Chair, Verger Board of Managers
Founder and Senior Advisor, The Halifax Group

David is the founder and Senior Advisor of The Halifax Group.  He is also a member of the investment committee and serves on numerous Halifax portfolio company boards.

Prior to founding Halifax in 1999, David was a Managing Director and Partner with The Carlyle Group, where he was primarily responsible for investments in health, wellness, and related sectors.  Prior to that, he was a Principal in Corporate Finance with Montgomery Securities and Alex Brown & Sons.

David is currently a third term trustee, and Vice-Chair of The Board of Trustees at Wake Forest University, Vice-Chair of the Finance Committee, a member of the Executive Committee, and a member of the Executive Committee and Compensation Committee.  He also served as Chair of the Committee on Trustees and as Chair of the Investment Policy Committee for the Wake Forest Endowment prior to becoming a founder and current Chair of Verger Capital Management which manages the Wake Forest Endowment as an outsourced CIO.  In 2016, David was a recipient of the Distinguished Alumni Award from Wake Forest University. David also served as a trustee for the Potomac School in McLean, VA and was Chair of the Potomac School’s Investment Committee, a member of the Finance Committee and the Executive Committee.  David is also Director Emeritus of Whole Foods Markets, Inc. (NASDAQ: WFMI and a Fortune 500 company) where he served as a director from 1997 until 2008.  As a Whole Foods director, he served on the Audit Committee and was Chair of the Nominating and Governance Committee.

David earned a B.S. from The University of North Carolina at Chapel Hill and received his M.B.A. from the Wake Forest University School of Business.

“I am proud that the leadership of Wake Forest had the foresight and vision to support the formation of Verger in order to lend support to other institutions providing educational opportunities to future generations. Through Verger, we are able to extend our central mission of investing in the lives of others beyond Wake Forest.”