Our Team

Seasoned investment professionals focused on long-term client success.

Meet Our People

HighMark’s investment capabilities are the work of over 50 investment professionals who have wide-ranging knowledge and average over 22 years of experience; experience that is especially important during times of market stress and volatility. Our team meets regularly to monitor market and economic events and their impact on investment policy and asset allocation. Equally important is a careful review of our own investment performance

Headquartered in San Francisco, our investment boutique structure is backed by the global strength of MUFG Union Bank and Mitsubishi UFJ Financial Group – one of the largest financial organizations in the world.
  • David Wines, CFA
    David Wines, CFA President & CEO CHIEF FIXED INCOME OFFICER

    David joined HighMark in 2004. He is President and Chief Executive Officer of HighMark Capital Management, Inc. In addition to serving as HighMark’s CEO, David serves as Chief Fixed Income Officer for the firm. In this role, he leads HighMark’s fixed income investment activities, including managing and servicing large institutional liquidity accounts from our corporate clients. He is a member of HighMark’s Investment Policy and Asset Allocation Committees.

    David began his career in the investment industry in 1985 and worked with firms including Deutsche Asset Management and Stone & Youngberg LLC. Prior to joining HighMark, David was Director of Investment Strategies at AssetMark Investment Services.

    David earned a BS from the University of Oregon and an MBA from Golden Gate University. He is a CFA charterholder, and is a member of the CFA Institute and the Security Analysts of San Francisco.

  • Derek Izuel, CFA
    Derek Izuel, CFA MANAGING DIRECTOR CHIEF EQUITY OFFICER

    Derek joined HighMark in 2008. As Chief Equity Officer, he leads HighMark’s equity investment activities and manages the firm’s U.S. large cap, small cap and microcap equity strategies. He is a member of HighMark’s Investment Policy and Asset Allocation Committees. Prior to joining HighMark, Derek was a Senior Portfolio Manager at Invesco.

    Derek began his career in 1991 with Bank of America. He earned a BS from UC Berkeley and an MBA from the Ross School of Business at the University of Michigan. Derek is a CFA charterholder and belongs to the CFA Society of San Francisco and the Chicago Quantitative Alliance.

  • KEVIN A. ROGERS
    KEVIN A. ROGERS MANAGING DIRECTOR NATIONAL PORTFOLIO MANAGEMENT EXECUTIVE

    Kevin joined HighMark in 1994. He manages the investment, fiduciary, and asset gathering activities of HighMark Capital Advisors, as well as HighMark’s institutional sales team. Kevin is a member of HighMark's Investment Policy and Asset Allocation Committees.

    Kevin began his career in the investment management industry in 1983, and prior to joining HighMark, spent ten years at Analytic Investors in both equity and fixed income senior portfolio management roles. Kevin received a BA from UC Berkeley and an MBA from Pepperdine University.

  • CHRISTINE C.M. WEISS
    CHRISTINE C.M. WEISS Managing Director Manager Research and Product Management

    Chris joined HighMark in 2003. She oversees HighMark's manager research, product management and marketing teams, as well as serving as project manager on a variety of firm-wide initiatives. She is a member of HighMark’s Investment Policy and Manager Review Committees.

    Chris began her career in the investment management industry in 1986 and her previous experience includes seven years with GT Global, a global investment management firm serving retail and institutional clients.

    Chris holds a BA from the UC Santa Barbara, and a MBA from Golden Gate University.

  • Paul Wozniak
    Paul Wozniak Managing Director Chief Operating Officer

    Paul joined HighMark Capital Management in 2014. As Chief Operating Officer, Paul is responsible for all Investment Advisor and Technology Operations.

    Paul began his career in the investment industry in 1986 with companies that include GT Global/LGT Asset Management, Montgomery Asset Management and meVC Advisors. Prior to joining HighMark, Paul was Managing Director at Shott Capital Management where he served as CFO, COO and CCO.

    Paul earned a Bachelor of Science in Accounting from the University of Scranton in 1986.

  • Brian Applegate
    Brian Applegate Managing Director Chief Compliance Officer

    Brian joined HighMark in 2015. As the Chief Compliance Officer, he is responsible for establishing, monitoring and enforcing all policies related to regulatory compliance, portfolio management compliance and HighMark’s employee code of ethics.

    Brian began his career in the investment industry in 1989, serving in a range of compliance roles with companies that include ING and Washington Mutual. Before joining HighMark, Brian was employed by the Securities and Exchange Commission where he was involved in regulatory examinations of Registered Investment Advisors and Funds.

    A graduate of the University of Washington, Brian has completed the FINRA Institute at the Wharton School's Certified Regulatory and Compliance Professional (CRCP) program, and is a Certified Anti-Money Laundering Specialist (CAMS).

  • Dennis Reichert
    Dennis Reichert Director Chief Financial Officer

    Dennis joined HighMark in 2003. As Chief Financial Officer, he is responsible for the firm’s accounting, financial reporting, and forecasting activities. Dennis also chairs HighMark’s client commissions committee.

    Dennis began his career in the investment industry in 1982 and his previous experience includes sixteen years with GT Global/LGT Asset Management. Prior to joining HighMark, Dennis served as VP of Finance at meVC Advisors.

    Dennis earned a BS from UC Riverside.

  • Robert L. Adams, CFA
    Robert L. Adams, CFA VICE PRESIDENT SENIOR PORTFOLIO MANAGER

    Bob joined HighMark in 2000 where he manages investment portfolios on behalf of high-net-worth investors, trusts, pensions, foundations, and non-profit organizations. He began his career in 1986 and was a Senior Portfolio Manager at Palley-Needelman Asset Management.

    Bob holds a BS from California State University, Northridge and an MBA from the University of Southern California. He is a CFA charterholder and a past President of the CFA Society of Orange County.

  • Christian Anderson, CFA
    Christian Anderson, CFA VICE PRESIDENT SENIOR PORTFOLIO MANAGER

    Christian joined HighMark in 2010 and manages investment portfolios on behalf of high-net-worth investors, trusts, retirement plans, foundations, and non-profit organizations. He began his career in 2000 at Russell Investments and has previously served as the Chief Investment Officer at BECU Trust Company.

    Christian holds a BS in Electrical Engineering, BS in Computer Engineering, and MBA from Pacific Lutheran University and is a CFA charterholder and is a member of the CFA Society of Seattle.

  • Robert L. Bigelow
    Robert L. Bigelow Managing Director Director, Tax-Exempt Fixed Income

    Bob joined HighMark in 1994 and oversees the management of tax-exempt fixed income strategies including separate accounts and sub-advised mutual funds. He is a member of HighMark’s Asset Allocation Committee. Bob began his career in the investment management industry in 1986. Prior to joining HighMark, he was a Portfolio Manager with City National Bank.

    Bob received a BA and an MBA from Pepperdine University.

  • Craig Braemer, CFA, CFP®
    Craig Braemer, CFA, CFP® Director Investment Executive

    Craig joined HighMark in 1994 and directs the investment strategies employed by HighMark Capital Advisors (HCA). He manages several equity strategies for the firm including HCA's Relative Dividend Yield as well as an income equity strategy. Craig is a member of HighMark’s Asset Allocation Committee, Manager Review Committee and chairs the Regional Investment Committee. Craig began his career in the investment management industry in 1983. His previous positions include research analyst at Fisher Investments and manager of the Investment Advisory Service at RWB Advisory Services in San Jose, California.

    Craig received a BS from California Polytechnic State University and a MS from Golden Gate University. In addition, he is a CFA charterholder as well as a CFP (CERTIFIED FINANCIAL PLANNER™).

  • Andrew Brown, CFA
    Andrew Brown, CFA Director Senior Portfolio Manager

    Andrew joined HighMark in 1997 and is responsible for managing investment portfolios on behalf of high-net-worth investors, trusts, retirement plans, foundations, and non-profit organizations and also serves as a member of HighMark's Manager Review Committee. Andrew began his career in 1994 and had previously worked as a Japanese Equity Specialist at Wako Securities (America).

    Andrew holds a BA and MBA from the University of Southern California and is a CFA charterholder.

  • Eduardo Chavez
    Eduardo Chavez Vice President PORTFOLIO MANAGER

    Eddie joined HighMark in 2016. As a Portfolio Manager he is responsible for managing investment portfolios on behalf of high net worth individuals, trust and retirement accounts. Eddie began his career in the investment industry in 2008, with Northern Trust.

    Prior to joining HighMark, Eddie was an Associate Portfolio Manager at Northern Trust where he was responsible for constructing and managing optimized investment portfolios, utilizing the full spectrum of asset classes.

    Eddie earned a BS from California State University, Fresno and is currently participating in the CFA program.

  • Dorothy Cooney
    Dorothy Cooney Vice President Senior Portfolio Manager

    Dorothy joined HighMark in 1997. She is responsible for executing discretionary liquidity management strategies on behalf of institutional corporate and government agency clients. Dorothy began her career in the investment management industry in 1987 with firms that include Furman Selz LLC, Donaldson, Lufkin & Jenrette Securities Corp. and John Nuveen & Company.

    Dorothy holds a BA from the University of Colorado and an MBA from the University of San Francisco.

  • John M. Corby, CFA, CIC
    John M. Corby, CFA, CIC Managing Director Portfolio Management Executive, Central Coast Region

    John joined HighMark in 2015. He is responsible for managing portfolios on behalf of high net worth clients, trusts, retirement plans, foundations, and non-profit organizations. John works with a team of specialists in The Private Bank, an exclusive part of Union Bank, providing wealth planning, investments, risk management, trust and estate services, and banking advice to clients and advisors. In addition, John oversees the investment and fiduciary activities of the regional portfolio managers in the Central Coast region. John is also a member of the HighMark Regional Investment Committee and the Asset Allocation Committee. John began his career in the investment industry in 1984 with firms that include First Interstate and Trust Services of America, Provident Investment Counsel, Rigel Capital, U.S. Trust and Boston Private Bank & Trust.

    John holds a BS from Arizona State University and sits as Chair of the Investment Advisory Committee for its Student Investment Management Fund. John is a CFA charterholder and a Chartered Investment Counselor. He has had extensive involvement in non-profit leadership roles, most recently as Board Chair of the Seattle Humane Society.

  • Timothy Davidson, CFA
    Timothy Davidson, CFA Vice President Senior Equity Analyst

    Tim joined HighMark in 2008. As a Senior Equity Analyst, Tim actively covers and researches stocks for HighMark’s equity portfolios, focusing on healthcare, finance, and transportation companies. Tim began his career in 2002 working as a Senior Associate and Credit Analyst at Sanford C. Bernstein and TIB. Prior to joining HighMark, Tim worked in the equity research department of Nuveen Investments.

    Tim holds a BA from Abilene Christian University and an MBA from UCLA’s Anderson School of Management. In addition, Timothy is a CFA charterholder and is an active member of the CFA Societies of Los Angeles and Orange County.

  • Razmig Der-Tavitian, CFA, CAIA
    Razmig Der-Tavitian, CFA, CAIA DIRECTOR MANAGER RESEARCH

    Razmig joined HighMark in 2015 and is responsible for manager due diligence and monitoring.

    Razmig began his career in the investment industry in 2007. Prior to joining HighMark, Razmig was with Wilshire Associates where he spent four years leading their effort on hedge fund and liquid alternatives manager research. Prior to Wilshire, he led Event Driven and Long-Short Equity manager research for Dorchester Capital Advisors, a hedge fund of funds firm.

    Razmig earned a BS in Business Administration from California State University, Northridge and an MBA from UCLA's Anderson School of Management. In addition, he holds the Chartered Financial Analyst and Chartered Alternative Investment Analyst designations.

  • Justin N. Dorn, CFA
    Justin N. Dorn, CFA VICE PRESIDENT PORTFOLIO MANAGER

    Justin joined HighMark in 2014. As portfolio manager he is responsible for managing investment portfolios on behalf of high-net-worth clients, trusts, retirement plans, foundations, and non-profit organizations. Justin works with a team of specialists in The Private Bank, an exclusive part of Union Bank, providing wealth planning, investments, risk management, trust and estate services, and banking advice to clients and advisors. He also works with the product team to enhance investment strategies and product development.

    Justin began his career in the investment industry in 2008 with Dunvegan Associates, Inc. as a securities analyst and was responsible for providing research and analysis for equities, fixed income, and the economy.

    Justin earned a BS from California Polytechnic State University, San Luis Obispo. He is a CFA charterholder and member of the CFA Society of Los Angeles.

  • Cori Farwell
    Cori Farwell Vice President Senior Portfolio Manager

    Cori joined HighMark in 2002 and is responsible for implementing discretionary liquidity management strategies for institutional corporate and government agency clients. She began her career in the investment management industry in 1992 and, prior to joining HighMark, was responsible for managing taxable short-term fixed income securities at Montgomery Asset Management. Prior to this position, she was a financial consultant at Merrill Lynch where she provided investment management for the firm's clients.

    Cori received a BS from California State University at San Francisco and an MBA from St. Mary's College.

  • Keith Forslund
    Keith Forslund Managing Director Portfolio Management Executive, Pacific Northwest

    Keith joined HighMark in 2008 and is responsible for managing investment portfolios on behalf of high-net-worth investors, trusts, retirement plans, foundations and non-profit organizations. He also oversees the investment and fiduciary activities of the regional portfolio managers in the Pacific Northwest region including Seattle, Tacoma, and Portland. Keith began his career 1987 with firms that include Key Private Bank, Victory Capital Management, Copper Mountain Trust, and Arthur Andersen & Co.

    Keith holds a BS from the University of Washington.

  • David Gesseck, CFA, CFP®
    David Gesseck, CFA, CFP® Managing Director Portfolio Management Executive, LA Metro

    David joined HighMark in 1999 and is responsible for managing investment portfolios on behalf of high-net-worth investors, trusts, retirement plans, foundations, and non-profit organizations. He also oversees the investment and fiduciary activities of the regional portfolio managers in the Los Angeles, Orange County, and Riverside areas and is also a member of the Regional Investment Committee. David began his career in 1998 as a Portfolio Manager at Imperial Trust.

    David holds a BA from St. Mary's College and an MBA from Pepperdine University. He is a CFA charterholder and a CERTIFIED FINANCIAL PLANNER™ professional.

  • Andrew A. Gilligan, CFA
    Andrew A. Gilligan, CFA Vice President Senior Fixed Income Analyst

    Andrew joined HighMark in 1998 and is responsible for evaluating the creditworthiness of securities for the liquidity management and long term fixed income strategies. Andrew began his career in 1992 with companies that include First Chicago NBD Corporation. Prior to joining HighMark, Andrew was a High Grade Research Analyst at Bear Stearns & Co., where he published fixed income research and supported investment banking and trading with a particular focus on financial institutions and sovereigns.

    Andrew holds a BA from the University of Chicago. He is a CFA charterholder and an active member of the CFA Society of San Francisco and the Fixed Income Analyst's Society.

  • Jacklyn A. Graham
    Jacklyn A. Graham Vice President Senior Portfolio Manager

    Jacklyn has been with HighMark and its predecessors since 2011 and is responsible for managing discretionary assets on behalf of private wealth and personal trust clients, as well as foundations and non-profit entities. She began her career 1981 with firms that include Santa Barbara Bank & Trust, U.S. Bank, and Frontier Bank.

    Jacklyn holds a BS and an MBA from City University in Seattle, Washington. In addition, she is a graduate of Pacific Coast Banking School – University of Washington.

  • Derek Izuel, CFA
    Derek Izuel, CFA MANAGING DIRECTOR CHIEF EQUITY OFFICER

    Derek joined HighMark in 2008. As Chief Equity Officer, he leads HighMark’s equity investment activities and manages the firm’s U.S. large cap, small cap and microcap equity strategies. He is a member of HighMark’s Investment Policy and Asset Allocation Committees. Prior to joining HighMark, Derek was a Senior Portfolio Manager at Invesco.

    Derek began his career in 1991 with Bank of America. He earned a BS from UC Berkeley and an MBA from the Ross School of Business at the University of Michigan. Derek is a CFA charterholder and belongs to the CFA Society of San Francisco and the Chicago Quantitative Alliance.

  • Jeffrey Klein, CFA
    Jeffrey Klein, CFA Managing Director Senior Fixed Income Portfolio Manager

    Jeff joined HighMark in 2010 as a Senior Portfolio Manager where he is primarily responsible for managing taxable fixed income strategies for all client types. He joined the investment industry in 1992 with Dodge & Cox, where he spent 12 years as a portfolio manager and a member of the firm's fixed income policy making committees. More recently, Jeff was a Managing Director at HSBC’s Halbis Capital Management before joining Bishop Street Capital Management as a Senior Portfolio Manager.

    Jeff earned a BA from Columbia University. He is a CFA Charterholder, a member of the CFA Institute, the CFA Society of San Francisco and the New York Society of Security Analysts.

  • Philip B. Levy, CFA, CPA
    Philip B. Levy, CFA, CPA Vice President Senior Fixed Income Analyst

    Philip joined HighMark in 2008 and is responsible for performing corporate bond research for the taxable fixed income strategies. Philip began his career in 1991 working for companies such as Franklin Templeton Investments and KPMG Peat Marwick. Prior to joining HighMark, Phillip worked at American Century Investments as a Corporate Bond Analyst, where he performed credit research for investment grade, high yield and money market funds across multiple sectors.

    Philip holds a BA degree from UC Santa Barbara. He is a CFA charterholder and a Certified Public Accountant. Philip is also a past Director and past President of the CFA Society of San Francisco.

  • Yanping Li, Ph.D.
    Yanping Li, Ph.D. Vice President Senior Equity Research Analyst/Portfolio Manager

    Yanping joined HighMark in 2011 and is responsible for portfolio management and construction, and performing quantitative analysis to enhance the investment processes of several equity strategies.

    Yanping began his career in 2008 with Deutsche Bank, BNP, and Applied Materials. Prior to joining HighMark, Yanping was a Senior Quantitative Researcher at Revere Data where he performed quantitative research for global equity markets and developed high frequency algorithmic trading strategies for foreign currency exchange.

    Yanping holds a MA from Brandeis University, an MS from UC Berkeley, and a PhD from Cornell University.

  • Donald Lord
    Donald Lord Vice President Senior Portfolio Manager

    Don joined HighMark in 1999 and manages investment portfolios on behalf of high-net-worth clients, trusts, retirement plans, foundations, and non-profit organizations. He works with a team of specialists in The Private Bank, an exclusive part of Union Bank, providing wealth planning, investments, risk management, trust and estate services, and banking advice to clients and advisors.

    Prior to joining HighMark, he was a financial analyst for Union Bank’s employee benefit reporting and performance unit.

    Don received his Bachelor of Science degree in Accounting from San Diego State University.

  • Todd S. Lowenstein, CPA
    Todd S. Lowenstein, CPA Managing Director Director of Research, Senior Portfolio Manager

    Todd joined HighMark in 2001. As Director of Research for HighMark he is responsible for leading the investment research team and optimizing portfolio construction decisions, which includes monitoring existing holdings, researching new ideas covering all sectors and industries and risk management. He is a member of HighMark’s Investment Policy Committee and the Asset Allocation Committee.

    He began his career in the investment management industry in 1990. Previously, he worked at J.P. Morgan in mergers and acquisitions and KPMG. Lowenstein received a Bachelor of Arts degree from UC Santa Barbara and a Master of Business Administration from UCLA’s Anderson School of Management. He is a Certified Public Accountant and adjunct professor at UC Santa Barbara.

  • Gregory B. Lugosi
    Gregory B. Lugosi Vice President Fixed Income Portfolio Manager

    Greg joined HighMark in 1991. He is responsible for managing taxable fixed income strategies and accounts as well as executing fixed income trades on behalf of HighMark Capital Advisors portfolio managers. In addition, he was responsible for managing the Union Bank Stable Value Fund for 17 years. He began his career in the investment management industry in 1989 with firms that include Union Capital Advisors and Pacific Alliance Capital Management (predecessor firms to HighMark Capital Management), as well as Planned Asset Management and Petra Financial Group.

    Greg holds a BA from Woodbury University.

  • Todd Mackedanz
    Todd Mackedanz Vice President Head of Equity Trading

    Todd joined HighMark 2014 where he is responsible for the trading strategy and execution of equity orders for personal and institutional accounts. He began his career in 2001 and gained extensive operational and technical experience with Fisher Investments, including 3 years leading their trading desk.

    Todd holds a BS from Montana State University.

  • Sean M. McGuinn, CFA
    Sean M. McGuinn, CFA Managing Director Portfolio Management Executive, Northern California

    Sean joined HighMark in 1992 and is responsible for managing investment portfolios on behalf of high-net-worth investors, trusts, retirement plans, foundations and non-profit organizations. He oversees the investment and fiduciary activities of the regional portfolio managers in the Northern California region and is a member of the Asset Allocation and Regional Investment Committees. Sean began his career in 1991 as a financial planner for Lincoln Financial and Insurance Services Corp.

    Sean holds a BS from Santa Clara University and is a CFA charterholder.

  • Salvatore
    Salvatore "Tory" N. Milazzo III, CFA Vice President Senior Portfolio Manager

    Salvatore (Tory) joined HighMark in 2014 and is responsible for the management of private client, endowment and corporate investment accounts. He began his career in 1991 in investment research, portfolio construction, and private client asset management. As an investment manager, Tory has focused on asset allocation and individual security selection throughout his career.

    Tory holds a BA from Colgate University and is a CFA charterholder. He was recognized in the Pacific Coast Business Times as part of the 2013 Class of 40 Under 40.

  • E. Jack Montgomery, CFA
    E. Jack Montgomery, CFA Managing Director Director, Taxable Fixed Income

    Jack has been working with HighMark since 1994. He is responsible for all taxable fixed income strategies, including taxable fixed income separate accounts and sub-advised mutual funds. He is a member of HighMark's Investment Policy and Asset Allocation Committees. Jack began his career in the investment management industry in 1979 and has worked as portfolio manager of the San Francisco Employees' Retirement Systems fixed income portfolio. In addition, Jack spent 11 years at First Interstate Bank of Oregon managing employee benefit fixed income portfolios.

    Jack holds a BA from the University of Oklahoma and an MBA from the University of Oregon at Eugene. He is a member of the San Francisco Society of Financial Analysts and is also a CFA charterholder.

  • Raymond Mow
    Raymond Mow Vice President Senior Portfolio Manager

    Raymond joined HighMark in 1995. Raymond is a Co-Portfolio Manager for tax-exempt fixed income sub-advised mutual funds and is responsible for tax exempt trading activities for separately managed accounts. He began his career in the investment management industry in 1990. Prior to joining HighMark, Raymond was Assistant Vice President and Portfolio Manager at Hawaiian Trust Company where he managed the Pacific Capital Tax-Free Money Market Fund.

    Raymond received a BBA from the University of Hawaii at Manoa.

  • Jefferey Nevares
    Jefferey Nevares Vice President Equity and Fixed Income Trader, Portfolio Manager

    Jefferey joined HighMark in 2000. Jefferey is responsible for executing discretionary liquidity management strategies on behalf of institutional corporate and government agency clients. In addition, Jeff is responsible for assisting in sales and marketing efforts and strong client service.

    Jefferey received a BS from California State University at Hayward, and a MS from the University of San Francisco.

  • Margaret Reid, CFA
    Margaret Reid, CFA Vice President Senior Investment Analyst

    Margaret joined HighMark in 2013 and is responsible for providing fundamental analysis of individual securities, sectors, and asset classes for investment portfolios. This includes evaluating external fund managers, optimizing portfolios, and ensuring accounts are aligned with asset allocation and diversification policies. Margaret also actively covers and researches stocks for Equity strategies focusing on consumer discretionary and staples companies. She began her career in 2000 as an Assistant Portfolio Manager for the U.S. Large Cap Growth Fund at Allianz Global Investors.

    Margaret holds a BA from California State University, Sacramento and is a CFA charterholder and a member of the CFA Society of San Francisco and the Financial Women's Association of San Francisco.

  • Richard Ren, CFA, Ph.D.
    Richard Ren, CFA, Ph.D. Vice President Senior Equity Research Analyst

    Richard joined HighMark in 2014 and is responsible for quantitative investment and portfolio construction research for HighMark’s Core Equity strategies.

    Prior to joining HighMark, Richard worked at Bank of America Merrill Lynch and State Street conducting quantitative research, security and portfolio analysis across multi-asset classes for banking businesses and investment portfolios.

    Richard earned his BS from Zhejiang University and a Ph.D. from University of California Los Angeles for his work in Monte Carlo theory and stochastic simulations. He also earned an MBA from Haas School of Business at UC Berkeley. Richard is a CFA charter holder and a member of CFA Society of San Francisco.

  • KEVIN A. ROGERS
    KEVIN A. ROGERS MANAGING DIRECTOR NATIONAL PORTFOLIO MANAGEMENT EXECUTIVE

    Kevin joined HighMark in 1994. He manages the investment, fiduciary, and asset gathering activities of HighMark Capital Advisors, as well as HighMark’s institutional sales team. Kevin is a member of HighMark's Investment Policy and Asset Allocation Committees.

    Kevin began his career in the investment management industry in 1983, and prior to joining HighMark, spent ten years at Analytic Investors in both equity and fixed income senior portfolio management roles. Kevin received a BA from UC Berkeley and an MBA from Pepperdine University.

  • Jonathan Rudy, CFA
    Jonathan Rudy, CFA Vice President Senior Investment Analyst

    Jonathan joined HighMark in early 2015. As a Senior Investment Analyst, he is responsible for coverage of the Technology Sector for HighMark’s equity strategies.

    Jonathan began his career in the investment industry in 1998 with S&P covering Financial Services and later covering Software & IT Services. Prior to joining HighMark, Jonathan was with Franklin Templeton Investments for over eight years covering small cap technology stocks as a generalist, as well as having industry coverage of Semiconductor Capital Equipment and Telecom Infrastructure.

    Jonathan is a CFA Charterholder and received his MBA from the Darden School of Business Administration at the University of Virginia, and his Undergraduate degree from Tufts University.

  • Cori L. Seiler
    Cori L. Seiler Managing Director Investment Advisory Executive

    Cori joined HighMark Capital Management in 1991. Cori is responsible for investment strategy development and implementation on behalf of private and institutional clients. In this role, she participates in the development of new solutions and service enhancements. In addition, she coordinates with various professionals and departments to ensure optimal delivery of these solutions, and works closely with sales professionals and senior portfolio managers to develop client relationships.

    Cori is a member of HighMark's Manager Review Committee and of the Regional Investment Committee.

    Cori received a Bachelor of Science degree in Business Administration with a concentration in Finance from California State University at Los Angeles. She holds the Chartered MutualFund Counselor designation from the College for Financial Planning.

  • Justin Sheetz, CFA
    Justin Sheetz, CFA Vice President Equity Research Analyst

    Justin joined HighMark in at the end of 2014 and is responsible for stock selection research for HighMark’s Core Equity strategies.

    Justin began his career in 1997 with BARRA RogersCasey. Prior to joining HighMark, Justin was an Investment Strategist in the Alpha Strategies Group at BlackRock and its predecessor Barclays Global Investors, where he created quantitative analysis of performance, risk and stock selection models in support of the group’s client relationship efforts. During his tenure, Justin also researched quantitative stock selection models and helped in the development of a broad market long-short product.

    Justin is a CFA charterholder, and holds a BA from Colby College and a Masters in Computational Finance and Risk Management from University of Washington.

  • Angela T. Shen
    Angela T. Shen Vice President Quantitative Equity Analyst

    Angela joined HighMark in 1992. She supports the institutional and regional investment teams in processing, analyzing and distributing financial data. Angela began her career 1992 as a Senior Business Analyst at Pacific Alliance Capital Management and a Performance Measurement Analyst at Merus Capital Management.

    Angela holds a BA from the UC Berkeley.

  • Britton Smith, CFA
    Britton Smith, CFA Vice President Senior Portfolio Manager

    Britton Smith joined HighMark in 2017 and manages investment portfolios on behalf of high-net-worth clients, trusts, retirement plans, foundations, and non-profit organizations. Britton began his career in the investment industry in 2001, with companies that include Santa Barbara Asset Management and Peritus Asset Management. Prior to joining HighMark, Britton was Senior Portfolio Manager with U.S. Bank's Charitable Services Group, their national nonprofit specialty team.

    Britton holds a BA from Amherst College and a MESM in Biogeochemistry from University of California (Donald Bren School); in addition, he is a CFA charterholder.

  • James St. Aubin, CFA, CAIA
    James St. Aubin, CFA, CAIA Managing Director Head of Investment Strategy

    James joined HighMark in 2015 and leads the firm’s manager research and investment strategy functions. He is a member of the firm’s Asset Allocation Committee and Manager Review Group. Prior to joining HighMark, James was Managing Director and portfolio manager in the Funds Management Group (FMG) of Wilshire Associates, where he was responsible for overseeing customized asset allocation solutions and multi-strategy liquid alternative portfolios for financial intermediary clients. He was also a voting member of FMG’s Investment Committee and led the Investment Strategy Committee responsible for tactical asset allocation decisions. James began his career with Smith Barney and Ibbotson Associates.

    James earned his BS in finance from DePaul University, and also holds the Chartered Financial Analyst and Chartered Alternative Investment Analyst designations. He is a member of the CFA Society of Los Angeles, CFA Institute, and CAIA Association.

  • Michael Stevens, CFA
    Michael Stevens, CFA Assistant Vice President Assistant Portfolio Manager

    Michael Stevens joined HighMark Capital Management in June of 2011. Michael is responsible for executing discretionary liquidity management strategies on behalf of institutional corporate and government agency clients. In addition, Michael is responsible for supporting the management of and trading for the tax-exempt fixed income funds and HCA clients. Michael began his career in the investment industry in 2008. Prior to joining HighMark, Michael was a Trust Operations Analyst at MUFG Union Bank.

    Michael received a BS in Biology from the University of San Francisco and is a CFA charterholder. Michael is also bilingual, fluent in English and Japanese.

  • J. Keith Stribling, CFA
    J. Keith Stribling, CFA Vice President Senior Portfolio Manager

    Keith joined HighMark in 1995. He manages investment portfolios on behalf of high-net-worth clients, trusts, retirement plans, foundations and non-profit organizations. Previously he was co-manager or an analyst of the HighMark Value strategy since 1997. Keith began his career in the investment industry in 1985. Prior to joining HighMark, Keith worked in the derivatives arbitrage group at First Boston and in foreign currency arbitrage at Shatkin Trading.

    Keith received a BA from Stetson University and is a CFA charterholder.

  • Christiane Tsuda
    Christiane Tsuda Vice President Senior Portfolio Manager

    Christiane joined HighMark in 2010 and manages investment portfolios on behalf of high-net-worth clients, trusts, retirement plans, foundations, and non-profit organizations. She is also the central Portfolio Manager for UnionBanc Investment Services (UBIS), the brokerage subsidiary of Union Bank, and is responsible for all HighMark managed solution products sold through UBIS Financial Advisors. Christiane works with a team of specialists in The Private Bank, an exclusive part of Union Bank, providing wealth planning, investments, risk management, trust and estate services, and banking advice to clients and advisors.

    She began her career in 1987 in Tokyo with Westdeutsche Landesbank Girozentrale and has also served as Managing Director of Investments at US Bancorp Piper Jaffray. Prior to joining HighMark, she was Lead Portfolio Manager of the Large Cap Growth strategy for Nicholas-Applegate Capital Management, as well as the Co-Portfolio Manager for the Global Equity Product and the Large and Mid-cap Managed Account Portfolios The Large Cap Growth strategy included managed accounts portfolios for Merrill Lynch, Morgan Stanley, Smith Barney, and Prudential. Christiane holds a BA from International Christian University in Tokyo. She is a member of the Chartered Market Technician Association and is a founding member and Treasurer of Father For Fitness, a California 501(c)(3) nonprofit organization.

  • Matthew B. Webber, CFA
    Matthew B. Webber, CFA Managing Director Portfolio Management Executive, Southern California

    Matt joined HighMark in 2011 where he manages investment portfolios on behalf of high-net-worth clients, trusts, retirement plans, foundations, and non-profit organizations. He is a member of HighMark’s Asset Allocation and Manager Review Committees and works with a team of specialists in The Private Bank, an exclusive part of Union Bank providing investment management, wealth planning, trust and estate services, risk management and banking advice to clients and advisors. Matt began his career in 1996 managing a taxable bond fund with Santa Barbara Bank & Trust. Prior to joining HighMark, he was Senior Portfolio Manager at Bank of the West.

    Matt holds a BA from UC Santa Barbara, where he was a National Merit Scholar. He is a CFA charterholder and member of the CFA Society of Orange County.

  • Kenneth Wemer, CFA
    Kenneth Wemer, CFA Director Senior Portfolio Manager

    Ken joined HighMark in September of 2003. Ken serves as the co-portfolio Manager of HighMark’s Large Cap Growth and Fundamental Equity strategies. Ken is a member of HighMark’s Asset Allocation Committee (AAC). He began his career in the investment management industry in 1993 with firms including Jurika and Voyles.

    Ken received both a BS and an MBA from the UC Berkeley Haas School of Business. In addition, he is a CFA charterholder.

  • Anne E. Wimmer, CFA
    Anne E. Wimmer, CFA Director SENIOR PORTFOLIO MANAGER

    Anne joined HighMark in 2007 and is responsible for managing investment portfolios on behalf of high-net-worth investors, trusts, retirement plans, foundations and non-profit organizations. She began her career in 1987 with firms that include Santa Barbara Bank & Trust, National Planning Corporation, Doheny Asset Management, and William O'Neil & Co.

    Anne holds a BA from UC Santa Barbara. She is also a CFA charterholder.

  • David Wines, CFA
    David Wines, CFA President & CEO CHIEF FIXED INCOME OFFICER

    David joined HighMark in 2004. He is President and Chief Executive Officer of HighMark Capital Management, Inc. In addition to serving as HighMark’s CEO, David serves as Chief Fixed Income Officer for the firm. In this role, he leads HighMark’s fixed income investment activities, including managing and servicing large institutional liquidity accounts from our corporate clients. He is a member of HighMark’s Investment Policy and Asset Allocation Committees.

    David began his career in the investment industry in 1985 and worked with firms including Deutsche Asset Management and Stone & Youngberg LLC. Prior to joining HighMark, David was Director of Investment Strategies at AssetMark Investment Services.

    David earned a BS from the University of Oregon and an MBA from Golden Gate University. He is a CFA charterholder, and is a member of the CFA Institute and the Security Analysts of San Francisco.

  • Randall Yurchak, CFA
    Randall Yurchak, CFA Vice President Portfolio Manager

    Randall Yurchak joined HighMark in 2017 and is responsible for managing investment portfolios on behalf of high-net-worth clients, trusts, retirement plans, foundations, and non-profit organizations.

    Randall began his career in the investment industry in 2002. Prior to joining HighMark, Randall was Managing Director, Senior Portfolio Manager at Insight Capital where he managed equity portfolio strategies, contributed to business development, and oversaw operations.

    Randall earned a B.S. in Biochemistry from University of Washington and M.B.A. from Arizona State University. In addition, he is a CFA charterholder.

  • Hoddy Fritz
    Hoddy Fritz Director Business Development

    Hoddy joined HighMark in 2004. Hoddy is responsible for institutional business development and relationship management efforts focusing primarily on corporations, government agencies, multi-employer trusts, and foundations/endowments.

    Hoddy began his career in 1990 in the financial services industry, including more than 20 years with Union Bank and its predecessors. Most recently, Hoddy was a Director at Victory Capital Management responsible for investment management sales exclusively to corporations in the Western United States. Earlier in his career, he was a Personal Banking Officer at Wells Fargo Bank.

    Hoddy received a Bachelor of Arts degree in Psychology from Occidental College and a Master’s degree in Business Administration from Pepperdine University.

  • Fred Hurst
    Fred Hurst Director Business Development

    Fred joined HighMark Capital Management and its parent company, Union Bank, in 1992. Fred is responsible for the sales and marketing of HighMark’s institutional products in Northern California and the Pacific Northwest.

    Fred began his career in 1982 in marketing experience focused on corporations, not-for-profits, municipalities, and government agencies.

    Fred received a Bachelor of Arts degree in Economics from San Diego State University and is a member of the Association for Financial Professionals.