Tricia Walker, CIPM®, CAIA®

Operations Director

Tricia is a key member of Verger’s operations team overseeing the firm’s partners, outside advisors, and investment managers for operational matters, as well as managing internal and external accounting and performance reporting.

Prior to joining Verger, Tricia spent ten years in a similar capacity with the Cornell University Office of Investments.

Tricia earned her bachelor’s degree in accounting, and a Master of Business Administration from the State University of New York Empire State College, also holds the CIPM designation from the CFA Institute and is a CAIA charterholder.

Personal

Outside of the office, she enjoys spending time with her family and her dogs.

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Community Service

Tricia enjoys volunteering with local non-profit organizations and serves on the Board of Directors of Disability Advocates of Northwest North Carolina.

Cap IconEducation
  • State University of New York Empire State College
Cap IconCertificate
  • CIPM Designation from CFA Institute
  • CAIA Charterholder
Tricia Walker, CIPM®, CAIA®

“I am grateful that my work supports our clients as they make a difference in the world.”

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Verger exclusively 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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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.

What we’re
up to.

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.

Portfolios with
a purpose.

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.

Our team
is your team.

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.

Non-profits and
only non-profits.

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.

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

Verger exclusively 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.

LEARN MORE