Emilie Jacobs

Account Manager

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 transactional management of endowment funds, short-term investments, 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

Kari L. McGregor, CPA
Vice President and Chief Financial Officer
Colleen Sims
Vice President for Institutional & Donor Services of HighGround Trust Company
Rachel Lau, CPA, CIA, PMP
Connor Roden
Institutional and Trust Administration Manager
Amie Meldrum
Senior Account Manager
Emilie Jacobs
Account Manager
Joseph Isbell
Account Manager
Ariela Rodrigues
Account Manager