Highland Associates; Birmingham, AL

Description

Address: 2545 Highland Ave # 200, Birmingham, AL 35205 Phone: (205) 933-8664Category: : : Website: : : : Place name: : Hours: Website: http://highlandassoc.com/ Category: Financial Planner 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 Highland Associates Posting publicly on the Web Write a review Reviews 1 Google review

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Highland Associates; Birmingham, AL Employees

Employee
Years
Job
Industry
Erez Kaminski Erez Kaminski Birmingham, Alabama Details
Erez Kaminski's Highland Associates; Birmingham, AL Experience February 2015 - May 2015
Job Visiting Researcher at Princeton Plasma Physics Laboratory
Industry Research
Experience
Princeton Plasma Physics Laboratory  May 2015 - Present
Unus Foundation Inc, Unus LLC   January 2015 - Present
Highland Associates; Birmingham, AL   February 2015 - May 2015
Technion - Israel Institute of Technology  May 2014 - July 2014
Birmingham-Southern College  September 2013 - December 2013
Birmingham-Southern College  June 2013 - August 2013
Israel Defense Forces  March 2009 - March 2012

Skills
Research, Leadership, Teamwork, Microsoft Office, Physics, Training, Social Networking, Fundraising, Teaching, Microsoft Excel, Team Leadership, Management, Public Speaking, Matlab, Problem Solving

Education
Birmingham-Southern College   2012 — 2016
Bachelor of Science (BS), Physics & Mathematics

The Hebrew Reali School   2004 — 2008
High School, Physics, Mathematics, Communication.

Adam Painter Adam Painter Birmingham, Alabama Area Details
Adam Painter's Highland Associates; Birmingham, AL Experience June 2005 - April 2008
Job UAB Hospital
Industry Hospital & Health Care
Experience
UAB Hospital  September 2009 - Present
EBSCO Industries, Inc.   April 2008 - September 2008
Highland Associates; Birmingham, AL   June 2005 - April 2008

Skills
Statistical Data..., Data Mining, Microsoft Excel, Visual Basic, Leadership, Investment Strategies, Alternative Investments, Strategic Planning, Healthcare, Social Media, Public Speaking, Microsoft Word, PowerPoint, PowerChart

Education
University of Alabama at Birmingham   2008 — 2012

University of Alabama   2000 — 2004
Bachelor's of Science, Finance, Banking and Financial Services

Paige Daniel Paige Daniel Birmingham, Alabama Details
Paige Daniel's Highland Associates; Birmingham, AL Experience September 2014 - Present
Job Principal at Highland Associates; Birmingham, AL
Industry Investment Management
Experience
Highland Associates; Birmingham, AL   September 2014 - Present
Highland Associates; Birmingham, AL   August 2006 - Present
AmSouth Bank  April 1999 - August 2006
CIBC Oppenheimer  January 1998 - April 1999

Skills
Asset Allocation, Investment Management, Alternative Investments, Investments, investment consulting, manager searches, asset/liability modeling

Education
Vanderbilt University   2000 — 2004
Bachelor of Arts (B.A.), Economics

Georgia State University   1996 — 1997
Master of Business Administration (M.B.A.), Finance, General

Carol Riney Carol Riney Birmingham, Alabama Details
Carol Riney's Highland Associates; Birmingham, AL Experience December 1998 - Present
Job Owner at Bella's Bridal & Formal
Industry Retail
Experience
Bella's Bridal & Formal   January 2004 - Present
Highland Associates; Birmingham, AL   December 1998 - Present

Skills
Asset Allocation

Education
University of Alabama at Birmingham   1999 — 2001
Business Administration, Management and Operations

Midfield High School   1982 — 1986

Tara (Lee) Shapach Tara (Lee) Shapach Birmingham, Alabama Area Details
Tara (Lee) Shapach's Highland Associates; Birmingham, AL Experience August 1999 - March 2003
Job Finance Manager II at BBVA Compass
Industry Banking
Experience
BBVA Compass  November 2013 - Present
BBVA Compass  July 2008 - Present
Southern Company  December 2006 - July 2008
HealthSouth  July 2005 - December 2006
ProAssurance  March 2003 - July 2005
Highland Associates; Birmingham, AL   August 1999 - March 2003

Skills
Financial Analysis, Financial Modeling, Credit Analysis, Financial Reporting, Credit, Portfolio Management, Commercial Lending, Strategic Financial..., Loans, Treasury Management, PeopleSoft, Budgets, Forecasting, Microsoft Excel, Strategic Planning, Risk Management, Commercial Banking, Financial Risk, Investments, Crystal Reports, PowerPoint, Pivot Tables, Database Design, Gross Margin, Presentations, Communication, Banking, Deposits, Swaps, Ad Hoc Reporting, Segmentation, Commercial Funding, Problem Solving, Multitasking Skills, MBA, Finance, Variance Analysis, Report Development, Training, Data Analysis, Learn New Software..., Process Enhancement, Strategy

Education
University of Alabama at Birmingham   2000 — 2005
MBA, Finance

Auburn University   1995 — 1999
Bachelors of Science in Finance, Finance

Trey Echols Trey Echols Birmingham, Alabama Details
Trey Echols's Highland Associates; Birmingham, AL Experience September 2014 - Present
Job President & CEO at Highland Associates; Birmingham, AL
Industry Financial Services
Experience
Highland Associates; Birmingham, AL   September 2014 - Present
Deloitte Corporate Finance LLC  September 2011 - September 2014
McColl Partners  September 2011 - June 2013
Merrill Lynch  April 2011 - September 2011
Merrill Lynch  May 2009 - April 2011
Merrill Lynch  March 2008 - April 2009
Merrill Lynch  December 1999 - March 2008
SouthTrust Bank  June 1996 - March 1999

Skills
Investment Banking, Series 7, Financial Analysis, Wealth Management, Credit, Banking, Cash Management, Investments, Securities, Business Strategy, Business Planning, Series 79, Series 24, Series 63, Series 66, Compliance, Uniform Combined State..., Valuation, Strategy, Corporate Finance, FINRA, Deal Sourcing, New Business Development, Business Process..., Financial Services, Private Equity, Loans, Business Development

Education
Birmingham-Southern College   1992 — 1996
Bachelor, Finance

Andy Webb, CFA, CPA Andy Webb, CFA, CPA Birmingham, Alabama Area Details
Andy Webb, CFA, CPA's Highland Associates; Birmingham, AL Experience April 2015 - Present
Job Senior Investment Analyst at Highland Associates; Birmingham, AL
Industry Investment Management
Experience
Highland Associates; Birmingham, AL   April 2015 - Present
Warren Averett, LLC -- Warren Averett Asset Management   April 2012 - April 2015
Regions Financial Corporation  June 2008 - April 2012
PricewaterhouseCoopers LLP  July 2004 - July 2008
University Center for Economic Development   July 2003 - June 2004

Skills
Portfolio Management, Financial Analysis, Auditing, Investments, Banking, Finance, Internal Controls, Fixed Income, Leadership, Management, Insurance, Financial Services, Accounting, Financial Modeling, Financial Reporting, Equities

Education
University of Alabama
Bachelor's of Science, Accounting

University of Alabama June 2004
Masters of Accountancy

Susie Pugh Susie Pugh Birmingham, Alabama Details
Susie Pugh's Highland Associates; Birmingham, AL Experience October 2000 - December 2014
Job Controller/Senior Performance Analyst at Highland Associates; Birmingham, AL
Industry Investment Management
Experience
Highland Associates; Birmingham, AL   October 2000 - December 2014
Southern Natural Gas  October 1998 - June 2000
SONAT/Southern Natural Gas   October 1995 - October 1998
Mackle, Splawn, Tindall & McDonald (Now a part of Carr, Riggs & Ingram)   July 1985 - October 1995

Skills
Investments

Education
University of North Alabama
Bachelor's Degree, Accounting and Management Information Systems

Caleb Smith Caleb Smith Birmingham, Alabama Area Details
Caleb Smith's Highland Associates; Birmingham, AL Experience June 2015 - Present
Job Associate Analyst at Highland Associates; Birmingham, AL
Industry Financial Services
Experience
Highland Associates; Birmingham, AL   June 2015 - Present
Highland Associates; Birmingham, AL   January 2015 - May 2015
Berkadia  January 2015 - May 2015
Business Resource, LLC   August 2014 - May 2015
Align Technology  April 2014 - September 2014
Samford University, Campus Recreation   January 2012 - September 2014
Smith Logistical Services   March 2013 - January 2014
Moses Phillips Young Brannon & Henninger LLP   January 2013 - April 2013
Goo Goo Car Wash   December 2011 - December 2012
Kelley Sammons Toole and Ellison LLP   July 2012 - August 2012

Skills
Bloomberg, SAP Business One, Microsoft Excel, Microsoft Word, InvestorForce, Evestment, Morningstar, JDE Enterprise One, Salesforce.com, Hyperion HFM, Microsoft Office, Time Management, Research, Teamwork, Logistics, Social Media, Public Speaking, English, Event Planning, Finance, PowerPoint, Customer Service

Education
Samford University   2011 — 2015
Bachelors of Science in Business Administration, cum laude, Finance

Lauren Bates Lauren Bates Birmingham, Alabama Details
Lauren Bates's Highland Associates; Birmingham, AL Experience April 2015 - Present
Job Research Analyst at Highland Associates
Industry Investment Management
Experience
Highland Associates; Birmingham, AL   April 2015 - Present
Regions Financial Corporation  May 2013 - March 2015
Public Notice  May 2012 - August 2012
Kinsight, LLC   May 2011 - May 2012
First National Bankers Bank  February 2011 - April 2011

Skills
Bloomberg Terminal, Stata, SPSS, Minitab, Microsoft Excel, Microsoft Office, PowerPoint

Education
Samford University   2009 — 2013
Bachelor of Business Administration (B.B.A.), Economics and Finance

2015 CFA Level II Candidate in the CFA Program

Forrest Hames Forrest Hames Birmingham, Alabama Details
Forrest Hames's Highland Associates; Birmingham, AL Experience June 2015 - Present
Job Associate Analyst at Highland Associates; Birmingham, AL
Industry Financial Services
Experience
Highland Associates; Birmingham, AL   June 2015 - Present
Vulcan Value Partners  May 2013 - July 2013
TNT Fireworks  May 2011 - July 2012
FedEx Ground  February 2012 - May 2012

Skills
Bloomberg Certified, DCF Modeling, Financial Analysis, Bloomberg Terminal, Financial Modeling, Financial Statement..., Economics, Microsoft Word, Microsoft Office, Asset Management, Securities, Valuation, Time Management, Bloomberg, Finance, Analysis

Education
University of Alabama   2011 — 2015
Bachelor's degree, Finance, Math

Hunter Craig Hunter Craig Birmingham, Alabama Details
Hunter Craig's Highland Associates; Birmingham, AL Experience January 2015 - Present
Job Director of Manager Research at Highland Associates; Birmingham, AL
Industry Investment Management
Experience
Highland Associates; Birmingham, AL   January 2015 - Present
Highland Associates; Birmingham, AL   March 2008 - January 2015
Kinsight, LLC   September 2006 - March 2008

Skills
Investment Management, Portfolio Management, Investments, Asset Allocation, Financial Analysis

Education
University of Alabama at Birmingham   2003 — 2005
Master of Business Administration (M.B.A.), Finance, General

Birmingham-Southern College   1996 — 2000
Bachelor of Science (BS), Business Administration and Management, General

Scott Graham, CFA Scott Graham, CFA Birmingham, Alabama Area Details
Scott Graham, CFA's Highland Associates; Birmingham, AL Experience November 2014 - Present
Job Chief Investment Officer at Highland Associates; Birmingham, AL
Industry Investment Management
Experience
Highland Associates; Birmingham, AL   November 2014 - Present
Highland Associates; Birmingham, AL   September 2006 - Present
Vulcan Materials Company  2004 - 2006
CNHI  2001 - 2004
NCP Solutions  2000 - 2001
Regions Financial Corporation  1998 - 2000

Skills
Asset Allocation, Alternative Investments, Financial Modeling, Investment Strategies, Investment Management, Investments, Portfolio Management, Mutual Funds, Series 63, Equities, Investment Advisory, Equity Research, Capital Markets, Fund Of Funds, Institutional..., Chartered Financial..., Series 6, Finance, Financial Analysis, Asset Management

Education
University of Alabama at Birmingham   2002 — 2004
Master of Business Administration (MBA), Finance and Investments, 4.0

Troy University   1994 — 1998
Bachelor's degree, Finance, General, 3.1

Michael Thomas, CFA Michael Thomas, CFA Birmingham, Alabama Details
Michael Thomas, CFA's Highland Associates; Birmingham, AL Experience 2004 - Present
Job Consultant at Highland Associates, Inc.; Birmingham, AL
Industry Investment Management
Experience
Highland Associates; Birmingham, AL   2004 - Present

Skills
Asset Allocation, Alternative Investments, Investments, Equity Research, Investment Strategies, Mutual Funds, Morningstar, Chartered Financial..., Capital Markets, Fund Of Funds, Performance Attribution, Investment Advisory, Investment Research, Financial Markets, Consulting, Rebalancing, Investment Policy..., Tactical Asset..., Series 6, Series 63

Education
University of Alabama   1999 — 2003
Bachelor of Science (B.S.), Finance, General

University of Alabama   1999 — 2003
Bachelor of Science (B.S.), Finance, General

Susanna Laundy Susanna Laundy Greater Denver Area Details
Susanna Laundy's Highland Associates; Birmingham, AL Experience 1999 - 2003
Job Vice President Revenue Cycle Special Projects at Catholic Health Initiatives
Industry Hospital & Health Care
Experience
Catholic Health Initiatives  March 2003 - Present
Highland Associates; Birmingham, AL   1999 - 2003
Sisters of Charity of Leavenworth Health System  1988 - 1999
University of Health Sciences Osteopathic Health System   1987 - 1988

Skills
Hospitals, Healthcare Information..., Healthcare, Healthcare Management, Revenue Cycle, Finance, Strategic Financial..., Governance, Investment Advisory, Operational Risk..., Financial Risk, Medicare, Healthcare Industry, Leadership, Financial Reporting, Internal Controls, Program Management, Auditing, Revenue Cycle Management, Healthcare Consulting, Physician Relations, Process Improvement, Strategy, Physicians, EHR, EMR, Medicaid, Practice Management, Informatics

Education
University of Notre Dame   1985 — 1987
Master of Science in Administration (MSA), Healthcare

Avila University   1975 — 1981
Bachelor of Science (BS), Business Administration and Management, General, Cume Laude

Avila University   1975 — 1981
Bachelor of Arts (BA), Religious Studies Education, Cum Laude

Allison Ditzel Allison Ditzel Chicago, Illinois Details
Allison Ditzel's Highland Associates; Birmingham, AL Experience June 2007 - August 2007
Job Associate Vice President, Senior Client Service Manager at Atlantic Trust
Industry Financial Services
Experience
Atlantic Trust  January 2015 - Present
Atlantic Trust  December 2012 - Present
Invesco Ltd.  January 2011 - December 2012
Mercer Investment Consulting  June 2008 - January 2011
Highland Associates; Birmingham, AL   June 2007 - August 2007

Skills
Hedge Funds, Mutual Funds, Asset Allocation, Portfolio Management, Investments, PowerPoint

Education
University of Georgia - Terry College of Business   2004 — 2008
Banking and Finance

University of Innsbruck   2006 — 2006
Study Abroad

Episcopal High School   2000 — 2004

T. Jason Copeland, CFA, CAIA T. Jason Copeland, CFA, CAIA Birmingham, Alabama Details
T. Jason Copeland, CFA, CAIA's Highland Associates; Birmingham, AL Experience May 2011 - Present
Job Senior Research Analyst at Highland Associates, Inc.; Birmingham, AL
Industry Financial Services
Experience
Highland Associates; Birmingham, AL   May 2011 - Present
Ameriprise Financial Services, Inc.   November 2007 - May 2011

Skills
Portfolio Management, Asset Allocation, Financial Modeling, Valuation, Capital Markets, Alternative Investments, Private Equity, Hedge Funds, Due Diligence

Education
University of Alabama, Manderson Graduate School of Business   2009 — 2011
MBA, Financial Risk

University of Alabama   2003 — 2006
Bachelor of Business Administration (BBA)

Will Battle Will Battle Birmingham, Alabama Details
Will Battle's Highland Associates; Birmingham, AL Experience July 2012 - Present
Job Research Analyst at Highland Associates
Industry Investment Management
Experience
Highland Associates; Birmingham, AL   July 2012 - Present
Children's of Alabama  February 2012 - July 2012
Thomas Waters State Farm Agency   May 2011 - August 2011
Golden Rule BBQ   June 2006 - November 2010

Skills
Microsoft Excel, Research, Alternative Investments, Leadership

Education
Birmingham-Southern College   2008 — 2012
Bachelor of Science (BS), Business Administration and Management, General

The Altamont School   2004 — 2008

Tony Daniel Tony Daniel Greater Atlanta Area Details
Tony Daniel's Highland Associates; Birmingham, AL Experience 1994 - 1998
Job Consultant at LCG Associates
Industry Investment Management
Experience
LCG Associates  AnalystHighland Associates; Birmingham, AL1994 - 1998
Highland Associates; Birmingham, AL   1994 - 1998

Education
Birmingham-Southern College   1989 — 1994

Derek Peterson, CFA Derek Peterson, CFA Birmingham, Alabama Area Details
Derek Peterson, CFA's Highland Associates; Birmingham, AL Experience October 2012 - Present
Job Investment Analyst at Highland Associates; Birmingham, AL
Industry Investment Management
Experience
Highland Associates; Birmingham, AL   October 2012 - Present
Regions Investment Management   February 2006 - October 2012
Morgan Asset Management  February 2005 - February 2006

Skills
CFA Charterholder, Equity Research, Investment Research, Tactical Asset..., Chartered Financial..., Portfolio Management, Investment Management, Investments, Equities, Asset Allocation

Education
The University of Georgia   1995 — 1998
Bachelors Degree In Business Administration, Finance