Helge Rokenes, CFA, CAIA

Vice President and Chief Investment Officer

Helge is Vice President and Chief Investment Officer with HighGround Advisors. With nearly 20 years of investment management experience, he leads the investment team responsible for managing HighGround Advisors’ $2.6 billion in assets under management. His background includes strategic asset allocation policy, distribution and spending policy, portfolio construction, manager research and selection, and risk management.

Before joining HighGround Advisors in 2021, Helge managed the investment portfolio for The Meadows Foundation, a $700 million private foundation. Prior to The Meadows Foundation, he was Investment Manager for ABH Capital Management and an Institutional Sales Analyst for JP Morgan Asset Management.

Helge holds a BBA from Texas Lutheran University and an MBA from Baylor University. He served as a Lieutenant in the Royal Norwegian Navy, where he completed the Officer Training Program. Helge is a Chartered Financial Analyst (CFA®) charterholder and a Chartered Alternative Investment Analyst (CAIA®) as well as a member of the CFA Society of Dallas/Fort Worth and the CAIA Association.

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