John Christianson, CFA
Founder and President
John has provided financial and investment advice to individuals and families of significant means for over 20 years. He has extensive experience working with corporate executives, entrepreneurs and beneficiaries of newly inherited wealth. At Highland, he develops and maintains relationships, chairs the firm’s Investment Committee, oversees the development of proprietary tools and processes, and provides strategic leadership to the firm. John is also a CPA-inactive status.
Tina SchaafSenior Vice President
Tina coordinates our sales and marketing efforts at Highland. She is responsible for initiating new contacts for the firm, deepening existing relationships, and leading the development of community and professional resource events. In the past 18 years she has engaged in a variety of professional roles including finance, operations, consulting services, and resource management. We rely on Tina’s energy, ability to cultivate and maintain long term relationships, and her passion for delivering results.
Dan McGilvray, CFA
Vice President
Dan focuses on all aspects of investment management and analysis, including research on equities, fixed income and alternative assets; asset allocation strategies; third party advisory due diligence; and concentrated stock diversification. He previously worked as an analyst for a registered investment advisory firm in Indiana and as a financial analyst for the U.S. Air Force. Dan has an MBA from Indiana University.
Colleen Ulrich, CFASenior Associate
Colleen coordiantes the recommendations and implementation plan for technical client service activities. She develops annual client strategic plans and ensures our client relationship communication and health. Colleen has eight years of wealth management experience working with families of first-generation wealth, inherited wealth and private foundations. She earned her CPA (inactive status) while at Ernst & Young in Chicago.
Senior Associate
Jeff supports the client service, operations, and compliance functions for Highland. He has over twelve years’ wealth management experience, delivering excellence in operations and client service to high net worth families and affiliated businesses and trusts. Jeff has a B.A. in Business Administration from Seattle Pacific University and holds the Certified Securities Operations Professional designation from the Institute of Certified Bankers.
Tom RedburnPortfolio Administrator
Managing our portfolio accounting system, Tom oversees the daily maintenance of client porfolio transaction data. He creates our quarterly investment summary and periodic tax data reports. Tom has over 10 years in accounting and business operations experience for domestic and international corporations. He has a B.S. degree in accounting from the University of Phoenix with a minor in Business.
Jonathan Friedman, CFAResearch Analyst
Jonathan supports the Investment Team through providing in-depth analysis, specialized research, portfolio management and strategy, and trading. Previously, he worked for a large investment consulting firm where he supported portfolio management analytics. A graduate of Pomona College with a major in economics and a minor in math.
