities, Finance, Equities
Education
UC Berkeley Extension 2010 — 2011
International Finance
University of San Francisco 2004 — 2008
Bachelor of Applied Science (B.A.Sc.), Pre-Medicine/Pre-Medical Studies
Fiserv June 2013 - Present
Columbia Bank January 2010 - May 2013
Standard Chartered Bank May 2007 - January 2010
HSBC January 2007 - May 2007
BNY Mellon June 2006 - January 2007
Union Bank April 2002 - April 2006
HighMark Capital Management January 2000 - April 2002
Skills
KYC, Policy, Software Documentation, Payments, Banking, Risk Management, Financial Risk, AML, Internal Controls, Due Diligence, Credit, Bank Secrecy Act, Financial Services, Internal Audit, OFAC
Education
Association of Certified Fraud Examiners 2014 — 2014
Certified Fraud Examiner
Association of Certified Anti-Money Laundering Specialists 2008 — 2008
Certified Anti-Money Laundering Specialist
Pace University
AAS, Banking
HighMark Capital Management November 2014 - Present
JW Technology January 2000 - Present
Goland Property Management Services January 2000 - Present
Collabrus June 2012 - November 2014
Technology Management Corporation June 2010 - June 2012
Tropical Traders Special foods 2010 - 2011
Enpointe Global Services 2002 - 2009
EDS Group 1998 - 2000
Skills
Project Management, Software Documentation, XP, MySQL, Active Directory, Software Implementation, Android, HTML, Windows Server, IT Management, IT Service Management, Infrastructure, LAN-WAN, Networking, Routers, Servers, Switches, System Deployment, Technical Support, Troubleshooting, VPN, Virtualization, Windows, Windows 7
Education
Diablo Valley College 2000 — 2002
Cisco Trainning, Network and System Administration/Administrator, Cisco Academy Certification
Golden Gate University 1984 — 1988
B.S., Information Systems
NWQ Investment Management September 2011 - Present
Arnerich Massena, Inc July 2005 - August 2011
HighMark Capital Management 2003 - 2005
Banc of America Securities 2001 - 2003
Skills
Alternative Investments, Equities, Mutual Funds, Hedge Funds, Asset Allocation, Investments, Investment Strategies, Fixed Income, Wealth Management, Asset Managment, Portfolio Management, Investment Advisory, Securities, Investment Management, Series 7, Series 63
Education
UCLA Anderson School of Management 1999 — 2001
MBA, Finance
University of Pennsylvania - The Wharton School 1989 — 1993
BS, Economics
QuinStreet July 2015 - Present
QuinStreet June 2014 - June 2015
HighMark Capital Management February 2012 - June 2014
HighMark Capital Management May 2010 - February 2012
Skills
Project Management, Online Marketing, Microsoft Excel, Microsoft Office, Asset Management, Trading, Management, Business Development, Bloomberg, Fixed Income, Email Marketing
Education
San Francisco State University
BS, Business - Management
Magni Global Asset Management LLC April 2013 - Present
HighMark Capital Management April 2011 - December 2012
First American Funds January 2010 - December 2010
John Hancock Financial Services October 2005 - April 2009
AllianceBernstein January 1997 - September 2005
J&W Seligman March 1987 - December 1996
Piper Jaffray and Hopwood November 1984 - March 1987
Skills
Mutual Funds, Leadership, Wealth Management, Portfolio Management, Series 63, Investment Advisory, Alternative Investments, Series 7, Equities, Investment Strategies, Management, Investments, Sales, Asset Managment, Asset Allocation, Separately Managed..., Asset Management, Relationship Management, Financial Services, Sales Operations, Securities, Investment Management, High Net Worth..., Series 65, Series 24, Marketing, Finance, Fixed Income, Series 6, ETFs, Sales Management
Education
University of Wisconsin-River Falls 1979 — 1981
M.S.E., Guidance/Counseling
Ball State University 1979 — 1980
MA, Physical Education
Gustavus Adolphus College 1972 — 1976
BA, Economics
HighMark Capital Management December 2014 - Present
Independent Investment Consultant August 2013 - November 2014
Boston Private Bank & Trust Company January 2012 - June 2013
US Trust/Bank of America Private Wealth Management November 2010 - January 2012
Rigel Capital, LLC October 2004 - June 2010
Provident Investment Counsel September 1987 - February 2004
Trust Services of America March 1986 - September 1987
First Interstate Investment Services July 1984 - March 1986
Skills
Portfolio Management, Asset Allocation, Investment Strategies, Investments, Alternative Investments, Hedge Funds, Investment Management, Equities, Wealth Management, Trading, Institutional..., Asset Management, Asset Managment, Strategy, Banking, Financial Advisory, ETFs, Mutual Funds, Financial Services, Private Banking, Bloomberg, Capital Markets, Start-ups, Fixed Income, Private Equity, High Net Worth..., Due Diligence, Mentoring, Derivatives, Strategic Financial..., Bonds, Financial Risk, Endowments, Investment Advisory, Valuation, Equity Research, Wealth Management..., Coaching, Business Management, Relationship Management, Business Builder, Operations Management, Board of Directors, Portfolio Construction, Multi Asset Class..., Product Development, Securities Analysis, Investment Risk..., Marketing/Business..., Foundations
Education
Arizona State University
B. Sc., Hospitality Management
The University of Edinburgh
Foreign Studies Program
HighMark Capital Management May 2004 - Present
Fremont Investment Advisors, Inc. May 1973 - May 2004
Fremont Investment Advisers 1994 - 2004
Skills
Accounting, Portfolio Management, Mutual Funds, Investments, Due Diligence, Retirement Planning, Alternative Investments, Asset Management, Series 7, Risk Management, Equities, Management
Education
Brigham Young University 1971 — 1973
MBA, Business Administration
Brigham Young University 1965 — 1971
BA, Portuguese
The Nature Conservancy 2006 - August 2011
HighMark Capital Management 1998 - 2002
Parnassus Investments 1988 - 1998
Skills
Financial Modeling
Education
University of California, Berkeley - Walter A. Haas School of Business 1987 — 1989
MBA, Finance
University of Wisconsin-Madison
Bachelor of Science (BS)
SEI Investments December 2012 - Present
SEI Investments February 2011 - December 2012
SEI Investments January 2008 - February 2011
HighMark Capital Management 2005 - 2007
Ford Motor Credit Company 2002 - 2003
Education
Temple University - Fox School of Business and Management 2007 — 2010
MBA, Strategic Management
University of Pittsburgh 1999 — 2001
STHS
Equilar, Inc. August 2015 - Present
ATEL Securities Corporation October 2011 - February 2015
HighMark Capital Management March 2010 - May 2011
Kelmoore Investment Company March 2004 - March 2008
Franklin Templeton Investments September 1998 - December 2003
Skills
Licensing, Sales Operations, Disability Insurance, Investments, Series 7, Business Development, Alternative Investments, Sales Management..., Start-ups, Sales Management, Mutual Funds, Management, Fixed Income, Portfolio Management, Securities, Finance, Selling, Asset Allocation, Due Diligence, Series 63, District Sales..., Sales, Venture Capital, Entrepreneurship, Asset Management, Marketing, Investment Management, Salesforce.com
Education
Skyline College
HighMark Capital Management June 2010 - December 2013
HighMark Capital Management December 2007 - June 2010
Morgan Stanley March 2007 - August 2007
Skills
Dinosaurs, Fixed Income, Portfolio Management, Bonds, Financial Markets, Ninja Skills, Financial Analysis, Bloomberg, Credit Analysis, Asset Allocation, Municipalities, Alternative Investments, Dogs, Mutual Funds, Asset Management, Equities, Drinking Water, Investments, Fixed Income Trading, Investment Management, Investment Strategies, Securities, Wealth Management, Crash Dump Analysis, Financial Risk, Investment Advisory, Municipal Bonds, Underwater, Equity Research, Asset Managment, Intuitive Eating
Education
University of California, Berkeley 2002 — 2006
BA
Amazon October 2014 - Present
Amazon.com July 2011 - September 2012
Haas School of Business August 2009 - July 2011
HighMark Capital Management May 2010 - September 2010
Cornerstone Research August 2008 - July 2009
Cornerstone Research August 2007 - July 2008
Cornerstone Research August 2005 - July 2007
Skills
Financial Modeling, Valuation, Corporate Finance, Financial Analysis, Quantitative Analytics, Data Analysis, Investments, Business Analysis, Economics, Strategy, Forecasting, Equity Research, Finance, Analysis, Competitive Analysis, Business Strategy, Private Equity, Due Diligence
Education
University of California, Berkeley - Walter A. Haas School of Business 2009 — 2011
MBA
Duke University 2001 — 2005
BS, Economics
Retirement Benefits Group April 2012 - Present
HighMark Capital Management March 2009 - March 2012
Waddell & Reed/Ivy Funds January 2007 - December 2008
Wells Fargo Institutional Trust Services 2005 - 2006
Strong Capital Management 1999 - 2005
Cigna Retirement and Investment Services 1995 - 1999
KeyCorp, Cleveland, OH 1993 - 1995
Merrill Lynch & Co., Inc, Akron and Cleveland OH 1983 - 1993
Skills
Investments, Retirement Planning, Retirement, Mutual Funds, Investment Advisory, Sales, Wealth Management
Education
The University of Akron 1978 — 1982
Bachelor of Arts, Business Management and Marketing
HighMark Capital Management June 2006 - Present
SEI October 2005 - June 2006
Wachovia Securities March 2004 - April 2005
WaMu Capital June 2003 - January 2004
Union Bank of California April 1998 - March 2002
Morgan Stanley 1996 - 1998
Kidder Peabody 1993 - 1994
Salomon Brothers 1989 - 1994
Goldman Sachs 1986 - 1988
Merrill Lynch 1985 - 1986
Skills
Middle Office, Order Management, Reconciliation, Business Requirements, Securities, Account Reconciliation
Education
Rutgers University 1981 — 1985
BA, Economics
Dwight Englewood 1975 — 1981
H.S., College Prep
BMO Global Asset Management December 2011 - Present
HighMark Capital Management March 2010 - December 2011
J&W Seligman September 2007 - November 2008
XTF Global Asset Management February 2007 - July 2007
J&W Seligman June 2006 - February 2007
Salomon Brothers Asset Management 1999 - 2006
Education
Columbia University - School of International and Public Affairs 1995 — 1997
University of Washington 1992 — 1994
BA, International Relations
O'Dea High School 1985 — 1989
Visa February 2012 - Present
Wells Fargo Bank 2006 - 2011
Wells Capital Management 2000 - 2006
HighMark Capital Management 1998 - 2000
Union Bank 1996 - 1998
Skills
Management, Risk Management, Financial Services, Leadership, Portfolio Management, Program Management, Banking, Project Management, Internal Audit, Process Improvement
Education
San Jose State University
B.S., Business Administration
Wespath Investment Management 2015 - Present
New Trier Township 2015 - Present
Ravine Bluffs Association (non-profit) 2012 - Present
Amber Mountain Capital (family office) 2015 - 2015
The Boeing Company 2008 - 2014
CFA Institute 2011 - 2011
HighMark Capital Management 2003 - 2008
Abu Dhabi Investment Authority (ADIA) 2001 - 2002
Deloitte 1996 - 2001
Education
Purdue University
Bachelor’s Degree, (B.S.)
Global Wine Company April 2013 - June 2014
HighMark Capital Management March 2012 - January 2013
HighMark Capital Management April 2008 - March 2012
HighMark Capital Management January 2006 - April 2008
HighMark Capital Management January 2006 - July 2006
Skills
Branding & Identity, Editing, Marketing, Microsoft Office, Photoshop, Project Management, InDesign, Marketing Communications, Mutual Funds, Marketing Strategy, Research, Event Planning
Education
California State University-Chico 2003 — 2005
BS, Business Administration
California State University-Monterey Bay 2000 — 2003
Bachelor of Science, Business
WSET
SEI August 2015 - Present
Integral Investment Group March 2014 - August 2015
Nationwide Financial September 2013 - January 2014
HighMark Capital Management 2007 - September 2013
SEI 2004 - 2007
ING 2001 - 2003
Merrill Lynch 2000 - 2001
Skills
Personal Financial..., Retirement Planning, Wealth Management, Personal Tax Planning, Estate Planning, Mutual Funds, Alternative Investments, Stocks, Fixed Annuities, Variable Annuities, Bonds, Municipal Bonds, Life Insurance, Disability Insurance
Education
Northwestern University
University of North Florida
The Peddie School
Maddock Financial, LLC 2014 - Present
BBJS Financial Advisors, LLC 2011 - 2014
Tamarac Inc. 2010 - 2011
HighMark Capital Management 2009 - 2010
McKinley Capital Management 2007 - 2009
Skills
Portfolio Management, Investments, Financial Planning, Trading, Strategic Financial..., Mutual Funds, Securities, Wealth Management, Asset Management, Equities, Asset Allocation, Financial Advisory, Investment Advisory, Risk, Financial Advice, Reporting & Analysis, Retirement Planning, Risk Management, Economics, Research, Excel, Investment Management, Financial Risk
Education
Fort Lewis College
Bachelor's Degree, Finance, Accounting
HighMark Capital Management September 2015 - Present
Qualcomm April 2012 - August 2015
Fisher Investments May 2011 - March 2012
Fisher Investments February 2010 - May 2011
Fisher Investments June 2008 - February 2010
Skills
Corporate Finance, Capital Markets, Investments, Portfolio Management, Finance, Financial Modeling, Financial Analysis, Valuation, Equities, Equity Research, Asset Managment, Bloomberg, Due Diligence, Investment Strategies, Strategy, Microsoft Excel, Analytics, Analysis, Fixed Income, Asset Management
Education
University of California, Berkeley, Haas School of Business 2014 — 2017
Master of Business Administration (MBA)
University of Colorado at Boulder - Leeds School of Business 2004 — 2008
Finance
Compass Capital Management, LLC April 2013 - Present
Mt. Vernon Associates, Inc May 2006 - Present
Compass Investment Management, LLC January 2004 - May 2006
HighMark Capital Management April 2000 - August 2003
Skills
Investments, Mutual Funds, Asset Allocation, Investment Strategies, Portfolio Management, Investment Advisory, Securities, Investment Management, Financial Services, Retirement, Bonds, Due Diligence, Equities, Asset Management, Alternative Investments
Education
The College of William and Mary - The Mason School of Business 1981 — 1983
1983, Finance and Marketing
William & Mary 1976 — 1980
BA, History and Government
HighMark Capital Management January 1991 - Present
J&W Seligman 1987 - 1988
Lehman Brothers 1986 - 1987
Sutro & Company 1982 - 1986
Procter & Gamble 1978 - 1982
Skills
Mutual Funds, Wealth Management, Portfolio Management, Microsoft Office, Fixed Income, Equities, Microsoft Word, PowerPoint, Microsoft Excel, Financial Services, Customer Service, Separately Managed..., Retirement Planning, Public Speaking, Leadership, Asset Management, Investment Management, Management, Marketing, Investments
Education
University of San Francisco 1977 — 1978
Bachelor of Science (B.S.), Business Administration and Management, emphasis in Economics
HighMark Capital Management January 2015 - Present
Wilshire Associates June 2008 - January 2015
Ibbotson Associates September 2004 - June 2008
Morgan Stanley Smith Barney January 2000 - September 2004
Skills
Liquid Alternatives, Asset Allocation, Investment Strategies, Asset Management, Portfolio Management, Alternative Investments, Investment Management, Due Diligence, Risk Management, Manager Research, Hedge Funds, Multi-asset, Mutual Funds, Portfolio Optimization
Education
DePaul University
BS
HighMark Capital Management March 2010 - Present
Investors Bank & Trust September 2004 - July 2009
Skills
Mutual Funds, Portfolio Management, Securities, Asset Management, Alternative Investments, Equities, Investments, Bloomberg, Fixed Income, Hedge Funds, Asset Allocation, Financial Services
Education
California State University-Sacramento 2000 — 2004
Bachelor's Degree, Accounting and Finance, 3.6
Wells Fargo Funds Management Group November 2007 - July 2009
HighMark Capital Management March 2005 - September 2006
McMorgan & Company December 2000 - March 2005
Hotel Nikko San Francisco May 1988 - November 2000
Skills
Mutual Funds, Asset Managment, Fixed Income, Financial Services, Investment Strategies, Investment Management, Wealth Management, Portfolio Management
Education
City College of San Francisco
Certificate
City College of San Francisco
Certificate
Investment Company Institute
Certificate
Securities Operations Forum
Certificate
Okta, Inc. February 2015 - Present
Okta, Inc. May 2013 - January 2015
Yammer, Inc. October 2011 - April 2013
HighMark Capital Management September 2011 - October 2011
HighMark Capital Management March 2010 - October 2011
HighMark Capital Management March 2010 - September 2010
Lateef Investment Management June 2009 - January 2010
Franklin Templeton Investments October 2005 - February 2009
Skills
Consultative Selling, Building Relationships, Coaching, Sales, Social Media, Account Management, Marketing, New Business Development, Selling, Sales Management, Enterprise Social..., Customer Service, Strategic Planning, Management, Leadership, Value Based Selling, Salesforce.com
Education
University of California, Santa Barbara 2000 — 2004
Bachelor of Arts, Global Studies with an emphasis in Socio-Economics
Juniperro Serra High School 1996 — 2000
High School Degree
Monsanto Company August 2015 - Present
Mobile Apps LLC January 2013 - August 2015
Investment Banking June 2011 - March 2015
HighMark Capital Management May 2006 - May 2011
Institutional Investments April 2001 - December 2004
Fastparts.com March 2000 - March 2001
Citi May 1998 - March 2000
Skills
Financial Analysis, Financial Modeling, Finance, Financial Accounting, Accounting, Business Strategy, Business Analysis, New Business Development, Business Development, Business Planning, Small Business, Fundraising, Mutual Funds, Hedge Funds, Investments, Investment Banking, Investment Management, Investors, Alternative Investments, Bloomberg, Venture Capital, Portfolio Management, Start-ups, Due Diligence, Equity Research, Management
Education
University of California, Berkeley, Haas School of Business
Master of Business Administration (MBA)
The Hong Kong University of Science and Technology
MBA Study Abroad
Boston College
Bachelor of Science, Finance
University of Otago
Undergraduate Study Abroad
Chaminade College Preparatory School
Middle School & High School
Simply Healthcare August 2012 - 2014
HighMark Capital Management June 2008 - November 2011
Prudential Financial March 2007 - September 2008
Transamerica 2004 - 2006
Skills
Series 63, Series 7, Series 6, Mutual Funds, Alternative Investments, Separately Managed..., Investment Strategies, Private Equity, Wealth Management, Trading, Financial Advisory, Portfolio Management, Hedge Funds, Investment Management, Fixed Income, Financial Services, Series 24, Relationship Management, FINRA, Asset Management, Asset Allocation, 401k, Equities, Capital Markets, Securities, Insurance, Retirement Planning, Investment Advisory, Fixed Annuities, Retirement, IRAs, Institutional Sales, Strategic Financial..., Wealth, Series 65, Defined Contribution, Financial Planners, ETFs, Institutional..., Bonds, Investments, Closed-end Funds, Life Insurance, Uniform Combined State...
Education
St. Petersburg College
Finance
Hyundai Capital America February 2014 - Present
HighMark Capital Management October 2008 - September 2013
TruSource, A Division of Union Bank of California, N.A. February 2006 - August 2008
Southern California Edison June 2002 - December 2006
Citi 1999 - 2003
Skills
Editing, Internal Communications, Project Management, Marketing, Research, PowerPoint, Microsoft Excel, Microsoft Office, Strategic Planning, Social Media, Event Management, Data Analysis, Customer Service, Sales, Business Development, Corporate Communications, Event Planning
Education
California State University-Long Beach - College of Business Administration
Bachelors of Science, Business Administration, Emphasis in Marketing
Five9 August 2015 - Present
Five9 June 2013 - June 2014
Insight Wealth Strategies January 2011 - June 2013
Electronic Arts January 2003 - February 2004
Bank of America February 2001 - January 2003
Gap Inc. July 2000 - February 2001
Tri Valley Growers July 1999 - July 2000
HighMark Capital Management December 1997 - July 1999
Federal Reserve Bank of San Francisco May 1997 - December 1997
Federal Reserve Bank of San Francisco November 1995 - May 1997
Skills
Recruiting, Strategic Financial..., Budgets, Management, CRM, Human Resources, Marketing, Strategy, Sourcing
Education
John F. Kennedy University 1994 — 1997
Master of Business Administration (M.B.A.)
University of California, Davis 1987 — 1992
Bachelor of Arts (B.A.), Economics
Sit Investment Associates January 2008 - Present
HighMark Capital Management 2005 - 2007
Zacks Investment Research 2003 - 2005
Rodman & Renshaw 2002 - 2003
A.G. Edwards & Sons, Inc. 1996 - 2001
Skills
Internet Services, Semiconductors, Semiconductor Equipment, Semiconductor..., Database Servers, Data Management, Computer Hardware, Telecom Infrastructure, Telecom Technologies, Network Engineering, Wireless Networking, Business Services, Software Engineering, Equity Research, Equity Valuation, Portfolio Management
Education
The University of Chicago Booth School of Business 1989 — 1991
MBA
Northwestern University 1985 — 1988
MEM
Marquette University 1978 — 1982
BSEE
HighMark Capital Management February 2015 - Present
CounselWorks LLC November 2013 - February 2015
Charles Schwab March 2012 - November 2013
Charles Schwab March 2008 - March 2012
Charles Schwab November 2005 - February 2008
NASD October 2003 - October 2005
Charles Schwab October 2000 - October 2003
Novogradac & Company LLP January 2000 - October 2000
Education
San Francisco State University 2008 — 2010
MBA
University of San Francisco 1995 — 1999
BSBA
HighMark Capital Management January 1999 - Present
Montgomery Asset Management October 1997 - December 1998
HighMark Capital Management June 1990 - September 1997
Education
University of California, Berkeley 1986 — 1990
BS, Finance
Chartered Financial Analyst
HighMark Capital Management, Inc (Union Bank of California) 2001 - Present
Highmark Capital Management 1999 - 2001
Union Bank 1994 - 1999
Skills
Portfolio Management, Asset Allocation, Alternative Investments, Investments, Investment Strategies, Wealth Management, Asset Management, Investment Management, Mutual Funds, Equities, Equity Research, Separately Managed..., Investment Advisory, Hedge Funds, Fixed Income, Securities
Education
Golden Gate University 1984 — 1990
Master's degree, Financial Planning and Services
California Polytechnic State University-San Luis Obispo 1977 — 1982
Businss - Finance and accountin
Ponderosa Investment Group, LLC April 2006 - Present
Highmark Capital Management 2003 - 2006
Copper Mountain Trust 2001 - 2003
Copper Mountain Trust February 1996 - April 2001
CTC Consulting, LLC July 1989 - April 1996
Skills
Asset Management, Asset Allocation, Alternative Investments, Hedge Funds, Mutual Funds, Portfolio Management, Investment Advisory, Wealth Management, Investment Strategies, Institutional, Investments, Options, Investment Management, Asset Managment, Financial Advisory, Pensions, Series 7, Fixed Income, Equities, Series 63, Securities, Bonds, Retirement Planning, Retirement
Education
Oregon State University 1987 — 1989
Bachelor of Science, Business Administration concentration in Finance & Investments. Minor in Idustrial Engineering
HighMark Capital Management January 2013 - Present
HighMark Capital Management April 2010 - Present
Fathers for Fitness January 2008 - July 2012
Boyd Fitness Partners, LLC January 2006 - July 2012
HighMark Capital Management 2010 - 2012
Encinitas Education Foundation at OPE December 2006 - July 2009
Encinitas Education Foundation January 2006 - July 2009
Nicholas- Applegate Capital Management January 2001 - January 2006
US Bancorp Piper Jaffray January 1994 - January 2001
Arneson Kercheville Ehrenberg & Associates January 1991 - January 1994
Skills
Management, Due Diligence, Equities, Investments, Leadership, Trading, Entrepreneurship, Finance, Corporate Finance, Portfolio Management, Marketing
Education
国際基督教大学 1981 — 1986
Bachelor of Arts, Economics
International Christian University 1981 — 1985
Bachelor of Arts, Economics
Nationwide Financial May 2014 - Present
HighMark Capital Management May 2008 - December 2013
Union Bank of California July 2004 - May 2008
Farmers Financial Solutions 2003 - 2004
Sutro & Co / RBC Dain Rauscher 2002 - 2003
U.S. BANCORP PIPER JAFFRAY 1999 - 2002
Franklin Templeton 1991 - 1999
Skills
Mutual Funds, Investments, Series 63, Investment Advisory, Alternative Investments, Series 6, Asset Allocation, Investment Strategies, 401k, Defined Contribution, Qualified Retirement..., Investment Management, Retirement Planning, Retirement, Zephyr Style Advisor, Asset Management, Portfolio Management, Wealth Management, Retirement Plan..., Morningstar Direct, Thompson Portfolio..., FactSet
Education
San Diego State University-California State University 1987 — 1991
Bachelor of Science in Business Administration, Marketing
Marin Catholic High School
HighMark Capital Management June 2015 - Present
Wilshire Associates December 2012 - May 2015
Wilshire Associates May 2011 - December 2012
Dorchester Capital Advisors January 2007 - May 2011
Skills
Hedge Funds, Investments, Alternative Investments, Equities, Bloomberg, Asset Management, Fixed Income, Equity Research, Portfolio Management, Valuation, Financial Modeling, Fund Of Funds, Investment Management, Private Equity, Mutual Funds
Education
UCLA Anderson School of Management 2012 — 2015
Master of Business Administration (MBA)
California State University-Northridge 2003 — 2007
Bachelor of Science (BS), Finance, Economics
Highmark Capital Management June 2014 - Present
Western Asset Management Company March 2005 - June 2014
Skills
Fixed Income, Bloomberg, Asset Allocation, Mutual Funds, Asset Managment, Equities, Hedge Funds, Investment Strategies, Investments, Alternative Investments, Series 7, Series 63, Investment Management, Portfolio Management, Securities, Financial Modeling, Uniform Combined State..., Series 24, Financial Analysis, Wealth Management
Education
University of California, Berkeley
BA, Economics
Morgan Stanley Smith Barney 2007 - 2009
HighMark Capital Management 2004 - 2007
Prudential Investments 1997 - 2003
Skills
Mutual Funds, Investment Advisory, Financial Advisory, Financial Services, Sales, Portfolio Management, Asset Management
Education
Boston College 1989 — 1993
B.S.
HighMark Capital Management July 2014 - Present
HighMark Capital Management April 2008 - July 2014
HighMark Capital Management May 1999 - April 2008
Imperial Trust Company April 1998 - May 1999
Skills
Wealth Management, Asset Allocation, Investments, Investment Management, Asset Managment, Asset Management, Investment Strategies, Mutual Funds, Investment Advisory
Education
Pepperdine University 1996 — 1998
Master of Business Administration (M.B.A.)
Saint Mary's College of California 1989 — 1993
Bachelor's Degree
HighMark Capital Management Vice President, Senior Portfolio ManagerSanta Barbara Bank & Trust2003 - 2007
National Planning Corp. 1999 - 2003
Education
University of California, Santa Barbara
B.A., Business Economics
Highmark Capital Management May 2006 - Present
United States Marine Corps October 2001 - February 2008
Union Bank February 1998 - May 2006
Skills
Asset Management, Securities, SDLC, Databases, Risk Management, Financial Services, Bloomberg Terminal, Bloomberg Software, ThomsonOne, Thomson One Analytics, Thomson one investment..., SEI, Trade Web, Factset, Relationship Management, Project Management, Management, Systems Analysis, Bloomberg, Business Analysis, Customer Service, Equities, Leadership, Fixed Income, Analysis, Process Improvement, Microsoft Office, Troubleshooting, Microsoft Excel, Security, Strategic Planning, Portfolio Management, PowerPoint
Education
San Francisco State University 2000 — 2003
Kinesiology
Alberta Investment Management Corporation (AIMCo) March 2013 - January 2015
HighMark Capital Management August 2003 - January 2013
mPower January 2002 - August 2003
Wellington Management September 1995 - January 2002
TSA Capital Management April 1994 - August 1995
ARCO Investment Management Company July 1990 - April 1994
General Dynamics April 1986 - September 1989
Skills
Investments, Team Leadership, Asset Management, Portfolio Optimization, Mutual Funds, Derivatives, Investment Advisory, Asset Allocation, High Net Worth..., Portfolio Management, Investment Strategies, Equities, Risk Management, Financial Advisory, Bloomberg, Alternative Investments, Financial Analysis, Fixed Income, Investment Management, Wealth Management, Market Risk, Asset Managment, Securities, Financial Services, Hedge Funds, Economics, Options, Equity Research, Bonds, Capital Markets
Education
Stanford University 1989 — 1990
MS, Operations Research Engineering
University of California, Los Angeles 1981 — 1985
BS, Applied Mathematics
Woodside High School 1976 — 1981
Matthews Asia July 2015 - Present
HighMark Capital Management October 2012 - June 2015
HighMark Capital Management March 2005 - October 2012
Wells Fargo Funds Management, LLC 2001 - 2005
PricewaterhouseCoopers 1991 - 2001
Skills
Risk Management, Derivatives, Valuation, Financial Reporting, Financial Services, Compliance, Mutual Funds, Investment Management..., Investment Management, Mergers & Acquisitions, Asset Management, Investments, Securities
Education
University of Florida 1987 — 1991
Bachelor in Accounting, 1991
HighMark Capital Management September 2013 - Present
RCM Capital Management March 2006 - September 2013
Piper Jaffray 2000 - 2003
Skills
Series 7, Equities, Asset Managment, Portfolio Management, Investment Strategies, Bloomberg, Investments, Mutual Funds, Series 63, Wealth Management, Equity Research, Asset Allocation, Financial Analysis, Chartered Financial..., Hedge Funds, Alternative Investments, Asset Management, Investment Management
Education
California State University-Sacramento
International Relations
Bel Air Investment Advisors September 2013 - Present
Wells Fargo September 2008 - September 2013
Charles Schwab Investment Management January 2004 - September 2008
Highmark Capital Management August 1999 - January 2004
Morgan Stanley January 1995 - August 1999
Skills
Fixed Income Portfolio..., Fixed Income Strategies, Public Finance, Municipal Bonds, Municipal Law, Risk Management, Fixed Income Analysis, Credit Analysis, Wealth Management, Business Development, Bonds, Mergers, Marketing, Securities, Alternative Investments, Bloomberg, Credit
Education
Saint Lawrence University
Bachelor of Arts (B.A.)
Manulife 2015 - Present
Manulife Asset Management 2014 - 2015
Manulife Asset Management 2004 - 2014
JPMorgan Chase 2003 - 2004
HighMark Capital Management 1999 - 2002
Visa 1998 - 1999
Skills
Asset Managment, Bloomberg, Fixed Income, Equities, Mutual Funds, Trading, Investment Strategies, Asset Management, Wealth Management, Investments, Securities, Asset Allocation, Risk Management
Education
University of San Francisco 1999 — 2003
MBA, Finance
University of Arizona 1993 — 1997
BS, Accounting & Finance
Mercer Health & Benefits January 2008 - Present
Union Bank of California June 2003 - December 2007
HighMark Capital Management 2003 - 2007
UMB Bank November 1996 - June 2003
University Directories 1996 - 1996
University Directories 1994 - 1994
Education
Iowa State University 1991 — 1996
BA - Business Adminstration, Finance
HighMark Capital Management September 1992 - Present
Union Bank 1992 - Present
HighMark Capital Management 1992 - Present
Union Bank, N.A. 1992 - Present
Skills
Investments, Investment Management, Portfolio Management, Financial Analysis, Asset Management, Finance, Financial Services, Credit, Mutual Funds, Securities
Education
San Diego State University-California State University
BA, Economics
MUFG Union Bank September 2010 - Present
US Bank Equipment Finance December 2009 - September 2010
Wells Capital Management February 2000 - September 2006
HighMark Capital Management July 1997 - February 2000
Arthur Andersen LLP October 1995 - July 1997
Skills
C-Level Executive..., Office Management, Customer Service, Event & Meeting Planning, Microsoft Office, Leadership, Elder Care, Financial Services, Investments, Banking
Education
Sonoma State University 1992 — 1994
BS, Business Administration
Salesforce September 2015 - Present
Salesforce February 2014 - August 2015
Salesforce January 2012 - January 2014
HighMark Capital Management July 2009 - August 2011
Kensington Investment Group November 2007 - November 2008
AssetMark Investment Services October 2006 - September 2007
WM Financial Services July 2005 - September 2006
Skills
CRM, Investments, Mutual Funds, Salesforce.com, Asset Management, Business Development, SaaS, Securities, Capital Markets, Sales, Equities, Asset Allocation, Management, Wealth Management, Financial Services, Fixed Income, Strategy, Hedge Funds
Education
University of California, Santa Barbara 1999 — 2003
Bachelor's degree, Business Economics; Minor in Sports Management
Ashfield Capital Partners, LLC August 2012 - Present
HighMark Capital Management 2007 - August 2012
Wells Capital Management 2002 - 2007
JP Morgan H&Q 2000 - 2002
Skills
Equities, Investments, Equity Research, Asset Management, Portfolio Management, Mutual Funds, Technology, Semiconductor Industry, Hedge Funds, Bloomberg
Education
University of California, Santa Barbara 1988 — 1992
BA, Business Economics
HighMark Capital Management July 2004 - April 2013
Brown Brothers Harriman July 1995 - March 2000
Education
Georgetown University Law Center 1983 — 1985
Master of Tax Law, Law
New England School of Law 1980 — 1983
JD, Law
Boston University 1975 — 1979
Bachelor of Arts, Philosophy and Political Science
HighMark Capital Management 2011 - Present
BECU Trust Company 2010 - 2011
Russell Investments 2001 - 2010
Education
Pacific Lutheran University 1994 — 1998
BS, Computer Engineering, Electrical Engineering
Pacific Lutheran University - School of Business
MBA
HighMark Capital Management April 2014 - Present
City National Bank July 2011 - April 2014
NTR Metals January 2010 - July 2011
Nollenberger Capital Partners July 2007 - November 2009
Skills
Microsoft Office, Customer Service, Microsoft Excel, Banking, Strategic Planning, Business Analysis, Risk Management, Project Management, Microsoft Word, PowerPoint, Business Strategy, Process Improvement, Management, Financial Modeling, Account Management, Leadership, Time Management, Event Planning, Human Resources, Social Networking
Education
Skyline College 2002 — 2004
Capuchino High School 1999 — 2002
HighMark Capital Management November 2002 - Present
Education
Golden Gate University 1994 — 1996
MBA, Management
McCallum Place Eating Disorder Centers March 2014 - Present
Infinite Recovery June 2015 - Present
Promises Treatment Centers July 2013 - Present
Recovery Alliance of Austin June 2013 - Present
The Life Empowerment Center June 2012 - Present
The Council on Recovery July 2012 - Present
Seminary of the Southwest May 2009 - May 2013
HighMark Capital Management 2005 - 2006
ICON Capital Corp. 2004 - 2005
Sun America Mutual Funds 2002 - 2003
Skills
Strategic Planning, Event Planning, Cold Calling, Account Management, Contract Negotiation, Fundraising, Salesforce.com, Negotiation, Microsoft Office, Mindfulness, Networking, Connecting People, Spiritual Leadership, ADHD Coaching, Mentoring, Treatment, Nonprofits, Meditation, Teaching, Proposal Writing, Research, Leadership Development, Conflict Resolution, Leadership, Holistic Health, Psychotherapy, Program Management, Team Leadership, Coaching, Community Outreach, Program Development, Social Services, Volunteer Management, Stress Management, Spiritual Direction, Psychology, Counseling Psychology, Self-esteem, Family Therapy, Google Groups, Motivational..., Mental Health
Education
Episcopal Theological Seminary of the Southwest 2009 — 2013
MA Counseling
Clemson University 1983 — 1987
BS, Management
HighMark Capital Management September 2002 - Present
HighMark Capital Management May 2003 - September 2010
GT Capital Management February 1994 - November 1996
Education
Golden Gate University
MBA, Business, Management, Marketing, and Related Support Services
UC Santa Barbara
BA, Economics
Bank of the West March 2013 - Present
Private Wealth Partners, LLC March 2012 - March 2013
Carrick Bend Advisors July 2009 - March 2012
US Trust, Bank of America Private Wealth Management September 2006 - March 2009
Jorgensen Capital Management 2004 - 2006
HighMark Capital Management 2001 - 2003
HighMark Capital Management 1999 - 2001
HighMark Capital Management 1998 - 1999
Skills
Equities, Portfolio Management, Investment Strategies, Asset Management, Investments, Asset Allocation
Education
University of California, Berkeley
Loomis Chaffee
Crown Capital Commercial Corp. January 2010 - Present
HighMark Capital Management July 2009 - March 2010
Union Bank September 2008 - April 2009
Education
University of California, Berkeley 2005 — 2009
B.A., Philosophy
TRENT COLLEGE 2003 — 2004
A-Levels, Math, French, Classical Civilizations
HighMark Capital Management March 2013 - Present
MultiCare Health System December 2012 - March 2013
Associated Chiropractors February 2010 - December 2012
Russell Investments September 1999 - April 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Photoshop
Education
Pierce College at Fort Steilacoom
HighMark Capital Management May 2004 - Present
Freelance Writer/Script Consultant 2000 - 2004
California Bank & Trust 1999 - 2000
Farmers Insurance 1993 - 1998
Freelance Writer/Copywriter 1992 - 1993
The First National Bank Of Chicago 1990 - 1992
Smith Barney, Harris Upham & Company 1989 - 1990
L.F. Rothschild & Company 1987 - 1989
St. Mary's College 1979 - 1984
Education
J.L. Kellogg Graduate School of Management, Northwestern University 1985 — 1987
Master of Business Administration (M.B.A.), Concentrations in Finance, Marketing and Real Estate
University of California, Berkeley 1976 — 1978
Bachelor's Degree, Social Sciences
HighMark Capital Management October 2004 - Present
Victory Capital Management January 2003 - October 2004
HighMark Capital Management 1994 - January 2003
Skills
Asset Management, Portfolio Management, Mutual Funds, Investments, Alternative Investments, Series 7, Wealth Management, Investment Management, Investment Strategies, Asset Allocation, Investment Advisory, Securities, Financial Analysis
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1989 — 1992
MBA
Occidental College 1984 — 1988
Bachelor of Arts, Psychology
Guggenheim Partners 2012 - Present
DreamWorks Animation 2012 - 2012
HighMark Capital Management November 2010 - April 2011
Capital Guardian Trust Company January 2007 - July 2009
Capital Guardian Trust Company July 2001 - December 2007
Skills
Adobe Acrobat, Editing, Copy Editing, Marketing, Marketing Communications, Investments, Microsoft Excel, Digital Marketing, Photoshop, Financial Services, Market Research, Marketing Strategy, Microsoft Office, PowerPoint, Project Management, Sales, Social Media, Strategic Communications, Strategy, Time Management, Training
Education
California State University-Los Angeles
Bachelor of Arts (BA)
Kayne Anderson Rudnick January 2014 - Present
Kayne Anderson Rudnick January 2013 - December 2013
Kayne Anderson Rudnick July 2011 - December 2013
HighMark Capital Management April 2009 - May 2011
Skills
Asset Managment, Equity Research, Portfolio Management, Investments, Equities, Asset Allocation, Valuation, Investment Advisory, Mutual Funds, Financial Modeling, Investment Strategies, Wealth Management, Risk Management, Alternative Investments, Asset Management, Hedge Funds, Investment Management
Education
Harvard Business School 1984 — 1986
Master of Business Administration (MBA)
United States Naval Academy 1975 — 1979
B.S., Marine Engineering
First Republic Bank June 2015 - Present
HighMark Capital Management September 2011 - May 2015
HighMark Capital Management September 2010 - September 2011
Nielsen May 2008 - August 2008
Education
Ohio Wesleyan University 2006 — 2010
BA, Economics and Psychology
HighMark Capital Management March 2010 - Present
HighMark Capital Management January 2008 - March 2010
Skills
Extensive knowledge on..., Portia report writing, Asset Under Management..., Project Management, Portfolio Management, Property Management, Investments, Mutual Funds, Fixed Income, Equities, Risk Management, Bloomberg
Education
Merritt College 2009 — 2010
Real Estate
Laney College 2007 — 2008
Computer Science
University California of East Bay 2005 — 2006
Computer Science
Chabot College 2001 — 2005
Computer Science
San Jose State University 1983 — 1986
Bachelor of Science (BS), Finance, Economics
HighMark Capital Management October 2013 - Present
JJ Thomason, Inc December 2012 - October 2013
Erman Retirement Advisory December 2008 - December 2010
Erman Retirement Advisory July 1997 - December 2008
Erman Retirement Advisory September 1993 - July 1997
Skills
Financial Analysis, Business Analysis, Strategic Planning, Operations Management, Customer Service, Microsoft Office, Corporate Finance, Portfolio Management, Strategic Financial..., Finance, Investments, Compliance, Portfolio Reporting, Portfolio Evaluation, Asset Allocation, Trade Review, Financial Audits, Client Billing, Accounts Receivable, Accounts Payable, Mutual Fund Analysis, Investment Advisory, Securities Valuation, Cost/Benefit Analysis, Internal Controls, Leadership
Education
CSU Long Beach 2011 — 2013
MBA, Finance Concentration, 3.8
California State University-Long Beach 2011 — 2013
Master of Business Administration (MBA), Finance and Financial Management Services
CSU Long Beach 1994 — 1997
BS, Business Administration, Finance, 3.93
California State University-Long Beach - College of Business Administration
Master of Business Administration (MBA), Finance, General
Cypress College
Associate of Science (A.S.), Accounting
HighMark Capital Management February 1991 - Present
J&W Seligman 1989 - 1990
Lehman Brothers 1987 - 1988
Sutro & Company 1982 - 1987
Procter & Gamble 1978 - 1982
Skills
Asset Management, Mutual Funds, Alternative Investments, Asset Allocation, Series 7, Series 63, Separately Managed..., Investments, Securities, Fixed Income, Equities, Wealth Management, Portfolio Management, Financial Services
Education
University of San Francisco 1976 — 1978
Bachelor of Science (BS), Business/Managerial Economics
University of Cincinnati 1974 — 1975