Carlie’s primary responsibilities include sourcing, due diligence, and on-going monitoring of current and prospective investment managers; active participation in all investment decisions, including asset allocation and portfolio construction; and the development and oversight of performance reporting, analytics, and market commentary.
Prior to joining Verger, Carlie served as an investment professional with Five Points Capital, Duke University Management Company (DUMAC), and Bear Stearns Merchant Banking Partners.
Carlie earned her bachelor’s degree in economics from the University of North Carolina and a Master of Business Administration from the Kellogg School of Management at Northwestern University.
Additionally, Carlie serves on the Board of Directors of Summit School, an independent school for children ages 3 to 9th Grade and volunteers her time to various philanthropic organizations in the Winston-Salem community. Outside of work, Carlie can be found traveling and attending her children’s after school activities.