Emilie joined HighGround in 2023, and in her role as Account Manager, she supports clients as the day-to-day contact for all their account service needs. She is responsible for the ongoing oversight and management of endowment funds, trusts, charitable gift annuities and donor-advised funds. Emilie also assists in the preparation of tax returns, financial calculations, income projections, client presentations and audit materials.
Before HighGround, Emilie worked in client relations at Vanguard. She holds a BA in communication with a minor in business from Texas A&M University. She also holds the Series 63 securities registration.
Account Support Executives