Highland Capital Management

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Highland Capital Management Overview

Confidence and Trust Starts With Us

Argent subsidiary Highland Capital Management serves as portfolio manager overseeing more than $2.5 billion in assets under management. Since 1987, we’ve specialized in managing equity and fixed income portfolios and more recently managed ETFs for clients in private, corporate and public sectors. 

We believe that discipline, consistency and patience are the cornerstones of successful portfolio management. Our cohesive investment team averages more than 25 years of industry experience. 

We utilize that experience so you can feel secure in our portfolio management services for you. Our expertise includes portfolio management, product customization and risk optimization.

Services Highland Provides

Investment Management

A comprehensive scope of investment services that are designed to optimize the performance of your financial assets, based on your unique needs and strategy.

Locations

Lake Mary

1035 Greenwood Blvd. Suite 211, Lake Mary, FL 32746

PH: (407) 926-7769

Memphis - Highland

850 Ridge Lake Blvd. Suite #205, Memphis, TN 38120

PH: (901) 761-9500

Lake Mary

1035 Greenwood Blvd. Suite 211, Lake Mary, FL 32746

(407) 926-7769

Memphis - Highland

850 Ridge Lake Blvd. Suite #205, Memphis, TN 38120

(901) 761-9500

Our Team

Andrew O’Sullivan, CFA®

Andrew O’Sullivan, CFA®

Portfolio Manager - Quantitative Analyst
Lake Mary

Andrew started as a college intern with ICC Capital Management in the summer of 2007; eventually being hired upon graduating as an operations analyst in 2010. While working in operations, he started his pursuit of the CFA® designation; while performing additional...

Bart McMurry

Bart McMurry

Director of Equity Investments
Memphis

Prior to joining HCM, Bart served as CIO at ICC Capital Management. Bart works in the research and development of the Highland’s quantitative strategies. His application of the multifactor modeling process to portfolio management was a logical extension of his...

Brian Escobedo

Brian Escobedo

Associate Portfolio Manager - Analyst
Memphis

Brian graduated from Bowling Green State University in 2004 with a B.A. in Finance. From 2006 to 2014, Brian held analyst and trading positions at FTN Financial Capital Markets, Morgan Stanley, Pershing, Susquehanna Financial Group and Capital Guardian before joining...

David Thompson, CFA®

David Thompson, CFA®

Chief Investment Officer
Memphis

David joined Highland Capital in 1995. David worked previously as a portfolio manager and analyst at NationsBank, Third National Bank, and the Gulf Oil Corporation. David has more than 29 years of experience as a portfolio manager and analyst. He received his BBA in...

J. David Luce

J. David Luce

Portfolio Manager
Lake Mary

David is a portfolio manager for Core Plus Fixed Income strategy. Prior to joining Highland Capital Management, David has spent close to 20 years working for Lehman Brothers and then Barclays Capital as one of the top fixed income salesperson. David received BA in...

Jed F. Miller

Jed F. Miller

Director of Fixed Income
Memphis

Jed joined Highland Capital in 2008 with 14 years of industry experience. He previously worked at Alternative Investment Strategies, First Tennessee Bank and GE Capital. Jed earned both his BS in finance and his MBA from the University of Maryland.

Mark J. Cronin, CFA®

Mark J. Cronin, CFA®

Senior Portfolio Manager, Research Analyst
Memphis

Mark joined Highland Capital in 1999 with more than 29 years of industry experience. Mark's experience includes positions at First National Bank of Chicago, Zaske, Sarafa & Associates, Paine Webber and Merrill Lynch. He received his BA in business from the...

Matt Hogle

Matt Hogle

Trader
Memphis

Prior to joining Highland, Matt served as Head Trader at ICC Capital Management. Matt has a B.S. and MBA in Finance from Stetson University.

Michael H. Tindal

Michael H. Tindal

Director - Taft Hartley Services
Memphis

Prior to joining Highland Capital Management as Director, Mike was an owner and Chairman of the Board of ICC Capital Management. Mike began at ICC in 1995 and was responsible for the client servicing of the Taft-Hartley client base in the Southeast region. In addition...

Scott Notowich

Scott Notowich

SVP, Marketing - Private Wealth & 401k
Memphis

Scott joined Highland in 2014 and 25 years of industry experience. Prior to joining Highland, he served at IOF Private Equity Fund, SGC, Citigroup Salomon Smith Barney, Paine Webber, Inc. and The Robinson –Humphrey Company, Inc.

Steven Stack

Steven Stack

Chief Operating Officer
Lake Mary

Steve is responsible for maintaining client relationships and policy administration within our Florida Public Fund client services group. In addition to his role within our client services team, Steve is Chief Operating Officer of Highland. Steve received his B.A....

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