Connor Roden, CTFA

Institutional and Trust Administration Manager

In his role as Institutional and Trust Administration Manager, Connor oversees the client support team and all aspects of account administration, including client accounts, financial reports, tax returns, financial calculations, and presentation materials.

Prior to joining HighGround in 2018, Connor spent his career in retail banking, where he focused on building strong client relationships and providing excellent support to his clients. He holds a Certified Trust & Fiduciary Advisor (CTFA) designation and BBA in finance from Texas State University.

Account Support Executives