October 17, 2025
Pick Your Call
Jim Dunn, CEO, Verger Capital Management
Cover all institutional accounts in the Atlanta Metro Area
Receive a detailed breakdown of UBS
UBS is a leading global financial services firm headquartered in Zurich, Switzerland, with operations in over 50 countries. The firm offers comprehensive services through its Global Wealth Management, Asset Management, and Investment Bank divisions. UBS provides tailored portfolio construction, strategic asset allocation, and access to a wide range of investments, including equities, fixed income, and alternative assets.
Leveraging strong relationships with top-tier, capacity-constrained fund managers, UBS delivers differentiated access and value to clients. Its globally diversified platform spans North America, Europe, Asia-Pacific, and other markets, enabling clients to benefit from both regional and thematic investment opportunities worldwide.
Jim Dunn is the founding CEO of Verger Capital Management, an outsourced chief investment officer firm based in Winston-Salem, North Carolina.
Since the firm’s inception in 2014, Jim has been responsible for setting Verger’s strategic direction, leading its corporate strategy, and ensuring the firm is well positioned to meet the complex needs of its clients.
He served as Verger’s Chief Investment Officer until 2023, overseeing all investment decisions during that time, and helping shape Verger into a values-driven OCIO platform focused on purpose-aligned investing.
Before launching Verger, Jim was vice president and Chief Investment Officer at Wake Forest University, where he oversaw more than $1.4 Billion in university assets and served on several university committees, including the president’s cabinet and the Faculty Athletics Committee.
Earlier in his career, he served as managing director and chief investment officer at Wilshire Associates and as vice president at Invest Investor Force. Jim earned his Bachelor of Business Administration and Finance from Villanova University, where he was a Division I varsity soccer player.
As a first-generation college graduate, he has remained closely connected to educational and philanthropic causes, including nearly a decade on Villanova’s President’s Advisory Council and more than a decade of service to Wake Forest’s Faculty Committee on Athletics. He currently serves as a member of the Institutional Investor Endowments and Foundations Advisory Board, and as the treasurer of the James Denmark Loan Fund.
He also sits on the SEI Canada Independent Review Committee as an independent director.
Metro Area:
Dallas
Key Account:
Wilmington Trust
Allocator Interview:
Lawrence Calcano, iCapital
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Minnesota
Key Account:
Stifel
Allocator Interview:
Jeremy Beal, Morgan Stanley
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Philadelphia
Key Account:
J.P. Morgan
Allocator Interview:
Matthew Ruffalo, Clarfeld
Metro Area:
Metro Area
Key Account:
Allocator Interview:
Chicago
Metro Area:
Metro Area
Key Account:
Allocator Interview:
Chicago
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Metro Area
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Allocator Interview:
Chicago
