Verger Capital Management (Verger) is an SEC-registered investment adviser providing Outsourced Chief Investment Officer (OCIO) services to a select group of non-profit institutions.

Investment Management

Verger Capital Management

Verger Capital Management's headquarters in Winston-Salem, NC, United States

Jim Dunn

Scott Clancy

Jacqueline Travisano

Vicki West

Craig Thomas

Jeff Manning

Taylor Jackson

Jaqueline Hummel

David Dupree

Hof Milam

Fielding Miller

Michael Carter

Jay Helvey

Adelaide (Alex) Sink

Angelo Calvello

Vanita Gaonkar

Holland West

John Culbertson

Matt Crawford

Jim O'Connell

The Investment Management team at Verger Capital Management is responsible for developing and implementing investment strategies tailored to the unique needs of non-profit institutions. They engage in asset allocation, portfolio management, and performance analysis, ensuring alignment with client objectives while maintaining fiduciary responsibilities. The team collaborates closely with clients to provide insights and reporting that support long-term financial sustainability.

This department oversees the strategic direction and decision-making processes of the organization.

Executive Governance

This department provides expert guidance and support to stakeholders and clients.

Advisory Services

The Leadership Team at Verger Capital Management is responsible for setting the strategic direction of the firm, ensuring compliance with regulatory standards, and overseeing investment strategies tailored to non-profit institutions. This cross-functional team collaborates to optimize client services, manage financial operations, and foster a culture of excellence and accountability within the organization.

Leadership Team

This department manages operational strategies and oversees communication initiatives within the organization.

Operations and Communications

This department oversees the management and coordination of organizational operations to ensure efficiency and effectiveness.

Verger Capital Management

Org chart

Board & advisors

Teams

Investment Management

Executive Governance

Advisory Services

Leadership Team

Operations and Communications

Operations Department

Offices

Verger Capital Management

Org chart

Board & advisors

Teams

Investment Management

Executive Governance

Advisory Services

Leadership Team

Operations and Communications

Operations Department

Offices

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