Joe is Senior Vice President, Chief Investment Officer with HighGround Advisors. Joe has over 23 years of institutional investment experience, with over 18 years managing endowment and planned giving assets for charitable nonprofit institutions. He leads a ten-member investment team responsible for managing HighGround Advisors’ $2 billion in assets under management. His background includes strategic asset allocation policy,
distribution and spending policy, asset class strategy, manager research and selection, portfolio construction, risk management, performance measurement and attribution, and oversight of the firm’s consulting and custody relationships.
Before joining HighGround Advisors in 2001, Joe worked for J.C. Penney Company, Inc., where he led the company’s investment activities for its qualified defined benefit, defined contribution 401(k) and health and welfare benefit plans totaling more than $7.5 billion.
Joe holds an MBA from the University of Texas at Dallas and a BBA from Baylor University. Joe has served on the Investment Committee of the Circle Ten Boy Scout Council’s Foundation since 1996 and is a founding member of the National Society of Institutional Investment Professionals,
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