Joe H. Wright, Jr.

Senior Vice President

Joe is Senior Vice President at 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.

Officers

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