Kellie Morrison, Cfa Email & Phone Number

Kellie serves as vice president of HighGround Trust Company and leads all investment activity for the company’s charitable and non-charitable trust and endowment accounts. In her role, Kellie also provides counsel to clients and donors regarding their charitable investment needs and oversees all account trading, performance metrics and reporting activities.Kellie is a graduate of Baylor University with BA and MBA degrees. She is a CFA charterholder and a member of the CFA Institute and CFA Society Dallas/Fort Worth. She is a previous Board Member for Equest, an organization providing therapeutic horsemanship activities and therapies to children and adults with physical, cognitive, sensory, coping and learning disabilities.

Listed skills include Investment Management, Asset Management, Financial Modeling, Investments, and 10 others.

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  Senior Director Of Client Investment Solutions / Vice President Highground Trust Company

  Highground Advisors

  Oct 1989 - Present - Dallas/Fort Worth Area

  Kellie serves as the Senior Director of Client Investment Solutions and leads all investment activity for HighGround’s Client Solutions Team. Kellie began her career at HighGround Advisors in 1989 and has served in various key investment positions during her tenure.In her current role, Kellie collaborates closely with HighGround’s investment team to enhance the existing investment platform and develop custom solutions tailored to the needs of our client partners. She guides the… Show more Kellie serves as the Senior Director of Client Investment Solutions and leads all investment activity for HighGround’s Client Solutions Team. Kellie began her career at HighGround Advisors in 1989 and has served in various key investment positions during her tenure.In her current role, Kellie collaborates closely with HighGround’s investment team to enhance the existing investment platform and develop custom solutions tailored to the needs of our client partners. She guides the strategy, design, implementation, and ongoing monitoring and evaluation of client investment portfolios. Additionally, Kellie works closely with nonprofit organizations as they evaluate HighGround’s investment management options.Kellie is also the Vice President and Investment Officer of HighGround Trust Company, which was established in 1996 and chartered by the Texas Department of Banking. Show less