The Investment and Operations Team at HighGround Advisors is responsible for managing and optimizing the company's $2.6 billion in assets. They conduct in-depth investment analysis and due diligence, oversee institutional and trust administration, and handle securities operations. This team ensures that the asset protection and growth strategies align with the mission of supporting nonprofit client partners.
Carol Kilman
Senior Director Of Investment ...
Chrissy Surles
Operations Manager
Connor Roden
Manager Of Institutional & Tru...
Helge Rokenes Cfa, C...
Vice President And Chief Inves...
Linda Jessup
Assistant Operations Manager/s...
Michael Duncan
Investment Analyst
Nathan Pollard
Operations Specialist
Peter Case Cfa, Cipm...
Investment Officer
Zebulun Keck
Operations Specialist
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