Verus
Kraig McCoy, CFA has a diverse work experience spanning over 25 years. Kraig most recently served as the Chief Operating Officer at Verus, an independent investment consulting firm. Prior to that, they held the position of Chief Financial Officer at Verus and was responsible for providing non-discretionary consulting and discretionary management services to institutional investors. Kraig also served on the Board of Directors as Treasurer at Boyer Children's Clinic. Earlier in their career, they held various leadership roles including Controller/Dir of Operations at a confidential company, Corporate Controller at Silver Creek Capital Management LLC, Controller at Tahoma Capital, and Director at Quellos Group, LLC. Kraig started their career at Arthur Andersen in the audit department. Kraig McCoy holds the Chartered Financial Analyst (CFA) designation.
Kraig McCoy, CFA, completed their Bachelor of Arts degree in Business Administration, with a concentration in Accounting, from the University of Washington - Michael G. Foster School of Business in 1995. This education was obtained between 1991 and 1995. In addition, Kraig McCoy also pursued a Bachelor of Arts in Business Administration with an Accounting concentration from the University of Washington during the same time period.
Verus
Verus is an independent, employee-owned provider of non-discretionary consulting and discretionary management services (i.e. OCIO) to a wide variety of institutional investors, including endowments and foundations, corporate defined benefit and defined contribution plans, public pension plans, and multi-employer trusts. These clients, whose assets total in excess of $742 billion*, rely on us for the thoughtfulness of our investment research and personalized approach to their portfolios. Verus traces its roots back to 1986, when the firm was originally founded by William Wurts. Wurts & Associates was renamed Verus in April 2015. Throughout our 37+ year history, we have remained true to our central mission: We are stewards of the means to a better life. Success at what we do preserves and fortifies the wellbeing of individuals, families, and communities. We rely on objective observation, rigorous research, demonstrable facts, and measurable results to help guide our clients. Yet the true value of our work lies beyond what can be measured – what we do impacts people’s lives. Verus provides independent advice through its non-discretionary consulting, private markets, and risk advisory services. For institutions who choose to delegate more of their fiduciary responsibility, we also provide discretionary Outsourced Chief Investment Officer (OCIO) services. Past performance is no guarantee of future results. The information provided by this site or referenced links is provided for informational purposes only and is intended for institutional entities and their representatives and should not be relied upon by retail investors. Nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security, pursue a particular investment vehicle or any particular trading strategy. Investing entails risk, including possible loss of principal. *Includes Verus' total assets under advisement; preliminary as of 7/1/2023.