Peter Case, CFA, CIPM, CAIA

Director of Fixed Income and Performance Reporting

As HighGround’s Director of Fixed Income and Performance Reporting, Peter is primarily responsible for public fixed income investment managers and cash investments in addition to overseeing HighGround’s investment performance and client reporting. Peter also provides general analytical support within the investment department, assists in research, portfolio construction and risk management activities, and collaborates on investment strategy and implementation of charitable and non-charitable trust accounts.

Prior to joining HighGround Advisors in 2015, Peter was a Data Analyst and Computer Aided Design and Drafting (CADD) Technician with Huitt-Zollars.

Peter holds a BBA in international business and an MBA in finance from the University of Texas at Arlington. He is a Chartered Financial Analyst (CFA®) charterholder, a Chartered Alternative Investment Analyst (CAIA®), and holds a Certificate in Investment Performance Measurement (CIPM®). He is a member of the CFA Society Dallas/Fort Worth as well as a member and active volunteer of the CFA Institute.

Asset Management

Helge Rokenes, CFA, CAIA
Vice President and Chief Investment Officer
Kellie Morrison, CFA
Senior Director of Client Investment Solutions
Carol A. Kilman
Senior Director of Investment Analysis and Due Diligence
Philip Godfrey
Director of Private Markets
Steven Thieme, CFA, CAIA
Director of Public Markets
Peter Case, CFA, CIPM, CAIA
Director of Fixed Income and Performance Reporting
Michael Duncan
Investment Analyst
Will Francis, CPL
Minerals Management Manager
Mark Carey
Real Estate Manager