Helge Rokenes, CFA, CAIA

Vice President and Chief Investment Officer

Helge is Vice President and Chief Investment Officer with HighGround Advisors. With nearly 20 years of investment management experience, he leads the investment team responsible for managing HighGround Advisors’ $2.6 billion in assets under management. His background includes strategic asset allocation policy, distribution and spending policy, portfolio construction, manager research and selection, and risk management.

Before joining HighGround Advisors in 2021, Helge managed the investment portfolio for The Meadows Foundation, a $700 million private foundation. Prior to The Meadows Foundation, he was Investment Manager for ABH Capital Management and an Institutional Sales Analyst for JP Morgan Asset Management.

Helge holds a BBA from Texas Lutheran University and an MBA from Baylor University. He served as a Lieutenant in the Royal Norwegian Navy, where he completed the Officer Training Program. Helge is a Chartered Financial Analyst (CFA®) charterholder and a Chartered Alternative Investment Analyst (CAIA®) as well as a member of the CFA Society of Dallas/Fort Worth and the CAIA Association.

Asset Management