Craig Thomas, CFA

Chief Investment Officer

Craig oversees all aspects of Verger’s investment process, including asset allocation, portfolio construction, and manager selection.

Prior to founding Verger, Craig spent over ten years performing similar investment duties for Wake Forest University’s Office of Investments where he most recently served as Director of Investments.

Craig earned his bachelor’s degree in accounting from Alfred University, a master’s degree in finance from Syracuse University, and is a CFA® charterholder.

Additionally, Craig serves as a mentor with Girls Who Invest, is a board member of Disability Advocates of Northwest NC, and volunteers at his local church. He has also served as an Advisory Board member to a number of investment partnerships.

Personal

Outside of work, Craig enjoys college football and basketball, reading (especially spy thrillers), and traveling with his wife.

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Community Service

Girls Who Invest Mentor

Disability Advocates of Northwest NC Board Member

Advisory Board member to a number of investment partnerships

Cap IconEducation
  • Alfred University
  • Syracuse University
Cap IconCertificate
  • CFA® Charterholder
Craig Thomas, CFA

“We’re committed to growing our clients’ assets over time through a diversified, “all weather” portfolio that seeks strong upside capture during favorable markets while striving to protect capital during down markets.”

Our latest
and greatest.

Verger exclusively serves non-profits as an Outsourced Chief Investment Officer (OCIO). With deep non-profit roots, we share your passion and work to meet your needs today and fulfill your ambitions for tomorrow.

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Process with
a purpose.

Verger solely serves non-profits as an outsourced chief investment officer (OCIO). With deep non-profit roots, we share your passion and work to meet your needs today and fulfill your ambitions for tomorrow.

What we’re
up to.

Verger solely serves non-profits as an outsourced chief investment officer (OCIO). With deep non-profit roots, we share your passion and work to meet your needs today and fulfill your ambitions for tomorrow.

Portfolios with
a purpose.

Verger solely serves non-profits as an outsourced chief investment officer (OCIO). With deep non-profit roots, we share your passion and work to meet your needs today and fulfill your ambitions for tomorrow.

Our team
is your team.

Verger solely serves non-profits as an outsourced chief investment officer (OCIO). With deep non-profit roots, we share your passion and work to meet your needs today and fulfill your ambitions for tomorrow.

Non-profits and
only non-profits.

Verger solely serves non-profits as an outsourced chief investment officer (OCIO). With deep non-profit roots, we share your passion and work to meet your needs today and fulfill your ambitions for tomorrow.

Outsourced Chief Investment Officer services with one mission in mind: yours.

Verger exclusively serves non-profits as an Outsourced Chief Investment Officer (OCIO). With deep non-profit roots, we share your passion and work to meet your needs today and fulfill your ambitions for tomorrow.

LEARN MORE