Jeff provides strategic, operational, and tactical management of the financial operations of the firm. In this role, he is responsible for the management and oversight of the operations team, 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.
Additionally, Jeff currently serves as Treasurer on the Board of Directors of City with Dwellings, a non-profit entity serving people in Forsyth County, North Carolina experiencing homelessness and housing insecurity.
Outside of the office, Jeff enjoys spending time with his wife, kids and two dogs. He enjoys all things sports related, and currently coaches a travel youth baseball team.