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MFWire: HighMark Funds, North Track Funds [ETFs]
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HighMark Capital Management
350 California Street
Suite 1600
San Francisco, CA  94104
Google Maps

Main Phone: 800-433-6884
Web Site: http://www.highmarkfunds.com

Mutual Fund Brand(s)
HighMark Funds, North Track Funds [ETFs]

Research Links
  • SEC Fund Filings by CIK

  • Background:
    In April 2013, news broke that Nationwide Funds closed a deal to acquire 17 equity and fixed-income funds from HighMark, while Natixis arm Reich & Tang acquired HighMark's money market funds business. The Nationwide deal was completed in September 2013.

    Founded as the mutual fund arm of Union Bank of California.

    Highmark first expanded its line-up through the use of a subadvisor in 2001 when it hired Nicholas-Applegate to subadvise its then-new Small Cap Growth Fund.

    Fund Adoptions
    Bailard Opportunities Funds were adopted in April 2006.

    Ziegler Adoption
    Highmark adopted eight North Track mutual funds from Ziegler in February 2009.
    Sponsored Opportunities

    Key People:
    Earle Malm
    President and Chief Executive Officer, HighMark Capital Management
    David Goerz III
    Senior Vice President and Chief Investment Officer, HighMark Capital Management
    Jonathan Fayman
    Senior Vice President and Chief Investment Officer, HighMark Capital Management
    Catherine Vacca
    Senior Vice President and Chief Compliance Officer, HighMark Capital Management
    Kevin Rowell
    Senior Vice President and Managing Director of Mutual Funds, HighMark Capital Management
    Kevin Rogers
    Senior Vice President and Managing Director of HighMark Capital Advisors, HighMark Capital Management
    Pamela O'Donnell
    Vice President & Director of Mutual Fund Administration, HighMark Capital Management
    Christine Weiss
    Vice President and Manager of Sub Advisory Services Group, HighMark Capital Management
    John Flynn
    Senior Vice President, Institutional Sales & Marketing, HighMark Capital Management
    Story Archive for HighMark Capital Management
    Published On Story Headline Publication
    9/18/2017 Follow the Fundsters - September 18, 2017 MFWire.com
    6/19/2013 HighMark Adds a PM to Three Funds MFWire.com
    6/7/2013 Nationwide Replaces Three Sub-Advisors With One MFWire.com
    4/3/2013 Spangler Says HighMark Purchase is One Part of 2013 Growth Plan MFWire.com
    4/3/2013 Nationwide's Spangler Unveils a $3.6B Mutual Fund Deal MFWire.com
    4/3/2013 HighMark's Money Market Fund Biz Sells MFWire.com
    4/3/2013 Nationwide and Reich & Tang Buy the Pieces of an $8 Billion Shop MFWire.com
    1/23/2012 HighMark Wins a Rebranded Mutual Fund Mandate MFWire.com
    9/22/2011 HighMark's Bond Fund Scores High Marks from Raymond James MFWire.com
    8/5/2011 HighMark Mulls Options for One of its Funds MFWire.com
    5/4/2011 HighMark Taps a Hancock Vet for a New Sales Gig MFWire.com
    1/14/2011 HighMark Hires Two Wholesalers, Hunts for a Divisional Manager MFWire.com
    11/1/2010 HighMark Gains Access to Merrill MFWire.com
    10/20/2010 HighMark Hires a Former Money Magazine Reporter MFWire.com
    8/27/2010 HighMark Hunts for a Sales Pro in New England MFWire.com
    7/28/2010 UBS Gives a Fund Family High Marks MFWire.com
    6/24/2010 HighMark Seeks Subadvisors MFWire.com
    6/23/2010 Highmark Taps a New Sales Honcho MFWire.com
    12/30/2009 A Bank-Owned Fund Firm Plots a Sales Force Expansion MFWire.com
    8/3/2009 HighMark is Hiring MFWire.com
    7/20/2009 North Track Re-Org Proceeded With The Aid of a Consultant MFWire.com
    7/7/2009 HighMark Taps a TCW Alum to Run its Equities Group MFWire.com
    6/10/2009 HighMark Keeps Ziegler Thinking Small MFWire.com
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