Bellevue’s Highland Private Wealth Management Firm Announces New Co-Presidents | News

Highland Private Wealth Management, an investment management and wealth advisory practice based in Bellevue, recently announced that it has promoted Kyle Thomas and Michael Greene to co-presidents.

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John Christianson, who has been serving as president and CEO, will continue as CEO.

The promotions are part of Highland’s “commitment to strengthening leadership, supporting team development, and building upon (its) mission to help clients discover how their money can support the things that matter most in their life …, ” Highland said in a news release.

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Thomas has been with Highland since 2021 and has worked to drive strategic initiatives and expand the firm’s team, the release noted. In his new role, Thomas will be responsible for overseeing companywide marketing and growth objectives, brand development, client experience, and people operations.

“I’m excited to step into this new role and help guide Highland into its next phase of growth,” Thomas said. “Our focus is on raising the bar for client experience by building on the strong foundation we’ve established and leveraging the strengths of our leadership team. We’re committed to ensuring that our clients achieve their financial goals while finding greater fulfillment and joy along the way.”

Greene, who has been with the practice since 2013, will take on a broader set of responsibilities and oversee Highland’s acquisition strategies, and finance and operation teams, while also leading operational growth and scalability.

“I am honored to step into this role,” Greene said. “I’m excited to work closely with the rest of our talented team to build on Highland’s legacy.”

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Additionally, Greene is slated to lead new initiatives concentrated on leveraging data and technology to optimize efficiency and client experience.

Christianson shared his support for the duo’s promotion.

“I’m excited to continue to pursue our mission of revolutionizing wealth management by helping clients accelerate their time to joy,” Christianson said. “With the added executive support, I can focus my energy on creating a world where Wealth Confidants are the advisors of the future.”