Joseph Isbell

Account Manager

Joseph joined HighGround in 2023 and in his role as Account Manager, he supports clients as the day-to-day contact for all their account service needs. He is responsible for the ongoing transactional management of endowment funds, short-term investments, trusts, charitable gift annuities and donor-advised funds. Joseph also assists in the preparation of tax returns, financial calculations, income projections, client presentations and audit materials.

Joseph holds a finance degree from Dallas Baptist University and previously worked as an investments intern at HighGround.  

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
Controller
Connor Roden
Institutional and Trust Administration Manager
Amie Meldrum
Senior Account Manager
Emilie Jacobs
Account Manager
Joseph Isbell
Account Manager
Ariela Rodrigues
Account Manager