“It has been a privilege to witness the amazing work done by so many generous people and to have a positive impact on the financial resources of many charitable organizations, corporations, and individuals that directly sustain programs for healthier communities and happy retirements.”
Barbara brings to Highland years of experience as a chief portfolio strategist, responsible for non-profit investments and portfolio management. At Highland, Barbara collaborates with her team conducting investment research on all types of assets, constructing diversified investment portfolios, and working with clients to help optimize investment resources to meet their objectives.
“While I love the intellectual challenge of investment research, relationships are the most enjoyable aspect of the business. I love working with a wide variety of people (clients, colleagues, and investment specialists) to assemble the resources and ideas that help clients make the right decisions and improve outcomes for their unique situations.”
Many people crave routine and predictability. Not Barbara. (Which makes her especially well-suited to investment management, wouldn’t you say?) Barbara prefers activity and lots of it. She and her husband and their adult children ski and snowboard in the winter, and they hike, bike, golf, play tennis and canoe in the summer. If Barbara can’t find a suitably adventurous activity, she’ll create one—and surprise everyone with it. (Consider yourself forewarned. Her surprise adventures can involve equipment like helmets and wetsuits.) Barbara would love to meet and talk with you, but don’t expect to sit and linger for too long.
- 32 years relevant experience
- 1 year with Highland
- BA, Cleveland State University
- IMBA, Baldwin Wallace University
- CFA® Charterholder
- CFA Institute
- CFA Society of Cleveland
- YWCA of Cleveland, Board Member