ABOUT HIGHGROUND ADVISORS

Founded in 1930, HighGround Advisors is a nonprofit investment and charitable giving firm with over $2 billion in assets. As a nonprofit organization, our purpose is two-fold. First, we are committed to managing charitable gifts and financial assets for nonprofit organizations. A variety of investment services and expertise are offered to our clients including asset management, gift planning and account support services. Secondly, we strive to meet the needs of individuals who have the desire to financially support charitable organizations. HighGround offers customized and transparent solutions for endowment management and gift planning support designed to deliver the results our clients need to further their mission and life transforming work. Our subsidiary, HighGround Trust Company, was established in 1996 and is chartered by the Texas Department of Banking.

OUR VISION
Protect. Strengthen. Grow. 

OUR MISSION
To encourage, receive and manage charitable gifts for nonprofit organizations and charitably minded individuals dedicated to transforming lives.

OUR VALUES
Our core values are the heart of HighGround. These values embrace our Christian heritage and guide us as we work with those who are transforming lives.

We put the Client First.
We are Servant Hearted.
We act with Integrity.
We promote Innovation.
We are Visionary.
We lead with Professional Excellence.

LEADERSHIP

HighGround’s leadership team is committed to our brand promise and our core values. As such, they strive to keep our clients and staff at the center of everything we do by providing high-touch relationships and transparency. On average, each member brings more than 27 years of experience in a variety of fields and was strategically selected to propel our vision forward: to Protect, Strengthen and Grow the assets of our clients. Several members of the executive team also volunteer within the nonprofit community and serve on boards applicable to their field of expertise and/or other charitable organizations. HighGround is led by President and CEO, Jeff Smith and the other experts shown here.

Officers

Jeff W.  Smith
Jeff W. Smith
President and Chief Executive Officer
Ben  Curry, CPA
Ben Curry, CPA
Senior Vice President and Chief Operating Officer
David M. Slover
David M. Slover
Senior Vice President and Chief Strategy Officer
Joe H.  Wright, Jr.
Joe H. Wright, Jr.
Senior Vice President and Chief Investment Officer
Kari L. McGregor, CPA
Kari L. McGregor, CPA
Vice President and Chief Financial Officer
Joe Hancock
Joe Hancock
Vice President and General Counsel
Jim Nadalini
Jim Nadalini
Vice President and Chief Technology and Compliance Officer
Kellie  Morrison, CFA
Kellie Morrison, CFA
Vice President and Investment Officer of HighGround Trust Company
Colleen  Sims
Colleen Sims
Vice President for Institutional and Donor Services of HighGround Trust Company

BOARD OF DIRECTORS

Members of the HighGround Advisors and HighGround Trust Company Board of Directors have notable careers and leadership positions in marketing, banking, finance, investments, real estate, accounting and law. The board oversees the company and delegates day-to-day management to the executive team.

Highground Advisors Board of Directors
Highground Trust Company Board of Directors