Joe H. Wright, Jr.

Senior Vice President and Chief Investment Officer

Joe is Senior Vice President and Chief Investment Officer with HighGround Advisors. He has over 24 years of institutional investment experience, including 19 years managing endowment and planned giving assets for charitable nonprofit institutions. He leads a 10-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 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. He is also a founding member of the DFW Institutional Investment Forum and serves on its Texas Advisory Board.

Officers

Jeff W.  Smith
Jeff W. Smith
President and Chief Executive Officer
Ben  Curry, CPA
Ben Curry, CPA
Senior Vice President and Chief Operating Officer
David M. Slover
David M. Slover
Senior Vice President and Chief Strategy Officer
Joe H.  Wright, Jr.
Joe H. Wright, Jr.
Senior Vice President and Chief Investment Officer
Kari L. McGregor, CPA
Kari L. McGregor, CPA
Vice President and Chief Financial Officer
Joe Hancock
Joe Hancock
Vice President and General Counsel
Kellie  Morrison, CFA
Kellie Morrison, CFA
Vice President and Investment Officer of HighGround Trust Company
Colleen  Sims
Colleen Sims
Vice President for Institutional and Donor Services of HighGround Trust Company