Joseph Richard Julian

Joseph Richard Julian

Portfolio Manager-Equities at Highmore Group Advisors LLC

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Profile

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.

Joseph Richard Julian active positions

CompaniesPositionStart
Portfolio Manager-Equities 31/07/2015
All active positions of Joseph Richard Julian

Former positions of Joseph Richard Julian

CompaniesPositionEnd
Corporate Officer/Principal 31/07/2015
Corporate Officer/Principal -
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Training of Joseph Richard Julian

The California State University Graduate Degree
University of California San Diego Doctorate Degree

Experiences
Positions held

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Private companies

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Connections

12

1st degree connections

5

1st degree companies

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Linked companies

Private companies3

Finance

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