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Paul R. Wozniak

Managing Director & Chief Operating Officer at HighMark Capital Management, Inc.
Overview
Relationships
Paths
Education
Career History
Political Donations
Investments

Paul R. Wozniak

Managing Director & Chief Operating Officer at HighMark Capital Management, Inc.

Overview

Notable Companies
HighMark Capital Management, Inc.

MVC Capital, Inc.

meVC.com
Number of Relationships
This person is connected to 229 people.

Relationships See Details


Director of Mutual Fund Administration at HighMark Capital Management, Inc.

Vice President Senior Portfolio Manager at HighMark Capital Management, Inc.

President & Chief Executive Officer Chief Fixed Income Officer at HighMark Capital Management, Inc.

Managing Director Manager Research & Product Management at HighMark Capital Management, Inc.

Managing Director & Director of Research at HighMark Capital Management, Inc.

Managing Director Chief Equity Officer at HighMark Capital Management, Inc.

Managing Director National Portfolio Management Executive at HighMark Capital Management, Inc.

Managing Director & Portfolio Management Executive at HighMark Capital Management, Inc.

Managing Director Director, Taxable Fixed Income at HighMark Capital Management, Inc.

Managing Director at HighMark Capital Management, Inc.
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Educational Background

BS in Accounting 
Founded in 1888, The University of Scranton is a private Catholic and Jesuit university that is known for outstanding academic quality, a beautiful and technology-rich campus, and a sense of community that helps you feel right at home. Nestled in Pennsylvania’s Pocono Northeast region, The University’s 58-acre hillside campus is in the heart of Scranton, a community of 75,000 within a greater metropolitan area of 750,000 people. Scranton offers 61 bachelor’s degree programs, 45 minors, 25 master’s degree programs and a doctor of physical therapy program through four colleges and schools. Visit our Undergraduate and Graduate program pages to see the full range of available majors. Always Improving Since 2003, we've invested more than $237 million in campus improvements, either completed or under way. Recently completed buildings include a new campus center and sophomore residence hall. In fall 2011, the University opened the first phase of the new Loyola Science Center, as well as Pilarz and Montrone halls, which include apartment-style residences and a fitness center. The second phase of the Loyola Science Center opened in fall 2012. In addition, we recently completed a beautification project extending the Commons and improving Mulberry Street, the gateway to campus.

Career History

Managing Director & Chief Operating Officer
2014 - Current
HighMark Capital Management (HCM) combines fundamental, quantitative, and econometric analyses to build diversified equity portfolios. The firm's Fundamental team looks for companies with double digit growth rates that have sustainable competitive advantages. HCM's Value team looks for underappreciated firms with unrealized potential or assets. The Core team uses information-based analysis to find companies where informed investors have positive outlooks. HCM’s Fixed Income team performs intensive market and credit research to identifyhigh-quality issues. To minimize volatility, they carefully manage interest rate andcredit risk and reposition portfolios as necessary to capitalize on opportunities arising from changes in interest rates, the yield curve and sector spreads. HCM’s cash management specialists use extensive analysis of market sectors and individual issues to enhance diversification and reduce volatility. The firm invests in a range of investment-grade domestic and foreign dollar-denominated securities to meet a variety of liquidity needs.HCM offers various style-specific strategies using internal and external managers. They actively manage equity, fixed income, liquidity management and multi-asset strategies. HCM's equity strategies include: Value; Quantitative Large- and Small-Cap Core; Fundamental Large-Cap Growth and Fundamental Equity; Relative Dividend Yield; and Fundamental Advantage. HCM's fixed income strategies include Core, Intermediate-Term, Investment Grade Corporates, Short-Term, National Tax-Free and California Tax-Free. For the management of cash and excess working capital, the firm offers domestic and non-US liquidity strategies that invest mainly in money market instruments. HCM's Multi-Asset strategies include Balanced, Asset Allocation and Portfolio Optimization. HCM uses a proprietary optimization model designed to provide a better asset class mix. Other strategies are offered through third-party sub-advisor relationships.
Chief Financial & Chief Operating Officer
Prior
MVC Capital Inc is a business development company that invests in small & middle market companies primarily located in the US. The fund targets companies with secure market positions, strong management teams, growth potential, sustainable competitive advantage, and stable free cash flows, revenues of $10 - $150 and an EBITDA of $3 - $25 million. It focuses on companies operating across a broad range of sectors including consumer products, industrial, manufacturing or services, food or food services, financial services, value-added distribution and specialty chemicals. It provides financing for MBOs, going private transactions, private company recapitalization, operational turnarounds, corporate partnerships, leveraged buildup, acquisitions and growth or expansion capital requirements with an investment size ranging from $3 to $25 million. It makes controlling and non-controlling investments in the form of equity, preferred stock, warrants, subordinated debt, term loans, and cash flow loans. It also makes co-investments.
Chief Financial & Chief Operating Officer
Prior
Chief Financial Officer, Chief Operating Officer & Managing Director
Prior
Shott Capital Management (SCM) provides an array of distribution management products ranging from a short-term liquidation strategy to a long-term reinvest product. Many of the firm's clients participate in the firm's cash-back products, in which cash proceeds from sales are immediately returned to the client. For these cash-back accounts, they distinguish between liquidation accounts and actively managed accounts. The portfolio objective for actively managed accounts is to enhance total returns on the portfolio by holding a core portfolio of securities with potential for superior long-term growth. SCM's portfolio management strategy incorporates fundamental, bottom-up portfolio company research and top-down analysis on new and developing industry trends. They seek to identify two or three market leaders in each industry sector. At the same time, SCM limits volatility and reduces downside risk by realizing gains and returning cash.Though not limited by sector, SCM tends to invest in the stocks of US companies in the technology services, finance and electronic technology sectors. The firm invests across all market-caps, with emphasis on the stocks of small-cap and mid-cap companies. SCM maintains a low turnover rate.
Vice President
Prior
Montgomery Asset Management LLC is an American private company located in Sarasota, FL, that provides investment advice. The firm was founded by Josephine Santos Jiménez.
Employee, International Investments
Prior

Political Donations

$100
2010
Governor of California

Investments

Details Hidden
Movement Ventures Holdings LLC develops interactive content tools for publishers and marketers. It offers Qzzr which allows users to build, embed and share their own quizzes online. The company was founded by Joshua Little and Bucky Flowers in 2014 and is headquartered in Lehi, UT.

Other Affiliations

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