Joseph Julian, PhD- Highmore Group Advisors

Dr Joseph Julian is a Managing Director at Highmore.

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 investment asset allocation, manager selection, portfolio construction, 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.

Prior to joining Oppenheimer Joseph was Head of Absolute Return Strategies for Witenberg Investment Companies where he provided hedge fund of funds portfolio management, due diligence, manager selection, and risk management overseeing $5 billion of institutional assets. At Witenberg he applied a multi-asset and multi-strategy approach to the markets that was top down with a macro overlay. Before joining Witenberg Joseph served as Lead Market Strategist for Thomas White Asset Management where he was responsible for a weekly “market perspective” publication and provided hedging for the firm’s proprietary assets. Joseph also worked on providing customer advice and guidance for traditional and alternative investments and performed analyst level work for general asset allocation of fixed income, US equities, foreign equities, absolute return, commodity, real assets and private equity due diligence for investment. He also executed risk management with an emphasis on risk factor diversification and dynamic rebalancing of investments. Joseph met with advisors and clients to discuss capital market trends and opportunities and contributed to the significant growth and success of the firm.

Joseph 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 has received awards from the Rockefeller Foundation, the Ford Foundation, the National Endowment for the Arts, Washington D.C. and the 2013 Hedge Fund Institutional Advisor Award.

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