Verity Asset Management is committed to your success. We are a team of experienced professionals with a wide range of specialized expertise. We invite you to get to know us. Our executive leadership team, our advisors, our portfolio managers and our staff are all dedicated to serving our clients and building working relationships based on trust, integrity, effective communication and reliable advice.
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.
Sean J. McGill
Vice President, Director of Advisor Services
Mr. McGill serves as a central resource for investment advisors and registered investment advisor firms adopting Verity’s Retirement Account Solutions (RAS) and Multi-Manager Exchange (VMX) platforms. Drawing upon over 23 years of experience with clients, financial advisors, and plan administrators, he provides a unique perspective on how to effectively meet needs and develop business relationships in this environment
Jeffrey A. Munsey
Vice President, Chief Information Officer
Jeff Munsey is the firm’s Chief Information Officer. He is a co-founder of Verity Asset Management and Verity Investments, Inc. in 1996 with three other principals and remains one of the principal owners. He architects, directs and implements the improvements needed in the technology infrastructure to meet both current and anticipated needs of the company. Prior to joining Verity in a full time capacity, Jeff worked over 17 years in the telecommunications industry focused on the design, development and delivery of leading-edge products and services. With a degree in Computer Engineering, he was hired on as a member of the scientific staff at Bell Northern Research. He later transferred into the parent company, Nortel, where he moved into a Director role responsible for the development of products and services with budgets exceeding $20M.
Amy L. Simonson
Vice President, Finance and Operations
Ms. Simonson is the firm’s Vice President for Operations and Finance. She is a co-founder of Verity Asset Management and Verity Investments, Inc. in 1996 with three other principals and remains one of the principal owners. She has been responsible for development of operational infrastructure and corporate financial management as the firm evolved and progressively expanded in scope.
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 Team 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.
Director, Workplace Savings
Bill joined Verity in 2001 after seven years in management of a consumer lending portfolio at Wells Fargo & Company and a second company that is now part of JPMorgan Chase & Company.
He is a senior member of the Operations team who has been integral to the development and implementation of trading procedures for the firm’s Workplace Savings model portfolios across multiple custodians. As a Series 24 Registered Securities Principal, he also provides primary support to the firm’s Compliance operations.
Director, Employer Plan Services
Michael DeCamillis has served as a consultant in over 225 retirement plans in the profit and non-profit arena for the past 10+ years. Currently, he serves as Director of Employer Plan Services for Verity Asset Management in Durham, North Carolina. His clients include private colleges, corporations, non-profit groups and associations.
He is licensed as a registered representative with his series 7, 6, 65, 63, and for life, health and ltc insurance.
Director, Business Development
Amy joined Verity Asset Management as Business Development Coordinator in February 2010. She supports over 50 representatives and their clients in all facets of new business, service, account retention and client satisfaction.
Ms. Angus relocated to North Carolina in 2003 from upstate NY. She has worked as a Senior Sales Assistant at Morgan Stanley in New York, American Express in North Carolina and Wedbush Morgan Securities in Portland, Oregon, providing support and service to high net worth clients beginning in 1996.
Gail joined Verity in 2006, handling the many responsibilities of Office Manager for 8 years before assuming her current role as Project Manager in 2014, where she provides direct support to the Vice President of Operations and Finance. Prior to joining Verity, Gail spent 26 years with American Airlines as a Network Analyst, SABRE Automation Specialist, and International Customer Service Representative. Sandwiched between two stints at American, she also spent two years in a special project role with NASDAQ.