Highland Capital Management

Industry: Asset management company

Description

Highland Capital Management is an alternative investment management firm that manages hedge funds, structured investment vehicles and mutual funds. The firm invests in global public equities, as well as fixed income markets with a focus on leveraged loans, high yield bonds, and structured products. Headquarters: Dallas, TX Founders: James Dondero, president; Mark Okada, CIO Key person: Trey Parker Number of employees: 100 Founded: 1993 Subsidiaries: MGM Holdings,

Highland Capital Management List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Highland Capital Management. You can filter them based on skills, years of employment, job, education, department, and prior employment.

Highland Capital Management Salaries. You can even request information on how much does Highland Capital Management pay if you want to. Learn about salaries, pros and cons of working for Highland Capital Management directly from the past employees.

Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!

127 Highland Capital Management employees in database. Find out everything there's to know about Highland Capital Management employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.

Highland Capital Management Employees

Employee
Years
Job
Industry
Isaac Leventon Isaac Leventon Dallas/Fort Worth Area Details
Isaac Leventon's Highland Capital Management Experience March 2011 - Present
Job Assistant General Counsel at Highland Capital Management
Industry Legal Services
Experience
Highland Capital Management   March 2011 - Present
Highland Capital Management, LP  September 2009 - March 2011
Hartline Dacus Barger Dreyer & Kern  September 2005 - September 2009
Centers for Disease Control  April 2002 - August 2003

Education
The University of Texas School of Law   2002 — 2005
JD with Honors, Law

Emory University   1998 — 2001
BA, Political Science

Bellaire HS

Shelby Noble Shelby Noble Greater Denver Area Details
Shelby Noble's Highland Capital Management Experience April 2008 - June 2009
Job Senior Director Investor Relations at UDR
Industry Real Estate
Experience
UDR  April 2015 - Present
Invesco Real Estate  January 2013 - April 2015
Invesco Real Estate  January 2011 - January 2013
Invesco Real Estate  June 2009 - January 2011
Highland Capital Management   April 2008 - June 2009
Highland Capital Management   June 2006 - April 2008
LECG  January 2006 - May 2006

Skills
Valuation, Equities, Investments, Financial Modeling, Bloomberg, Hedge Funds, Fixed Income, Alternative Investments, Capital Markets, Securities, Trading, Financial Analysis

Education
Texas A&M University   2002 — 2006
B.S., Economics

David Crull David Crull Miami/Fort Lauderdale Area Details
David Crull's Highland Capital Management Experience 2006 - 2007
Job Chief Financial Officer at AeroTurbine, Inc
Industry Airlines/Aviation
Experience
AeroTurbine, Inc.   April 2013 - Present
AeroTurbine  January 2012 - April 2013
AeroTurbine  May 2009 - December 2011
Spirit Airlines  May 2007 - May 2009
Highland Capital Management   2006 - 2007
American Airlines  2004 - 2006
Delta Air Lines  2000 - 2004
United States Marine Corps  1996 - 2003

Skills
Aviation, Leadership, Aircraft, Contract Negotiation, Aerospace, Consulting, Microsoft Excel, Airlines, Strategic Planning, Commercial Aviation, Project Finance, Program Management, Aircraft Maintenance, Forecasting, Change Management, Financial Analysis, Venture Capital, Strategic Leadership, Process Improvement, Process Engineering, Entrepreneurship, Six Sigma, Financial Modeling, Analysis, Business Analysis, Management Consulting, Strategic Financial..., Management, Contract Management, Pricing, Logistics, New Business Development, Supply Chain, Competitive Analysis, Business Planning, Executive Management, Cross-functional Team..., Procurement, Aircraft Leasing, Business Process..., Strategy, Finance

Education
The University of Dallas   2004 — 2006
MBA, Corporate Finance

Embry-Riddle Aeronautical University   1999 — 2003
BS, Professional Aeronautics

Dallas School of Aeronautics   1999 — 1999
A&P, Aerospace

Mark Fleck, CFA Mark Fleck, CFA Chattanooga, Tennessee Area Details
Mark Fleck, CFA's Highland Capital Management Experience June 1998 - January 2008
Job Principal, Portfolio Manager at Patten & Patten, Inc
Industry Investment Management
Experience
Patten & Patten, Inc   January 2008 - Present
Highland Capital Management   June 1998 - January 2008

Skills
Investments, Wealth Management, Financial Analysis, Investment Management

Education
The University of Memphis   1991 — 1992
MBA

Christian Brothers University   1988 — 1991
BS, Accounting

Saukok Chu Tiampo Saukok Chu Tiampo New York, New York Details
Saukok Chu Tiampo's Highland Capital Management Experience 2007 - 2009
Job Partner at SeeFood Media
Industry Media Production
Experience
SeeFood Media   2010 - Present
REVEL  2011 - 2014
57 GRAND   2009 - 2012
Highland Capital Management   2007 - 2009
Bank of America  2002 - 2007
Merrill Lynch  1998 - 2002

Skills
Private Equity, Venture Capital, Valuation, Investments, Investment Banking, Nonprofits, Portfolio Management, Business Development, Due Diligence, Leveraged Finance, Marketing Communications, Mergers & Acquisitions, Financial Modeling, Mergers, Investor Relations, Entrepreneurship, Management, Finance, Corporate Development, Start-ups, Corporate Finance

Education
Fashion Institute of Technology

Harvard University
BA

Shawn Groves Shawn Groves Dallas/Fort Worth Area Details
Shawn Groves's Highland Capital Management Experience 2004 - 2008
Job Global Investments | Wealth Management
Industry Investment Management
Experience
Merrill Lynch  2013 - Present
Lone Star Funds  2012 - 2013
Simran Capital Management   2009 - 2012
Highland Capital Management   2004 - 2008
Verizon  2003 - 2004
Allied Riser Communications  1999 - 2001
Citi  1997 - 1999

Skills
Alternative Investments, Equities, Hedge Funds, Portfolio Management, Fixed Income, High Yield, Asset Management, Investment Management, Structured Finance, Business Strategy, Mergers & Acquisitions, Business Acquisition, Strategic Thinking, Leveraged Lending, Underwriting, Real Estate, Mortgage Underwriting, Investment Strategies, Financial Structuring, Bloomberg, Venture Capital, Derivatives, Financial Modeling, Asset Allocation, Investments, Private Equity

Education
The University of Chicago Booth School of Business   2001 — 2003
MBA, Finance/Economics/International

Texas Christian University   1993 — 1997
BBA, Finance/Management

Kevin Helwig Kevin Helwig Greater Denver Area Details
Kevin Helwig's Highland Capital Management Experience June 2014 - Present
Job Regional Sales Director at Highland Capital Management
Industry Financial Services
Experience
Highland Capital Management   June 2014 - Present
Ascendant Capital, LLC/VII Peaks Co-Optivist Income BDC II fund   October 2013 - June 2014
KBR Capital Partners/VII Peaks Co-Optivist Income BDC II fund   November 2012 - October 2013
LoCorr and Millburn Corp Managed Futures Funds   April 2012 - November 2012
Behringer Harvard  May 2004 - April 2012
Columbia Management  December 1997 - May 2004

Skills
Series 7, Series 63, Managed Futures, REIT, Capital Raising, Financial Services, Public Speaking, Corporate Debt, High Yield Bonds, Investment Properties, Due Diligence, Alternative Investments, Financial Advisory, Asset Management, Fixed Income, Securities, Investment Strategies, Mutual Funds, Investment Advisory, Private Equity, Capital Markets, Financial Markets, Management, Investments, Asset Allocation, Wealth Management

Education
University of Arizona   1986 — 1990
Economics, Economics

Jonathan Hubble Jonathan Hubble New York, New York Details
Jonathan Hubble's Highland Capital Management Experience May 2010 - May 2014
Job Head of Human Resources at HRS Management
Industry Investment Management
Experience
HRS Management   April 2015 - Present
Owl Creek Asset Management  May 2014 - April 2015
Highland Capital Management   May 2010 - May 2014
Texas Instruments  July 2008 - May 2010
ZTE  June 2005 - June 2008

Skills
Compensation, Full-cycle Recruiting, Generalist, Spanish, Mandarin, HR Management, Private Equity, Hedge Funds, Deferred Compensation, Management, Asset Management, Investments, Personnel Management, Fixed Income, Restructuring, Human Resources, Mergers & Acquisitions, Due Diligence

Education
The University of Texas at Austin   1999 — 2003
BA, Asian Cultures and Languages - Chinese

Brad Ross Brad Ross Dallas, Texas Details
Brad Ross's Highland Capital Management Experience June 2012 - Present
Job President, Highland Capital Funds Distributor at Highland Capital Management
Industry Investment Management
Experience
Highland Capital Management   June 2012 - Present
Ivy Funds  April 2003 - June 2012
ING Funds  January 1999 - April 2003
Van Kampen Investments  1993 - 1997
Alliance Capital Management  1990 - 1993
EF Hutton  1987 - 1991
EF Hutton  1987 - 1991
EF Hutton  1987 - 1991

Skills
Series 7, Series 63, Mutual Funds, ETFs, Alternative Investments, Asset Managment, Asset Allocation, Investments, Securities, Retirement Planning, Wealth Management, Hedge Funds

Education
University of Denver   1981 — 1982
Bachelor's degree, Political Science and Government

University of Nebraska-Lincoln   1978 — 1981

Jeffery Mah, CFA Jeffery Mah, CFA Dallas, Texas Details
Jeffery Mah, CFA's Highland Capital Management Experience August 2007 - May 2009
Job Portfolio Manager
Industry Investment Management
Experience
Ashford Hospitality Trust  June 2011 - Present
Ashford Investment Management   June 2011 - Present
Ares Management  February 2010 - May 2011
Highland Capital Management   August 2007 - May 2009
KPMG  October 2005 - August 2007
Lockheed Martin  September 2002 - October 2005

Skills
Securitization, Capital Markets, Securities, Derivatives, Investments, Equities, Portfolio Management, CLO, Structured Products, Swaps, Private Equity, Financial Modeling, Valuation, Hedge Funds, Asset Management

Education
Texas Christian University   2003 — 2005
MBA

Princeton University   1998 — 2002
BSE, Mechanical and Aerospace Engineering

Kurt Daum Kurt Daum San Antonio, Texas Details
Kurt Daum's Highland Capital Management Experience January 2009 - November 2013
Job
Industry Investment Management
Experience
USAA Investment Management Company  November 2013 - Present
Highland Capital Management   January 2009 - November 2013
AIG Investments  December 2006 - January 2009
Q Investments  June 2002 - November 2006
Akin Gump Strauss Hauer & Feld  September 1999 - May 2002

Skills
Distressed Debt, Private Equity, Distressed M&A, Hedge Funds, Corporate Finance, Restructuring, Due Diligence, Structured Finance, Asset Management, Leveraged Finance, Debt Restructuring, High Yield Bonds, Bankruptcy, M&A experience, Leveraged Lending, High Yield, Alternative Investments

Education
The University of Texas School of Law   1996 — 1999
JD

The University of Texas at Austin   1992 — 1996
BA

New Braunfels

Nikki Aquino Gill, CFA Nikki Aquino Gill, CFA Dallas/Fort Worth Area Details
Nikki Aquino Gill, CFA's Highland Capital Management Experience February 2013 - Present
Job Director, Business Development at Highland Capital Management
Industry Financial Services
Experience
Highland Capital Management   February 2013 - Present
Bank of America Merrill Lynch (Asia Pacific) Limited   April 2007 - August 2010
Merrill Lynch & Co., Inc.   August 2001 - April 2007
William M. Mercer Investment Consulting, Inc.   November 1997 - August 1999
William M. Mercer Investment Consulting, Inc.   December 1995 - November 1997

Skills
Hedge Funds, Equities, Mutual Funds, Capital Markets, Bloomberg, Asia Pacific, Consulting, Institutional Sales, Asset Allocation, Emerging Markets, Risk Management, Portfolio Management, Investment Strategies

Education
The University of Chicago - Booth School of Business
MBA, Finance and Accounting

Tulane University
BS, Mathematics and Economics

Jason Wiser Jason Wiser Dallas/Fort Worth Area Details
Jason Wiser's Highland Capital Management Experience March 2008 - February 2009
Job Sr. Systems Engineer, VCP, MCITP, MCSE
Industry Information Technology and Services
Experience
Locke Lord, LLP  September 2011 - Present
Penson Financial Services  February 2009 - August 2011
Highland Capital Management   March 2008 - February 2009
Penson Financial Services  February 2001 - March 2008
Infowise Solutions   September 2000 - February 2001
GE Capital  July 2000 - September 2000
Overhead Door Corporation  March 2000 - September 2000
First State Bank  February 1996 - March 2000

Skills
Active Directory, VMware, Storage Area Networks, Windows, Disaster Recovery, Data Center, Exchange, Backup Solutions, Cisco, SharePoint, OCS, Solarwinds, Cisco Technologies, Microsoft Exchange, Lync Server 2010, Troubleshooting, Windows Server, Exchange 2010/2007/2003, Servers, SAN, Citrix, DNS, Microsoft SQL Server, Microsoft Technologies, Network Security, VPN, Blackberry Enterprise..., System Administration, Windows 7, Hardware, Switches, Network Administration, Cluster

Education
Southern Methodist University   1997 — 1999
BBA, MIS

Dallas County Community College   1995 — 1997
Associates, Business Administration

Tscharner Upjohn Tscharner Upjohn Orlando, Florida Details
Tscharner Upjohn's Highland Capital Management Experience April 2015 - Present
Job VP Of System/Operations at Highland Capital Management, LLC
Industry Investment Management
Experience
Highland Capital Management   April 2015 - Present
ICC Capital Management Inc   May 2006 - April 2015
ICC Capital Management Inc   January 2004 - May 2006
ICC Capital Management Inc   June 2003 - January 2004
ICC Capital Management  August 2002 - February 2003

Skills
8 years investment..., Microsoft SQL Server, Java, VB, HTML, XML, Portfolio Management, Visual Basic, Bloomberg, Finance, Investments, Management, Risk Management, Mutual Funds

Education
University of Florida   2008 — 2010
Master of Arts (M.A.), Computer Science

Stetson University   1995 — 1999
Bachelor of Business Administration (B.B.A.), Finance, General

Jeff Cheney Jeff Cheney Dallas/Fort Worth Area Details
Jeff Cheney's Highland Capital Management Experience 2000 - 2003
Job Broker/Realtor, Keller Williams Realty; Frisco City Council Place 2; President, Earth911
Industry Real Estate
Experience
Earth911, Inc.   May 2014 - Present
Frisco Chamber of Commerce  2006 - Present
The Cheney Group - Keller Williams Realty   2002 - Present
City of Frisco, Texas  2007 - Present
Frisco-Online.com   2004 - Present
The Cheney Group   2001 - Present
Highland Capital Management   2000 - 2003
PricewaterhouseCoopers  1998 - 2000

Skills
Real Estate, Accounting, Sellers, Investment Properties, Relocation, First Time Home Buyers, Buyer Representation, Selling, Short Sales, Single Family Homes, REO, New Home Sales, Negotiation, Real Estate Transactions, Foreclosures, Listings, Residential Homes, Luxury, Referrals, Investors, Small Business, Home Staging, Property, Buyers, HUD, Contract Negotiation, Marketing, Real Property, Townhomes, Condos, Real Estate Development, FHA, Property Management, Seniors, New Homes, SFR, Real Estate Financing, Resellers, Sales

Education
The University of Texas at Austin - Red McCombs School of Business   1993 — 1998
Masters, Accounting, Business Administration

Andrea Earnhart Andrea Earnhart Dallas/Fort Worth Area Details
Andrea Earnhart's Highland Capital Management Experience March 2007 - February 2008
Job Director, Performance Innovation Management Office at CBRE
Industry Commercial Real Estate
Experience
CBRE  May 2015 - Present
CBRE  November 2010 - Present
Greystone Communities  May 2008 - September 2010
Highland Capital Management   March 2007 - February 2008
Ernst & Young  2005 - 2007

Skills
Strategic Planning, Strategic Consulting, Real Estate, Strategy, Financial Modeling, Financial Analysis, Portfolio Management, Corporate Finance, Finance, Business Development, Project Planning, Real Estate Planning, Corporate Real Estate, Commercial Real Estate..., Alternative Workplace..., Portfolio Optimization, Communication, Mergers & Acquisitions, Microsoft Project, Management, Commercial Real Estate

Education
Texas A&M University - Mays Business School   2004 — 2005
MS, Finance

Texas A&M University - Mays Business School   2000 — 2004
BBA, Accounting

Kevin MacDonald Kevin MacDonald Greater San Diego Area Details
Kevin MacDonald's Highland Capital Management Experience July 1994 - March 1996
Job coCEO at Black Mountain Systems, LLC
Industry Computer Software
Experience
Black Mountain Systems  December 2011 - Present
UCSD Alumni Association  August 2014 - Present
Black Mountain Systems  February 2007 - December 2011
J.P.Morgan FCS Corp.   December 2003 - May 2006
FCS Corp.   March 1996 - December 2003
Highland Capital Management   July 1994 - March 1996

Skills
Portfolio Management, Software Development, Software Design, Management, Operations Management, IT Management, Executive Management, Trading Systems, Investments, Banking, Business Analysis, Fixed Income, SDLC, Hedge Funds, Project Management, Investment Banking, Alternative Investments, Derivatives, Electronic Trading, Bonds

Education
University of California, San Diego   1990 — 1994
Bachelor of Science, Electrical Engineering

Glendora   1987 — 1990

Donna Davidson, PHR Donna Davidson, PHR West Palm Beach, Florida Area Details
Donna Davidson, PHR's Highland Capital Management Experience July 1998 - June 2000
Job Human Resources Generalist at CSL Plasma
Industry Human Resources
Experience
CSL Plasma  October 2011 - Present
GHS Solutions LLC  May 2009 - September 2011
Office Depot  September 2005 - February 2008
Kirkegaard & Perry Labs   March 2002 - August 2003
Highland Capital Management   July 1998 - June 2000
Oxford Realty Financial Group LLC   September 1995 - January 1998

Education
University of Maryland University College   1988 — 1993
BS, Business Management

Arthur Pro Arthur Pro Dallas/Fort Worth Area Details
Arthur Pro's Highland Capital Management Experience 2001 - 2002
Job President at Siena Capital, Inc.
Industry Computer Software
Experience
Siena Capital, Inc.   2002 - Present
Highland Capital Management   2001 - 2002
Clipscom, Inc   2000 - 2001
Icebreaker, Inc.   1999 - 2000
Texas Instruments  1997 - 1999
Goodwin Marcus Systems, LTD - Cheshire, England   1994 - 1997

Skills
Start-ups, Contract Negotiation, Enterprise Software, Business Development, Strategic Planning, Management, Integration, Leadership, Marketing, Marketing Strategy, Product Development

Education
Drexel University   1989 — 1994
B.S., Mechanical Engineering

Tim Dalton Tim Dalton Bedminster, New Jersey Details
Tim Dalton's Highland Capital Management Experience September 2004 - September 2009
Job Financial Specialist, PNC Bank
Industry Financial Services
Experience
PNC Financial Services  December 2014 - Present
Independent Wholesaler   September 2009 - December 2014
Highland Capital Management   September 2004 - September 2009
Mainstay Investments  March 1998 - September 2004
Merrill Lynch  March 1996 - March 1998
Merrill Lynch  June 1991 - March 1996

Education
The University of Connecticut   1982 — 1986
Bachelor of Arts, Economics

Deborah Southwell, CPA, PMP Deborah Southwell, CPA, PMP Dallas/Fort Worth Area Details
Deborah Southwell, CPA, PMP's Highland Capital Management Experience 2007 - 2008
Job Chief Financial Officer | CFO | Strategic Planning | Operations Focus | Team Leadership | Big 4 ... Ready for Hire!
Industry Executive Office
Experience
Queen's Winery   July 2011 - Present
Management Consulting  June 2011 - Present
Rolland Safe & Lock  August 2014 - March 2015
Consultant, Director with CFO Suites   March 2012 - April 2013
Micah Mortgage Services - Consultant   July 2011 - February 2012
Pergan Marshall, LLC   June 2009 - July 2011
Ericsson  July 2007 - September 2008
Robert Half Management Resources  January 2008 - August 2008
Highland Capital Management   2007 - 2008
Moll Industries  December 2005 - July 2006

Skills
Sarbanes-Oxley, Financial Reporting, Internal Controls, Forecasting, Auditing, Managerial Finance, Financial Modeling, General Ledger, Accounting, Process Improvement, Cash Flow, Variance Analysis, Business Process..., Internal Audit, Investments, International Business, IFRS, Project Management, Project Finance, SAP, Mapics, Compliance, Process Improvements, Audit Liaison, Treasury / FX / Cash, Banking, Telecommunications, Manufacturing, Cost Accounting, Event Planning, Winery Compliance, SOX, Budgets, Mergers & Acquisitions, Finance, Consolidation, Analysis, Accounts Receivable, Management Consultant, Financial Analysis, Project Planning, Strategic Financial..., Due Diligence, Budgeting & Forecasting, Inventory Control, Management

Education
Oklahoma State University
Accounting and Finance

University of Central Oklahoma
Bachelor of Science, Accounting

Ethan Powell CFA CPA Ethan Powell CFA CPA Dallas/Fort Worth Area Details
Ethan Powell CFA CPA's Highland Capital Management Experience March 2007 - January 2012
Job Chief Product Strategist and Executive Vice President Highland Capital Management Fund Advisors, LP
Industry Investment Management
Experience
Highland Capital Management, L.P.   March 2007 - Present
Highland Capital   2007 - 2013
Highland Capital Management   March 2007 - January 2012
Ernst & Young  1998 - 2007

Skills
Asset Management, Hedge Funds, Alternative Investments, Equities, Investments, Fixed Income, Portfolio Management, Valuation, Due Diligence, Leveraged Finance, Strategy, Private Equity, Asset Managment, Mutual Funds, Capital Markets, Investment Management, Financial Modeling, Asset Allocation

Education
Texas A&M University   1998 — 1999
MS, Information Systems

Michael S. Minces Michael S. Minces Dallas/Fort Worth Area Details
Michael S. Minces's Highland Capital Management Experience August 2004 - July 2007
Job Founding Partner, General Counsel at Blue River Partners, LLC
Industry Financial Services
Experience
Blue River Partners, LLC  2009 - Present
Swank Capital, LLC  July 2007 - 2010
Highland Capital Management   August 2004 - July 2007
Akin Gump Strauss Hauer & Feld LLP  October 2003 - August 2004
Skadden Arps  September 2000 - March 2003

Skills
Hedge Funds, Asset Management, Leveraged Finance, Investment Advisory, Private Equity, Investment Banking, Private Placements, Fixed Income, Trading, Asset Managment, Due Diligence, Securities Regulation, Options, Mergers & Acquisitions, Financial Structuring, Securities, Joint Ventures, Financial Services, Bloomberg, Equities, Corporate Governance, Start-ups, Portfolio Management, Fund Of Funds, Capital Markets, Structured Finance, Mutual Funds, Investments, Venture Capital, Financial Advisory, FINRA, Investment Strategies, Derivatives, Alternative Investments, Investment Management, Capital, Investor Relations, Structured Products, IPO, High Net Worth..., Valuation, M&A experience, Emerging Markets, Corporate Law, Project Finance, Corporate Development, Corporate Finance, Restructuring, Financial Modeling, Series 7

Education
The University of Texas School of Law   1997 — 2000
JD, Law

The University of Texas at Austin   1993 — 1997
BBA, Finance

Andrew Padilla Andrew Padilla Austin, Texas Area Details
Andrew Padilla's Highland Capital Management Experience July 2008 - June 2011
Job Investment Professional
Industry Venture Capital & Private Equity
Experience
World Class Capital Group  August 2015 - Present
Merrill Lynch  July 2013 - June 2015
Pillsman Partners   January 2012 - December 2012
Highland Capital Management   July 2008 - June 2011
Ernst & Young  June 2006 - July 2008

Skills
Private Equity, Investment Banking, Valuation, Financial Modeling, Technology, Fund Accounting, Investor Reporting, Programming, Graphic Design, Web Development, SQL, PHP, Visual Basic

Education
Columbia University - Columbia Business School   2011 — 2013
MBA, Finance

Baylor University   2001 — 2006
BBA, Accounting, Computer Information Systems

Carolyn Baxley Sanchez Carolyn Baxley Sanchez Dallas/Fort Worth Area Details
Carolyn Baxley Sanchez's Highland Capital Management Experience December 2007 - October 2008
Job Associate at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs  January 2014 - Present
Goldman Sachs  July 2011 - December 2013
Archon Group  December 2009 - June 2011
Affirmative Insurance  December 2008 - December 2009
Highland Capital Management   December 2007 - October 2008
Carter Financial Management  May 2006 - December 2007

Skills
Forecasting, Investments, Financial Modeling, Asset Managment, Strategic Financial..., Credit Analysis, Finance, Mortgage Lending

Education
Southern Methodist University - Cox School of Business   2009 — 2011
MBA, Finance and Real Estate

Baylor University - Hankamer School of Business   2003 — 2006
B.B.A., Financial Services and Planning

Ryan Grateke, CPA Ryan Grateke, CPA Greater Los Angeles Area Details
Ryan Grateke, CPA's Highland Capital Management Experience January 2009 - August 2009
Job Manager, Strategy | Disney Media Networks (ABC Television Group) at The Walt Disney Company
Industry Entertainment
Experience
The Walt Disney Company  September 2014 - Present
Guggenheim Partners  April 2013 - August 2014
Credit Suisse  July 2011 - April 2013
Highland Capital Management   January 2009 - August 2009
Highland Capital Management   May 2008 - January 2009
Highland Capital Management   August 2006 - May 2008
Ernst & Young  June 2004 - August 2006

Skills
Investment Banking, Private Equity, Valuation, Media & Entertainment, Mergers & Acquisitions, Hedge Funds, Investments, Corporate Development, Business Development, Strategy, Finance, Team Leadership, Financial Analysis, Digital Media, Television, Competitive Analysis, Portfolio Management, Corporate Finance, Equities, Operating Models, Financial Structuring, Start-ups, Debt & Equity Financing, Due Diligence, Film, Strategic Financial..., Joint Ventures, Accounting, Private Placements, CPA, Capital Markets, Operations Management, Structured Finance, IPO, Investment Management, Structured Products, Financial Modeling, Bonds, Broadcast Television, CDOs, LBO, Leveraged Finance

Education
The University of Chicago Booth School of Business   2009 — 2011
Master of Business Administration (M.B.A.)

Southern Methodist University - Cox School of Business   1999 — 2003
Bachelor of Business Administration (B.B.A.) - Accounting

Camp Cuthrell Camp Cuthrell Greater San Diego Area Details
Camp Cuthrell's Highland Capital Management Experience March 2006 - October 2008
Job Regional Vice President at Shopoff Realty Investments
Industry Financial Services
Experience
Shopoff Realty Investments  August 2014 - Present
Triton Pacific Capital Partners  February 2013 - August 2014
Franklin Square Capital Partners  October 2008 - November 2012
Highland Capital Management   March 2006 - October 2008
Mainstay Funds   2000 - 2006

Skills
Alternative Investments, Series 7, Mutual Funds, Series 63, Hedge Funds, Investments, Retirement Planning, Asset Managment, Securities, Wealth Management, Asset Allocation, Salesforce.com, ETFs, Portfolio Management, Investment Advisory, Investment Strategies, Private Equity, Financial Advisory, Retirement, Strategic Financial..., Estate Planning, Series 24, Fixed Income, Capital Markets, Sales, Start-ups, Financial Services, Fixed Annuities, Investment Management, Financial Markets, Wealth Management..., Equities, Relationship Management, FINRA, 401k, Bonds, Private Placements, Equity Research, Wealth, Valuation, Separately Managed..., High Net Worth..., Asset Management, Financial Planning

Education
The University of Texas at Austin   1988 — 1991
Liberal Arts, History

Jessica Sisk Faulks Jessica Sisk Faulks Dallas/Fort Worth Area Details
Jessica Sisk Faulks's Highland Capital Management Experience October 2008 - April 2009
Job 2nd Grade Teacher at Uplift Education
Industry Program Development
Experience
Uplift Education  July 2013 - Present
Southern Methodist University  October 2009 - June 2013
Highland Capital Management   October 2008 - April 2009
Dallas Mavericks  May 2006 - October 2008

Skills
Outlook, Word, Public Relations, Excel, PowerPoint, Microsoft Excel, Microsoft Word, Blogging, Facebook, Marketing Communications

Education
Southern Methodist University   2010 — 2012
Masters, Education

Baylor University   2001 — 2005
Bachelor of Fine Arts

David O'Hanna David O'Hanna Dallas/Fort Worth Area Details
David O'Hanna's Highland Capital Management Experience May 2006 - December 2008
Job Managing Director at NexBank Capital Advisors
Industry Capital Markets
Experience
NexBank Capital Advisors  January 2008 - Present
Safety-Kleen  2010 - 2011
Highland Capital Management   May 2006 - December 2008
UPS  1985 - 2006

Skills
Alternative Investments, Continuous Improvement, Process Improvement, Manufacturing, Management, Valuation, Financial Modeling, Leadership, Six Sigma, Private Equity, Equities, Team Building, Investment Banking, Management Consulting, Corporate Development, Negotiation, Performance Management, Strategic Planning, Lean Manufacturing, Logistics, Business Planning, Capital Markets, Change Management, Due Diligence, Leveraged Finance

Education
Lynchburg College   1980 — 1984

Chris Pittman Chris Pittman Dallas/Fort Worth Area Details
Chris Pittman's Highland Capital Management Experience 2001 - 2008
Job VP at JP Morgan Securities
Industry Financial Services
Experience
JP Morgan Securities  February 2009 - Present
Highland Capital Management   2001 - 2008

Skills
Alternative Investments, Asset Management, Equities, Family Office, Fixed Income, Hedge Funds, High Yield, Mergers & Acquisitions, Portfolio Management, Valuation, Bloomberg, Investments, Capital Markets, Series 7, Private Equity

Education
Texas Christian University   1988 — 1992
Bachelor of Science, Economics/Business

Kurt Plumer Kurt Plumer Dallas/Fort Worth Area Details
Kurt Plumer's Highland Capital Management Experience July 1999 - December 2009
Job Managing Director at Triumph Capital Advisors
Industry Financial Services
Experience
Triumph Capital Advisors   January 2013 - Present
Commerce Street Investment Management   January 2011 - January 2013
Highland Capital Management   July 1999 - December 2009
Lehman Brothers  August 1996 - June 1999
Banc of America Securities (fka NationsBanc Capital Markets)   June 1990 - July 1994

Skills
Hedge Funds, High Yield, Leveraged Finance, Restructuring, Bankruptcy, Credit, Alternative Investments, Loans, CLO, CDO, Structured Finance, Valuation, Portfolio Management, Capital Markets, Finance, Private Equity, Mutual Funds, Securities, Equities, Fixed Income, Investment Banking, Bonds, Trading, Structured Products, Bloomberg, Asset Management, Mergers & Acquisitions, Investments, Credit Analysis

Education
Northwestern University - Kellogg School of Management   1994 — 1996
MBA, Finance and Strategy

Baylor University   1986 — 1990
BBA, Economics and Finance

Shawnee Mission Northwest

Rick Drew, CFA, CPA Rick Drew, CFA, CPA Dallas/Fort Worth Area Details
Rick Drew, CFA, CPA's Highland Capital Management Experience April 2005 - October 2009
Job Director of Special Operations
Industry Oil & Energy
Experience
Oryx Oilfield Holdings, LLC   December 2011 - Present
Behringer Harvard  May 2010 - September 2010
Behringer Harvard  May 2010 - September 2010
Highland Capital Management, LP  April 2005 - October 2009
Highland Capital Management   April 2005 - October 2009
Ernst & Young, LLP   July 2003 - April 2005

Skills
Finance, Accounting, Financial Reporting, Financial Analysis, Financial Modeling, Hedge Funds, Portfolio Management, Investments, Analysis, Due Diligence, Mergers, Internal Audit, Auditing

Education
Texas A&M University   2002 — 2003
MS, Financial Management

Texas A&M University   1998 — 2002
BBA, Accounting

Stephanie Kulwich Stephanie Kulwich Greater New York City Area Details
Stephanie Kulwich's Highland Capital Management Experience February 2010 - November 2010
Job AVP, Channel Marketing Manager at Allianz Global Investors
Industry Financial Services
Experience
Allianz Global Investors  March 2015 - Present
Quantitative Management Associates LLC  September 2012 - February 2015
PineBridge Investments  November 2010 - April 2012
Highland Capital Management   February 2010 - November 2010
Alpha Equity Management   February 2006 - July 2009

Education
Syracuse University   2000 — 2004
BS, Speech Communication, Philosophy, Political Science

Benjamin Orgel Benjamin Orgel Memphis, Tennessee Details
Benjamin Orgel's Highland Capital Management Experience June 2011 - August 2011
Job Tower Ventures
Industry Real Estate
Experience
TNBG, LLC   January 2015 - Present
Tower Ventures   May 2014 - Present
Tower Ventures   July 2010 - Present
OFO LLC   November 2008 - June 2015
Southwest Value Partners  June 2013 - August 2013
DTZ, a UGL company  February 2013 - June 2013
Brown Brothers Harriman  June 2012 - August 2012
Highland Capital Management   June 2011 - August 2011

Skills
Microsoft Excel, Microsoft Word, Twitter, Bloomberg, CRM, Real Estate, Building Relationships, Networking, Private Equity, Investment Properties, Investments, Fixed Income, Due Diligence, Customer Service, Sales, Equities, Real Estate Transactions, Financial Analysis, Finance, Brokerage

Education
The University of Texas at Austin   2011 — 2014
Urban Studies/Affairs

The University of Texas at Austin   2010 — 2014
Real Estate and Business

Anish Tailor Anish Tailor Washington, District Of Columbia Details
Anish Tailor's Highland Capital Management Experience April 2008 - October 2008
Job Research Analyst at the Peterson Institute
Industry International Trade and Development
Experience
Peterson Institute for International Economics  September 2013 - Present
International Monetary Fund  November 2012 - August 2013
Institute of International Finance  October 2011 - October 2012
Asian PPG Industries Limited   March 2012 - June 2012
Frontier Strategy Group  January 2012 - March 2012
U.S. Commercial Service   May 2011 - July 2011
Overseas Private Investment Corporation  August 2010 - April 2011
Fannie Mae  March 2009 - May 2010
Highland Capital Management   April 2008 - October 2008
Precision  January 2007 - April 2008

Skills
Economics, International Business, International Relations, Financial Modeling, Spanish, Policy Analysis, International Economics, Data Analysis, Research, Strategy, Market Research, Microsoft Excel, International Trade, Analysis, Public Policy

Education
The George Washington University   2010 — 2012
MA, International Trade & Investment Policy

Southern Methodist University   2002 — 2006
BA, International Studies

Southern Methodist University - Cox School of Business   2002 — 2006
Bachelor of Business Administration, Finance

Curtin University of Technology   2005 — 2005
Perth, Australia, South Asian Studies

Matt Shafiezadeh Matt Shafiezadeh Houston, Texas Details
Matt Shafiezadeh's Highland Capital Management Experience April 2009 - April 2010
Job Urban Genesis A Real Estate Investment Company
Industry Real Estate
Experience
Urban Genesis   May 2013 - Present
The Lionstone Group  April 2010 - February 2015
Highland Capital Management   April 2009 - April 2010
Lazard Freres & Co.   July 2007 - November 2008

Skills
Mergers, Restructuring, Acquisitions, Valuation, Private Equity, Financial Modeling, Due Diligence, Corporate Finance, Capital Markets, Asset Managment, Financial Analysis, Investments, Asset Management, Mergers & Acquisitions, Commercial Real Estate, Portfolio Management, Investment Banking, Real Estate Economics, Finance

Education
The University of Texas at Austin   2003 — 2007
Finance, Finance / Accouting

Ethan Landau Ethan Landau Memphis, Tennessee Details
Ethan Landau's Highland Capital Management Experience May 2013 - August 2013
Job Student at Vanderbilt University
Industry
Experience
Gerber/Taylor Management Co.   June 2014 - August 2014
Highland Capital Management   May 2013 - August 2013
Siskind Susser, P.C.- Immigration Lawyers   May 2012 - August 2012

Skills
Microsoft Excel, PowerPoint, Microsoft Word, Research, Leadership, Teamwork, Financial Analysis

Education
Vanderbilt University   2011 — 2015
Bachelor's Degree, Economics & History

The University of Edinburgh   2014 — 2014
Economics and History

Memphis University School   2005 — 2011
High School

Patrick Boyce, CFA, CPA Patrick Boyce, CFA, CPA Kailua, Hawaii Details
Patrick Boyce, CFA, CPA's Highland Capital Management Experience March 2004 - July 2014
Job Chief Financial Officer at Le Jardin Academy
Industry Education Management
Experience
Le Jardin Academy  August 2015 - Present
Cornerstone Healthcare Group  November 2011 - Present
Highland Capital Management   March 2004 - July 2014
American HomePatient  November 2011 - June 2014
The Center for BrainHealth at the University of Texas at Dallas   September 2011 - June 2014
Consolidated Restaurant Operations, Inc.   February 2011 - July 2012
Molecular Insight Pharmaceuticals, Inc   January 2012 - June 2012
Citigroup  November 2000 - February 2004
Donaldson, Lufkin & Jenrette   July 1998 - November 2000
Bear Stearns  1997 - 1997

Education
The University of Chicago - Booth School of Business   1995 — 1997
MBA, Accounting and Finance

Baylor University - Hankamer School of Business   1989 — 1993
BBA, Finance

David Boguslawski David Boguslawski Dallas/Fort Worth Area Details
David Boguslawski's Highland Capital Management Experience October 2007 - December 2008
Job Private Equity Healthcare PM / Operating Partner at Highland Capital
Industry Venture Capital & Private Equity
Experience
Highland Capital Management, L.P.   September 2011 - Present
CCS Medical  January 2012 - Present
American HomePatient  August 2013 - August 2014
Highland Capital Management, L.P.   May 2009 - September 2011
Highland Capital Management, L.P.   December 2008 - May 2009
Highland Capital Management   October 2007 - December 2008
Lockheed Martin Missiles and Fire Control  January 2006 - October 2007
Lockheed Martin  February 2004 - January 2006

Skills
Private Equity, Due Diligence, Valuation, Acquisition Integration, Leadership, Project Management, Operations Management, Supply Chain Management, Investment Banking, Project Planning, Industrial Engineering, ERP, Key Performance..., CPIM, Lean Transformation, Financial Analysis, Six Sigma, Business Process..., Start-ups, Forecasting, Business Development, Lean Manufacturing, Manufacturing, Finance

Education
Southern Methodist University   2005 — 2007
MBA, Finance, Strategy, Entrepreneurship

Southern Methodist University - Cox School of Business   2005 — 2007
MBA, Finance, Strategy, Entrepeneurship

University of Arkansas   1999 — 2003
BSIE, Industrial Engineering with Math Minor

Lindy Heatherington Lindy Heatherington Austin, Texas Details
Lindy Heatherington's Highland Capital Management Experience November 2008 - October 2011
Job Goshawk Global Investments, LLC
Industry Investment Management
Experience
Goshawk Global Investments, LLC   May 2015 - Present
Gottesman Residential Real Estate  January 2014 - March 2015
Camp Gladiator  June 2012 - January 2014
Mohon-Imber Interiors   October 2011 - May 2012
Highland Capital Management   November 2008 - October 2011
Highland Capital Management, L.P.   July 2008 - November 2008
Walker & Doepfner, P.C.   April 2007 - July 2008
Kaeske Law Firm  May 2002 - April 2007

Skills
Event Planning, Event Management, Executive...

Education
Proyecto Linguistico Francisco Marroquin
Spanish language and culture

Texas Christian University
Bachelor's Degree, Spanish & Latin American Studies

Trinity Valley School   1982 — 1996
High School

Andres Castella Andres Castella Dallas, Texas Details
Andres Castella's Highland Capital Management Experience June 2012 - February 2015
Job Analyst at Fortress Investment Group
Industry Investment Management
Experience
Fortress Investment Group  April 2015 - Present
Highland Capital Management, L.P.   March 2015 - April 2015
Highland Capital Management   June 2012 - February 2015

Skills
Excel, Bloomberg Terminal, Outlook, PowerPoint, Word, Microsoft Office, Spanish, Financial Analysis, Social Media, Facebook, Problem Solving, Budgeting, Photoshop, Access, Microsoft Excel, Marketing, Budgets, Sales, Analysis, Private Equity

Education
Southern Methodist University - Cox School of Business   2008 — 2012
BBA, Finance

CFA Program
Passed Level I of the CFA Program

Chris Halpin Chris Halpin Dallas/Fort Worth Area Details
Chris Halpin's Highland Capital Management Experience October 2005 - November 2010
Job Chief Financial Officer at Lantern Asset Management
Industry Investment Management
Experience
Lantern Asset Management, LP   November 2010 - Present
Resort Finance America, LLC   November 2010 - Present
Highland Capital Management   October 2005 - November 2010
Atlas Air  October 2004 - October 2005
Ernst & Young  July 2000 - October 2004

Skills
Private Equity, Finance, Due Diligence, Asset Management, Financial Modeling, Valuation, Financial Reporting, Restructuring, Loans, Investments, Financial Analysis, Credit, Equities, Hedge Funds, Asset Managment

Education
Texas A&M University   1999 — 2000
MS, Accounting

Texas A&M University   1994 — 1998
BBA, Accounting

Hannah Wood Hannah Wood Dallas/Fort Worth Area Details
Hannah Wood's Highland Capital Management Experience October 2011 - September 2013
Job Assistant at Goldman Sachs
Industry Investment Management
Experience
Goldman Sachs  April 2014 - Present
Stonelake Capital Partners  September 2013 - April 2014
Highland Capital Management   October 2011 - September 2013
Acumed & Exos Medical   February 2010 - August 2011
Lugenbuhl, Wheaton, Peck, Rankin & Hubbard   March 2009 - February 2010

Skills
Outlook, PowerPoint, Administrative..., Calendars, Microsoft Office, Westlaw, Concur, Satuit Technologies, Sage CRM, Kentico, Microsoft Excel, Microsoft Word, ExpenSable 4.1, Event Planning, Confidentiality, Event Management, Social Media, Project Management, Fundraising, Organizational..., Community Outreach, Executive Support, Sales, Customer Service, Professional..., Data Management

Education
Louisiana State University   2004 — 2008
Bachelor of Science (B.S.), Political Science and Government

Evan Gonzalez, CFA, CIRA, CMT Evan Gonzalez, CFA, CIRA, CMT Los Angeles, California Details
Evan Gonzalez, CFA, CIRA, CMT's Highland Capital Management Experience June 2007 - September 2010
Job Portfolio Manager at Peridiem
Industry Investment Management
Experience
Peridiem Global Investors, LLC   May 2014 - Present
Bank SNB  April 2013 - April 2013
Hudson Advisors, LLC  March 2011 - November 2011
Highland Capital Management   June 2007 - September 2010
ORIX USA Corporation  2005 - 2007
Beal Bank  2004 - 2005

Skills
Portfolio Management, Leveraged Finance, Fixed Income, Valuation, Relative Value, Discounted Cash Flow, Distressed Debt, Workout, Collateralized Loan..., Restructuring, Investment Properties

Education
Northwestern University - Kellogg School of Management   2015 — 2016
Master of Business Administration (M.B.A.)

The University of Texas at Austin   2000 — 2003
BBA, Finance

Stratford High School - Houston

Louis Koven Louis Koven Dallas/Fort Worth Area Details
Louis Koven's Highland Capital Management Experience October 2000 - June 2003
Job Partner at PricewaterhouseCoopers
Industry Investment Management
Experience
PricewaterhouseCoopers  March 2010 - Present
HBK Capital Management  June 2003 - March 2010
Highland Capital Management   October 2000 - June 2003
Ernst & Young  December 1995 - October 2000
KPMG  1992 - 1995

Education
The University of Texas at Austin   1988 — 1993

Rich Linden Rich Linden Charleston, South Carolina Area Details
Rich Linden's Highland Capital Management Experience May 2007 - May 2009
Job Senior Portfolio Manager at Synovus Trust Company
Industry Financial Services
Experience
Synovus Trust Company  January 2014 - Present
Wells Fargo Advisors LLC  June 2009 - January 2014
Highland Capital Management   May 2007 - May 2009
Brookwood Associates (2/2002-10/2006) and Banc of America Securities (6/2000-2/2002)   June 2000 - October 2006

Skills
Portfolio Management, Investments, Alternative Investments, Equities, Fixed Income, Financial Modeling, Asset Management, Hedge Funds, Valuation, Series 63, Bloomberg, Asset Allocation, Private Equity, Financial Analysis, Capital Markets, Securities, Bonds, Investment Banking, Corporate Finance, Strategic Financial...

Education
Harvard University   1996 — 2000

Nik Tesla Nik Tesla Dallas/Fort Worth Area Details
Nik Tesla's Highland Capital Management Experience September 2009 - November 2010
Job Analyst, Commercial Real Estate at ORIX USA Corporation
Industry Investment Management
Experience
ORIX USA Corporation  August 2014 - Present
ORIX USA Corporation  November 2011 - July 2014
ORIX USA Corporation  November 2010 - October 2011
Highland Capital Management   September 2009 - November 2010
Highland Capital Management   October 2007 - August 2009
Highland Capital Management   May 2007 - September 2007
Merrill Lynch  September 2006 - March 2007
Merrill Lynch  June 2006 - August 2006

Skills
Equities, Portfolio Management, Investments, Valuation, Securities, Loans, Financial Modeling, Investment Management, Settlement, Hedge Funds, Auditing, Account Reconciliation, Fixed Income, Financial Services

Education
Southern Methodist University - Cox School of Business
BBA, Finance, 15 Hours Accounting

Mark Badros Mark Badros Greater New York City Area Details
Mark Badros's Highland Capital Management Experience September 2007 - October 2008
Job
Industry Investment Management
Experience
Timberlake Capital Management   January 2011 - Present
Ironbound Capital Management   October 2008 - December 2010
Highland Capital Management   September 2007 - October 2008
McKinsey & Company  February 2006 - August 2007
Ironbound Capital   March 2004 - June 2005
Zweig-DiMenna Associates  2002 - 2004
Merrill Lynch Investment Managers (MLIM)   1999 - 2002
Merrill Lynch Investment Managers  1999 - 2002
Davis Polk & Wardwell  1995 - 1998

Skills
Investments, Hedge Funds, Portfolio Management, Equities, Capital Management, Asset Management, Valuation, Industry Analysis, Financial Modeling, Capital Markets, Economics, Financial Analysis, Competitive Analysis, Alternative Investments, Emerging Markets, Private Equity, Investment Strategies, Equity Valuation, Investment Management, Equity Research, Derivatives, Fixed Income, Investment Banking, Securities, Due Diligence, Bloomberg, Venture Capital, Asset Allocation

Education
Harvard Law School   1992 — 1995
J.D.

Princeton University   1988 — 1992
A.B., Economics

Brent Norwood Brent Norwood Bettendorf, Iowa Details
Brent Norwood's Highland Capital Management Experience 2006 - 2008
Job Corporate Strategy & Business Development at John Deere
Industry Machinery
Experience
John Deere  2015 - Present
John Deere  2014 - 2015
John Deere  2013 - 2014
John Deere  2012 - 2012
Amegy Bank  January 2010 - July 2011
THL Credit, Inc.   2008 - 2010
Highland Capital Management   2006 - 2008
Credit Suisse  June 2005 - July 2006

Skills
Financial Modeling, Valuation, Equities, Accounting, Portfolio Management, Equity Research, Program Management, Project Management, Corporate Finance, Due Diligence

Education
Duke University - Fuqua School of Business   2011 — 2013
MBA

Texas A&M University   2000 — 2005
BBA & MS, Accounting & Finance

Amol Shah Amol Shah Dallas, Texas Details
Amol Shah's Highland Capital Management Experience 2006 - 2009
Job Director, Finance and Corporate Development at AccentCare, Inc.
Industry Capital Markets
Experience
AccentCare, Inc.   July 2015 - Present
ORIX USA Corporation  2014 - 2015
Riveron Consulting  2012 - 2013
Highland Capital Management   2006 - 2009
Calpine Merchant Services, LP   2003 - 2006

Skills
Valuation, Private Equity, Investments, Equities, Hedge Funds, Consulting, Strategic Consulting, Strategic Financial..., Corporate FP&A, Analysis, Corporate Finance, Derivatives, Due Diligence, Financial Modeling, Forecasting, Fund Of Funds, Hedging, Strategy, Venture Capital, Mergers & Acquisitions, Investment Management, Portfolio Management, Mutual Funds, Trading

Education
University of California, Los Angeles - The Anderson School of Management   2009 — 2011
MBA, Finance & Entrepreneurship

The University of Texas at Austin - Red McCombs School of Business   1999 — 2003
BBA, Finance, Management Information Systems, 3.9

Plano Senior High School

Sandeep Gupta, CFA Sandeep Gupta, CFA Dallas/Fort Worth Area Details
Sandeep Gupta, CFA's Highland Capital Management Experience 2007 - 2008
Job
Industry Investment Management
Experience
Glacier Lake Capital Advisors   2014 - Present
ORIX  2009 - 2013
Highland Capital Management   2007 - 2008
Credit Suisse  2006 - 2006
CellExchange  2002 - 2005
Cinoni   2000 - 2001
Viant  1998 - 2000
C-Bridge Internet Solutions  1997 - 1998

Skills
Portfolio Management, Investments, Fixed Income, Trading, Investment Management, Investment Strategies, Financial Services, Leadership, Structured Products, Equities, Credit, Valuation, Financial Modeling, Commodity, Private Equity, Capital Markets, Hedge Funds, Asset Management, Alternative Investments, Corporate Finance, Venture Capital, Mergers, Financial Analysis, Structured Finance, Financial Structuring, Bloomberg, Derivatives, Risk Management, Finance, Strategy, Bonds, Corporate Development, Business Strategy, High Yield, Start-ups, Credit Risk, Financial Markets, Analytics, Management Consulting, Leveraged Finance, Management, Investment Banking, Analysis, Due Diligence, LBO, Project Finance, Restructuring, Emerging Markets, Equity Research, Credit Analysis

Education
University of Pennsylvania - The Wharton School   2005 — 2007
MBA

University of Notre Dame   1994 — 1996
M.S.

Indian Institute of Technology, Delhi   1990 — 1994
B.Tech

Don Bosco   1980 — 1990

Brad Voss, CFA Brad Voss, CFA Dallas/Fort Worth Area Details
Brad Voss, CFA's Highland Capital Management Experience 2005 - 2008
Job
Industry Financial Services
Experience
Nationstar Mortgage  2011 - 2012
CSG Investments  2008 - 2011
Highland Capital Management   2005 - 2008
State Street Research  2004 - 2004
Bear Stearns & Co.   2000 - 2002
Donaldson, Lufkin & Jenrette   1998 - 2000
Luther King Capital Management  1997 - 1998

Education
The University of Texas at Austin - Red McCombs School of Business   2003 — 2005
MBA

University of Texas at Austin
MBA

Texas Christian University   1994 — 1998
BBA, Finance, Accounting

Texas Christian University - M.J. Neeley School of Business   1994 — 1998
BBA

Hari Nair Hari Nair Dallas/Fort Worth Area Details
Hari Nair's Highland Capital Management Experience July 2004 - August 2008
Job PMP Certified Manager and Software Architect
Industry Information Technology and Services
Experience
Oak Hill Advisors, L.P.   March 2010 - Present
Spectrum Solutions, Inc.   September 2008 - February 2010
Highland Capital Management   July 2004 - August 2008
Ernst & Young  December 1998 - June 2004
Midwest Consulting Group  November 1997 - November 1998
Sapient Corporation  October 1995 - October 1997

Skills
Microsoft SQL Server, ASP.NET, Business Analysis, SDLC, Oracle, .NET, Vendor Management, PMP, Enterprise Architecture, Business Intelligence, Project Management, Architecture, IT Management, Software Project..., Software Development, Consulting, IT Strategy, PMO, Agile Project Management, Agile Methodologies, Solution Architecture, C#, Entity Framework, Global Delivery, Offshoring, Project Portfolio..., Web Development, SQL, ETL, Data Modeling, SharePoint, Web Services, jQuery, XML, Salesforce.com, UML, LINQ, Powershell, TFS, VBA, Microsoft Excel, Visio, MS Project, SSRS, SSIS, JavaScript, Java, VB.NET, Requirements Analysis, Integration

Education
The University of Kansas   1998 — 2000
M.S., Engineering Management

University of Missouri-Columbia   1993 — 1995
M.S., Electrical Engineering

College of Engineering, Trivandrum   1987 — 1991
B. Tech., Electronics & Communication Engineering

Christ Nagar English High School   1979 — 1985

Nathan Hall Nathan Hall Dallas/Fort Worth Area Details
Nathan Hall's Highland Capital Management Experience July 2005 - July 2007
Job Director at Triumph Capital Advisors
Industry Investment Management
Experience
Triumph Capital Advisors   April 2013 - Present
Distressed Debt Investors Club   2009 - 2015
H.I.G. WhiteHorse   July 2007 - April 2013
Highland Capital Management   July 2005 - July 2007
Wells Fargo  July 2004 - July 2005

Skills
Debt, High Yield, Investments, Investment Management, Special Situations, Bankruptcy, Alternative Investments, Hedge Funds, Fixed Income, Banking, Bloomberg, Bonds, Buy-side, Capital, Capital Markets, Capital Structure, Credit, Due Diligence, Equity Research, Finance, Financial Advisory, Financial Modeling, Financial Structuring, Investment Banking, Leveraged Finance, Loans, Portfolio Management, Private Equity, Restructuring, Securities, Strategy, Structured Finance, Valuation

Education
Texas A&M University   2000 — 2004
Bachelor

Texas A&M University - Mays Business School   2000 — 2004
Bachelor

Robert E. Lee

Jason Bushman Jason Bushman Greater Chicago Area Details
Jason Bushman's Highland Capital Management Experience January 2001 - April 2003
Job VP Business Development at OptionsAway.com
Industry Internet
Experience
Options Away  August 2015 - Present
Groupon  November 2011 - July 2015
Room 77  October 2009 - November 2011
Orbitz Worldwide  August 2006 - October 2009
Orbitz Worldwide  October 2004 - August 2006
NLG, Inc.   April 2003 - October 2004
Highland Capital Management   January 2001 - April 2003
Columbia Financial Advisors, Inc.   May 1998 - January 2001

Skills
Product Management, Online Advertising, Business Development, Contract Negotiation, E-commerce, Analytics, Competitive Analysis, Product Development, Product Marketing, Start-ups, Strategic Partnerships, SEO, Integrated Marketing, Entrepreneurship, New Business Development, Online Marketing, Account Management

Education
Northwestern University - Kellogg School of Management   2005 — 2007
MBA, Marketing, Entrepreneurship, Management & Strategy

Washington State University - College of Business and Economics   1993 — 1997
BA Business Administration, Finance and Risk Management

Mike Rossi, CPA Mike Rossi, CPA Whitefish, Montana Details
Mike Rossi, CPA's Highland Capital Management Experience 2005 - 2012
Job Certified Public Accountant in Texas & Montana
Industry Financial Services
Experience
NexBank Capital, Inc.   March 2005 - 2012
Highland Capital Management   2005 - 2012
Legacy Lending Group LLC   January 2001 - March 2005
Texadelphia  May 1997 - December 2000
Arthur Andersen  May 1994 - May 1997

Skills
Corporate Finance, Valuation, Financial Modeling, Due Diligence, Portfolio Management, Loans, Debt, Financial Analysis, Executive Management, Capital Raising, Regulated Industry, Accounting, Investments, Turnaround Initiatives, Mortgage Lending, Human Resources, Information Technology, Private Placements, Legal, Board of Directors, Asset Managment, Financial Structuring, Financial Reporting, Banking, Equities, Asset Management, Private Equity

Education
The University of Texas at Austin - The Red McCombs School of Business   1993 — 1994
Master in Professional Accounting, Accounting and Finance

The University of Texas at Austin   1989 — 1993
Bachelor of Business Administration (BBA), Business & Accounting

Plano Senior High School   1987 — 1989

Criss Martin Criss Martin Dallas/Fort Worth Area Details
Criss Martin's Highland Capital Management Experience August 2008 - October 2009
Job Game Development Manager at Enterprise Performance Solutions
Industry Computer Software
Experience
Epic Tech, LLC   June 2011 - Present
CMart Studios   October 2010 - Present
EMSI  May 2010 - June 2011
Card Lab, Inc.   October 2009 - April 2010
Highland Capital Management   August 2008 - October 2009
PAYjr   August 2006 - August 2008
eInstruction  October 2005 - August 2006

Skills
DirectX, C++, C#, MonoTouch, XNA, ASP.NET, HTML, Visual Studio, WCF Services, JavaScript, ASP.NET MVC, CSS, jQuery, iOS development, Objective-C, Game Programming, Hansoft, OOP, Object Oriented Design, Web Development, .NET, Design Patterns, WCF, WPF, SOA, TFS, Game Development, Mono, LINQ, Subversion, T-SQL, Software Development

Education
University of North Texas   2001 — 2006
Bachelor of Science (BS), Computer Science

Nicholas Olenec, CFA, CPA Nicholas Olenec, CFA, CPA Dallas/Fort Worth Area Details
Nicholas Olenec, CFA, CPA's Highland Capital Management Experience April 2008 - October 2008
Job Private Wealth Management at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman  April 2011 - Present
Morgan Stanley Smith Barney  April 2009 - June 2010
Highland Capital Management   April 2008 - October 2008
PricewaterhouseCoopers  July 2006 - March 2008

Skills
Alternative Investments, Equities, Investments, Portfolio Management, Private Equity

Education
University of Illinois at Urbana-Champaign   2005 — 2006
Masters of Science in Accountancy with Tax Specialization

University of Illinois at Urbana-Champaign   2001 — 2005
Bachelor of Science in Accountancy, Accountancy, Finance, & Spanish

Oxana Brown Oxana Brown Dallas/Fort Worth Area Details
Oxana Brown's Highland Capital Management Experience May 2007 - October 2008
Job Accounting Analyst at American Eagle Airlines
Industry Airlines/Aviation
Experience
American Eagle Airlines  September 2013 - Present
Mary Kay Inc.  March 2012 - August 2013
Southwest Airlines  December 2008 - November 2011
Highland Capital Management   May 2007 - October 2008
KPMG  September 2005 - May 2007

Skills
Internal Controls, Accounting, Financial Reporting, Analysis, Auditing, Finance, Financial Statements, Internal Audit, Account Reconciliation, SAP, Tax, Sarbanes-Oxley Act, External Audit

Education
Southern Methodist University - Cox School of Business
Master of Science, Accounting

Southern Methodist University - Cox School of Business
Bachelor, Business Administration; Accounting

Jerry Lvovich Jerry Lvovich Kansas City, Missouri Area Details
Jerry Lvovich's Highland Capital Management Experience July 2007 - December 2009
Job Investment Analyst at Waddell & Reed
Industry Investment Management
Experience
Waddell & Reed  July 2010 - Present
Highland Capital Management   July 2007 - December 2009
Barington Capital Group  June 2006 - May 2007
Bunge  January 2005 - August 2005
Societe Generale  August 1998 - May 2003
Accenture  July 1997 - July 1998

Skills
Hedge Funds, Equities, Fixed Income, Financial Modeling, Valuation, Portfolio Management, Asset Managment, Bloomberg, Investments, Leveraged Finance, Capital Markets, Alternative Investments, Bonds, Private Equity, Derivatives, Corporate Finance, Equity Research, Investment Banking, Structured Finance, Credit Analysis, Credit Risk, Financial Risk, Market Risk

Education
New York University - Leonard N. Stern School of Business   2005 — 2007
M.B.A., Corporate Finance and Financial Instruments

Lehigh University   1993 — 1997
B.S., Industrial Engineering and Operations Research

Frank McCreary, CFA Frank McCreary, CFA Greater New York City Area Details
Frank McCreary, CFA's Highland Capital Management Experience 2006 - 2006
Job Investment Management Professional
Industry Investment Management
Experience
AIG  May 2011 - Present
Pacific Life  August 2007 - December 2010
Highland Capital Management   2006 - 2006
JPMorgan Chase Bank  2002 - 2005

Skills
Investments, Valuation, Financial Modeling, Financial Analysis, Portfolio Management, Business Intelligence, Negotiation, Business Strategy, Bonds, Trading, Finance, Credit, Analysis, Corporate Finance, Fixed Income

Education
UCLA Anderson School of Management   2005 — 2007
Master of Business Administration (M.B.A.)

Vanderbilt University   1998 — 2002
Bachelor’s Degree, Economics and History

St. John's High School   1994 — 1998

Murdoch University

Coby Hyman Coby Hyman Houston, Texas Area Details
Coby Hyman's Highland Capital Management Experience June 2003 - December 2007
Job Investment Tax Consultant
Industry Investment Management
Experience
OptHedge Advisors LLC   October 2010 - Present
PricewaterhouseCoopers  November 2008 - July 2010
Q Investments  December 2007 - September 2008
Highland Capital Management   June 2003 - December 2007
Porter & Hedges, L.L.P.   June 2000 - May 2003
Arthur Andersen  June 1998 - May 2000

Skills
Managed Futures, Derivatives, Private Equity, Mergers & Acquisitions, Corporate Finance, Financial Reporting, Risk Management

Education
University of Houston Law Center   2000 — 2001
LL.M., Taxation

The University of Texas at Austin   1995 — 1998
J.D., Law

Texas Tech University   1992 — 1995
B.B.A., Accounting and Finance

Matthew Lemme Matthew Lemme Dallas/Fort Worth Area Details
Matthew Lemme's Highland Capital Management Experience March 2007 - September 2012
Job Managing Director, Portfolio Manager, and Senior Research Analyst at Swank Capital, LLC
Industry Investment Management
Experience
Swank Capital, LLC  October 2012 - Present
Highland Capital Management   March 2007 - September 2012
UBS Investment Bank  May 2004 - February 2007
Deloitte Consulting  2000 - 2002
CCF Charterhouse   1998 - 2000

Education
The University of Texas at Austin - Red McCombs School of Business   2002 — 2004
MBA, Finance

Villanova University   1994 — 1998

Ramsey High School   1990 — 1994
Diploma

Kevin Rourke Kevin Rourke Dallas/Fort Worth Area Details
Kevin Rourke's Highland Capital Management Experience 2005 - 2012
Job Vice President at Lone Star Funds / Hudson Advisors LLC
Industry Investment Management
Experience
Lone Star Funds / Hudson Advisors LLC   2012 - Present
Highland Capital Management   2005 - 2012
Seabury Group  2001 - 2005
Capgemini Consulting (previously Ernst & Young Consulting)   1998 - 2001
American Airlines  1995 - 1998
Nationsbank, NA  1993 - 1995
Price Waterhouse  1988 - 1991

Education
The University of Texas at Austin   1991 — 1993
MBA

Southern Methodist University - Cox School of Business   1984 — 1988
BBA, Accounting

St Martin's Episcopal School

Tim Austin Tim Austin Greater New York City Area Details
Tim Austin's Highland Capital Management Experience August 2008 - December 2008
Job Principal at Searchlight Capital Partners
Industry Financial Services
Experience
Searchlight Capital Partners   November 2011 - Present
Morgan Stanley  January 2009 - November 2011
Highland Capital Management   August 2008 - December 2008
Rothschild  July 2006 - July 2008

Education
Bates College   2002 — 2006
Bachelor of Science, Economics

TJ Jackson TJ Jackson Dallas/Fort Worth Area Details
TJ Jackson's Highland Capital Management Experience September 1994 - September 1998
Job Director
Industry Financial Services
Experience
Markit  August 2008 - Present
JP Morgan FCS  December 2003 - August 2008
FCS Software Solutions  September 1998 - December 2003
Highland Capital Management   September 1994 - September 1998

Skills
Loans, Portfolio Management, CLO, CDO, Fixed Income, Capital Markets, Financial Analysis, Structured Products, Analysis, Risk Management, Structured Finance, Hedge Funds, Alternative Investments, Bloomberg, Bonds, Management, Financial Services, Finance, Derivatives, Equities

Education
Dakota State University   1988 — 1992
Bachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services

Casey Gage Casey Gage Houston, Texas Area Details
Casey Gage's Highland Capital Management Experience October 2012 - Present
Job Regional Sales Director at Highland Capital Management
Industry Financial Services
Experience
Highland Capital Management   October 2012 - Present
Destra Capital  December 2011 - October 2012
Morgan Stanley Smith Barney  November 2010 - November 2011
Pioneer Funds Distributor   April 2007 - November 2010
Pioneer Funds Distributor   June 2005 - April 2007
Pioneer Funds Distributor   June 2004 - June 2005
Pioneer Investments  July 2003 - June 2004

Education
Babson College   1999 — 2003
BS, Finance & Marketing

David Lancelot David Lancelot Miami/Fort Lauderdale Area Details
David Lancelot's Highland Capital Management Experience September 2004 - December 2006
Job Experienced Transportation Executive
Industry Airlines/Aviation
Experience
Texas Bighorn Society   2005 - 2014
Spirit Airlines  January 2007 - March 2012
Highland Capital Management   September 2004 - December 2006
Atlas Air  2000 - 2004
AirTran Airways  1997 - 2000
American Airlines  1994 - 1997
KPMG  September 1990 - January 1994

Skills
Financial Modeling, Corporate Finance, Restructuring, Financial Analysis, Strategic Financial..., Mergers, Risk Management, Managerial Finance, Finance, Accounting, Valuation, Financial Reporting, Internal Controls, Business Strategy, Forecasting, Management, Mergers & Acquisitions, Financial Accounting, Variance Analysis, Auditing, Analysis, Leadership, Management Consulting, Budgets, Business Planning, Strategic Planning, Process Improvement, Change Management, Human Resources, Executive Management, Sarbanes-Oxley Act, SEC filings, Treasury Management, Pricing, Cash Flow, GAAP, Start-ups, US GAAP, Acquisition Integration, Aircraft Leasing

Education
Baylor University   1986 — 1990

Wyatt Wachtel Wyatt Wachtel Greater Los Angeles Area Details
Wyatt Wachtel's Highland Capital Management Experience March 2004 - October 2005
Job Managing Director
Industry Financial Services
Experience
PrimeCredit Limited   March 2015 - Present
York Capital Management  January 2015 - Present
Walter Capital Opportunity Corp.   July 2014 - Present
New Zealand Yellow Pages Group   December 2013 - Present
Entropy Investment Management   December 2013 - Present
Redcape Hotel Group   April 2012 - Present
Solana Capital Management, LLC   April 2012 - December 2014
Hundred Acre Wine Group Inc   April 2011 - October 2013
York Capital Management  March 2006 - March 2012
Highland Capital Management   March 2004 - October 2005

Skills
Investments, Hedge Funds, Alternative Investments, Asset Management, Private Equity, Equities, Fixed Income, Corporate Finance, Capital Markets

Education
Emory University   1995 — 1999
Juris Doctor & Masters of Business Administration

University of California, San Diego   1991 — 1993
Bachelor of Arts (B.A.), Political Science

University of Southern California   1989 — 1991

Richard Whitlock Richard Whitlock Dallas/Fort Worth Area Details
Richard Whitlock's Highland Capital Management Experience January 2004 - March 2007
Job Director, AlixPartners LLP
Industry Financial Services
Experience
AlixPartners, LLP  March 2007 - Present
Highland Capital Management   January 2004 - March 2007
Huron Consulting Group  June 2003 - December 2003
US Navy  May 1996 - September 2001

Education
Columbia University - Columbia Business School   2001 — 2003
Master of Business Administration (MBA), Finance and Operations

United States Naval Academy   1992 — 1996
BS, Mechanical Engineering

Erik Gunnerson Erik Gunnerson Dallas/Fort Worth Area Details
Erik Gunnerson's Highland Capital Management Experience January 2009 - October 2009
Job Managing Director at Mariner Investment Group, LLC
Industry Investment Management
Experience
Mariner Investment Group, LLC  November 2014 - Present
ORIX Corporate Capital  April 2012 - November 2014
ORIX Corporate Capital  October 2009 - April 2012
Highland Capital Management   January 2009 - October 2009
Highland Capital Management   February 2007 - January 2009
Citigroup  August 2005 - January 2007
Deutsche Bank Securities  2000 - 2003

Skills
Financial Modeling, Credit Analysis, Private Equity, Alternative Investments, Valuation, Fixed Income, Portfolio Management, Hedge Funds, Capital Markets

Education
University of Southern California - Marshall School of Business   2003 — 2005
MBA, Finance

Brigham Young University   1994 — 2000
BS, International Finance

Scott Schein Scott Schein Richmond, Virginia Area Details
Scott Schein's Highland Capital Management Experience April 2007 - October 2008
Job President at United Equipment Corporation
Industry Aviation & Aerospace
Experience
United Equipment Corporation   October 2012 - Present
Airbus Group Inc.  November 2008 - October 2012
Highland Capital Management   April 2007 - October 2008
Honeywell Aerospace  January 2004 - December 2005
McKinsey & Company  2000 - 2004
Booz Allen Hamilton  1999 - 1999
Lockheed Martin  1997 - 1998
General Motors  1994 - 1997

Skills
Aerospace, Acquisition Integration, Strategic Sourcing, Requirements Analysis, Process Improvement, Defense, Business Development, Aircraft, Project Planning, Manufacturing, Systems Engineering, Program Management, Six Sigma

Education
Georgetown University - The McDonough School of Business   1998 — 2000
MBA, General Management

University of Michigan   1990 — 1994
BSE, Aerospace Engineering

Mepham High School

Pon Sakungew Pon Sakungew Dallas/Fort Worth Area Details
Pon Sakungew's Highland Capital Management Experience April 2006 - September 2010
Job Analyst at Perot Investments
Industry Investment Management
Experience
Perot Investments   October 2010 - Present
Highland Capital Management   April 2006 - September 2010

Education
University of California, Los Angeles   2001 — 2003
MS, Electrical Engineering

The University of Texas at Austin   1997 — 2001
BS, Electrical Engineering

Ashley DeArman Ashley DeArman Dallas, Texas Details
Ashley DeArman's Highland Capital Management Experience November 2001 - April 2006
Job Vice President at Edge Capital Partners, LLC
Industry Financial Services
Experience
Edge Capital Partners, LLC  February 2012 - Present
FPG Partners   March 2010 - February 2012
Fairway Partners   January 2009 - March 2010
William Blair & Company  September 2007 - December 2008
Precept Capital Management   April 2006 - September 2007
Highland Capital Management   November 2001 - April 2006

Education
Southern Methodist University   1997 — 2001
Finance, Economics

Mohan Kuratti Mohan Kuratti Houston, Texas Details
Mohan Kuratti's Highland Capital Management Experience September 2010 - July 2012
Job Corporate Controller at United Recovery Systems LP
Industry Accounting
Experience
United Recovery Systems LP  March 2014 - Present
Quanex Building Products Corporation  October 2012 - March 2014
Highland Capital Management   September 2010 - July 2012
Highland Capital Managment   May 2008 - September 2010
McAfee Security  February 2006 - March 2008
American General  June 2004 - October 2005
PricewaterhouseCoopers  September 1997 - June 2003

Skills
Auditing, SEC filings, Accounting, Financial Modeling, Financial Analysis, Mergers & Acquisitions

Education
Columbia University - Columbia Business School   1995 — 1997

Emory University   1989 — 1993
BA, Economics & History

Andrew Lenge Andrew Lenge Dallas/Fort Worth Area Details
Andrew Lenge's Highland Capital Management Experience August 2008 - July 2009
Job Vice President at Goldman Sachs
Industry Investment Management
Experience
Goldman Sachs  October 2009 - Present
Highland Capital Management   August 2008 - July 2009
Highland Capital Management   November 2007 - August 2008
Highland Capital Management   October 2006 - November 2007
Highland Capital Management   November 2005 - October 2007
Wells Fargo Financial  August 2004 - November 2005

Skills
Portfolio Management, Asset Management, Risk Management, Due Diligence, Financial Modeling, Loans, Credit Analysis, Structured Finance, Real Estate Economics, Mortgage Lending, Credit Risk, Executive Management, Corporate Finance, Alternative Investments, Credit, Real Estate, Private Equity, Project Planning, Analysis, Valuation, Fixed Income

Education
Texas Tech University - Rawls College of Business   2009 — 2011
MBA, Finance

BS Finance - Texas Tech University   2000 — 2004
Bachelor of Science, Finance

Plano East

Donna Engstrom Donna Engstrom Dallas, Texas Details
Donna Engstrom's Highland Capital Management Experience July 2007 - October 2013
Job Syndicated Finance Sales Analyst at Texas Capital Bank
Industry Banking
Experience
Texas Capital Bank  October 2013 - Present
Highland Capital Management   July 2007 - October 2013

Skills
Bloomberg, Equities, Loans, Treasury Management, Cash Management, Bonds, Settlement, Hedge Funds

Education
University of Oklahoma   2003 — 2007
Broadcast Journalism

Patrick Conner Patrick Conner Dallas/Fort Worth Area Details
Patrick Conner's Highland Capital Management Experience February 2002 - November 2008
Job Partner and Managing Director at White Oak Global Advisors, LLC
Industry Investment Management
Experience
White Oak Global Advisors, LLC  June 2011 - Present
Armatura Capital Management, LLC   June 2009 - May 2011
Highland Capital Management   February 2002 - November 2008
Enron Corp.  August 1997 - December 2001
Boatmen's Bank  1992 - July 1995

Skills
Hedge Funds, Portfolio Management, Capital Markets, Investments, Mergers & Acquisitions, Leveraged Finance, Equities, Corporate Development, Credit, Business Strategy, Loans, Financial Advisory, Management, Alternative Investments, Mergers, Strategy, Special Situations

Education
University of Pennsylvania - The Wharton School   1995 — 1997
MBA, Finance

Wichita State University   1989 — 1991
BBA, Finance

Terry Pelzel Terry Pelzel Dallas/Fort Worth Area Details
Terry Pelzel's Highland Capital Management Experience August 2006 - January 2010
Job Equity Analyst at Barrow Hanley
Industry Investment Management
Experience
Barrow Hanley   January 2010 - Present
Highland Capital Management   August 2006 - January 2010
Houlihan Lokey Howard and Zukin  January 2005 - July 2006

Education
Texas A&M University - Mays Business School   2001 — 2004

Amy Theriot Amy Theriot Dallas/Fort Worth Area Details
Amy Theriot's Highland Capital Management Experience October 2006 - June 2008
Job HR Consultant at Siepe Services LLC
Industry Investment Management
Experience
Siepe Services LLC   April 2013 - Present
Beal Bank  April 2009 - July 2012
Highland Capital Management   October 2006 - June 2008
Sebring Capital  June 2002 - October 2006
KPMG  July 2000 - June 2002

Education
Southern Methodist University - Cox School of Business   1999 — 2000
MS, Accounting

Southern Methodist University   1995 — 1999
BBA, Accounting

Amy Nicoud Nixon Amy Nicoud Nixon Dallas/Fort Worth Area Details
Amy Nicoud Nixon's Highland Capital Management Experience 2000 - 2001
Job Vice President, Human Resources at CPR Medical Staffing, LLC
Industry Hospital & Health Care
Experience
CPR Medical Staffing, LLC   June 2014 - Present
Jordan Health Service  March 2013 - June 2014
Self Employed  August 2010 - February 2013
Preferred Care Partners Management Group, LP  January 2006 - August 2010
Baylor University Medical Center  March 2001 - December 2005
Highland Capital Management   2000 - 2001

Skills
Onboarding, Talent Acquisition, Human Resources, Applicant Tracking..., Employee Relations

Education
University of Mississippi   1985 — 1989
BA, Business

Clint Gilchrist Clint Gilchrist Dallas/Fort Worth Area Details
Clint Gilchrist's Highland Capital Management Experience November 2010 - March 2012
Job Controller Southern Methodist University
Industry Higher Education
Experience
Southern Methodist University  January 2015 - Present
Southern Methodist University  June 2014 - January 2015
SEI  December 2012 - June 2014
Highland Capital Management, L.P.   March 2012 - December 2012
NexBank Securities   November 2011 - December 2012
Highland Capital Management   November 2010 - March 2012
Nexbank Securities Inc.   July 2010 - November 2011
Highland Capital Management   November 2009 - November 2010
Nexbank Securities, Inc.   January 2010 - June 2010
Highland Capital Management   November 2008 - November 2009

Skills
Asset Managment, Private Equity, Hedge Funds, Alternative Investments, Valuation, Financial Modeling, Fixed Income, Asset Management, Bloomberg, Capital Markets, Investor Relations, Investments, Trading, Securities

Education
Brigham Young University   2000 — 2002
Masters, Accounting

Brigham Young University   2000 — 2002
BS, Accounting

Brigham Young University - Idaho   1999 — 2000
AA, Accounting

Brigham Young University - Idaho   1996 — 1997

Narayan Hegde Narayan Hegde New York, New York Details
Narayan Hegde's Highland Capital Management Experience 2007 - 2008
Job Credit and Convertibles Investor with a focus on TMT and Energy
Industry Financial Services
Experience
Tenor Capital   2011 - Present
Radcliffe Capital   2009 - 2010
Highland Capital Management   2007 - 2008
TD Securities  2002 - 2007
TD Securities  1997 - 2002
Intel Corporation  September 1992 - August 1995

Skills
Equities, Investments, Credit, Debt, Leveraged Finance, Mergers & Acquisitions, Portfolio Management, Due Diligence, Restructuring, Business Development, Hedge Funds, Bonds, Valuation, Structured Finance, Investment Banking, Securities

Education
California Institute of Technology
MS, Electrical Engineering

Indian Institute of Technology, Bombay
B, Tech, Electrical Engineering

Massachusetts Institute of Technology - Sloan School of Management
MBA, Finance, Operations

Jeff Lonsdale Jeff Lonsdale Dallas/Fort Worth Area Details
Jeff Lonsdale's Highland Capital Management Experience 2007 - 2008
Job President at Logical Formulas
Industry Financial Services
Experience
Logical Formulas   August 2008 - Present
Highland Capital Management   2007 - 2008
Unity Hunt, Inc.   1997 - 2007

Skills
Investments, Due Diligence, Private Equity, Hedge Funds, Tax, Auditing, Equities, Mutual Funds, Income Tax, Real Estate, Corporate Tax, Tax Law, Financial Analysis, High Net Worth..., Financial Reporting, Mergers, International Tax, Accounting, Corporate Finance, Restructuring, Financial Modeling, Tax Accounting, Mergers & Acquisitions, Financial Risk, CPA, Tax Research, Financial Services, Business Valuation, Corporate Governance, Strategic Financial...

Education
Southern Methodist University - Cox School of Business   2001 — 2003
MS, Accounting

Southern Methodist University - Cox School of Business   1999 — 2001
EMBA

DePaul University - Charles H. Kellstadt Graduate School of Business
MS, Taxation

University of Mount Union
BA, Accounting

Aaron Stearns Aaron Stearns New York, New York Details
Aaron Stearns's Highland Capital Management Experience June 2008 - September 2008
Job Real Estate Investor
Industry Real Estate
Experience
VestaPoint Capital LLC   June 2011 - Present
Richina LLC   March 2010 - May 2011
Highland Capital Management   June 2008 - September 2008
Davidson Kempner Capital Management  June 2006 - June 2007
Kimco Realty Corporation  June 2003 - June 2006

Education
Georgetown University
BA, Government

The University of Chicago - Booth School of Business
MBA, Finance

Catherine Matthews Catherine Matthews Charlotte, North Carolina Area Details
Catherine Matthews's Highland Capital Management Experience October 2009 - August 2012
Job Credit Trader at Covenant Credit Partners, LLC
Industry Investment Management
Experience
Covenant Credit Partners, LLC   March 2014 - Present
Highland Capital Management   October 2009 - August 2012
Highland Capital Management   September 2007 - September 2009
Southwest Securities  July 2006 - August 2007
Merrill Lynch Investment Managers  August 2005 - June 2006

Skills
Hedge Funds, High Yield, Alternative Investments, Bloomberg, Portfolio Management, Fixed Income, Valuation

Education
University of Mississippi - School of Business Administration   2000 — 2004
BBA, Marketing

Jack Ferrell, CFA Jack Ferrell, CFA Dallas/Fort Worth Area Details
Jack Ferrell, CFA's Highland Capital Management Experience July 2003 - March 2008
Job Director at ORIX Corporate Capital
Industry Investment Management
Experience
ORIX Corporate Capital  May 2014 - Present
ORIX Corporate Capital  June 2012 - April 2014
Pyxis Capital, L.P.   April 2008 - February 2011
Highland Capital Management   July 2003 - March 2008
Banc of America Securities  July 1997 - September 2002

Skills
High Yield, Valuation, Fixed Income, Equities, Leveraged Finance, Special Situations, Credit Analysis, Capital Markets, Portfolio Management, Corporate Finance, Due Diligence, Industry Analysis, Financial Modeling, Deal Structuring, LBO, Buy-side

Education
The University of Texas at Austin - Red McCombs School of Business   1995 — 1997
MBA, Finance, Entrepreneurship

Texas A&M University   1986 — 1990
BBA, Accounting

Andrea Kreilich Lloyd Andrea Kreilich Lloyd Los Angeles, California Details
Andrea Kreilich Lloyd's Highland Capital Management Experience September 2003 - October 2009
Job Credit Trader at Ares Management
Industry Investment Management
Experience
Ares Management  August 2014 - Present
Highland Capital Management, L.P.   November 2012 - June 2014
ALPHA TITANS, LLC   March 2011 - October 2012
Highland Capital Management   September 2003 - October 2009
Accenture  April 2001 - August 2003
Citi  2000 - 2001

Skills
Hedge Funds, Fixed Income, Alternative Investments, Bloomberg, Finance, Credit, Asset Management, CDS, Capital Markets, Portfolio Management, Equities, Valuation, High Yield, Structured Products

Education
Texas Christian University - M.J. Neeley School of Business   1998 — 2000
BBA, Finance

Elizabeth Goldstein Elizabeth Goldstein Greater New York City Area Details
Elizabeth Goldstein's Highland Capital Management Experience August 2008 - June 2009
Job Board Chair Creative Alternatives of New York
Industry Investment Banking
Experience
Creative Alternatives of New York  June 2015 - Present
Creative Alternatives of New York  June 2003 - Present
Cantor Fitzgerald  July 2009 - May 2015
Highland Capital Management   August 2008 - June 2009
Bear Stearns  June 1999 - June 2008
Credit Suisse  June 1998 - June 1999
Lehman Brothers  June 1991 - June 1998
Goldman Sachs  September 1985 - June 1991
Council on Foreign Relations  December 1985 - December 1986
Federal Reserve Bank of New York  November 1982 - September 1985

Skills
Hedge Funds, High Yield, Fixed Income, Special Situations, Financial Structuring, Portfolio Management, Investments, Equities, Private Equity, Bloomberg, Credit Derivatives, Capital Markets, Equity Derivatives, Trading, Asset Management, Emerging Markets, Structured Finance, Valuation, Securitization, Derivatives, MBS, LBO, CDS, Equity Research, Financial Markets, Fund Of Funds, ABS, Alternative Investments, Structured Products, Bonds, CDO, Series 7, Investment Management, Securities, Investment Banking, Corporate Finance, Leveraged Finance, Credit

Education
University of Pennsylvania   1977 — 1982
PhD, Economics

University of Vermont   1974 — 1977
BA, Math & Economics

Gene Miao Gene Miao Greater New York City Area Details
Gene Miao's Highland Capital Management Experience 2007 - 2013
Job Executive Vice President & President of Credit Opportunities at Emigrant Bank
Industry Financial Services
Experience
Emigrant Bank  2014 - Present
Highland Capital Management   2007 - 2013
Merrill Lynch  1998 - 2003
Morgan Stanley  1987 - 1998

Skills
Capital Markets, Alternative Investments, Equities, Private Equity, Asset Management, Valuation, Hedge Funds, Fixed Income

Education
Harvard Business School   1985 — 1987
M.B.A., General Management

Harvard University   1979 — 1983
A.B., History

David Blanks David Blanks Dallas, Texas Details
David Blanks's Highland Capital Management Experience 2007 - 2008
Job Sr. Associate at Alvarez and Marsal
Industry Management Consulting
Experience
Alvarez and Marsal  March 2009 - Present
Highland Capital Management   2007 - 2008
Morgan Stanley  2005 - 2007

Skills
Due Diligence, Private Equity, Corporate Finance, Hedge Funds, Capital Markets

Education
Cornell University   2001 — 2004
Bachelor of Science (B.S.), Applied Economics and Management

Moeller High School   1998 — 2001

Bill Cornelius Bill Cornelius Houston, Texas Details
Bill Cornelius's Highland Capital Management Experience April 2007 - March 2009
Job President, Southern Brush Pipeline Services
Industry Oil & Energy
Experience
Southern Brush Pipeline Services   September 2014 - Present
Trinity Duke Company, LLC   June 2013 - Present
Trinity Duke Partners, LLC   June 2013 - Present
First Presbyterian Church of Houston  June 2014 - Present
The Boston Consulting Group  August 2011 - May 2013
Highland Capital Management   April 2007 - March 2009
Amegy Bank  January 2004 - March 2007

Skills
Financial Modeling, Private Equity, Valuation, Corporate Finance, Due Diligence, Investment Banking, Mergers & Acquisitions, Venture Capital, Financial Analysis, Corporate Development, Emerging Markets, Management Consulting

Education
Duke University - The Fuqua School of Business
MBA

Baylor University
BBA, Finance

David Lehuquet David Lehuquet Austin, Texas Area Details
David Lehuquet's Highland Capital Management Experience October 2005 - November 2010
Job LTCRegional Vice President at Genworth Financial
Industry Insurance
Experience
Genworth Financial  January 2012 - Present
AmericaFirst Capital Management   May 2011 - October 2011
Highland Capital Management   October 2005 - November 2010
New York Life Ins.   February 2005 - October 2005
Prudential Investments  1997 - 2004

Skills
Mutual Funds

Education
Indiana University of Pennsylvania   1988 — 1992
BS, marketing

Dansby White Dansby White Greater New York City Area Details
Dansby White's Highland Capital Management Experience 2004 - 2006
Job Managing Director at Societe Generale
Industry Investment Banking
Experience
Societe Generale  2006 - June 2013
Highland Capital Management   2004 - 2006
Jefferson Patriot Group   2003 - 2003
Merrill Lynch  1998 - 2002
BT Alex Brown  1996 - 1998
White & Case  1992 - 1996
Cahill Gordon & Reindel  1985 - 1993
New Jersey Supreme Court  1987 - 1988
GATX Leasing Corporation   1981 - 1985

Education
Rutgers University School of Law - Newark   1984 — 1987
JD, Law

Northwestern University - Kellogg School of Management   1979 — 1981
MBA, Finance/Accounting/International Business

Northwestern University   1975 — 1979
BA, Economics

Christina Sanborn Christina Sanborn Houston, Texas Area Details
Christina Sanborn's Highland Capital Management Experience May 2008 - June 2009
Job Client Service Associate at Morgan Stanley Smith Barney
Industry Investment Management
Experience
Morgan Stanley Smith Barney  June 2009 - Present
Highland Capital Management   May 2008 - June 2009

Education
Southern Methodist University   2004 — 2008
Finance, Accounting

Southern Methodist University - Cox School of Business   2004 — 2008
Finance, Accounting

Willy Chan Willy Chan Dallas/Fort Worth Area Details
Willy Chan's Highland Capital Management Experience April 2007 - March 2011
Job SQL Server Database administrator
Industry Financial Services
Experience
Carlson Capital, L.P.   March 2011 - Present
Highland Capital Management   April 2007 - March 2011
HBK Capital Management  June 2003 - April 2007
Data Return / Terremark   2000 - 2003
Mary Kay, Inc.   1998 - 2000
MCI  1997 - 1998
The Shams Group  1995 - 1997

Education
Texas A&M University-Commerce   1993 — 1994
MS

Utah State University   1992 — 1993

Fu Jen Catholic University   1986 — 1990
BA

Microsoft Certified Database Administrator

Martin Downen Martin Downen Greater Los Angeles Area Details
Martin Downen's Highland Capital Management Experience May 2008 - September 2014
Job PM at Canyon Capital
Industry Investment Management
Experience
Canyon Capital Advisors  October 2014 - Present
Highland Capital Management   May 2008 - September 2014
Goldman Sachs  August 2005 - April 2008
JPMorgan Chase  July 2003 - July 2005

Education
University of Michigan - Stephen M. Ross School of Business   2001 — 2003
MBA, Finance and Strategy

Brigham Young University   1991 — 1997
BS, Economics

Nick Losey Nick Losey Austin, Texas Details
Nick Losey's Highland Capital Management Experience 2005 - 2009
Job Portfolio Manager at Whitebox Advisors
Industry Financial Services
Experience
Whitebox Advisors LLC  August 2015 - Present
White Oak Global Advisors  2011 - 2015
Armatura Capital Management   2009 - 2011
Highland Capital Management   2005 - 2009
Salomon Smith Barney  2001 - 2003
Bear Stearns  2001 - 2001

Education
Southern Methodist University - Cox School of Business   2003 — 2005
Master of Business Administration

University of Oklahoma   1997 — 2001
Bachelor of Business Administration

Jeff Cate Jeff Cate Dallas, Texas Details
Jeff Cate's Highland Capital Management Experience 2003 - 2005
Job Senior Managing Director
Industry Financial Services
Experience
Hayman Capital Management, LP   2011 - Present
Thimble Assessoria Empresarial Ltda   2008 - 2011
Atlas Capital  2005 - 2008
Highland Capital Management   2003 - 2005
CIGNA  2000 - 2002

Skills
Fixed Income, Equities, High Yield, Leveraged Finance

Education
London Business School   1999 — 2000
MiF, Finance

Southern Methodist University   1992 — 1996
BS, Management Science

Norman High School

Brian Legg Brian Legg Dallas/Fort Worth Area Details
Brian Legg's Highland Capital Management Experience April 2008 - July 2009
Job Investment Management Professional
Industry Investment Management
Experience
Highland Capital Management   April 2008 - July 2009
Millennium Partners  February 2006 - March 2008
Merrill Lynch  January 1998 - February 2006
JP Morgan  January 1994 - May 1996

Education
Cornell University - Johnson Graduate School of Management   1996 — 1998
MBA, Master of Business Administration

The University of Texas at Austin   1990 — 1993
Bachelor of Arts, Economics

Gregory Sharry Gregory Sharry Dallas/Fort Worth Area Details
Gregory Sharry's Highland Capital Management Experience July 2008 - January 2009
Job Of Counsel at Oram & Houghton, PLLC
Industry Law Practice
Experience
The Law Offices of Gregory Sharry, P.L.L.C.   April 2012 - Present
Oram & Houghton, PLLC   October 2013 - Present
Randolph L. Marsh, PC - PetroCounsel   April 2010 - October 2013
Katy Resources, ETX, LLC   October 2009 - May 2010
Highland Capital Management   July 2008 - January 2009
Panda Energy  May 2007 - September 2007
Nevada State Legislature  December 2004 - July 2005
Nevada State Democratic Party  June 2004 - November 2004

Skills
Litigation, Legal Research, Energy Industry, Legal Writing, Wills, Trusts, Due Diligence, Contract Negotiation, Arbitration, Legal Assistance, Corporate Law, Bankruptcy, Oil/Gas, Division Orders, Title Opinions

Education
St. Thomas University School of Law   2005 — 2008
JD, Corporate Transactional; M&A; Corporate Finance

Franklin & Marshall College   2000 — 2004
BA, Business Management; Government

Bill Miltenberger Bill Miltenberger Dallas/Fort Worth Area Details
Bill Miltenberger's Highland Capital Management Experience July 2006 - March 2010
Job at IBC Management
Industry Investment Management
Experience
Independent Bankers Capital Funds   March 2010 - Present
Highland Capital Management   July 2006 - March 2010

Education
Northwestern University - Kellogg School of Management   2005 — 2006
MBA, Finance and Strategy

Carl Moore Carl Moore Dallas/Fort Worth Area Details
Carl Moore's Highland Capital Management Experience September 2003 - Present
Job Managing Director, Private Equity
Industry Investment Management
Experience
Highland Capital Management   September 2003 - Present

Skills
Private Equity, Alternative Investments, Due Diligence, Investments, Fixed Income, Restructuring, Bankruptcy, Corporate Governance

Education
University of Houston Law Center   1993 — 1996
Doctor of Law (JD)

The University of Texas at Austin   1989 — 1993
Bachelor of Science (BS), Plan II - Liberal Arts

The University of Texas at Austin   1989 — 1993
Bachelor of Business Administration (BBA), Finance, General

Keith Severson Keith Severson Greater Minneapolis-St. Paul Area Details
Keith Severson's Highland Capital Management Experience August 2014 - May 2015
Job Senior Vice President at Eagle Capital Markets Group
Industry Real Estate
Experience
Eagle Capital Markets Group, a division of Griffin Capital Securities,Inc.   May 2015 - Present
Highland Capital Management   August 2014 - May 2015
Cole Capital  2008 - 2014
AIG (AIG Sun America)   August 2007 - September 2008
Hines  February 2004 - June 2006
Federated Securities   April 1997 - March 2004
Horwitz & Associates  March 1996 - October 1996
U.S. Bank (formerly FBS Investment Services)   April 1993 - March 1996
Merrill Lynch (formerly Merrill Lynch, Pierce, Fenner & Smith)   March 1991 - June 1992
American Express  February 1988 - April 1991

Skills
Series 7, Investments, Wealth Management, Asset Management, Real Estate, Consultative Selling, Alternative Investments, Mutual Funds, Asset Allocation, Securities, Brokerage, REIT, Series 63, Asset Managment, Selling

Education
University of Northern Iowa   1977 — 1981
Bachelor's Degree, B.S. in Marketing

Molly Daetsch Molly Daetsch Buffalo/Niagara, New York Area Details
Molly Daetsch's Highland Capital Management Experience July 2007 - April 2011
Job Assistant Vice President, Commercial Planning & Analytics at M&T Bank
Industry Investment Management
Experience
M&T Bank  April 2015 - Present
M&T Bank  January 2013 - April 2015
M&T Bank  September 2011 - December 2012
Highland Capital Management   July 2007 - April 2011
Merrill Lynch  June 2006 - August 2006

Skills
Private Equity, Portfolio Management, Fixed Income, Investments, Hedge Funds, Business Intelligence

Education
University at Buffalo   2014 — 2016
Master of Business Administration (M.B.A.)

Cornell University   2003 — 2007
BS, Applied Economics and Management

Keith Bowers Keith Bowers Charlotte, North Carolina Details
Keith Bowers's Highland Capital Management Experience April 2009 - July 2012
Job Senior, International Tax, Financial Services Office at Ernst & Young
Industry Law Practice
Experience
Ernst & Young  July 2012 - Present
Highland Capital Management   April 2009 - July 2012
Guest and Associates   February 2008 - March 2009
The Perry Law Firm   January 2008 - May 2008
Protocols, LLC  August 2005 - July 2007

Skills
Hedge Funds, Investments, FIN 48, Tax Controversy, Tax, Tax Law, Microsoft Office, Excel, PowerPoint, Westlaw, Legal Writing, Legal Research

Education
Southern Methodist University Dedman School of Law   2010 — 2012
LLM, Tax

Texas Wesleyan University School of Law   2005 — 2008
JD, Law

BYU-Idaho   2000 — 2004
B.S., History, 3.6

Owen D. Hill, JD, CFA Owen D. Hill, JD, CFA Dallas/Fort Worth Area Details
Owen D. Hill, JD, CFA's Highland Capital Management Experience June 2005 - March 2009
Job Managing Director at Ares Management
Industry Investment Management
Experience
Ares Management  March 2014 - Present
CLG Energy Finance, LLC (Beal Bank affiliate)   December 2009 - March 2014
BSB Capital, Inc. (Beal Bank affiliate)   March 2009 - December 2009
Highland Capital Management   June 2005 - March 2009
Akin Gump Strauss Hauer & Feld LLP  1999 - 2003

Skills
Energy, Corporate Finance, Investments, Debt & Equity Financing, Debt Restructuring, Distressed Debt, Loan Origination, Hedge Funds, Private Equity, Alternative Investments, Leveraged Finance, High Yield Bonds, Secured Financing, Secured Transactions, Oil & Gas Industry

Education
Duke University School of Law   1996 — 1999
J.D.

Columbia College (NY)   1991 — 1995
B.A.

Columbia University in the City of New York   1991 — 1995
B.A.

LHHS

Stephen Schembri Stephen Schembri New York, New York Details
Stephen Schembri's Highland Capital Management Experience 2008 - 2011
Job Analyst at Livia Capital Partners
Industry Investment Management
Experience
Livia Capital Partners   2015 - Present
Glade Brook Capital Partners LLC  2012 - 2014
Highland Capital Management   2008 - 2011

Education
University of Pennsylvania - The Wharton School   2011 — 2013
MBA

Arizona State University, W. P. Carey School of Business
Bachelor of Science, Accounting and Finance

Frank Waterhouse Frank Waterhouse Dallas/Fort Worth Area Details
Frank Waterhouse's Highland Capital Management Experience October 2006 - Present
Job Partner and Chief Financial Officer at Highland Capital Management
Industry Investment Management
Experience
Highland Capital Management   October 2006 - Present

Skills
Financial Modeling, Financial Analysis, Private Equity, Hedge Funds, Valuation, Investments, Alternative Investments, Asset Management, Due Diligence, Equities

Education
The University of Texas at Austin
Master of Professional Accounting

University of Houston
Master of Business Administration (MBA)

Tanner Wilcher Tanner Wilcher Greater New York City Area Details
Tanner Wilcher's Highland Capital Management Experience October 2007 - October 2008
Job Vice President at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse  December 2014 - Present
Credit Suisse  June 2011 - December 2014
Highland Capital Management   October 2007 - October 2008
Banc of America Securities  January 2006 - October 2007
Bank of America  January 2004 - December 2005

Skills
Investment Banking, Private Equity, Bonds, Loans, Valuation, Financial Modeling, Corporate Finance, Bloomberg, Due Diligence, LBO, Mergers, Venture Capital, Leveraged Finance, Credit Analysis, Trading, Portfolio Management, Securitization

Education
Columbia University - Columbia Business School   2010 — 2011
MBA

The University of Texas at Austin   1999 — 2003

Heather Worley Heather Worley Dallas/Fort Worth Area Details
Heather Worley's Highland Capital Management Experience October 2001 - March 2003
Job SVP & Director of Investor Relations, Texas Capital Bank
Industry Banking
Experience
Texas Capital Bank  February 2014 - Present
Texas Capital Bank  December 2004 - January 2014
Four Seasons Hotels and Resorts  March 2003 - December 2004
Highland Capital Management   October 2001 - March 2003
WNC, Jr.   December 1997 - October 2001
Texas Rangers Baseball Club  June 1996 - December 1997

Skills
Marketing, Media Relations, Public Relations, Event Planning, Marketing Communications, Investor Relations, Social Media, Advertising, Business Development, Event Management, Finance, Leadership, Marketing Strategy, Fundraising, Strategic Planning, Management, Social Media Marketing, New Business Development

Education
Mississippi State University   1992 — 1997
BA, Communications

Vero Beach High School

Nick Alfermann Nick Alfermann Greater St. Louis Area Details
Nick Alfermann's Highland Capital Management Experience July 2007 - July 2010
Job Director at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co.   July 2010 - Present
Highland Capital Management   July 2007 - July 2010
A.G. Edwards   June 2005 - July 2007

Education
University of Notre Dame   1999 — 2003
Finance & Economics

J Charles Shifferd J Charles Shifferd Dallas/Fort Worth Area Details
J Charles Shifferd's Highland Capital Management Experience September 2008 - March 2011
Job Managing Director of the Operations Advisory Group at NexBank Capital Advisors and NexBank Securities, Inc.
Industry Management Consulting
Experience
NexBank Capital Advisors  March 2011 - Present
Cornerstone Healthcare Group  2012 - 2015
Cornerstone Healthcare Group  2012 - 2015
Highland Capital Management   September 2008 - March 2011
Nautic Global Group  May 2005 - September 2008

Skills
Multi-Site Operations..., Full P&L Responsibility, Strategic Planning, Financial Planning, Lean Six Sigma Master..., Asset Management, Portfolio Management, Financial Modeling, Private Equity, Restructuring, Valuation, Due Diligence, Mergers & Acquisitions, Corporate Finance

Education
University of Notre Dame - Mendoza College of Business   1996 — 1998
MBA

United States Military Academy at West Point   1985 — 1989
BSME, Mechanical Engineering

Casey Herren Casey Herren Dallas, Texas Details
Casey Herren's Highland Capital Management Experience February 2011 - March 2012
Job Director of Marketing & Client Services at Caymus Capital
Industry Investment Management
Experience
Caymus Capital Partners, L.P.   November 2014 - Present
Behringer  November 2012 - November 2014
Highland Capital Management   February 2011 - March 2012
Vaughan Nelson   June 2009 - January 2011
Atlantic Investment Management  October 2007 - December 2008
Lazard Asset Management  June 2002 - September 2007

Skills
Investor Relations, Institutional Sales, Institutional Investors, Alternative Investments, Alternative Investment..., Maintaining Strong..., Alternative Assets, Private Equity, Asset Managment, Consultants, Fundraising, Investor Development, Consultative Sales..., Mutual Funds, Branding Initiatives, Structured Products, Long/Short Equity, Investment Management, Strategic Relationships, Distressed Debt, Hedge Funds, Asset Management, Due Diligence, Institutional..., Fund Of Funds

Education
Texas A&M University   1998 — 2002
BBA

Highland Park High School   1994 — 1998

Daniel Lancz Daniel Lancz Fort Wayne, Indiana Area Details
Daniel Lancz's Highland Capital Management Experience April 2003 - Present
Job Dir of Research/CCO at Highland Capital Management
Industry Financial Services
Experience
Highland Capital Management   April 2003 - Present

Skills
Hedge Funds, Investments, Asset Management

Education
Miami University   1992 — 1996

Similar Companies