Joseph Richard Julian
Gestionnaire de Portefeuille-Actions chez Highmore Group Advisors LLC
Profil
Dr. Joseph R.
Julian is a Managing Director at Highmore Group Advisors LLC.
Dr. Julian experience includes working on structuring and capital formation of the real estate industry having participated in commercial real estate across the entire risk-return spectrum in multiple product types and geographies.
He is a member of the investment committee and portfolio management team, as well as being involved in product development, and investment selection for the firm's institutional clients.
Prior to joining Highmore, he was Director of Investments at Oppenheimer & Co. where he designed and managed investment portfolios for the private client group of Oppenheimer with a specialization in alternative investments, including real estate, private equity manager selection, monitoring and risk management for the firm’s more sophisticated clients.
Joseph provided a broad spectrum of institutional services to family offices, ultrahigh net worth private clients, foundations and endowments.
Before joining Oppenheimer, he was Head of Absolute Return Strategies for Witenberg Investment Companies / Properties Inc. where he provided portfolio management, due diligence, operator/manager selection, and risk management covering commercial real estate, real assets, private credit, hedge funds and private equity.
He received his B.A.
and M.A.
degrees from California State University, cum laude, areas of study: mathematics, economics, and science and attended UCLA and earned his Doctorate Ph.D.
degree from the University of California, San Diego in Theoretical Physics with original research in sound wave technology applied to music and acoustics.
Postes actifs de Joseph Richard Julian
| Sociétés | Poste | Début |
|---|---|---|
Highmore Group Advisors LLC
 Highmore Group Advisors LLC Investment ManagersFinance Highmore Group Advisors LLC (Highmore) is a SEC-registered asset management firm headquartered in New York City. They are a wholly-owned subsidiary of Highmore Group Holdings LP. The firm was co-founded by Brian Altenburg and Dipak Jogia in 2014. Highmore provides investment advisory or sub-advisory services to high-net worth individuals, businesses, and institutional clients, such as private funds. | Gestionnaire de Portefeuille-Actions | 01/08/2015 |
Anciens postes connus de Joseph Richard Julian
| Sociétés | Poste | Fin |
|---|---|---|
Oppenheimer Asset Management, Inc.
 Oppenheimer Asset Management, Inc. Investment ManagersFinance Oppenheimer Asset Management, Inc. (OAM) is a SEC-registered investment advisor headquartered in New York City. Founded in 1986, the firm is a subsidiary of E.A. Viner International Co., which is owned by Oppenheimer Holdings, Inc. (NYSE: OPY). OAM offers a variety of advisory services to individuals, foundations, pension and profit-sharing plans, trusts, charitable organizations, business or government entities, insurance companies and endowments. | Corporate Officer/Principal | 01/08/2015 |
Thomas White International Ltd.
 Thomas White International Ltd. Investment ManagersFinance Thomas White International Ltd. (TWI) is an investment management firm headquartered in Chicago, Illinois. In 2023, they were acquired by Ramirez Asset Management, Inc., ultimately owned by SAR Holdings, Inc. The firm was founded by Thomas S. White in 1992. TWI provides advisory services to pension and profit-sharing plans, investment companies, which include mutual funds, other pooled investment vehicles, state or municipal government entities, foundations, endowments, and charitable organizations, corporations, individuals, and high-net worth individuals, such as their trusts and estates. | Corporate Officer/Principal | - |
Formation de Joseph Richard Julian
| The California State University | Graduate Degree |
| University of California San Diego | Doctorate Degree |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
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Sociétés liées
| Entreprise privées | 3 |
|---|---|
Thomas White International Ltd.
Thomas White International Ltd. Investment ManagersFinance Thomas White International Ltd. (TWI) is an investment management firm headquartered in Chicago, Illinois. In 2023, they were acquired by Ramirez Asset Management, Inc., ultimately owned by SAR Holdings, Inc. The firm was founded by Thomas S. White in 1992. TWI provides advisory services to pension and profit-sharing plans, investment companies, which include mutual funds, other pooled investment vehicles, state or municipal government entities, foundations, endowments, and charitable organizations, corporations, individuals, and high-net worth individuals, such as their trusts and estates. | Finance |
Oppenheimer Asset Management, Inc.
Oppenheimer Asset Management, Inc. Investment ManagersFinance Oppenheimer Asset Management, Inc. (OAM) is a SEC-registered investment advisor headquartered in New York City. Founded in 1986, the firm is a subsidiary of E.A. Viner International Co., which is owned by Oppenheimer Holdings, Inc. (NYSE: OPY). OAM offers a variety of advisory services to individuals, foundations, pension and profit-sharing plans, trusts, charitable organizations, business or government entities, insurance companies and endowments. | Finance |
Highmore Group Advisors LLC
Highmore Group Advisors LLC Investment ManagersFinance Highmore Group Advisors LLC (Highmore) is a SEC-registered asset management firm headquartered in New York City. They are a wholly-owned subsidiary of Highmore Group Holdings LP. The firm was co-founded by Brian Altenburg and Dipak Jogia in 2014. Highmore provides investment advisory or sub-advisory services to high-net worth individuals, businesses, and institutional clients, such as private funds. | Finance |
