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Management Team
- Dennis Mooradian
- President and Chief Executive Officer
- Derek Izuel, CFA
- Vice President and Chief Equity Officer
- David Wines, CFA
- Vice President and Chief Fixed Income Officer
- Noel Casale
- Chief Compliance Officer
- Jonathan T. Fayman
- Senior Vice President and Chief Financial Officer
- Kevin A. Rowell
- Senior Vice President and Managing Director of Distribution
- Kevin A. Rogers
- Senior Vice President and Managing Director of HighMark Capital Advisors
- Christine C.M. Weiss
- Senior Vice President Product & Investment Management Marketing
- Pamela O'Donnell
- Vice President and Director of Mutual Fund Administration
Browse through the biographies of the management team members of HighMark Capital Management, Inc. by selecting a name on the left-hand side.
- Dennis Mooradian
- President and Chief Executive Officer
Dennis Mooradian has joined Union Bank in 2011 as executive vice president and head of the Wealth Markets Group, which includes The Private Bank; the asset management subsidiary, HighMark Capital Management, Inc; and the brokerage subsidiary, UnionBanc Investment Services. Prior to joining Union Bank, Dennis served as executive vice president heading wealth and institutional management for Comerica Incorporated, where he led 1,300 employees in California, Texas, Florida and Michigan, overseeing private banking, institutional and personal trust, and 401(k) services. He also led the Comerica Asset Management, Comerica Securities and Comerica Insurance units, and was a member of the bank’s management policy committee. Dennis also spent seven years at Wells Fargo & Co. He led the company’s Financial Consultant Advisory Group and later was in charge of their Private Client Services business, which included personal trust, private asset management, brokerage, and private banking. Prior to Wells Fargo, Dennis worked at Shearson Lehman Hutton, where he served as the chief operating officer of Lehman Brothers Global Private Client Services in New York.
- Derek Izuel, CFA
- Vice President and Chief Equity Officer
Derek joined HighMark in 2008. As the Chief Equity Officer he provides leadership to all of HighMark’s equity investment activities. He is a member of HighMark’s Investment Committee, Asset Allocation Committee and Management Committee. Derek began his career in finance in 1991 with Bank of America. Prior to joining HighMark, Derek was a Senior Portfolio Manager at Invesco. Derek earned a Bachelor of Science degree in Computer Science at the University of California at Berkeley and a Master of Business Administration from the Ross School of Business at the University of Michigan. In addition, he is a CFA charterholder, as well as a member of the CFA Society of San Francisco, and the Chicago Quantitative Alliance.
- David Wines, CFA
- Vice President and Chief Fixed Income Officer
David joined HighMark in 2004. As the Chief Fixed Income Officer he provides leadership to all of HighMark’s fixed investment activities, including managing and servicing large institutional liquidity accounts on behalf of our diverse client base. In addition, he is a member of HighMark’s Investment Policy Committee and Asset Allocation Committee. David began his career in the investment industry in 1985 with firms that include Deutsche Asset Management and Stone & Youngberg LLC. Prior to joining HighMark, David was the Director of Investment Strategies at AssetMark Investment Services. David earned a Bachelors of Science in Finance from the University of Oregon and a Master of Business Administration in Management from Golden Gate University. He is also a CFA charterholder, and a member of the CFA Institute and the Security Analysts of San Francisco.
- Noel Casale
- Chief Compliance Officer
Noel Casale joined HighMark Capital Management in 2005. As chief compliance officer for HighMark Capital Management and for the HighMark Funds, Noel is responsible for the implementation of compliance policies and procedures for both legal entities. Noel reports to the governing Boards of HighMark Capital Management and HighMark Funds. He is a member of HighMark's Compliance Committee and participates as a non-voting member on various governance and risk management committees. He has more than 20 years of experience in the investment management industry with firms that include Wells Fargo Funds Management and PriceWaterhouseCoopers. Noel received a Bachelor of Arts degree in Accounting from the University of Florida and a Certified Public Accountant designation from the Commonwealth of Massachusetts.
- Jonathan T. Fayman
- Senior Vice President and Chief Financial Officer
Jonathan joined HighMark in June of 2010. As Chief Financial Officer, he is responsible for HighMark's finance, technology and operations functions in addition to playing a key role in strategic planning, mergers and acquisitions and compensation strategies. Jonathan also serves on the Board of Directors of HighMark Capital Management. He began his career in the financial services industry in 1987, serving in various capacities at Bank of America. Prior to joining HighMark, Jonathan was the CFO at WR Hambrecht + Co, a full-service boutique investment bank. Jonathan earned a Bachelor of Arts in Economics from the University of California, Berkeley and a Master of Business Administration in Finance and Accounting from the University of Southern California.
- Kevin A. Rowell
- Senior Vice President and Managing Director of Distribution
As Managing Director, Kevin is responsible for the distribution related activities to both retail and institutional clients, which includes oversight of the Fund's national wholesaling and marketing teams as well as the institutional channel. Kevin began his career in the investment industry in 1985, serving as President of Pioneer Funds Distributor and then at Safeco Mutual Funds, followed by Putnam Investments, where he served as Director of European Corporate Development while based in Milan, Italy. Kevin was President of Hennessy Funds before joining HighMark in 2010. Kevin earned a Bachelor of Arts degree in Communications from the State University of New York at Cortland.
- Kevin A. Rogers
- Senior Vice President and Managing Director of HighMark Capital Advisors
Kevin Rogers joined HighMark Capital Management in January 1994. He manages the investment, fiduciary, and asset gathering activities of HighMark Capital Advisors. Kevin is a member of HighMark's Investment Policy Committee and the Asset Allocation Committee. He has more than 25 28 years of experience in the investment management industry. Prior to joining HighMark, Kevin spent ten years at Analytic Investors in both equity and fixed income senior portfolio management roles. Kevin received a Bachelor of Arts degree in International Political Economy from the University of California at Berkeley and a Master's degree in Business Administration with an emphasis in Finance from Pepperdine University.
- Christine C.M. Weiss
- Senior Vice President Product & Investment Management Marketing
Chris Weiss joined HighMark Capital Management in 2003. Chris manages the sub-advisory services and mutual fund due-diligence activities at HighMark. Chris also serves as project manager on a variety of special assignments. She is a member of HighMark's Investment Policy Committee and Manager Review Committee. Chris has more than 21 years of experience in the investment management industry. Previous experience includes seven years with GT Global, a global investment management firm serving retail and institutional clients. Chris received a Bachelor of Arts degree in Business Economics from University of California at Santa Barbara, and a Master's in Business Administration with an emphasis in Management from Golden Gate University.
- Pamela O'Donnell
- Vice President and Director of Mutual Fund Administration
Pam O'Donnell joined HighMark Capital Management in 2003. As director of mutual fund administration, Pam is primarily responsible for the operations of the HighMark Mutual Funds including the oversight of mutual fund service providers. In addition, she is responsible for Board of Trustee meeting oversight. She is a member of HighMark Mutual Funds' Fair Valuation Committee and HighMark Sarbanes Oxley Disclosure Control Committee. Pam has more than 25 years of experience in the investment management industry with firms that include GT Capital Management, Copers & Lybrand, Montgomery Asset Management, MiFund, Inc., and Colonial Asset Management. Pam received a Bachelor of Science degree in Economics from the University of California at San Diego and a Master's degree in Business Administration from Boston University.
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