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Mandy Poe

Chief Compliance Officer at Highland Associates; Birmingham, AL

Mandy Poe, whose full name is Amanda H. Poe, is the Chief Compliance Officer at Highland Associates in Birmingham, Alabama.35 In her role, she is responsible for developing, implementing, and monitoring the processes by which the firm complies with regulatory requirements.5 Highland Associates is a strategic investment consultancy that specializes in empowering nonprofit healthcare and mission-based organizations.6

Highland Associates, where Mandy Poe works, is a well-established firm:

  • Founded on August 21, 19872
  • Located at 2545 Highland Avenue South, Suite 200, Birmingham, Alabama 352052
  • Manages assets of approximately $23.6 billion as of August 9, 20244
  • Employs 19 people, with 95% being investors and 16% brokers4
  • Serves 61 clients, primarily focusing on corporations, pension plans, and charitable organizations4

As part of the management team at Highland Associates, Mandy Poe works alongside other key executives such as Trey Echols (President and CEO) and Joey Paganelli (Director of Client Intelligence).1

Highlights

Feb 12 · highlandassoc.com
Our Team | Highland Associates
Our Team | Highland Associates
Feb 12 · highlandassoc.com
Highland Associates: Home
Feb 12 · highlandassoc.com
Highland Associates
Nov 19 · highlandusa.net
Home - Highland Consulting Associates, Inc.
Jun 30 · aum13f.com
Highland Associates Inc | AUM 13F
Jan 1 · rocketreach.co
Highland Associates Management Team | Org Chart - RocketReach
HIGHLAND ASSOCIATES INC - birmingham - Retirementplanning.net

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Location

Birmingham, Alabama, United States