Dare to guess what is Verger’s most important asset? One hint, they walk through the door every morning. Realizing that really good human capital can be difficult to find and sometimes hard to keep, we recognize the importance of foundational intention in order to attract, motivate, and retain talent. Good to Great author said “great vision without great people is irrelevant”. Jim Collins, we like the way you think. That’s why here at Verger we strive to create a culture of collaboration and camaraderie – one that can be seen not only through our open workspace but all the way through to our collective grit.
As Senior Operations Analyst, Kristina is a key member of the operations team engaged in data management, external reporting, and productivity related to the operation of Verger. She provides support to the operations team in managing external partner relationships, assists with compliance tasks, and has firm-wide responsibility for managing the integrity of Verger Capital’s data systems. Kristina previously served as Senior Analyst on the Investments Team, bringing her in-depth knowledge of processes to operations. Originally from New Jersey, she earned her Bachelor’s degree in Mathematics from Stockton University, and prior to graduation, interned at Wells Fargo Advisors, where she gained exposure to securities research and portfolio modeling. Kristina has passed Level I of the CFA exam.
As Managing Director, Wesley is focused on engaging non-profit institutions and articulating Verger Capital’s unique ability to support our mission-based clients. Prior to joining Verger, Wesley spent twelve years at The Investment Fund for Foundations (TIFF). While there her responsibilities included the management of TIFF’s outreach support team, coordination, and execution of TIFF’s outreach efforts including new business development, client relationship management and management of client events for existing and prospective client organizations. Additionally, Wesley currently serves as a Committee Member for The Media Theatre and volunteers her time and experience to the Board of Trustees of at the People’s Light Theatre in Philadelphia. She received a Bachelor’s degree in English from Saint Joseph’s University in Philadelphia and currently holds FINRA Series 6, 7, 24, and 63 registrations.
As Managing Director, Patrick is focused on engaging non-profit institutions and articulating Verger Capital’s unique ability to support our mission-based clients. Prior to joining Verger, he spent 13 years at Hirtle, Callaghan & Co., an Outsourced Chief Investment Officer (OCIO) firm. Most recently, he served the firm as an Investment Officer and was primarily responsible for developing and managing client relationships. Prior to joining Hirtle, Callaghan & Co., Patrick held various client-facing positions at The Vanguard Group and ING Direct (now Capital One). Additionally, he volunteers his time to various philanthropic causes and currently serves on the Church Farm School Leadership Council and Brandywine Ballet Board of Directors. Patrick earned a bachelor’s degree in economics from Washington & Lee University in Lexington, VA. He is CFP® certificant and currently holds FINRA Series 7 and 63 registrations in addition to NFA Series 3.
As Chief Executive and Chief Investment Officer, Jim oversees all investment decisions and is responsible for setting the course for the company, leading our corporate strategy and ensuring that Verger remains competitively positioned to serve our partners’ needs in an increasingly complex and volatile market environment. Previously, Jim was Vice-President and Chief Investment Officer at Wake Forest University, responsible for investment of the University’s endowment, working capital and life income assets of over $1.4 billion. Prior to joining Wake Forest, Jim served as Managing Director at Wilshire Associates Inc., and Chief Investment Officer and Portfolio Manager for Wilshire Funds Management, the money management arm of Wilshire Associates. At Wilshire, Jim was responsible for providing leadership on asset allocation, investment policy and investment manager selection. Jim served as the Chairman of the Wilshire Funds Management Investment Committee and served as Portfolio Manager for all of Wilshire Fund Management’s alternative investment portfolios. Jim holds a BBA in Finance from Villanova University, where he was a member of the NCAA Division I men’s varsity soccer team.
As Senior Investment Analyst, Taylor provides research and support for investment and strategy decisions, as well as with asset allocation, manager research, risk management, and trading. He also assists in the due diligence and on-going monitoring of current and prospective investment managers. Prior to joining Verger, Taylor worked as an Investment Analyst on the Private Equity team for the North Carolina Department of State Treasurer. Taylor earned his Bachelor’s degree in Business Administration, with a concentration in Finance, from North Carolina State University, and also holds the CFA (Chartered Financial Analyst) designation.
As Operations Manager, Angie is responsible for the daily operations of the firm. Angie provides a high level of organization and attention to detail, advancing the efficiency of the firm. In her role, Angie facilitates the firm’s Board of Managers relationship, aids in the execution of all portfolio subscriptions, and directs the implementation of the firm’s cyber security program. Angie came to Verger after five years as Project Coordinator with Wake Forest University’s Office of Advancement. Prior to joining Wake, Angie worked for BB&T Wealth Management where she was responsible for planning client events, internal marketing projects and sales force incentives.
As Client Service Director, Liz serves as the principal liaison between the firm and its clients. In this role, she develops processes necessary to meet clients’ needs and expectations in the areas of account servicing, client reporting and Board involvement. In addition to researching and responding to client inquiries, Liz works closely with the investment and operations teams to cultivate client relationships. Prior to the launch of Verger, she served as a member of the operations team of Wake Forest University’s Office of Investments. Previous to her role at Wake Forest, Liz was a paralegal for a mid-sized law firm in Charlotte, NC, giving her over fifteen years of relationship management experience. Liz earned her Bachelor’s degree in Communication from Salem College.
As Finance Director, Jeff provides strategic, operational, and tactical management of the financial operations of the firm. In this role, he oversees the annual financial statement audits, interim and strategic financial reporting, tax reporting, and budgetary management of the firm. Prior to joining Verger, Jeff was the Assistant Director of Audit & Compliance at Wake Forest University. Before joining the University, he gained valuable corporate accounting experience at KPMG LLP. Jeff earned his Bachelor’s and Master’s degrees in Accountancy, as well as a Master of Business Administration from Wake Forest University; he is also a Certified Public Accountant.
As Fund Accounting Manager, Rita oversees the administration of the funds, including all accounting and reporting functions. In this capacity, she oversees the accounting process between the fund’s investment managers, administrator and custodian, as well as provides reporting for fund performance, investor reporting, financial statements, tax, and audit. Rita previously served in a similar capacity with the Wake Forest University Office of Investments and prior to joining Wake Forest, spent seven years in corporate trust services with State Street and Wachovia. Rita earned her Bachelor’s degree in Accounting from UNC-Charlotte.
As Marketing & Communications Director, Whitney is a key member of the Client Relations team responsible for building strategic marketing plans, brand development and communications to support the growth objectives of Verger Capital Management. Prior to joining Verger, Whitney developed advertising and brand management experience from both an agency and client perspective at Winston-Salem companies, Wildfire, LLC and Krispy Kreme Doughnut Corporation. Whitney earned her Bachelor’s degree in Business Administration, with a concentration in Marketing, from Clemson University, as well as a Master of Business Administration from Wake Forest University.
As Client Relations Associate, Inge is responsible for engaging all facets of Verger Capital’s Client Relations Team, encompassing client service, marketing & communications, and client development. Prior to Verger, Inge spent ten years as the main client point-of-contact and primary support staff for a small health practice outside Winston-Salem. Inge earned her Bachelor’s degree in English from East Tennessee State University and a Master of Public Administration in Non-Profit Studies from High Point University. Inge currently serves as an Executive Board Member and Member of the Curating Committee for Art for Art’s Sake (AFAS), a local non-profit organization whose mission is to build, educate and celebrate community through art, and as a Member of the Winston-Salem Goodwill Business Advisory Council.
Photo coming soon.
As Managing Director, Craig is actively involved in all aspects of the investment portfolios, including asset allocation, portfolio construction, manager selection, and performance reporting. Prior to the launch of Verger, he performed similar investment duties for Wake Forest University, and Agway, Inc., a Syracuse, NY based company that had over $500 million in pension plan assets. Craig earned his Bachelor’s degree in Accounting from Alfred University and a Master’s degree in Finance from Syracuse University; he also holds the CFA (Chartered Financial Analyst) designation. Craig has been honored by aiCIO magazine with a spot on 2014’s (Mostly) 40 under 40, and has served as an Advisory Board member to a number of investment partnerships.
As Chief Operating Officer, Vicki is responsible for the strategic and operational leadership of Verger. In this capacity, she is responsible for the management and oversight of Verger’s Operations Team as well as the administration of the firm’s compliance program. Vicki served as Director of Operations with Wake Forest University’s Office of Investments, and prior to transitioning into operations, was an Investment Analyst in a role focused on trust and separate account assets. Prior to joining Wake Forest in 2006, she led operations at the Winston-Salem office of Legg Mason Wood Walker Inc. Vicki earned her Bachelor’s degree in Political Science, with a minor in Psychology, from Lenoir-Rhyne University.