Kellie serves as the Senior Director of Client Investment Solutions and leads all investment activity for HighGround’s Client Solutions team. Kellie began her career at HighGround Advisors in 1989 and has served in various key investment positions during her tenure.
In her current role, Kellie collaborates closely with HighGround’s investment team to enhance the existing investment platform and develop custom solutions tailored to the needs of our client partners. She guides the strategy, design, implementation, and ongoing monitoring and evaluation of client investment portfolios. Additionally, Kellie works closely with nonprofit organizations as they evaluate HighGround’s investment management options.
Kellie is also the Vice President and Investment Officer of HighGround Trust Company, which was established in 1996 and chartered by the Texas Department of Banking.
She holds a BA and an MBA from Baylor University, is a Chartered Financial Analyst (CFA®) charterholder and is a member of both the CFA Institute and the CFA Society Dallas/Fort Worth. She is also a Board Member for Equest, an organization providing therapeutic horsemanship activities and therapies to children and adults with physical, cognitive, sensory, coping and learning disabilities.