General Investing >> Money Manager Interviews >> October 19, 2009
David J. Goerz, Senior Vice President, Chief Investment Officer, joined HighMark Capital Management in 2003. As CIO, Mr. Goerz provides leadership to all of HighMark's investment activities. He chairs the Investment Policy Committee and the Asset Allocation Committee, as well as being a member of the Executive Committee and Board of Directors. Mr. Goerz has more than 19 years of investment management experience. Prior to joining HighMark, he was Chief Investment Officer of mPower Advisors and Morningstar Associates, subsequent to acquisition. Previously, he was Director of Global Asset Allocation Research and Portfolio Manager, as well as serving as Chairman of the Asset Allocation Strategy Group for Wellington Management. He also held portfolio management and senior investment research positions with TSA Capital Management and ARCO Investment Management. Mr. Goerz regularly appears on CNBC, Fox Business News, as well as Bloomberg TV and Radio. He also is quoted frequently in various investment periodicals. He also serves on the Board of Directors for Axioma, Inc., an investment software company. Mr. Goerz received his BS degree from UCLA in Applied Mathematics and a Masters degree in Operations Research Engineering from Stanford. Profile
TWST: Why don't you begin with an overview of HighMark Capital Management and what you do there?
Mr. Goerz: HighMark currently manages over $17 billion in assets. We are a multi-discipline firm and
