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Jim Dunn

Chief Executive Officer

Verger Capital Management

United States, North Carolina, Winston-Salem

About Me

Jim oversees all investment decisions and is responsible for setting the course for the company, leading our corporate strategy and ensuring that Verger remains competitively positioned to serve our clients’ complex needs. Prior to founding Verger, Jim was Vice-President and Chief Investment Officer at Wake Forest University, responsible for investment of the University’s endowment, working capital and life income assets. Before joining Wake Forest, Jim served as Managing Director at Wilshire Associates Inc., and Chief Investment Officer and Portfolio Manager for Wilshire Funds Management, the money management arm of Wilshire Associates. At Wilshire, Jim was responsible for providing leade
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Profile Information

Chief Executive Officer

Verger Capital Management

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Winston-Salem

North Carolina

United States

May 15, 2024

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