Taylor Jackson, CFA

Managing Director, Investments

Taylor’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 management and development of performance reporting, analytics, and market commentary.

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 is a CFA^® charterholder.

Personal

Outside of the office, Taylor enjoys playing and watching sports, caddying for his son in golf tournaments, and spending time with his wife and kids.

Community Service

Taylor serves on the Finance & Investment Subcommittee of the Winston-Salem Foundation, a community foundation that supports charitable programs in the greater Forsyth County area.

Education

North Carolina State University

Certificate

CFA® Charterholder

“We sit on the same side of the table as our clients because we understand and share in their missions.”

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Process with
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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.

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up to.

Portfolios with
a purpose.

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is your team.

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only non-profits.

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