Gordon T. Wegwart
President and Chief Investment Officer
As Chief Investment Officer, he spearheaded the conceptualization of the firm’s proprietary tactical allocation strategy and risk management processes between 1998 and 2001 and has led the continued evolution of that strategy to the present. Beginning in 2005, he was instrumental in translating the signature characteristics of that investment process to the discretionary management of retirement accounts for plan participants and to the application of that process across retirement platforms of various types nationwide.
Brian R. Kurtzer
Senior Portfolio Manager
Brian began his career in the financial services industry as a commodities broker and trader. The majority of his 17 years in commodities were spent as a principle owner of TriCom Commodities, Inc. From 1983 to 2007, he was a member, first, of the Coffee, Sugar, Cocoa Exchange, and later, of the New York Board of Trade. He also served on the Board of Governors of the New York Board of Trade for multiple terms before leaving the commodities business and relocating his family to North Carolina.
Director of Fixed Income & Alternative Investments
Brad joined Verity’s Investment Committee in June, 2014. Prior to Verity, Brad was a portfolio manager at Whitley Capital Advisors where he worked with a select group of clients, including the Chief Investment Officer and Treasurer of BlueCross BlueShield of North Carolina, in managing and implementing various investments and capital structure initiatives. He spent 11 years at Franklin Street Partners in Chapel Hill, NC, working at various times as Portfolio Manager of the Multi-Strategy Hedge Fund, Head of Global Equity Strategies, Portfolio Manager for the Opportunistic Fixed Income Fund.
Steve is the portfolio manager for Verity’s Small/Mid Cap Value and Tactical Multi-Cap Value strategies. Prior to joining Verity in 2006, Steve spent nine years at Dreyfus, where he spearheaded the development and rollout of the Dreyfus Managed Portfolio, a discretionary managed mutual fund wrap program. While at Dreyfus, he also served as Personal Adviser to over two hundred high net worth families, with assets under advisement exceeding $500,000,000.
Malcolm M. Trevillian, CFA CMT
Malcolm joined Verity in the fall of 2008. He has an integral role in developing investment strategy and establishing allocation targets for Verity’s portfolios. He is also a member of an investment sub-committee that conducts weekly portfolio reviews between meetings of the full committee. As a Senior Portfolio Manager at First Union Bank in Charlotte (later merged with Wachovia), he managed institutional pension portfolios, including a balanced fund of $130,000,000 for the State of North Carolina pension fund. He also maintained responsibility for management of one of the Evergreen mutual funds while at First Union. Malcolm is a Chartered Financial Analyst and Chartered Market Technician.