Jordan Lovelady

Assistant Vice President for Client Investment Solutions

As HighGround’s Assistant Vice President for Client Investment Solutions, Jordan works closely with nonprofit organizations as they evaluate HighGround’s investment management options and fund solutions. In collaboration with HighGround’s investment team, he facilitates effective communication of investment solutions, creates and monitors client investment strategies and reports investment results to client partners, with a primary objective of providing excellent client service.

When Jordan joined HighGround in 2021, he brought thirteen years of finance and operations experience, both in the for-profit and nonprofit sectors. He previously served as Chief Financial Officer and Chief Operating Officer of Morningside Senior Living, where he oversaw investment and endowment management, yearly budgeting, financial planning and analysis, strategic planning, and project management. He also worked in financial analysis and planning at Buckner Retirement Services, Buckner International, and Raytheon Company.

Jordan holds a BBA in business management from Baylor University.

Officers

Jeff W. Smith
President and Chief Executive Officer
Ben Curry, CPA
Senior Vice President and Chief Operating Officer
David M. Slover
Senior Vice President and Chief Strategy Officer
Kari L. McGregor, CPA
Senior Vice President and Chief Financial Officer
Joe Hancock
Senior Vice President and Chief Legal Officer
Helge Rokenes, CFA, CAIA
Vice President and Chief Investment Officer
Kellie Morrison, CFA
Senior Vice President and Investment Officer of HighGround Trust Company
Jordan Lovelady
Assistant Vice President for Client Investment Solutions
Lacy Cagle
Assistant Vice President for Marketing & Communications