Taylor Jackson, CFA

Investment Director

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 development and oversight 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.

Additionally, Taylor serves on the Finance and Investment Subcommittee for the Winston-Salem Foundation, a community foundation supporting charitable programs in Forsyth County.

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

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

Taylor Jackson Investment Officer