HighGround Advisors
Helge Rokenes, CFA, CAIA has extensive work experience in investment management. Helge currently serves as the Vice President and Chief Investment Officer at HighGround Advisors since August 2021. Prior to that, Helge worked as the Managing Director at The Meadows Foundation from April 2014 to August 2021. Helge began their career as an Investment Manager at ABH Capital Management in August 2003 and held that position until April 2014.
Helge Rokenes, CFA, CAIA, pursued their education in a chronological manner. Helge completed their Master of Business Administration (MBA) from Baylor University's Hankamer School of Business, where they studied from 2001 to 2003. Prior to that, they attended the Royal Norwegian Navy from 1996 to 1998, although specific degree and field of study information is not provided for this period.
In addition to their education, Helge Rokenes has obtained two additional certifications. Helge holds the Alternative Investment Analyst Charter (CAIA Charter) from the CAIA Association, which they obtained in February 2021. Furthermore, they are a Chartered Financial Analyst, with the institution listed as "162977," although the specific details regarding the month and year of obtaining this certification are not available.
HighGround Advisors
Founded in 1930, HighGround Advisors is a nonprofit investment management and trust services company with $2.6 billion in assets. Our purpose is to advance the life-transforming work of our nonprofit client partners, and those who support them, by protecting, strengthening and growing the assets they entrust to us. Our areas of expertise include: endowment and investment management, real estate and minerals management, and gift planning. Our subsidiary, HighGround Trust Company, was established in 1996 and is chartered by the Texas Department of Banking.