Brockenbrough
Wesley Carroccio has a strong background in the investment and financial industry. Wesley is currently the Managing Director & Director of Strategic Development at Brockenbrough, a position they have held since March 2022. Prior to this, they served as the Managing Director of Client Development at Verger Capital Management LLC from July 2017 to October 2021. During their time at Verger, they focused on providing Outsourced Chief Investment Officer (OCIO) services to non-profit institutions. Before joining Verger, Wesley worked at The Investment Fund for Foundations where they held the role of Member Services and Outreach from August 2005 to June 2017.
Wesley Carroccio attended Saint Joseph's University from 2000 to 2002, although no specific degree or field of study was mentioned. Additionally, they obtained several certifications from FINRA, including the Series 24 in October 2018, the Series 7 in February 2015, the Series 63 in June 2014, and the Series 6 in May 2014.
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Brockenbrough
Brockenbrough is an independent, employee-owned firm that offers customized and holistic investment and advisory solutions to high net worth individuals, foundations, endowments and retirement plans. • Our firm was founded on the principles of trust, transparency, collaboration and exceptional service. • Our culture promotes teamwork, innovation, and successful client outcomes. • Investment portfolios are managed in a disciplined manner to achieve strong risk-adjusted returns over time. Our team is our competitive advantage. Our overarching belief is that teamwork outperforms individual work. We believe an engaging work environment that is exciting, challenging, positive, and rewarding stimulates teamwork and success. • Our entire staff shares the vision of exceeding clients’ expectations. • We are responsive, passionate and dedicated to meeting the unique needs of our clients. • We have managed assets through a wide array of economic, political, and investment cycles. • Our team thrives when presented with complex situations that require sophisticated solutions. • Our staff is long tenured, providing our clients with familiarity and investment continuity. For more information, please call (800) 787-7414 or visit our website: www.brockenbroughinc.com Brockenbrough does not approve or endorse any third-party communication posted on this site.
Employees
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