HighMark Capital Management

Description

Address: 350 California St # 1600, San Francisco, CA 94104 Phone: (800) 582-4734Category: Place name: : Website: : Hours: : : : : Website: http://www.highmarkcapital.com/ Category: Property management company Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of High Mark Capital Management Inc Posting publicly on the Web Write a review Reviews Be the first to review

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HighMark Capital Management Employees

Employee
Years
Job
Industry
Heather Sonnenberg Heather Sonnenberg Colorado Springs, Colorado Area Details
Heather Sonnenberg's HighMark Capital Management Experience September 2007 - July 2012
Job Owner/Founder at Lil' Cub Hub, LLC.
Industry Consumer Goods
Experience
Lil' Cub Hub   2011 - Present
HighMark Capital Management   September 2007 - July 2012
Capital Group  November 2001 - November 2006
Coast Asset Management  April 2000 - October 2001
Projections Unlimited, Inc.   August 1994 - March 1999

Skills
Insurance, Mutual Funds, Management, Marketing, Asset Managment, Investment Advisory, Asset Allocation, Portfolio Management, Event Management, Finance, Wealth Management, Investments

Education
University of California, Los Angeles   2008 — 2010
Professional Designation in Personal Financial Planning

California State University-Northridge   2005 — 2007
BSBA, Finance

Niceville

Niceville

Richard Earnest Richard Earnest Los Angeles, California Details
Richard Earnest's HighMark Capital Management Experience 1985 - 2012
Job President, Petroleum Landowners
Industry Investment Management
Experience
Petroleum Landowners Corporation   1998 - Present
HighMark Capital Management   1985 - 2012
Union Bank  1964 - 1985

Skills
Equities, Portfolio Management, Investments, Asset Management, Financial Modeling, Equity Research, Asset Allocation, Alternative Investments, Securities, Fixed Income, Bloomberg, Wealth Management, Investment Management, Mutual Funds, Investment Advisory, Investment Strategies

Education
Stanford University Graduate School of Business
Master of Business Administration (MBA)

Peggy Marco, JD Peggy Marco, JD Los Angeles, California Details
Peggy Marco, JD's HighMark Capital Management Experience July 1992 - Present
Job Vice President, Marketing Manager, HighMark Capital Management
Industry Investment Management
Experience
HighMark Capital Management   July 1992 - Present
SEI  July 1992 - July 2004
Charles Schwab & Company  October 1987 - July 1992

Skills
Project Management, Microsoft Office, Series 7, Series 63, Staff Supervision, Foreign Languages, Vendor Management, Budget Monitoring, Advertising, Mutual Funds, Alternative Investments

Education
Universtiy of West LA School of Law   1996 — 2000
Doctor of Law (JD)

UCLA   1982 — 1986
Bachelor of Science (BS), Economics and French Literature

Alex Reich Alex Reich San Francisco, California Details
Alex Reich's HighMark Capital Management Experience December 2007 - September 2013
Job Vice President, Sales at TriNet
Industry Investment Management
Experience
TriNet  June 2014 - Present
HighMark Capital Management   December 2007 - September 2013
Kelmoore Investment Company  2004 - 2007

Skills
Asset Management, Portfolio Management, Investments, Mutual Funds, Alternative Investments, Series 7, Asset Allocation, Investment Strategies

Education
University of Oregon
Bachelor of Science (B.S.)

Kevin Boryk Kevin Boryk La Jolla, California Details
Kevin Boryk's HighMark Capital Management Experience May 2011 - November 2011
Job Application Sales Manager @ Oracle Marketing Cloud
Industry Computer Software
Experience
Oracle  May 2014 - Present
Responsys  January 2014 - May 2014
Responsys  July 2013 - December 2013
Responsys  May 2012 - July 2013
Responsys  November 2011 - May 2012
HighMark Capital Management   May 2011 - November 2011
HighMark Capital Management   May 2010 - April 2011
Merrill Lynch  February 2007 - May 2010
SurfAid International  June 2005 - December 2006
Merrill Lynch  June 2004 - August 2004

Skills
Analytics, Web Analytics, Business Development, Account Management, Online Advertising, Press Releases, Sales, Strategic Communications, Email Marketing, E-commerce, Salesforce.com, Marketing, Direct Marketing, Market Research, SaaS, Online Marketing, Strategic Partnerships, Digital Media, Digital Strategy

Education
University of San Diego
Bachelor of Arts (B.A.), International Relations

Crespi Carmelite HS

Michael Sato Stevens Michael Sato Stevens San Francisco, California Details
Michael Sato Stevens's HighMark Capital Management Experience January 2014 - Present
Job AVP Assistant Portfolio Manager Tax Exempt Fixed Income at HighMark Capital Management
Industry Investment Management
Experience
HighMark Capital Management   January 2014 - Present
HighMark Capital Management   June 2011 - December 2013
Union Bank  July 2009 - May 2011
Union Bank  September 2008 - June 2009

Skills
Fixed Income, Securities Lending, Japanese, Money Market Funds, Mutual Funds, Trust Operations, Bloomberg, DTC, Trading, Risk Management, Fund Accounting, Banking, Fitness Training, Baseball, Football, Basketball, Golf, Boxing, Securities, Finance, Equities

Education
UC Berkeley Extension   2010 — 2011
International Finance

University of San Francisco   2004 — 2008
Bachelor of Applied Science (B.A.Sc.), Pre-Medicine/Pre-Medical Studies

Robert S. Candeloro CAMS, CFE Robert S. Candeloro CAMS, CFE Portland, Oregon Area Details
Robert S. Candeloro CAMS, CFE's HighMark Capital Management Experience January 2000 - April 2002
Job Risk Analyst
Industry Financial Services
Experience
Fiserv  June 2013 - Present
Columbia Bank  January 2010 - May 2013
Standard Chartered Bank  May 2007 - January 2010
HSBC  January 2007 - May 2007
BNY Mellon  June 2006 - January 2007
Union Bank  April 2002 - April 2006
HighMark Capital Management   January 2000 - April 2002

Skills
KYC, Policy, Software Documentation, Payments, Banking, Risk Management, Financial Risk, AML, Internal Controls, Due Diligence, Credit, Bank Secrecy Act, Financial Services, Internal Audit, OFAC

Education
Association of Certified Fraud Examiners   2014 — 2014
Certified Fraud Examiner

Association of Certified Anti-Money Laundering Specialists   2008 — 2008
Certified Anti-Money Laundering Specialist

Pace University
AAS, Banking

Jairo Wong Jairo Wong San Francisco Bay Area Details
Jairo Wong's HighMark Capital Management Experience November 2014 - Present
Job Sr. Business Systems Consultant at HighMark Capital Management
Industry Information Technology and Services
Experience
HighMark Capital Management   November 2014 - Present
JW Technology   January 2000 - Present
Goland Property Management Services   January 2000 - Present
Collabrus  June 2012 - November 2014
Technology Management Corporation   June 2010 - June 2012
Tropical Traders Special foods   2010 - 2011
Enpointe Global Services   2002 - 2009
EDS Group  1998 - 2000

Skills
Project Management, Software Documentation, XP, MySQL, Active Directory, Software Implementation, Android, HTML, Windows Server, IT Management, IT Service Management, Infrastructure, LAN-WAN, Networking, Routers, Servers, Switches, System Deployment, Technical Support, Troubleshooting, VPN, Virtualization, Windows, Windows 7

Education
Diablo Valley College   2000 — 2002
Cisco Trainning, Network and System Administration/Administrator, Cisco Academy Certification

Golden Gate University   1984 — 1988
B.S., Information Systems

Dan Block Dan Block Greater Los Angeles Area Details
Dan Block's HighMark Capital Management Experience 2003 - 2005
Job Sr. VP, Client Portfolio Manager
Industry Financial Services
Experience
NWQ Investment Management   September 2011 - Present
Arnerich Massena, Inc  July 2005 - August 2011
HighMark Capital Management   2003 - 2005
Banc of America Securities  2001 - 2003

Skills
Alternative Investments, Equities, Mutual Funds, Hedge Funds, Asset Allocation, Investments, Investment Strategies, Fixed Income, Wealth Management, Asset Managment, Portfolio Management, Investment Advisory, Securities, Investment Management, Series 7, Series 63

Education
UCLA Anderson School of Management   1999 — 2001
MBA, Finance

University of Pennsylvania - The Wharton School   1989 — 1993
BS, Economics

Marissa Mangan Marissa Mangan San Francisco Bay Area Details
Marissa Mangan's HighMark Capital Management Experience February 2012 - June 2014
Job Project Manager at QuinStreet
Industry Marketing and Advertising
Experience
QuinStreet  July 2015 - Present
QuinStreet  June 2014 - June 2015
HighMark Capital Management   February 2012 - June 2014
HighMark Capital Management   May 2010 - February 2012

Skills
Project Management, Online Marketing, Microsoft Excel, Microsoft Office, Asset Management, Trading, Management, Business Development, Bloomberg, Fixed Income, Email Marketing

Education
San Francisco State University
BS, Business - Management

Brad Hanson Brad Hanson Greater Minneapolis-St. Paul Area Details
Brad Hanson's HighMark Capital Management Experience April 2011 - December 2012
Job Managing Director at Magni Global Asset Management LLC
Industry Financial Services
Experience
Magni Global Asset Management LLC   April 2013 - Present
HighMark Capital Management   April 2011 - December 2012
First American Funds  January 2010 - December 2010
John Hancock Financial Services  October 2005 - April 2009
AllianceBernstein  January 1997 - September 2005
J&W Seligman  March 1987 - December 1996
Piper Jaffray and Hopwood   November 1984 - March 1987

Skills
Mutual Funds, Leadership, Wealth Management, Portfolio Management, Series 63, Investment Advisory, Alternative Investments, Series 7, Equities, Investment Strategies, Management, Investments, Sales, Asset Managment, Asset Allocation, Separately Managed..., Asset Management, Relationship Management, Financial Services, Sales Operations, Securities, Investment Management, High Net Worth..., Series 65, Series 24, Marketing, Finance, Fixed Income, Series 6, ETFs, Sales Management

Education
University of Wisconsin-River Falls   1979 — 1981
M.S.E., Guidance/Counseling

Ball State University   1979 — 1980
MA, Physical Education

Gustavus Adolphus College   1972 — 1976
BA, Economics

John M. Corby, CFA, CIC John M. Corby, CFA, CIC Santa Barbara, California Area Details
John M. Corby, CFA, CIC's HighMark Capital Management Experience December 2014 - Present
Job Managing Director, Portfolio Management Executive at HighMark Capital Management
Industry Investment Management
Experience
HighMark Capital Management   December 2014 - Present
Independent Investment Consultant   August 2013 - November 2014
Boston Private Bank & Trust Company  January 2012 - June 2013
US Trust/Bank of America Private Wealth Management   November 2010 - January 2012
Rigel Capital, LLC   October 2004 - June 2010
Provident Investment Counsel  September 1987 - February 2004
Trust Services of America   March 1986 - September 1987
First Interstate Investment Services   July 1984 - March 1986

Skills
Portfolio Management, Asset Allocation, Investment Strategies, Investments, Alternative Investments, Hedge Funds, Investment Management, Equities, Wealth Management, Trading, Institutional..., Asset Management, Asset Managment, Strategy, Banking, Financial Advisory, ETFs, Mutual Funds, Financial Services, Private Banking, Bloomberg, Capital Markets, Start-ups, Fixed Income, Private Equity, High Net Worth..., Due Diligence, Mentoring, Derivatives, Strategic Financial..., Bonds, Financial Risk, Endowments, Investment Advisory, Valuation, Equity Research, Wealth Management..., Coaching, Business Management, Relationship Management, Business Builder, Operations Management, Board of Directors, Portfolio Construction, Multi Asset Class..., Product Development, Securities Analysis, Investment Risk..., Marketing/Business..., Foundations

Education
Arizona State University
B. Sc., Hospitality Management

The University of Edinburgh
Foreign Studies Program

Ken Copa Ken Copa San Francisco Bay Area Details
Ken Copa's HighMark Capital Management Experience May 2004 - Present
Job Senior Analyst at HighMark Capital Management
Industry Financial Services
Experience
HighMark Capital Management   May 2004 - Present
Fremont Investment Advisors, Inc.   May 1973 - May 2004
Fremont Investment Advisers   1994 - 2004

Skills
Accounting, Portfolio Management, Mutual Funds, Investments, Due Diligence, Retirement Planning, Alternative Investments, Asset Management, Series 7, Risk Management, Equities, Management

Education
Brigham Young University   1971 — 1973
MBA, Business Administration

Brigham Young University   1965 — 1971
BA, Portuguese

David Pogran M.B.A., CFA David Pogran M.B.A., CFA San Francisco Bay Area Details
David Pogran M.B.A., CFA's HighMark Capital Management Experience 1998 - 2002
Job Senior Financial Analyst/Finance Manager
Industry Nonprofit Organization Management
Experience
The Nature Conservancy  2006 - August 2011
HighMark Capital Management   1998 - 2002
Parnassus Investments  1988 - 1998

Skills
Financial Modeling

Education
University of California, Berkeley - Walter A. Haas School of Business   1987 — 1989
MBA, Finance

University of Wisconsin-Madison
Bachelor of Science (BS)

Harley Nager Harley Nager Greater New York City Area Details
Harley Nager's HighMark Capital Management Experience 2005 - 2007
Job Regional Director at SEI Investments Advisor Network NY City, Long Island, and Connecticut
Industry Financial Services
Experience
SEI Investments  December 2012 - Present
SEI Investments  February 2011 - December 2012
SEI Investments  January 2008 - February 2011
HighMark Capital Management   2005 - 2007
Ford Motor Credit Company  2002 - 2003

Education
Temple University - Fox School of Business and Management   2007 — 2010
MBA, Strategic Management

University of Pittsburgh   1999 — 2001

STHS

David A. Loobey David A. Loobey San Francisco Bay Area Details
David A. Loobey's HighMark Capital Management Experience March 2010 - May 2011
Job Sales Development at Equilar, Inc
Industry Information Technology and Services
Experience
Equilar, Inc.   August 2015 - Present
ATEL Securities Corporation  October 2011 - February 2015
HighMark Capital Management   March 2010 - May 2011
Kelmoore Investment Company  March 2004 - March 2008
Franklin Templeton Investments  September 1998 - December 2003

Skills
Licensing, Sales Operations, Disability Insurance, Investments, Series 7, Business Development, Alternative Investments, Sales Management..., Start-ups, Sales Management, Mutual Funds, Management, Fixed Income, Portfolio Management, Securities, Finance, Selling, Asset Allocation, Due Diligence, Series 63, District Sales..., Sales, Venture Capital, Entrepreneurship, Asset Management, Marketing, Investment Management, Salesforce.com

Education
Skyline College

David Born David Born Austin, Texas Details
David Born's HighMark Capital Management Experience June 2010 - December 2013
Job CFA
Industry Investment Management
Experience
HighMark Capital Management   June 2010 - December 2013
HighMark Capital Management   December 2007 - June 2010
Morgan Stanley  March 2007 - August 2007

Skills
Dinosaurs, Fixed Income, Portfolio Management, Bonds, Financial Markets, Ninja Skills, Financial Analysis, Bloomberg, Credit Analysis, Asset Allocation, Municipalities, Alternative Investments, Dogs, Mutual Funds, Asset Management, Equities, Drinking Water, Investments, Fixed Income Trading, Investment Management, Investment Strategies, Securities, Wealth Management, Crash Dump Analysis, Financial Risk, Investment Advisory, Municipal Bonds, Underwater, Equity Research, Asset Managment, Intuitive Eating

Education
University of California, Berkeley   2002 — 2006
BA

Will Hinckley Will Hinckley Greater Seattle Area Details
Will Hinckley's HighMark Capital Management Experience May 2010 - September 2010
Job Manager at Amazon
Industry Internet
Experience
Amazon  October 2014 - Present
Amazon.com  July 2011 - September 2012
Haas School of Business  August 2009 - July 2011
HighMark Capital Management   May 2010 - September 2010
Cornerstone Research  August 2008 - July 2009
Cornerstone Research  August 2007 - July 2008
Cornerstone Research  August 2005 - July 2007

Skills
Financial Modeling, Valuation, Corporate Finance, Financial Analysis, Quantitative Analytics, Data Analysis, Investments, Business Analysis, Economics, Strategy, Forecasting, Equity Research, Finance, Analysis, Competitive Analysis, Business Strategy, Private Equity, Due Diligence

Education
University of California, Berkeley - Walter A. Haas School of Business   2009 — 2011
MBA

Duke University   2001 — 2005
BS, Economics

Peter Littlejohn Peter Littlejohn Cleveland/Akron, Ohio Area Details
Peter Littlejohn's HighMark Capital Management Experience March 2009 - March 2012
Job Managing Director at Retirement Benefits Group
Industry Financial Services
Experience
Retirement Benefits Group  April 2012 - Present
HighMark Capital Management   March 2009 - March 2012
Waddell & Reed/Ivy Funds   January 2007 - December 2008
Wells Fargo Institutional Trust Services  2005 - 2006
Strong Capital Management  1999 - 2005
Cigna Retirement and Investment Services  1995 - 1999
KeyCorp, Cleveland, OH   1993 - 1995
Merrill Lynch & Co., Inc, Akron and Cleveland OH   1983 - 1993

Skills
Investments, Retirement Planning, Retirement, Mutual Funds, Investment Advisory, Sales, Wealth Management

Education
The University of Akron   1978 — 1982
Bachelor of Arts, Business Management and Marketing

Phil Adil Phil Adil San Francisco Bay Area Details
Phil Adil's HighMark Capital Management Experience June 2006 - Present
Job Senior Business Analyst/Assistant Vice President
Industry Investment Management
Experience
HighMark Capital Management   June 2006 - Present
SEI  October 2005 - June 2006
Wachovia Securities  March 2004 - April 2005
WaMu Capital   June 2003 - January 2004
Union Bank of California  April 1998 - March 2002
Morgan Stanley  1996 - 1998
Kidder Peabody  1993 - 1994
Salomon Brothers  1989 - 1994
Goldman Sachs  1986 - 1988
Merrill Lynch  1985 - 1986

Skills
Middle Office, Order Management, Reconciliation, Business Requirements, Securities, Account Reconciliation

Education
Rutgers University   1981 — 1985
BA, Economics

Dwight Englewood   1975 — 1981
H.S., College Prep

Peter W. Quinn Peter W. Quinn Greater New York City Area Details
Peter W. Quinn's HighMark Capital Management Experience March 2010 - December 2011
Job Director, Intermediary Distribution at BMO Global Asset Management
Industry Financial Services
Experience
BMO Global Asset Management  December 2011 - Present
HighMark Capital Management   March 2010 - December 2011
J&W Seligman  September 2007 - November 2008
XTF Global Asset Management  February 2007 - July 2007
J&W Seligman  June 2006 - February 2007
Salomon Brothers Asset Management  1999 - 2006

Education
Columbia University - School of International and Public Affairs   1995 — 1997

University of Washington   1992 — 1994
BA, International Relations

O'Dea High School   1985 — 1989

Andrew Kao Andrew Kao San Francisco Bay Area Details
Andrew Kao's HighMark Capital Management Experience 1998 - 2000
Job Sr. Program Manager at Visa
Industry Information Technology and Services
Experience
Visa  February 2012 - Present
Wells Fargo Bank  2006 - 2011
Wells Capital Management  2000 - 2006
HighMark Capital Management   1998 - 2000
Union Bank  1996 - 1998

Skills
Management, Risk Management, Financial Services, Leadership, Portfolio Management, Program Management, Banking, Project Management, Internal Audit, Process Improvement

Education
San Jose State University
B.S., Business Administration

Mark Warren, CFA, CIMA Mark Warren, CFA, CIMA Greater Chicago Area Details
Mark Warren, CFA, CIMA's HighMark Capital Management Experience 2003 - 2008
Job Accomplished Investment Manager
Industry Investment Management
Experience
Wespath Investment Management   2015 - Present
New Trier Township   2015 - Present
Ravine Bluffs Association (non-profit)   2012 - Present
Amber Mountain Capital (family office)   2015 - 2015
The Boeing Company  2008 - 2014
CFA Institute  2011 - 2011
HighMark Capital Management   2003 - 2008
Abu Dhabi Investment Authority (ADIA)   2001 - 2002
Deloitte  1996 - 2001

Education
Purdue University
Bachelor’s Degree, (B.S.)

Erin Salvo Erin Salvo San Francisco Bay Area Details
Erin Salvo's HighMark Capital Management Experience March 2012 - January 2013
Job Marketing professional
Industry Marketing and Advertising
Experience
Global Wine Company  April 2013 - June 2014
HighMark Capital Management   March 2012 - January 2013
HighMark Capital Management   April 2008 - March 2012
HighMark Capital Management   January 2006 - April 2008
HighMark Capital Management   January 2006 - July 2006

Skills
Branding & Identity, Editing, Marketing, Microsoft Office, Photoshop, Project Management, InDesign, Marketing Communications, Mutual Funds, Marketing Strategy, Research, Event Planning

Education
California State University-Chico   2003 — 2005
BS, Business Administration

California State University-Monterey Bay   2000 — 2003
Bachelor of Science, Business

WSET

Michael Oresick Michael Oresick Scranton, Pennsylvania Area Details
Michael Oresick's HighMark Capital Management Experience 2007 - September 2013
Job Regional Director at SEI
Industry Financial Services
Experience
SEI  August 2015 - Present
Integral Investment Group   March 2014 - August 2015
Nationwide Financial  September 2013 - January 2014
HighMark Capital Management   2007 - September 2013
SEI  2004 - 2007
ING  2001 - 2003
Merrill Lynch  2000 - 2001

Skills
Personal Financial..., Retirement Planning, Wealth Management, Personal Tax Planning, Estate Planning, Mutual Funds, Alternative Investments, Stocks, Fixed Annuities, Variable Annuities, Bonds, Municipal Bonds, Life Insurance, Disability Insurance

Education
Northwestern University

University of North Florida

The Peddie School

Jason M. Harris Jason M. Harris Greater Denver Area Details
Jason M. Harris's HighMark Capital Management Experience 2009 - 2010
Job Senior Financial Advisor at Maddock Financial, LLC
Industry Investment Management
Experience
Maddock Financial, LLC   2014 - Present
BBJS Financial Advisors, LLC   2011 - 2014
Tamarac Inc.  2010 - 2011
HighMark Capital Management   2009 - 2010
McKinley Capital Management  2007 - 2009

Skills
Portfolio Management, Investments, Financial Planning, Trading, Strategic Financial..., Mutual Funds, Securities, Wealth Management, Asset Management, Equities, Asset Allocation, Financial Advisory, Investment Advisory, Risk, Financial Advice, Reporting & Analysis, Retirement Planning, Risk Management, Economics, Research, Excel, Investment Management, Financial Risk

Education
Fort Lewis College
Bachelor's Degree, Finance, Accounting

Andrew Bates, CFA Andrew Bates, CFA San Diego, California Details
Andrew Bates, CFA's HighMark Capital Management Experience September 2015 - Present
Job Vice President, Portfolio Manager at HighMark Capital Management
Industry Financial Services
Experience
HighMark Capital Management   September 2015 - Present
Qualcomm  April 2012 - August 2015
Fisher Investments  May 2011 - March 2012
Fisher Investments  February 2010 - May 2011
Fisher Investments  June 2008 - February 2010

Skills
Corporate Finance, Capital Markets, Investments, Portfolio Management, Finance, Financial Modeling, Financial Analysis, Valuation, Equities, Equity Research, Asset Managment, Bloomberg, Due Diligence, Investment Strategies, Strategy, Microsoft Excel, Analytics, Analysis, Fixed Income, Asset Management

Education
University of California, Berkeley, Haas School of Business   2014 — 2017
Master of Business Administration (MBA)

University of Colorado at Boulder - Leeds School of Business   2004 — 2008
Finance

Jordan Schlick Jordan Schlick Baltimore, Maryland Area Details
Jordan Schlick's HighMark Capital Management Experience April 2000 - August 2003
Job Principle and Senior Portfolio Manager at Compass Capital Management, LLC
Industry Investment Management
Experience
Compass Capital Management, LLC   April 2013 - Present
Mt. Vernon Associates, Inc   May 2006 - Present
Compass Investment Management, LLC   January 2004 - May 2006
HighMark Capital Management   April 2000 - August 2003

Skills
Investments, Mutual Funds, Asset Allocation, Investment Strategies, Portfolio Management, Investment Advisory, Securities, Investment Management, Financial Services, Retirement, Bonds, Due Diligence, Equities, Asset Management, Alternative Investments

Education
The College of William and Mary - The Mason School of Business   1981 — 1983
1983, Finance and Marketing

William & Mary   1976 — 1980
BA, History and Government

Chip Howard Chip Howard United States Details
Chip Howard's HighMark Capital Management Experience January 1991 - Present
Job Vice President & National Account Manager at HighMark Capital Management
Industry
Experience
HighMark Capital Management   January 1991 - Present
J&W Seligman  1987 - 1988
Lehman Brothers  1986 - 1987
Sutro & Company  1982 - 1986
Procter & Gamble  1978 - 1982

Skills
Mutual Funds, Wealth Management, Portfolio Management, Microsoft Office, Fixed Income, Equities, Microsoft Word, PowerPoint, Microsoft Excel, Financial Services, Customer Service, Separately Managed..., Retirement Planning, Public Speaking, Leadership, Asset Management, Investment Management, Management, Marketing, Investments

Education
University of San Francisco   1977 — 1978
Bachelor of Science (B.S.), Business Administration and Management, emphasis in Economics

James St. Aubin James St. Aubin Greater Los Angeles Area Details
James St. Aubin's HighMark Capital Management Experience January 2015 - Present
Job Managing Director at HighMark Capital Management
Industry Financial Services
Experience
HighMark Capital Management   January 2015 - Present
Wilshire Associates  June 2008 - January 2015
Ibbotson Associates  September 2004 - June 2008
Morgan Stanley Smith Barney  January 2000 - September 2004

Skills
Liquid Alternatives, Asset Allocation, Investment Strategies, Asset Management, Portfolio Management, Alternative Investments, Investment Management, Due Diligence, Risk Management, Manager Research, Hedge Funds, Multi-asset, Mutual Funds, Portfolio Optimization

Education
DePaul University
BS

Francesca Costa Francesca Costa San Francisco Bay Area Details
Francesca Costa's HighMark Capital Management Experience March 2010 - Present
Job Director, Institutional Client Operations Manager at HighMark Capital Management
Industry Investment Management
Experience
HighMark Capital Management   March 2010 - Present
Investors Bank & Trust  September 2004 - July 2009

Skills
Mutual Funds, Portfolio Management, Securities, Asset Management, Alternative Investments, Equities, Investments, Bloomberg, Fixed Income, Hedge Funds, Asset Allocation, Financial Services

Education
California State University-Sacramento   2000 — 2004
Bachelor's Degree, Accounting and Finance, 3.6

Boua Saelinh Boua Saelinh San Francisco Bay Area Details
Boua Saelinh's HighMark Capital Management Experience March 2005 - September 2006
Job
Industry Investment Management
Experience
Wells Fargo Funds Management Group  November 2007 - July 2009
HighMark Capital Management   March 2005 - September 2006
McMorgan & Company  December 2000 - March 2005
Hotel Nikko San Francisco  May 1988 - November 2000

Skills
Mutual Funds, Asset Managment, Fixed Income, Financial Services, Investment Strategies, Investment Management, Wealth Management, Portfolio Management

Education
City College of San Francisco
Certificate

City College of San Francisco
Certificate

Investment Company Institute
Certificate

Securities Operations Forum
Certificate

Ken Vella Ken Vella San Francisco Bay Area Details
Ken Vella's HighMark Capital Management Experience September 2011 - October 2011
Job Field Sales Manager at Okta, Inc.
Industry Information Technology and Services
Experience
Okta, Inc.   February 2015 - Present
Okta, Inc.   May 2013 - January 2015
Yammer, Inc.   October 2011 - April 2013
HighMark Capital Management   September 2011 - October 2011
HighMark Capital Management   March 2010 - October 2011
HighMark Capital Management   March 2010 - September 2010
Lateef Investment Management  June 2009 - January 2010
Franklin Templeton Investments  October 2005 - February 2009

Skills
Consultative Selling, Building Relationships, Coaching, Sales, Social Media, Account Management, Marketing, New Business Development, Selling, Sales Management, Enterprise Social..., Customer Service, Strategic Planning, Management, Leadership, Value Based Selling, Salesforce.com

Education
University of California, Santa Barbara   2000 — 2004
Bachelor of Arts, Global Studies with an emphasis in Socio-Economics

Juniperro Serra High School   1996 — 2000
High School Degree

Darren Streiler Darren Streiler Greater St. Louis Area Details
Darren Streiler's HighMark Capital Management Experience May 2006 - May 2011
Job Monsanto Growth Ventures at Monsanto Company
Industry Venture Capital & Private Equity
Experience
Monsanto Company  August 2015 - Present
Mobile Apps LLC   January 2013 - August 2015
Investment Banking  June 2011 - March 2015
HighMark Capital Management   May 2006 - May 2011
Institutional Investments   April 2001 - December 2004
Fastparts.com   March 2000 - March 2001
Citi  May 1998 - March 2000

Skills
Financial Analysis, Financial Modeling, Finance, Financial Accounting, Accounting, Business Strategy, Business Analysis, New Business Development, Business Development, Business Planning, Small Business, Fundraising, Mutual Funds, Hedge Funds, Investments, Investment Banking, Investment Management, Investors, Alternative Investments, Bloomberg, Venture Capital, Portfolio Management, Start-ups, Due Diligence, Equity Research, Management

Education
University of California, Berkeley, Haas School of Business
Master of Business Administration (MBA)

The Hong Kong University of Science and Technology
MBA Study Abroad

Boston College
Bachelor of Science, Finance

University of Otago
Undergraduate Study Abroad

Chaminade College Preparatory School
Middle School & High School

Jeff Norgart Jeff Norgart Tampa/St. Petersburg, Florida Area Details
Jeff Norgart's HighMark Capital Management Experience June 2008 - November 2011
Job Regional Benefit Consultant at Simply Healthcare
Industry Investment Management
Experience
Simply Healthcare   August 2012 - 2014
HighMark Capital Management   June 2008 - November 2011
Prudential Financial  March 2007 - September 2008
Transamerica  2004 - 2006

Skills
Series 63, Series 7, Series 6, Mutual Funds, Alternative Investments, Separately Managed..., Investment Strategies, Private Equity, Wealth Management, Trading, Financial Advisory, Portfolio Management, Hedge Funds, Investment Management, Fixed Income, Financial Services, Series 24, Relationship Management, FINRA, Asset Management, Asset Allocation, 401k, Equities, Capital Markets, Securities, Insurance, Retirement Planning, Investment Advisory, Fixed Annuities, Retirement, IRAs, Institutional Sales, Strategic Financial..., Wealth, Series 65, Defined Contribution, Financial Planners, ETFs, Institutional..., Bonds, Investments, Closed-end Funds, Life Insurance, Uniform Combined State...

Education
St. Petersburg College
Finance

Laura Loureiro Laura Loureiro Greater Los Angeles Area Details
Laura Loureiro's HighMark Capital Management Experience October 2008 - September 2013
Job MarComm Professional
Industry Marketing and Advertising
Experience
Hyundai Capital America  February 2014 - Present
HighMark Capital Management   October 2008 - September 2013
TruSource, A Division of Union Bank of California, N.A.   February 2006 - August 2008
Southern California Edison  June 2002 - December 2006
Citi  1999 - 2003

Skills
Editing, Internal Communications, Project Management, Marketing, Research, PowerPoint, Microsoft Excel, Microsoft Office, Strategic Planning, Social Media, Event Management, Data Analysis, Customer Service, Sales, Business Development, Corporate Communications, Event Planning

Education
California State University-Long Beach - College of Business Administration
Bachelors of Science, Business Administration, Emphasis in Marketing

Alice Guo-Albright Alice Guo-Albright San Ramon, California Details
Alice Guo-Albright's HighMark Capital Management Experience December 1997 - July 1999
Job Recruiter at Five9
Industry Computer Software
Experience
Five9  August 2015 - Present
Five9  June 2013 - June 2014
Insight Wealth Strategies  January 2011 - June 2013
Electronic Arts  January 2003 - February 2004
Bank of America  February 2001 - January 2003
Gap Inc.  July 2000 - February 2001
Tri Valley Growers  July 1999 - July 2000
HighMark Capital Management   December 1997 - July 1999
Federal Reserve Bank of San Francisco  May 1997 - December 1997
Federal Reserve Bank of San Francisco  November 1995 - May 1997

Skills
Recruiting, Strategic Financial..., Budgets, Management, CRM, Human Resources, Marketing, Strategy, Sourcing

Education
John F. Kennedy University   1994 — 1997
Master of Business Administration (M.B.A.)

University of California, Davis   1987 — 1992
Bachelor of Arts (B.A.), Economics

Joseph Eshoo Joseph Eshoo Greater Minneapolis-St. Paul Area Details
Joseph Eshoo's HighMark Capital Management Experience 2005 - 2007
Job VP Senior Equity Analyst at Sit Investment Associates
Industry Investment Management
Experience
Sit Investment Associates  January 2008 - Present
HighMark Capital Management   2005 - 2007
Zacks Investment Research  2003 - 2005
Rodman & Renshaw  2002 - 2003
A.G. Edwards & Sons, Inc.   1996 - 2001

Skills
Internet Services, Semiconductors, Semiconductor Equipment, Semiconductor..., Database Servers, Data Management, Computer Hardware, Telecom Infrastructure, Telecom Technologies, Network Engineering, Wireless Networking, Business Services, Software Engineering, Equity Research, Equity Valuation, Portfolio Management

Education
The University of Chicago Booth School of Business   1989 — 1991
MBA

Northwestern University   1985 — 1988
MEM

Marquette University   1978 — 1982
BSEE

Michelle Goldfarb Michelle Goldfarb San Francisco Bay Area Details
Michelle Goldfarb's HighMark Capital Management Experience February 2015 - Present
Job
Industry Financial Services
Experience
HighMark Capital Management   February 2015 - Present
CounselWorks LLC  November 2013 - February 2015
Charles Schwab  March 2012 - November 2013
Charles Schwab  March 2008 - March 2012
Charles Schwab  November 2005 - February 2008
NASD  October 2003 - October 2005
Charles Schwab  October 2000 - October 2003
Novogradac & Company LLP  January 2000 - October 2000

Education
San Francisco State University   2008 — 2010
MBA

University of San Francisco   1995 — 1999
BSBA

George Rokas, CFA George Rokas, CFA San Francisco Bay Area Details
George Rokas, CFA's HighMark Capital Management Experience January 1999 - Present
Job Vice President, Portfolio Manager at HighMark Capital Management
Industry Investment Management
Experience
HighMark Capital Management   January 1999 - Present
Montgomery Asset Management  October 1997 - December 1998
HighMark Capital Management   June 1990 - September 1997

Education
University of California, Berkeley   1986 — 1990
BS, Finance

Chartered Financial Analyst

Craig Braemer Craig Braemer San Francisco Bay Area Details
Craig Braemer's HighMark Capital Management Experience 1999 - 2001
Job Managing Director, Investment Executive at HighMarK Capital
Industry Investment Management
Experience
HighMark Capital Management, Inc (Union Bank of California)   2001 - Present
Highmark Capital Management   1999 - 2001
Union Bank  1994 - 1999

Skills
Portfolio Management, Asset Allocation, Alternative Investments, Investments, Investment Strategies, Wealth Management, Asset Management, Investment Management, Mutual Funds, Equities, Equity Research, Separately Managed..., Investment Advisory, Hedge Funds, Fixed Income, Securities

Education
Golden Gate University   1984 — 1990
Master's degree, Financial Planning and Services

California Polytechnic State University-San Luis Obispo   1977 — 1982
Businss - Finance and accountin

Jim Cheadle Jim Cheadle Portland, Oregon Area Details
Jim Cheadle's HighMark Capital Management Experience 2003 - 2006
Job President at Ponderosa Investment Group, LLC
Industry Investment Management
Experience
Ponderosa Investment Group, LLC   April 2006 - Present
Highmark Capital Management   2003 - 2006
Copper Mountain Trust   2001 - 2003
Copper Mountain Trust   February 1996 - April 2001
CTC Consulting, LLC   July 1989 - April 1996

Skills
Asset Management, Asset Allocation, Alternative Investments, Hedge Funds, Mutual Funds, Portfolio Management, Investment Advisory, Wealth Management, Investment Strategies, Institutional, Investments, Options, Investment Management, Asset Managment, Financial Advisory, Pensions, Series 7, Fixed Income, Equities, Series 63, Securities, Bonds, Retirement Planning, Retirement

Education
Oregon State University   1987 — 1989
Bachelor of Science, Business Administration concentration in Finance & Investments. Minor in Idustrial Engineering

Christiane Boyd Christiane Boyd Greater San Diego Area Details
Christiane Boyd's HighMark Capital Management Experience January 2013 - Present
Job Vice President, Senior Portfolio Manager at HighMark Capital Management
Industry Financial Services
Experience
HighMark Capital Management   January 2013 - Present
HighMark Capital Management   April 2010 - Present
Fathers for Fitness   January 2008 - July 2012
Boyd Fitness Partners, LLC   January 2006 - July 2012
HighMark Capital Management   2010 - 2012
Encinitas Education Foundation at OPE   December 2006 - July 2009
Encinitas Education Foundation   January 2006 - July 2009
Nicholas- Applegate Capital Management  January 2001 - January 2006
US Bancorp Piper Jaffray  January 1994 - January 2001
Arneson Kercheville Ehrenberg & Associates   January 1991 - January 1994

Skills
Management, Due Diligence, Equities, Investments, Leadership, Trading, Entrepreneurship, Finance, Corporate Finance, Portfolio Management, Marketing

Education
国際基督教大学   1981 — 1986
Bachelor of Arts, Economics

International Christian University   1981 — 1985
Bachelor of Arts, Economics

Brad Stephens Brad Stephens San Francisco Bay Area Details
Brad Stephens's HighMark Capital Management Experience May 2008 - December 2013
Job Senior Consultant
Industry Financial Services
Experience
Nationwide Financial  May 2014 - Present
HighMark Capital Management   May 2008 - December 2013
Union Bank of California  July 2004 - May 2008
Farmers Financial Solutions  2003 - 2004
Sutro & Co / RBC Dain Rauscher   2002 - 2003
U.S. BANCORP PIPER JAFFRAY   1999 - 2002
Franklin Templeton  1991 - 1999

Skills
Mutual Funds, Investments, Series 63, Investment Advisory, Alternative Investments, Series 6, Asset Allocation, Investment Strategies, 401k, Defined Contribution, Qualified Retirement..., Investment Management, Retirement Planning, Retirement, Zephyr Style Advisor, Asset Management, Portfolio Management, Wealth Management, Retirement Plan..., Morningstar Direct, Thompson Portfolio..., FactSet

Education
San Diego State University-California State University   1987 — 1991
Bachelor of Science in Business Administration, Marketing

Marin Catholic High School

Razmig Der-Tavitian, CFA, CAIA Razmig Der-Tavitian, CFA, CAIA Greater Los Angeles Area Details
Razmig Der-Tavitian, CFA, CAIA's HighMark Capital Management Experience June 2015 - Present
Job Director at HighMark Capital Management
Industry Investment Management
Experience
HighMark Capital Management   June 2015 - Present
Wilshire Associates  December 2012 - May 2015
Wilshire Associates  May 2011 - December 2012
Dorchester Capital Advisors   January 2007 - May 2011

Skills
Hedge Funds, Investments, Alternative Investments, Equities, Bloomberg, Asset Management, Fixed Income, Equity Research, Portfolio Management, Valuation, Financial Modeling, Fund Of Funds, Investment Management, Private Equity, Mutual Funds

Education
UCLA Anderson School of Management   2012 — 2015
Master of Business Administration (MBA)

California State University-Northridge   2003 — 2007
Bachelor of Science (BS), Finance, Economics

Richard Grise, CFA Richard Grise, CFA Los Angeles, California Details
Richard Grise, CFA's HighMark Capital Management Experience June 2014 - Present
Job Portfolio Manager at Highmark Capital Management
Industry Financial Services
Experience
Highmark Capital Management   June 2014 - Present
Western Asset Management Company  March 2005 - June 2014

Skills
Fixed Income, Bloomberg, Asset Allocation, Mutual Funds, Asset Managment, Equities, Hedge Funds, Investment Strategies, Investments, Alternative Investments, Series 7, Series 63, Investment Management, Portfolio Management, Securities, Financial Modeling, Uniform Combined State..., Series 24, Financial Analysis, Wealth Management

Education
University of California, Berkeley
BA, Economics

Sally Tam Sally Tam Greater Los Angeles Area Details
Sally Tam's HighMark Capital Management Experience 2004 - 2007
Job Relationship Manager at U.S. Bancorp Fund Services
Industry Financial Services
Experience
Morgan Stanley Smith Barney  2007 - 2009
HighMark Capital Management   2004 - 2007
Prudential Investments  1997 - 2003

Skills
Mutual Funds, Investment Advisory, Financial Advisory, Financial Services, Sales, Portfolio Management, Asset Management

Education
Boston College   1989 — 1993
B.S.

David Gesseck, CFA, CFP® David Gesseck, CFA, CFP® Greater Los Angeles Area Details
David Gesseck, CFA, CFP®'s HighMark Capital Management Experience July 2014 - Present
Job Managing Director at HighMark Capital Management
Industry Financial Services
Experience
HighMark Capital Management   July 2014 - Present
HighMark Capital Management   April 2008 - July 2014
HighMark Capital Management   May 1999 - April 2008
Imperial Trust Company   April 1998 - May 1999

Skills
Wealth Management, Asset Allocation, Investments, Investment Management, Asset Managment, Asset Management, Investment Strategies, Mutual Funds, Investment Advisory

Education
Pepperdine University   1996 — 1998
Master of Business Administration (M.B.A.)

Saint Mary's College of California   1989 — 1993
Bachelor's Degree

Anne E. Wimmer, CFA Anne E. Wimmer, CFA Greater Los Angeles Area Details
Anne E. Wimmer, CFA's HighMark Capital Management Experience Vice President, Senior Portfolio ManagerSanta Barbara Bank & Trust2003 - 2007
Job Vice President, Senior Portfolio Manager at HighMark Capital Management
Industry Investment Management
Experience
HighMark Capital Management   Vice President, Senior Portfolio ManagerSanta Barbara Bank & Trust2003 - 2007
National Planning Corp.   1999 - 2003

Education
University of California, Santa Barbara
B.A., Business Economics

De Lai De Lai San Francisco Bay Area Details
De Lai's HighMark Capital Management Experience May 2006 - Present
Job AVP, SR. Systems Analyst at Highmark Capital Management
Industry Financial Services
Experience
Highmark Capital Management   May 2006 - Present
United States Marine Corps  October 2001 - February 2008
Union Bank  February 1998 - May 2006

Skills
Asset Management, Securities, SDLC, Databases, Risk Management, Financial Services, Bloomberg Terminal, Bloomberg Software, ThomsonOne, Thomson One Analytics, Thomson one investment..., SEI, Trade Web, Factset, Relationship Management, Project Management, Management, Systems Analysis, Bloomberg, Business Analysis, Customer Service, Equities, Leadership, Fixed Income, Analysis, Process Improvement, Microsoft Office, Troubleshooting, Microsoft Excel, Security, Strategic Planning, Portfolio Management, PowerPoint

Education
San Francisco State University   2000 — 2003
Kinesiology

David Goerz David Goerz San Francisco Bay Area Details
David Goerz's HighMark Capital Management Experience August 2003 - January 2013
Job Chief Investment Officer & Investment Strategist
Industry Investment Management
Experience
Alberta Investment Management Corporation (AIMCo)   March 2013 - January 2015
HighMark Capital Management   August 2003 - January 2013
mPower  January 2002 - August 2003
Wellington Management  September 1995 - January 2002
TSA Capital Management   April 1994 - August 1995
ARCO Investment Management Company   July 1990 - April 1994
General Dynamics  April 1986 - September 1989

Skills
Investments, Team Leadership, Asset Management, Portfolio Optimization, Mutual Funds, Derivatives, Investment Advisory, Asset Allocation, High Net Worth..., Portfolio Management, Investment Strategies, Equities, Risk Management, Financial Advisory, Bloomberg, Alternative Investments, Financial Analysis, Fixed Income, Investment Management, Wealth Management, Market Risk, Asset Managment, Securities, Financial Services, Hedge Funds, Economics, Options, Equity Research, Bonds, Capital Markets

Education
Stanford University   1989 — 1990
MS, Operations Research Engineering

University of California, Los Angeles   1981 — 1985
BS, Applied Mathematics

Woodside High School   1976 — 1981

Noel Casale Noel Casale San Francisco Bay Area Details
Noel Casale's HighMark Capital Management Experience October 2012 - June 2015
Job Director of Compliance at Matthews Asia
Industry Financial Services
Experience
Matthews Asia  July 2015 - Present
HighMark Capital Management   October 2012 - June 2015
HighMark Capital Management   March 2005 - October 2012
Wells Fargo Funds Management, LLC  2001 - 2005
PricewaterhouseCoopers  1991 - 2001

Skills
Risk Management, Derivatives, Valuation, Financial Reporting, Financial Services, Compliance, Mutual Funds, Investment Management..., Investment Management, Mergers & Acquisitions, Asset Management, Investments, Securities

Education
University of Florida   1987 — 1991
Bachelor in Accounting, 1991

Margaret Reid, CFA Margaret Reid, CFA San Francisco Bay Area Details
Margaret Reid, CFA's HighMark Capital Management Experience September 2013 - Present
Job Vice President, Senior Investment Analyst, HighMark Capital
Industry Investment Management
Experience
HighMark Capital Management   September 2013 - Present
RCM Capital Management  March 2006 - September 2013
Piper Jaffray  2000 - 2003

Skills
Series 7, Equities, Asset Managment, Portfolio Management, Investment Strategies, Bloomberg, Investments, Mutual Funds, Series 63, Wealth Management, Equity Research, Asset Allocation, Financial Analysis, Chartered Financial..., Hedge Funds, Alternative Investments, Asset Management, Investment Management

Education
California State University-Sacramento
International Relations

Michael Ginestro Michael Ginestro Greater Los Angeles Area Details
Michael Ginestro's HighMark Capital Management Experience August 1999 - January 2004
Job Director of Research
Industry Investment Management
Experience
Bel Air Investment Advisors  September 2013 - Present
Wells Fargo  September 2008 - September 2013
Charles Schwab Investment Management  January 2004 - September 2008
Highmark Capital Management   August 1999 - January 2004
Morgan Stanley  January 1995 - August 1999

Skills
Fixed Income Portfolio..., Fixed Income Strategies, Public Finance, Municipal Bonds, Municipal Law, Risk Management, Fixed Income Analysis, Credit Analysis, Wealth Management, Business Development, Bonds, Mergers, Marketing, Securities, Alternative Investments, Bloomberg, Credit

Education
Saint Lawrence University
Bachelor of Arts (B.A.)

Kate McCloskey Kate McCloskey Greater Boston Area Details
Kate McCloskey's HighMark Capital Management Experience 1999 - 2002
Job Director Strategic Front Office Solutions at Manulife
Industry Financial Services
Experience
Manulife  2015 - Present
Manulife Asset Management  2014 - 2015
Manulife Asset Management  2004 - 2014
JPMorgan Chase  2003 - 2004
HighMark Capital Management   1999 - 2002
Visa  1998 - 1999

Skills
Asset Managment, Bloomberg, Fixed Income, Equities, Mutual Funds, Trading, Investment Strategies, Asset Management, Wealth Management, Investments, Securities, Asset Allocation, Risk Management

Education
University of San Francisco   1999 — 2003
MBA, Finance

University of Arizona   1993 — 1997
BS, Accounting & Finance

Scott Schiele Scott Schiele Portland, Oregon Area Details
Scott Schiele's HighMark Capital Management Experience 2003 - 2007
Job Senior Associate at Mercer Human Resource Consulting
Industry Financial Services
Experience
Mercer Health & Benefits  January 2008 - Present
Union Bank of California  June 2003 - December 2007
HighMark Capital Management   2003 - 2007
UMB Bank  November 1996 - June 2003
University Directories  1996 - 1996
University Directories  1994 - 1994

Education
Iowa State University   1991 — 1996
BA - Business Adminstration, Finance

Fred Hurst Fred Hurst San Francisco Bay Area Details
Fred Hurst's HighMark Capital Management Experience September 1992 - Present
Job Director at HighMark Capital Management
Industry Investment Management
Experience
HighMark Capital Management   September 1992 - Present
Union Bank  1992 - Present
HighMark Capital Management   1992 - Present
Union Bank, N.A.   1992 - Present

Skills
Investments, Investment Management, Portfolio Management, Financial Analysis, Asset Management, Finance, Financial Services, Credit, Mutual Funds, Securities

Education
San Diego State University-California State University
BA, Economics

Madeleine Bajurin Madeleine Bajurin San Francisco, California Details
Madeleine Bajurin's HighMark Capital Management Experience July 1997 - February 2000
Job Senior Executive Assistant at Union Bank Wealth Markets
Industry Banking
Experience
MUFG Union Bank  September 2010 - Present
US Bank Equipment Finance  December 2009 - September 2010
Wells Capital Management  February 2000 - September 2006
HighMark Capital Management   July 1997 - February 2000
Arthur Andersen LLP  October 1995 - July 1997

Skills
C-Level Executive..., Office Management, Customer Service, Event & Meeting Planning, Microsoft Office, Leadership, Elder Care, Financial Services, Investments, Banking

Education
Sonoma State University   1992 — 1994
BS, Business Administration

Brendan Simon Brendan Simon Orange County, California Area Details
Brendan Simon's HighMark Capital Management Experience July 2009 - August 2011
Job Account Executive at Salesforce
Industry Computer Software
Experience
Salesforce  September 2015 - Present
Salesforce  February 2014 - August 2015
Salesforce  January 2012 - January 2014
HighMark Capital Management   July 2009 - August 2011
Kensington Investment Group  November 2007 - November 2008
AssetMark Investment Services  October 2006 - September 2007
WM Financial Services  July 2005 - September 2006

Skills
CRM, Investments, Mutual Funds, Salesforce.com, Asset Management, Business Development, SaaS, Securities, Capital Markets, Sales, Equities, Asset Allocation, Management, Wealth Management, Financial Services, Fixed Income, Strategy, Hedge Funds

Education
University of California, Santa Barbara   1999 — 2003
Bachelor's degree, Business Economics; Minor in Sports Management

David G. Dillon, CFA David G. Dillon, CFA San Francisco Bay Area Details
David G. Dillon, CFA's HighMark Capital Management Experience 2007 - August 2012
Job Senior Investment Analyst Information Technology at Ashfield Capital Partners, LLC
Industry Investment Management
Experience
Ashfield Capital Partners, LLC  August 2012 - Present
HighMark Capital Management   2007 - August 2012
Wells Capital Management  2002 - 2007
JP Morgan H&Q   2000 - 2002

Skills
Equities, Investments, Equity Research, Asset Management, Portfolio Management, Mutual Funds, Technology, Semiconductor Industry, Hedge Funds, Bloomberg

Education
University of California, Santa Barbara   1988 — 1992
BA, Business Economics

Catherine M. Vacca Catherine M. Vacca San Francisco Bay Area Details
Catherine M. Vacca's HighMark Capital Management Experience July 2004 - April 2013
Job SVP, CCO at HighMark Capital Management
Industry Financial Services
Experience
HighMark Capital Management   July 2004 - April 2013
Brown Brothers Harriman  July 1995 - March 2000

Education
Georgetown University Law Center   1983 — 1985
Master of Tax Law, Law

New England School of Law   1980 — 1983
JD, Law

Boston University   1975 — 1979
Bachelor of Arts, Philosophy and Political Science

Christian Anderson, CFA Christian Anderson, CFA Greater Seattle Area Details
Christian Anderson, CFA's HighMark Capital Management Experience 2011 - Present
Job VP / Sr. Portfolio Manager at HighMark Capital Management
Industry Investment Management
Experience
HighMark Capital Management   2011 - Present
BECU Trust Company   2010 - 2011
Russell Investments  2001 - 2010

Education
Pacific Lutheran University   1994 — 1998
BS, Computer Engineering, Electrical Engineering

Pacific Lutheran University - School of Business
MBA

Irma Rivera Irma Rivera San Francisco Bay Area Details
Irma Rivera's HighMark Capital Management Experience April 2014 - Present
Job Administrative Assistant III at HighMark Capital Management
Industry Banking
Experience
HighMark Capital Management   April 2014 - Present
City National Bank  July 2011 - April 2014
NTR Metals  January 2010 - July 2011
Nollenberger Capital Partners  July 2007 - November 2009

Skills
Microsoft Office, Customer Service, Microsoft Excel, Banking, Strategic Planning, Business Analysis, Risk Management, Project Management, Microsoft Word, PowerPoint, Business Strategy, Process Improvement, Management, Financial Modeling, Account Management, Leadership, Time Management, Event Planning, Human Resources, Social Networking

Education
Skyline College   2002 — 2004

Capuchino High School   1999 — 2002

Christine Weiss Christine Weiss San Francisco Bay Area Details
Christine Weiss's HighMark Capital Management Experience November 2002 - Present
Job Senior Vice President at HighMark Capital Management
Industry Investment Management
Experience
HighMark Capital Management   November 2002 - Present

Education
Golden Gate University   1994 — 1996
MBA, Management

Guy Yeadon (MA Counseling) Guy Yeadon (MA Counseling) Austin, Texas Area Details
Guy Yeadon (MA Counseling)'s HighMark Capital Management Experience 2005 - 2006
Job Mindfulness. Spiritual Direction. Recovery. ADHD.
Industry Mental Health Care
Experience
McCallum Place Eating Disorder Centers  March 2014 - Present
Infinite Recovery   June 2015 - Present
Promises Treatment Centers  July 2013 - Present
Recovery Alliance of Austin   June 2013 - Present
The Life Empowerment Center   June 2012 - Present
The Council on Recovery  July 2012 - Present
Seminary of the Southwest  May 2009 - May 2013
HighMark Capital Management   2005 - 2006
ICON Capital Corp.  2004 - 2005
Sun America Mutual Funds   2002 - 2003

Skills
Strategic Planning, Event Planning, Cold Calling, Account Management, Contract Negotiation, Fundraising, Salesforce.com, Negotiation, Microsoft Office, Mindfulness, Networking, Connecting People, Spiritual Leadership, ADHD Coaching, Mentoring, Treatment, Nonprofits, Meditation, Teaching, Proposal Writing, Research, Leadership Development, Conflict Resolution, Leadership, Holistic Health, Psychotherapy, Program Management, Team Leadership, Coaching, Community Outreach, Program Development, Social Services, Volunteer Management, Stress Management, Spiritual Direction, Psychology, Counseling Psychology, Self-esteem, Family Therapy, Google Groups, Motivational..., Mental Health

Education
Episcopal Theological Seminary of the Southwest   2009 — 2013
MA Counseling

Clemson University   1983 — 1987
BS, Management

Chris Weiss Chris Weiss San Francisco Bay Area Details
Chris Weiss's HighMark Capital Management Experience September 2002 - Present
Job SVP, Product Dev & Mgmt, HighMark Capital Management
Industry Investment Management
Experience
HighMark Capital Management   September 2002 - Present
HighMark Capital Management   May 2003 - September 2010
GT Capital Management   February 1994 - November 1996

Education
Golden Gate University
MBA, Business, Management, Marketing, and Related Support Services

UC Santa Barbara
BA, Economics

Clark Jorgensen, CFA, CAIA Clark Jorgensen, CFA, CAIA San Francisco Bay Area Details
Clark Jorgensen, CFA, CAIA's HighMark Capital Management Experience 2001 - 2003
Job Senior Portfolio Manager at Bank of the West | BNP Paribas
Industry Investment Management
Experience
Bank of the West  March 2013 - Present
Private Wealth Partners, LLC  March 2012 - March 2013
Carrick Bend Advisors   July 2009 - March 2012
US Trust, Bank of America Private Wealth Management  September 2006 - March 2009
Jorgensen Capital Management   2004 - 2006
HighMark Capital Management   2001 - 2003
HighMark Capital Management   1999 - 2001
HighMark Capital Management   1998 - 1999

Skills
Equities, Portfolio Management, Investment Strategies, Asset Management, Investments, Asset Allocation

Education
University of California, Berkeley

Loomis Chaffee

Logan Howard Logan Howard San Francisco Bay Area Details
Logan Howard's HighMark Capital Management Experience July 2009 - March 2010
Job Real Estate Analyst
Industry Real Estate
Experience
Crown Capital Commercial Corp.   January 2010 - Present
HighMark Capital Management   July 2009 - March 2010
Union Bank  September 2008 - April 2009

Education
University of California, Berkeley   2005 — 2009
B.A., Philosophy

TRENT COLLEGE   2003 — 2004
A-Levels, Math, French, Classical Civilizations

Krista Loper Krista Loper Puyallup, Washington Details
Krista Loper's HighMark Capital Management Experience March 2013 - Present
Job Portfolio Assistant at HighMark Capital Management
Industry Investment Management
Experience
HighMark Capital Management   March 2013 - Present
MultiCare Health System  December 2012 - March 2013
Associated Chiropractors   February 2010 - December 2012
Russell Investments  September 1999 - April 2009

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Photoshop

Education
Pierce College at Fort Steilacoom

Howard Harband Howard Harband San Francisco, California Details
Howard Harband's HighMark Capital Management Experience May 2004 - Present
Job Vice President, Manager Research Group at HighMark Capital Management
Industry Financial Services
Experience
HighMark Capital Management   May 2004 - Present
Freelance Writer/Script Consultant   2000 - 2004
California Bank & Trust  1999 - 2000
Farmers Insurance  1993 - 1998
Freelance Writer/Copywriter   1992 - 1993
The First National Bank Of Chicago  1990 - 1992
Smith Barney, Harris Upham & Company   1989 - 1990
L.F. Rothschild & Company   1987 - 1989
St. Mary's College   1979 - 1984

Education
J.L. Kellogg Graduate School of Management, Northwestern University   1985 — 1987
Master of Business Administration (M.B.A.), Concentrations in Finance, Marketing and Real Estate

University of California, Berkeley   1976 — 1978
Bachelor's Degree, Social Sciences

Hoddy Fritz Hoddy Fritz Orange County, California Area Details
Hoddy Fritz's HighMark Capital Management Experience October 2004 - Present
Job Director, Business Development at HighMark Capital Management
Industry Financial Services
Experience
HighMark Capital Management   October 2004 - Present
Victory Capital Management  January 2003 - October 2004
HighMark Capital Management   1994 - January 2003

Skills
Asset Management, Portfolio Management, Mutual Funds, Investments, Alternative Investments, Series 7, Wealth Management, Investment Management, Investment Strategies, Asset Allocation, Investment Advisory, Securities, Financial Analysis

Education
Pepperdine University, The George L. Graziadio School of Business and Management   1989 — 1992
MBA

Occidental College   1984 — 1988
Bachelor of Arts, Psychology

Christina Varela Christina Varela Greater Los Angeles Area Details
Christina Varela's HighMark Capital Management Experience November 2010 - April 2011
Job Institutional Marketing Manager at Guggehneim Partners Investment Management
Industry Financial Services
Experience
Guggenheim Partners  2012 - Present
DreamWorks Animation  2012 - 2012
HighMark Capital Management   November 2010 - April 2011
Capital Guardian Trust Company  January 2007 - July 2009
Capital Guardian Trust Company  July 2001 - December 2007

Skills
Adobe Acrobat, Editing, Copy Editing, Marketing, Marketing Communications, Investments, Microsoft Excel, Digital Marketing, Photoshop, Financial Services, Market Research, Marketing Strategy, Microsoft Office, PowerPoint, Project Management, Sales, Social Media, Strategic Communications, Strategy, Time Management, Training

Education
California State University-Los Angeles
Bachelor of Arts (BA)

Doug Foreman Doug Foreman Greater Los Angeles Area Details
Doug Foreman's HighMark Capital Management Experience April 2009 - May 2011
Job Chief Investment Officer at Kayne Anderson Rudnick
Industry Financial Services
Experience
Kayne Anderson Rudnick  January 2014 - Present
Kayne Anderson Rudnick  January 2013 - December 2013
Kayne Anderson Rudnick  July 2011 - December 2013
HighMark Capital Management   April 2009 - May 2011

Skills
Asset Managment, Equity Research, Portfolio Management, Investments, Equities, Asset Allocation, Valuation, Investment Advisory, Mutual Funds, Financial Modeling, Investment Strategies, Wealth Management, Risk Management, Alternative Investments, Asset Management, Hedge Funds, Investment Management

Education
Harvard Business School   1984 — 1986
Master of Business Administration (MBA)

United States Naval Academy   1975 — 1979
B.S., Marine Engineering

Karen Wandrey Karen Wandrey San Francisco Bay Area Details
Karen Wandrey's HighMark Capital Management Experience September 2011 - May 2015
Job Performance Measurement at First Republic Bank
Industry Investment Management
Experience
First Republic Bank  June 2015 - Present
HighMark Capital Management   September 2011 - May 2015
HighMark Capital Management   September 2010 - September 2011
Nielsen  May 2008 - August 2008

Education
Ohio Wesleyan University   2006 — 2010
BA, Economics and Psychology

Jennifer Tse Jennifer Tse San Francisco Bay Area Details
Jennifer Tse's HighMark Capital Management Experience March 2010 - Present
Job Project manager at HighMark Capital Management
Industry Investment Management
Experience
HighMark Capital Management   March 2010 - Present
HighMark Capital Management   January 2008 - March 2010

Skills
Extensive knowledge on..., Portia report writing, Asset Under Management..., Project Management, Portfolio Management, Property Management, Investments, Mutual Funds, Fixed Income, Equities, Risk Management, Bloomberg

Education
Merritt College   2009 — 2010
Real Estate

Laney College   2007 — 2008
Computer Science

University California of East Bay   2005 — 2006
Computer Science

Chabot College   2001 — 2005
Computer Science

San Jose State University   1983 — 1986
Bachelor of Science (BS), Finance, Economics

Rosa L Saracco Rosa L Saracco Seal Beach, California Details
Rosa L Saracco's HighMark Capital Management Experience October 2013 - Present
Job Sr. Portfolio Analyst at HighMark Capital Advisors
Industry Investment Management
Experience
HighMark Capital Management   October 2013 - Present
JJ Thomason, Inc   December 2012 - October 2013
Erman Retirement Advisory   December 2008 - December 2010
Erman Retirement Advisory   July 1997 - December 2008
Erman Retirement Advisory   September 1993 - July 1997

Skills
Financial Analysis, Business Analysis, Strategic Planning, Operations Management, Customer Service, Microsoft Office, Corporate Finance, Portfolio Management, Strategic Financial..., Finance, Investments, Compliance, Portfolio Reporting, Portfolio Evaluation, Asset Allocation, Trade Review, Financial Audits, Client Billing, Accounts Receivable, Accounts Payable, Mutual Fund Analysis, Investment Advisory, Securities Valuation, Cost/Benefit Analysis, Internal Controls, Leadership

Education
CSU Long Beach   2011 — 2013
MBA, Finance Concentration, 3.8

California State University-Long Beach   2011 — 2013
Master of Business Administration (MBA), Finance and Financial Management Services

CSU Long Beach   1994 — 1997
BS, Business Administration, Finance, 3.93

California State University-Long Beach - College of Business Administration
Master of Business Administration (MBA), Finance, General

Cypress College
Associate of Science (A.S.), Accounting

Chip Howard Chip Howard Pasadena, California Details
Chip Howard's HighMark Capital Management Experience February 1991 - Present
Job Vice President & National Account Manager at HighMark Capital Management
Industry Investment Management
Experience
HighMark Capital Management   February 1991 - Present
J&W Seligman  1989 - 1990
Lehman Brothers  1987 - 1988
Sutro & Company  1982 - 1987
Procter & Gamble  1978 - 1982

Skills
Asset Management, Mutual Funds, Alternative Investments, Asset Allocation, Series 7, Series 63, Separately Managed..., Investments, Securities, Fixed Income, Equities, Wealth Management, Portfolio Management, Financial Services

Education
University of San Francisco   1976 — 1978
Bachelor of Science (BS), Business/Managerial Economics

University of Cincinnati   1974 — 1975