“The real difference with Highmount is our team. We are advocates for our clients.”

Brian Walsh, Partner
Highmount Financial: Team

Investment Team

Kevin Bannon

Kevin Bannon, CFA Managing Director

Kevin Bannon joined Highmount Capital in April 2008 and serves as chairman of the firm’s Investment Policy Committee.

Kevin retired from the Bank of New York in 2007 after a 28-year career, serving as the bank’s chief investment officer from 1993 to 2007. In this role, he was responsible for establishing the investment framework for managing assets in excess of $100 billion for institutional and private clients. He was the bank’s chief spokesperson on economic and financial market issues and has appeared regularly in the financial media. He began his career in 1974 at U.S. Trust.

Kevin has a BS in economics from the Wharton School of the University of Pennsylvania and an MBA in finance from the Stern School of New York University. Kevin serves as a director of the Prudential Retail Mutual Funds and Urstadt Biddle Properties and as chairman of the Investment Committee of the BNY Mezzanine Partners Fund. He currently serves on the boards of the Boys and Girls Clubs of Northern Westchester, the Hundred Year Association of New York, and the S.K. Yee Foundation. He previously represented the Bank of New York on the board of the W.K. Kellogg Foundation Trust and was president of the BNY Hamilton Funds, the bank’s proprietary mutual fund family, and BNY Private Investment Management, Inc., the bank’s partnership funds for alternative investments.

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David Thompson

David Thompson, CFAManaging Director and Principal, Fixed Income Management

David Thompson, Managing Director of Fixed Income Management, oversees Highmount’s taxable and tax-exempt bond strategies. David was previously a Principal and Director of Fixed Income at North American Management and Senior Vice President, Director of Fixed Income at Hale and Dorr Capital Management in Boston. He spent 27 years at Bank Boston/ FleetBoston/Bank of America where he served as Senior Vice President, Director of Fixed Income Research, Trading and Portfolio Management. There, he was responsible for the bank’s proprietary mutual funds, the 1784 Funds, the Fixed Income Common Trust Fund and Personal Trust Fixed Income Portfolios.

David began his career in 1971 as an analyst on Wall Street and has been a regular contributor in the financial media. He is a CFA charter holder and earned a CFP designation from the College for Financial Planning. David holds a BSBA, Bachelor of Science in Business Administration with a concentration in Economics from the University of Denver and a MBA from the Olin School of Management at Babson College. He is a member of both the Boston and New York Security Analyst Societies and serves on the BSAS’s wealth management committee. David also serves on the Advisory Board of Babson’s Cutler Financial Center, is a Board member and past president of Boston Economics Club. David was a past Director of the Boston Fixed Income Management Society and Vice Chairman of the Town of Duxbury’s Finance Committee.

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Gautam Chhada

Gautam Chhada, CFA Managing Director and Principal

Gautam Chhada joined Highmount in September 2004 and has both portfolio management and client relationship management responsibilities. He is actively involved in the investment decisions of the firm and is a voting member of the Investment Policy Committee.

Prior to joining Highmount Capital, Gautam spent three years with Arrowstreet Capital, an asset management firm that provides global equity investment strategies to institutional investors. Prior to that, Gautam served as head trader at Capital Counsel LLC, an investment advisory firm servicing high net worth individuals, families, foundations and endowments.

Gautam received his BA in finance from Boston University and is a CFA charter holder and a member of the New York Society of Security Analysts (NYSSA) and the CFA Institute.

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Jonathan Farrar

Jonathan Farrar, CFADirector

Jonathan joined the Highmount Investment Team in March, 2013. He leads the Multi-Manager Program with manager research and portfolio construction in addition to supporting IPC with asset class and thematic position research. Prior to joining the firm, Jonathan spent nearly six years with Veritable, LP. As a senior member of their Research group, he focused on manager selection and due diligence for both long-only and hedge funds investing outside of the US. Jonathan graduated summa cum laude from Lafayette College with a BS in Physics and BA in Mathematics and is a CFA charterholder and a member of the CFA Institute.

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Richard Chuk

Richard Chuk Associate Director

Richard joined Highmount Capital in January 2012. He serves as the portfolio manager of the U.S. Large Cap Equity strategy and provides research support to the Global Equity portfolio as well. Prior to Highmount, Richard worked as an equity trader at AMR Capital and was a private equity analyst at Macquarie Capital Funds. Richard started his career as an analyst for Bank of America’s healthcare investment banking group. He received a B.A. degree with distinction in both Economics and Political Science from Yale University in 2005.

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James Davie

James Davie, CFA Director

James Davie joined Highmount in March 2011 as an associate. He is currently an associate director and assists the Fixed Income Investment Group in research, trading, and portfolio management.

Prior to joining Highmount, James spent his time in a performance and attribution role in private funds at State Street, where he was responsible for eight client relationships.

James is a CFA charter holder and is currently attending Boston University’s evening MBA program.

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Henry Habgood

Henry HabgoodAssociate Director

Henry Habgood joined Highmount in August 2009 as an associate working with the Investment Policy Committee.

Prior to joining Highmount, Henry spent three summers as an intern and consultant for North American Management in Boston. During this time, Henry conducted background research and data analysis on publicly traded companies that were used by portfolio managers in making investment decisions. His experience also involved learning accounting methodologies in order to value publicly traded companies, creating models to assist with fixed-income asset allocation decisions, and managing interns.

Henry graduated in May 2009 with a BA in economics from Trinity College in Hartford, Connecticut. He is currently eligible for the Level 1 Chartered Financial Analyst (CFA) test.

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Chris Holcombe

Chris Holcombe Associate Director

Chris Holcombe joined Highmount in October 2013 as an associate director. He is involved in both portfolio and client relationship management.

Prior to joining Highmount, Chris spent six years in private wealth management at BNY Mellon where he was a member of a portfolio management team.

Chris received his B.A. from Colby College in Waterville, Maine. He is also a CERTIFIED FINANCIAL PLANNER™ Professional.

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Adam Shippey

Adam Shippey Associate

Adam Shippey joined Highmount in June 2012 as an associate, he is primarily responsible for third party manager research and due diligence. Prior to joining Highmount full-time, Adam interned with the firm in 2011 and worked part-time during the spring of his senior year while completing his undergraduate degree. Adam graduated from Princeton University in June 2012 with a concentration in economics and a certificate in politics.

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