Joe is Senior Vice President with HighGround Advisors. He has over 25 years of institutional investment experience, including 20 years managing endowment and planned giving assets for charitable nonprofit institutions. 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. Formerly HighGround’s CIO, Joe is working alongside newly appointed CIO Helge Rokenes until retiring in December 2021.
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 a BBA from Baylor University and an MBA from the University of Texas at Dallas. He has served on the investment committee of the Circle Ten Boy Scout Council’s Foundation since 1996 and was recently selected to serve as a member of Circle Ten Foundation's Board of Trustees. He is also a founding member of the DFW Institutional Investment Forum.