Growing Investment Advisor Moves to Downtown Winston-Salem

Monday, December 2nd, 2019

Verger Capital, the Outsourced Chief Investment Officer (OCIO) firm exclusively serving non-profit organizations, has relocated its office from Wake Forest University’s campus to 751 West Fourth Street in downtown Winston-Salem, currently home to The Winston-Salem Foundation. Situated in the heart of the growing downtown area, this new office will provide views of the city and easy access for visitors to the firm.

Verger was created in 2014 out of the Wake Forest University (Wake Forest or the University) Office of Investments to provide non-profit institutions with the same access to talent, service and investment opportunities that it has afforded the University. Today, Verger continues to manage the endowment for Wake Forest as a client and joint venture partner in the firm along with the assets of other non-profit clients, totaling approximately $1.8 billion in assets under management.

This move comes on the heels of growth within the Verger team. Over the past five months, the firm has added two new members, Brian Clark in the role of Investment Director and Tricia Walker in the role of Senior Fund Analyst. Brian comes to Verger with over a decade of experience in the investment industry, specifically with endowments and foundations. Most recently Brian served as Investment Manager at The Harry and Jeanette Weinberg Foundation in Baltimore, MD, where he assisted in the management of the Foundation’s approximately $2.9 billion in assets. Tricia also joins the team with a decade of experience serving in a similar role within the Cornell University Office of Investments where she was a key member of the team responsible for investment operations, performance reporting, and portfolio administration.

Both Brian and Tricia have relocated their families to the Winston-Salem area.

“It has been a privilege to spend the last five years on Wake Forest’s campus as part of the Winston-Salem community. While we will miss the energy that comes from being on a university campus, we look forward to spending the next chapter of our story in our vibrant downtown,” said Jim Dunn, Verger Chief Executive and Chief Investment Officer. “We hope that this new office space will play a role in continuing to build on Verger’s momentum and success.”

Verger’s last day on Wake Forest’s campus was November 22, 2019.