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You are here: Home / An Experienced Partner

An Experienced Partner

Highland Associates is a leading institutional investment firm that provides objective, research-driven investment counsel to not-for-profit healthcare entities and mission-based organizations.

Our team understands that not-for-profit healthcare providers and mission-based organizations are a distinct class of institutional investors, unique in their purpose and in the roles that portfolio assets serve in pursuit of their mission. Our more than 30 years of experience advising and investing for these organizations allows our team the deep expertise, unique perspective and relationships within the industry to serve as essential advisors to our clients.

We are passionate investment professionals who are committed to serving as leading voices within the industry and thinking broadly to uncover opportunities for our clients. Our 14 year average tenure with clients proves our commitment to building collaborative, supportive and candid relationships with our clients.

 

Highland Associates Team

Trey Echols

President and Chief Executive Officer

Trey-Echols

Hunter W. Craig

Managing Director

HunterWCraig

Paige B. Daniel

Managing Director

PaigeBDaniel

Eric J. Ralph, CFA

Managing Director

EricRalph

Mandy Poe

Chief Compliance Officer

SusanLPadgett

T. Jason Copeland, CFA, CAIA

Director

TJasonCopeland

J. Derek Peterson, CFA

Director

J-DerekPeterson

Scott W. Sealock, CFA, CPA

Director

ScottWSealock

J. Michael Thomas, CFA

Director

 JMichaelThomas



Mary Anne Jackson-Pugh

Vice President

MaryAnneJacksonPugh

Matt Sampson, CFA

Vice President





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Investing for the total client nationwide.

RECENT RESEARCH

Asset Allocation | January 2023

Asset Allocation | December 2022

Asset Allocation | November 2022

Asset Allocation | October 2022

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The information provided herein is for informational purposes only. While Highland has tried to provide accurate and timely information, there may be inadvertent technical or factual inaccuracies or typographical errors for which we apologize. The information provided herein does not constitute a solicitation or offer by Highland, or its subsidiaries and affiliates, to buy or sell any securities or other financial instrument, or to provide investment advice or service. Nothing contained herein should be construed as investment advice or a recommendation to purchase or sell a particular security. Investing involves a high degree of risk, and all investors should carefully consider their investment objective and the suitability of any investments. Past performance is not indicative of future results. Investments are subject to loss.


Copyright © 2023 · Highland Associates, Inc.
Headquarters - Birmingham
2545 Highland Ave. S., Suite 200
Birmingham, Alabama 35205–2478

Phone 205.933.8664
Fax 205.933.7688

St. Louis
8182 Maryland Avenue, 12th Floor
St. Louis, MO  63105

Phone 314.615.3501
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Email:information@highlandassoc.com