Daniel brings nearly 30 years of investment experience to build on Highland Associates’ growth helping clients navigate all economic cycles to meet their investment needs.

Regions Bank on Monday announced Paige Daniel has been elevated to serve as head of Highland Associates, Inc., a subsidiary of Regions Financial Corp. that serves the investment allocation needs of not-for-profit healthcare entities and mission-based organizations.

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Paige Daniel has been elevated to serve as head of Highland Associates, Inc., a subsidiary of Regions Financial Corp. that serves the investment allocation needs of not-for-profit healthcare entities and mission-based organizations.

A veteran leader at Highland who has served an integral role in its growth, Daniel joined the company in 2006 and most recently served as head of consulting, where she guided the firm’s strategic direction and day-to-day operations. She currently serves as a voting member of Highland’s Investment Working Group, which directs all asset allocation and research efforts of the firm. Additionally, she chairs Highland’s editorial group, which oversees research publication and seminar and conference content delivered by the group. Highland’s research is provided by Regions Bank’s Multi-Asset Solutions Group.

Regions acquired Highland in 2019, with Highland’s services complementing the broader work of Regions’ Institutional Services division within Regions Wealth Management. Highland’s work also aligns with Regions’ asset management and health care banking practice areas. Bill Ritter, head of Regions Wealth Management, said Daniel’s commitment to delivering a positive client experience will help Highland build on its success and growth.

“Highland Associates is an important part of our growth strategy at Regions Wealth Management, and we’re proud to enhance how we deliver research, guidance, insights and solutions through a centralized focus on helping clients navigate complex market conditions,” Ritter said. “Paige knows the power of Regions Bank’s go-to-market strategy, and she will continue to build upon the combined work of Highland and Regions Wealth Management to deliver a comprehensive banking and investment experience for clients’ long-term growth needs.”

Highland has offices in Birmingham and St. Louis and provides objective, research-driven investment counsel in the following areas:

• Healthcare, including hospital systems, academic medical centers, community hospitals, health plans and senior housing

• Foundations and Endowments, including higher education, independent schools, community foundations and private foundations

• Other Mission-Based Organizations, like nonprofit organizations and other charitable and faith-based organizations with specific missions

“For 19 years, Highland Associates has been my professional home, and I am deeply proud to lead it into the future,” Daniel said. “Our unique perspective in nonprofit healthcare, rooted in our legacy as a private company and strengthened by becoming part of the Regions Bank family in 2019, continues to guide our approach in strengthening portfolios, advancing missions and enhancing communities in many high-growth parts of the country. With this new leadership role, my goal remains the same: ensuring current and future clients receive exceptional service and tailored investment strategies to grow their missions.”

Daniel is a board member and former vice president of Finance for Rotary Club International, Downtown Birmingham chapter. She serves on the board and investment committee for The Women’s Foundation of Alabama and is an appointed member of the City of Mountain Brook Finance Committee.

Daniel earned a Bachelor of Arts in Economics from Vanderbilt University and a Master of Business Administration from Georgia State University.

About Regions Financial Corporation

Regions Financial Corporation (NYSE: RF), with $160 billion in assets, is a member of the S&P 500 Index and is one of the nation’s largest full-service providers of consumer and commercial banking, wealth management, and mortgage products and services. Regions serves customers across the South, Midwest and Texas, and through its subsidiary, Regions Bank, operates approximately 1,250 banking offices and more than 2,000 ATMs. Regions Bank is an Equal Housing Lender and Member FDIC. Additional information about Regions and its full line of products and services can be found at www.regions.com.

About Highland Associates

Highland Associates is a leading institutional investment advisory firm that provides objective, research-driven investment counsel to not-for-profit healthcare entities and mission-based organizations. The firm is a wholly-owned subsidiary of Regions Bank, headquartered in Birmingham, Alabama. Highland specializes in consulting not-for-profit healthcare providers and mission-based organizations, a distinct class of institutional investors. The firm’s service model fits clients that are unique in their purpose and in the roles that portfolio assets serve in pursuit of their mission. Highland was founded in 1987 and has since been a key advisor to institutions and plan sponsors.

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