Veris Wealth Partners

    OverviewSuggest Edit

    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.

    TypePrivate
    Founded2007
    HQNew York, US
    Websiteveriswp.com

    Recent NewsAll News

    Latest Updates

    Employees (est.) (Sep 2019)22(+5%)

    Key People/Management at Veris Wealth Partners

    Leah Beattie

    Leah Beattie

    Senior Associate, Wealth Management
    Jennifer Colonna

    Jennifer Colonna

    Client Service Associate, Office Manager
    Nicole Davis

    Nicole Davis

    Partner
    Steve Fahrer

    Steve Fahrer

    Managing Partner
    Anders Ferguson

    Anders Ferguson

    Partner
    Michael Lent

    Michael Lent

    CIO
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    Veris Wealth Partners Office Locations

    Veris Wealth Partners has an office in New York
    New York, US (HQ)
    17 State St #2450
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    Veris Wealth Partners Financials and Metrics

    Summary Metrics

    Founding Date

    2007

    Veris Wealth Partners Online and Social Media Presence

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    Veris Wealth Partners Blogs

    Reason for Climate Change Optimism

    By Anders Ferguson, Partner Over the past few years, it feels like “climate change deniers” have won the day – or at least were gaining the upper hand. But then weird weather produced billions of dollars of damage, large ice flows melted and raised the seas, and a growing number of businesses and go…

    The Regenerative Agriculture Revolution

    By Patricia Farrar-Rivas and Nicole Davis We wanted to share our enthusiasm for Regenerative Agriculture, along with the latest research and thinking about the topic. Our hope is to promote a broader dialogue with investors who want to align their wealth with their values. The post The Regenerative …

    Markets Strong in Second Quarter 2019

    By Jane Swan, Partner and Senior Wealth Manager Positive returns across investment markets seem to have largely removed the decline and worry from the end of 2018 from our memories. The solid rebound from the negative returns at the end of 2018 suggests investors may have a renewed confidence within…

    Don’t Fall Behind – Water Is A Great Opportunity For Investors

    Veris Guest Blog: By David Richardson, CFA The theme of the UN’s annual World Water Day last month was "leave no-one behind." This sentiment is applicable to both emerging markets and the developed world, while offering opportunities for investors in water. The post Don’t Fall Behind – Water Is A Gr…

    Ellen Remmer: An Inspiring Journey About Impact Investing and Empowering Women

    By Anders Ferguson, Partner Ellen Remmer’s journey from enlightened philanthropist to impact investor is a story that can inspire all of us. Recently, I sat down with Ellen to discuss her life’s journey. I wanted to share her experience because it speaks to the potential of investing capital to achi…

    Collective Consciousness and the Refugee Crisis

    By Alison Pyott, Partner and Senior Wealth Manager Many of us are struggling with the current global refugee crisis and seeking some small way to make a difference. Ban Ki-Moon wrote an op-ed for The New York Times titled, “The refugee crisis is a test of our collective conscience.” The situation i…
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    Veris Wealth Partners Frequently Asked Questions

    • When was Veris Wealth Partners founded?

      Veris Wealth Partners was founded in 2007.

    • Who are Veris Wealth Partners key executives?

      Veris Wealth Partners's key executives are Leah Beattie, Jennifer Colonna and Nicole Davis.

    • How many employees does Veris Wealth Partners have?

      Veris Wealth Partners has 22 employees.

    • Who are Veris Wealth Partners competitors?

      Competitors of Veris Wealth Partners include Foresters Group, Boardwalk Capital Management and Clean Yield Asset Management.

    • Where is Veris Wealth Partners headquarters?

      Veris Wealth Partners headquarters is located at 17 State St #2450, New York.

    • Where are Veris Wealth Partners offices?

      Veris Wealth Partners has an office in New York.

    • How many offices does Veris Wealth Partners have?

      Veris Wealth Partners has 1 office.