Senior Leadership Team

Joseph Julian, PhD

Managing Director

Dr Joseph Julian is a Managing Director at Highmore.

 

Joseph’s experience includes working on structuring and capital formation of the real estate industry having participated in more than 2 million square feet of commercial real estate across the entire risk-return spectrum in multiple product types and geographies. Joseph 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 Joseph 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 overseeing $5 billion of institutional assets, covering commercial real estate, real assets, private credit, hedge funds and private equity. Prior to joining Witenberg Joseph served as Lead Market Strategist for Thomas White Asset Management where he was responsible for a “market perspective” publication and managed the firm’s proprietary real assets investment portfolio. Joseph also worked on providing macro research to advisors and guidance for implementing customized alternative investment asset allocations. He also executed risk management with an emphasis on non-correlation, risk factor diversification and dynamic rebalancing of investments.

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.