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Veris Wealth Partners

Veris Wealth Partners Summary

Company Summary

Overview
We are an independent, owner-managed, SEC-registered investment advisory firm. At Veris, we are deeply committed to helping our clients earn competitive investment returns while navigating the ever-expanding terrain of sustainable finance. We believe that considering a range of business, social, environmental, and economic factors that are not typically included in conventional financial analyses only strengthens investment decisions. We serve individuals, non-profits and foundations that care as much about performance as about using their wealth to positively impact society.
Type
Private
Status
Active
Founded
2007
HQ
New York, NY, US | view all locations
Website
http://www.veriswp.com/
Cybersecurity rating
ESG rating
60-79 out of 100|View all ESG data
Sectors

Key People

  • Stephanie Cohn Rupp

    Stephanie Cohn Rupp, Partner – CEO

  • Michael Lent

    Michael Lent, Partner – CIO/CFO

  • Richard Chen

    Richard Chen, Partner - Chief Compliance Officer & General Counsel

  • Nicole Davis

    Nicole Davis, Partner - Senior Wealth Manager

LocationsView all

4 locations detected

  • New York, NY HQ

    United States

    17 State St #2450

  • Portsmouth, NH

    United States

    1 Cate St # 500

  • San Francisco, CA

    United States

    Russ Building, 235 Montgomery St #850, San Francisco

  • Niwot, CO

    United States

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