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