Richard Veres, CFA, CEBS
rveres@highlandusa.net
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With more than 25 years of investment, employee benefit and finance
experience, Rich is the founding principal of Highland. Prior to starting
the firm in 1993, he began his consulting career with Hewitt Associates,
and has also worked as a senior consultant for an advisor of the Frank
Russell Company, as well as with investment management and investment
banking firms. |
Education
- BBA, College of William
and Mary
- MBA, Case Western
Reserve University
Professional Designations
- CFA Charterholder
- Certified Employee
Benefit Specialist
Membership
- The CFA Institute
- Investment Management
Consultants Association (IMCA)
- CFA Society of Cleveland
- Certified Employee
Benefit Specialist, (CEBS) Past President, NE Ohio Chapter
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Marc S. Williams, CFA
mwilliams@highlandusa.net |
Prior to joining Highland at its founding in 1993, Marc worked for an
advisor of the Frank Russell Company and was employed as a commercial
lending officer. With over 20 years of investment, employee benefit and
finance experience, Marc’s primary responsibility is client relationship
management and business development. |
Education
- BA, Kenyon College
(Magna Cum Laude, Phi Beta Kappa)
Professional Designation
Membership
- The CFA Institute
- CFA Society of Columbus
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Kelly H. O'Hara
kohara@highlandusa.net |
Kelly has more than 25 years of investment, finance and benefit
experience. She joined the firm in 1996 and maintained the investment
manager databases and directed client investment performance reporting.
She now works with corporate and not-for-profit clients. Her experience
includes expertise in financial, credit and cash flow analysis. Prior to
joining Highland, Kelly was a specialized corporate lender and worked
with a venture capital firm. |
Education
- BSBA, West Virginia
University (Magna Cum Laude, Beta Gamma Sigma)
- MBA, The University of
Akron
Professional Designations
- Retirement Plans Associate
- Certified Employee Benefit Specialist
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Carol A. Trzcinski
ctrzcinski@highlandusa.net |
With over 20 years of investment and employee benefit consulting
experience, Carol joined Highland in 2000. She also has significant
experience with investment and related communications. Carol was a
principal and director of a regional management consulting firm’s
retirement practice. Carol serves clients from Highland’s Columbus
office. |
Education
- BS, University of Toledo
(Magna Cum Laude, Valedictorian, Phi Kappa Phi)
Membership
- Harbor Behavioral
Healthcare, Past President, Treasurer, Board of
Directors
- Camp Storer, Board of Directors
- Franklinton Tutoring
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T. Randall Fairfax
rfairfax@highlandusa.net |
Randy has over 25 years of finance, business and wealth strategy consulting
experience. Randy works with clients to create strategies and plans to
maximize the transfer of wealth with values, while minimizing taxes and
liabilities. Prior to joining Highland Randy was a principal of a wealth
advisory firm and in the private client group of a large national bank. |
Education
- BS, University of Akron
- MBA, University of Akron
Professional Designation
- Certified Financial
Planner
Membership
- Akron Estate Planning
Council
- Kingdom Advisors
- Cleveland Estate
Planning Council
- Financial Planning
Association
- National Committee of
Planned Giving
- Board Member, Moody Bible Institute
- The Stewardship Alliance
- Board Member/Chair,
Urban Vision
- Regional Board Member, Fellowship
of Christian Athletes
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Kevin Mahon
kmahon@highlandusa.net |
Kevin joined Highland in 2000 and has more than 25 years of relevant
investment, finance and accounting experience. In addition to client
account and firm accounting functions, Kevin works primarily with
Highland’s private clients, family offices and oversees the firm’s
business matters. Prior to Highland, Kevin was employed with a regional
accounting firm. |
Education
Professional Designation
- Certified Public
Accountant
- Kevin is currently a
student in the Certified Employee Benefit Specialist Program.
Membership
- American Institute of
Certified Public Accountants
- Ohio Society of
Certified Public Accountants
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Frank Zombek
fzombek@highlandusa.net |
Frank has over 35 years of experience in human resources, benefits, and communications and has held various management and administrative positions in these functional areas. Over 25 years of his career have been devoted to consulting, with senior consulting roles at major national and regional firms where he served as a relationship manager for major clients and client assignments. Frank’s responsibilities at Highland focus on client relationship management, project management, business development, and marketing of the firm’s services. |
Education
- B.A. John Carroll University
- Graduate Work, University of Minnesota
Membership
- WEB (Working in Employee Benefits), Steering Committee, Cleveland Chapter
- NOHRPS (Northeast Ohio Human Resource Planning Society)
- Health Action Council of Cleveland
- Employers’ Health Coalition of Ohio
- Providence House (2000-2008)
- Sisters of the Humility of Mary, Financial Advisory Board
- Cleveland Central Catholic High School, Admissions and Marketing Committee
- Catholic Charities of Cleveland, Human Resources Advisory Board
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Joel Baker, CFA
jbaker@highlandusa.net |
Joel has significant experience and a diverse background
in institutional, financial and business advisory consulting. Joel began his consulting career with IBM and
subsequently was with Ernst & Young as a senior consultant. Since joining Highland in 2004, Joel has devoted
his time to the Highland research team and various special client projects.
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Education
- BBA, Cleveland State University (Summa Cum Laude, Beta Alpha Psi)
- MBA, Baldwin Wallace College
Professional Designation
Membership
- The CFA Institute
- CFA Society of Cleveland
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