Veris is an investment advisory firm that applies sustainable and impact investing expertise across public and private markets to help families and mission-driven organizations meet their financial objectives and goals for social and environmental impact.

Veris Wealth Partners

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CEO, Founding Partner

Patricia Farrar-Rivas

Director, Western Region

Casey Verbeck

Managing Director of Marketing and Business Development

Partner and Managing Director of Impact Investment Research

Roraj Pradhananga

Partner | Senior Impact Wealth Manager

Alison Pyott

Senior Wealth Manager

Jane Swan

National Client Service Manager

Karen Walls

Partner, Sr. Wealth Manager

Lori Choi

Wealth Manager

Nicole Davis

Advisor

Tim Kingsbury

Partner Group Chair, Founding Partner, and Senior Wealth Manager

Greater New York Area Female Founded Investors

New York Female Founded Investors

East Coast Female Founded Investors

Greater New York Area Investors

Veris Wealth Partners is a pioneering wealth management firm and a recognized leader in sustainable and impact investing. They are an independent, owner-managed, SEC-registered investment advisory firm with offices in New York, San Francisco and Portsmouth. They serve individuals, nonprofits and foundations that care as much about performance as about using their wealth to beneficially impact society. They believe superior investment performance and a positive impact are complementary parts of a holistic investment strategy. By combining traditional and sustainable investment strategies, they achieve each investor's financial goals, while providing exceptional risk management and client service. Veris enables you to align your wealth and your worldview in order to make a positive contribution as you define it. They believe that "Sustainability Matters" and that those companies, families and foundations implementing responsible practices will lead the future.

Rosemont

Private Equity Round - Veris Wealth Partners

New York

United States

North America

Global Impact Investing Market Set For 17.8% Growth, Reaching $1,061.14 Billion By 2028

Veris Wealth Partners elevates a co-CIO and a Head of Advisory Services

$2bn ESG shop hires new top gatekeeper

Veris Wealth Partners Hires Veteran Wealth Manager to Serve Growing Demand for Sustainable Finance Advisory ...

Veris Wealth Partners secures investment from Rosemont

Press Release: Stephanie Cohn Rupp Appointed CEO of Veris Wealth Partners

YOUR MONEY: What it means to invest with a gender lens

UNH’s Rines Angel Fund to host venture forum

Comprehensive wealth management services focusing on aligning investment portfolios with clients' financial and impact goals.

Investment strategies that aim to generate positive social and environmental impact alongside financial returns.

A framework for investing in a just energy transition, focusing on climate, environmental, and energy justice.

Customized investment management and advisory services for foundations, endowments, and nonprofits to align financial resources with their mission.

Research and reports that provide insights into the social and environmental impact of investments and operations.

Investment strategies that focus on diversity, equity, inclusion, and belonging, addressing wealth inequality and promoting social change.

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Veris Wealth Partners