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Providing confidence & trust to our clients for more than three decades

Providing confidence & trust to our clients for more than three decades


Our History

Highland Capital Management has provided investment advisory services to our clients across the country since 1987. Highland takes pride that our clients have the confidence and trust in our investment process and services which has enabled us to serve them for almost three decades. At Highland Capital, client relationships are highly personal, valued and service oriented.

Our Company

Highland Capital Management is dedicated to the practice of investment management.

  • Offices in Tennessee, Florida, Alabama and California
  • Assets under management: $2.46 billion as of 9/30/2015
  • Management of Fixed and Domestic & International Equity Portfolios
Steve Wishnia & David Thompson

Our Philosophy

We believe in an Team Approach to Investing.  Successful investing requires curious minds and being open to many different points of view. Our philosophy is that through utilizing a team approach we can capture the various influences effecting markets.  Our portfolios are built to perform according to their style mandate so that our clients don’t have harmful overlap. We believe that preserving principal value in difficult markets is the key to long term success.

  • Both Fundamental and Quantitative Analysis Teams
  • Attention to quality large cap names
  • Allowing results to compound over time
  • Tax Efficiency
  • Ability to utilize ETFs as portfolio construction vehicles

Our Clients

At Highland, we are focused on developing solid, long-term relationships with our clients as educators and partners in the investment process.  We strive to provide consistent performance through a rigorous investment process, and we work to build trusted client-manager relationships.  We understand the unique skillsets required to serve:

  • Individuals
  • Endowments
  • Foundations
  • Institutions
  • 401K Plans
  • Public Funds
  • Taft-Hartley Funds


If you are interested in learning more about Highland Capitals strategy in regards to investing.  Download their most recent quarterly newsletter to gain insight on the markets.

Core Value Equity

The Core Value Equity individual Stock and Sector Weightings are driven by aggregating every score of every individual stock within the benchmark.

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1-3 Year Fixed Income

At Highland Capital, our 1-3 Year Fixed income goal is to meet our clients’  objectives with the least amount of risk possible.

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Municipal Fixed Income

We strive for excess yield versus the market coupled with duration management leads to attractive returns over a business cycle.

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Large Cap Growth

The Large Cap Growth strategy is designed to exploit benchmark abnormalities by overweighting and underweighting sectors.

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Multi-Cap Equity

Our Multi-Cap Equity quantitative and qualitative investment process first focuses on several pivotal investment questions.

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International Equity

Our quantitative model measures large quanitities of data to capture influences that may direct foreign investment opportunities.

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Highland Capital provides eight risk based models, enrollment & education as well as access to accounts online or over the phone at any time.

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Core Fixed Income

Highland Capital Management has a focused five step process in order to meet client objectives with the least amount of risk.

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Intermediate Fixed

Highland Capital’s Intermediate Fixed Income strategy strives to provide the results the client is looking for with the least risk.

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Highland’s team of professionals have an average of over 24 years of industry experience and 11 years with Highland.  This level of dedication and experience serves to provide stability to our organization and align our incentives directly with those of our clients.

Steve Wishnia

Steve has more than 45 years experience in the financial industry. He is a founding member of Highland Capital Management, LLC.  Steve worked for the predecessor firm Highland Investment Corp until he founded Highland Capital Management, LLC in 1987. He earned his BBA from Pace University, in New York City.

David L. Thomspon
CFA, CIO Director

David joined the firm 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 25 years of experience as a portfolio manager and analyst.  He received his BBA in finance from the University of Mississippi, and his MBA from the University of North Carolina at Chapel Hill.  He also holds the Chartered Financial Analyst designation.


Bart McMurry
Director of
Equity Investments
Jed Miller
Director of
Fixed Income
Steve Stack
Mike Tindal
Director of Taft-Hartly Services & Marketing

A dedicated and experienced team of professionals.


Vineet Agrawal
CFA, Equity Analyst
LaDeana Crawley
VP Client Services
Mark Cronin
CFA, Portfolio Manager
Bill DeRoche
CFA, Portfolio Manager
Brian Escobedo
Associate Portfolio Manager, Analyst
Matt Hogle
John Larkin
Director VP Client Services – Marketing
Constance Lich
Executive Assistant
J. David Luce
Portfolio Manager
Chuck Martin
CFA, Portfolio Manager
Bart McMurry
Director of Equity Investments
Grant McMurry
Director VP Client Services – Marketing
Jed Miller
Director of Fixed Income
Nate Moore
Marketing/Client Services
Zelma Newberry
Marketing/Client Services
Richard Nolan
Director VP Client Services – Marketing
Scott Notowich
Sr. Vice President Private Wealth and 401K
James O’Mealia
Portfolio Manager
Andrew O’Sullivan
Fixed Income Operations
Robert Page
Sandra Runyan
Denise Spivey
Steve Stack
David Thompson
CFA & CIO Director
Mike Tindal
Director of Taft-Hartly Services & Marketing
Shaun Upjohn
Wayne Warren
Todd Wishnia
VP Client Services
Steve Wishnia

Locations in Tennessee, Alabama, Massachusetts, Florida and California



6075 Poplar Avenue
Suite 703
Memphis, TN  38119
Phone: (901) 761-9500
Fax: (901) 761-5631


390 N. Orange Ave.
Suite 2100
Orlando, FL 32801


6075 Poplar Ave.
Suite 703
Memphis, TN 38119


Highland c/o Pac. Bus. Centers
1990 N California Blvd.
Suite 830, #25
Walnut Creek, CA 94596



605 Bel Aire Blvd.
Suite #12
Mobile, AL 36606