Wesley Carroccio

Managing Director, Client Development

Wesley is focused on engaging the non-profit community and regularly interacts with institutions, their constituents, consultants, and industry experts.  Through this outreach, she seeks to communicate Verger’s ability to support mission-based non-profits and expand the number of institutions we serve. Wesley also manages and serves as a member of the Verger ESG Task Force, a working group of independent advisors established to guide Verger’s approach to environmental, social and governance issues.

Prior to joining Verger, Wesley spent twelve years at The Investment Fund for Foundations (TIFF).  While there her responsibilities included the management of TIFF’s outreach support team, coordination, and execution of TIFF’s outreach efforts including new business development, client relationship management and management of client events for existing and prospective client organizations.  

Wesley earned a bachelor’s degree in English from Saint Joseph’s University in Philadelphia and currently holds FINRA Series 6, 7, 24, and 63 registrations.

Additionally, Wesley spends time serving a variety of charitable organizations supporting the arts and education in the broader Philadelphia area and currently serves on the Advisory Board of The Journal of Environmental Investing.

 

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"I grew up working with non-profits in my community. I am proud to honor that tradition and play a small role in the important work that our client organizations are doing every single day."