Gordon Thomas Wegwart
Founder at Verity Asset Management, Inc.
Profile
Mr. Gordon T.
Wegwart is a President & Chief Investment Officer at Verity Asset Management, Inc. He Co-founded Verity Financial Group and Verity Asset Management with three other principals and has occupied a central role in the firm’s development as its unique business model evolved and its geographic footprint expanded nationally.
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.
He launched directly into an entrepreneurial career, spending 5 years as Co-Founder and Principal of diverse businesses before narrowing his focus to the financial services industry in 1981.
Mr. Wegwart graduated summa cum laude from Duke University in 1976.
Gordon Thomas Wegwart active positions
| Companies | Position | Start |
|---|---|---|
Verity Asset Management, Inc.
 Verity Asset Management, Inc. Investment ManagersFinance Verity Asset Management, Inc. (Verity AM) is a registered investment advisor headquartered in Durham, North Carolina. The firm was founded by Gordon Wegwart and Sean McGill in 1996 as Verity Investments, Inc. They are a subsidiary of Verity Financial Group, Inc. Verity AM provides discretionary portfolio management services to individual and institutional clients primarily but not exclusively through model portfolios. | Founder | 01/01/1996 |
Training of Gordon Thomas Wegwart
| Duke University | Undergraduate Degree |
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| Private companies | 1 |
|---|---|
Verity Asset Management, Inc.
Verity Asset Management, Inc. Investment ManagersFinance Verity Asset Management, Inc. (Verity AM) is a registered investment advisor headquartered in Durham, North Carolina. The firm was founded by Gordon Wegwart and Sean McGill in 1996 as Verity Investments, Inc. They are a subsidiary of Verity Financial Group, Inc. Verity AM provides discretionary portfolio management services to individual and institutional clients primarily but not exclusively through model portfolios. | Finance |
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