James Dunn

Professional Background

Jim Dunn is a highly accomplished financial expert and leader in the investment management industry, currently serving as the Chief Executive Officer at Verger Capital Management. In this pivotal role, Jim is responsible for steering the strategic direction of Verger, ensuring that the firm not only meets but exceeds the complex financial needs of its non-profit clientele. His extensive experience equips him to navigate challenging financial landscapes, ensuring that the firm remains at the forefront of investment services tailored for non-profits.

Before ascending to the CEO role, Jim played a crucial part in the firm’s foundation as its Chief Investment Officer from its inception until July 2023. During these formative years, he oversaw all investment decisions, showcasing his deep understanding of asset management and strategic investments. Jim's prior experience includes serving as Vice President and Chief Investment Officer at Wake Forest University, where he was responsible for the investment portfolio of the university's endowment, working capital, and life income assets. This significant role honed his skills in managing large investment portfolios while contributing to the institution's financial well-being.

Jim began his career at Wilshire Associates Inc., where he held the position of Managing Director and Chief Investment Officer for Wilshire Funds Management. His leadership at Wilshire involved guidance on asset allocation, investment policy, and investment manager selection, which proved invaluable as he led the investment committee and managed the alternative investment portfolios. This breadth of experience not only provided him with a solid foundation in investment management but also established him as a prominent figure in the industry.

Education and Achievements

Jim Dunn earned his Bachelor of Business Administration (BBA) degree in Finance from Villanova University. During his time at Villanova, he was also a member of the NCAA Division I men’s varsity soccer team, highlighting his commitment to teamwork and excellence both in academics and athletics. His education laid the groundwork for a successful career in finance and investment management, providing him with the analytical skills necessary to thrive in the industry.

In addition to his formal education, Jim is actively involved in several professional organizations, demonstrating his dedication to the advancement of investment management practices. He is a current member of the Institutional Investor Endowments and Foundations Advisory Board, which guides institutional investors in navigating the challenges of endowment and foundation management. His role as Treasurer of the James Denmark Loan Fund underlines his commitment to community service and financial literacy initiatives. Furthermore, as an Independent Director on the SEI Canada Independent Review Committee, he contributes his expertise to ensure compliance and sound management of investment products.

Achievements

Jim Dunn's career is characterized by significant achievements and contributions to the field of investment management. As CEO of Verger Capital Management, he plays an integral role in shaping the company's strategic vision, reinforcing its commitment to delivering tailored investment solutions for non-profits. His extensive experience in asset management and investment strategy ensures that Verger remains a competitive force in a rapidly evolving industry.

Under Jim’s leadership, Verger has successfully navigated various market conditions, positioning the firm to effectively meet the ever-changing needs of its clients. His tenure as Chief Investment Officer cemented his reputation as a thought leader in investment decisions, with a proven track record of enhancing portfolio performance and securing favorable outcomes for clients.

Moreover, his involvement with advisory boards and committees demonstrates Jim's influence in financial governance and strategic investment practices. By sharing his expertise and insights, he contributes to the broader discourse on investment management, fostering innovation and best practices across the sector.

Jim Dunn's commitment to excellence, combined with his extensive knowledge and experience, makes him a leading figure in the investment management world, dedicated to the growth and sustainability of non-profit financial solutions.