Client Service as Strategy: Verger Capital’s OCIO Approach

About The Episode

In this special episode of the Dakota Live! Podcast, host Robert Morier takes the show back on the road to Winston-Salem, North Carolina, where he sits down with Jim Dunn, Chief Executive Officer of Verger Capital Management.

From his beginnings as a first-generation college graduate and collegiate soccer goalie to leading one of the most respected OCIO firms in the country, Jim shares how formative experiences in athletics, lifeguarding, and family life shaped his views on risk, leadership, and client service. Recorded in Verger’s Winston-Salem offices with Wake Forest University as our backdrop, this episode feels like a “back-to-school” conversation, reminding us that leadership and stewardship are learned through discipline, service, and the willingness to listen.

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