Headquarters:

San Francisco, CA

Year founded:

2007

Number of employees:

Phone:

(781) 416 1700

Email:

joanne.tripp@chl.org.uk

Website:

veriswp.com

LinkedIn:

linkedin.com/company/veris-wealth-partners

“We love to win. We’re tenacious, and we believe in getting results”

Brett Vincent, Vincent Young Lawyers

Stephanie Cohn Rupp

Chief Executive Officer, Partner

Sheryl Kucer

Chief Operations Officer, Partner

Roraj Pradhananga

Co-Chief Investment Officer, Partner

Leadership

Stephanie Cohn Rupp is CEO and partnership chair at Veris. She also serves as a board director and board secretary of US SIF, an advisory board member to the Panel of Recognized International Market Experts in Finance, and as an advisor to climate data analytics firm FLINTpro. During her 20+ years of global impact investing experience, Chon Rupp served as managing director, partner, and head of impact investing at Tiedemann Advisors; CEO of Toniic, a global community of impact investors; performed investment roles at Omidyar Network, PlaNet Finance, UBS, and The World Bank; and built greenfield microfinance institutions financed by USAID.

Chief Executive Officer, Partner

Stephanie Cohn Rupp

Sheryl Kucer is a Veris partner and the firm’s COO. She brings over 15 years of experience working with financial advisory firms in leadership and operational capacities. Kucer holds the Certified Financial Planner™ certification. Prior to joining Veris, she served as COO at Dyson Capital Advisors and as director and head of client service and operations at Tiedemann Advisors.

Chief Operations Officer, Partner

Sheryl Kucer

Roraj Pradhananga is a partner, Co-CIO and managing director, investments at Veris. He is a Certified Investment Management Analyst (CIMA®) who holds an MBA from IMD Business School in Lausanne, Switzerland, and a Bachelor of Science in Accounting from SUNY Binghamton. He is also a Certified Public Accountant (CPA). Pradhananga has 16 years of experience in the finance sector, including prior roles as a sustainability investing analyst at RobecoSAM and vice president in debt capital markets at Citigroup in New York. He started his career in the insurance and asset management practices at KPMG in New York.

Co-Chief Investment Officer, Partner

Roraj Pradhananga

Leadership

“A true leader can see potential in different employees, regardless of their position. Listening and recognizing the value of each individual not only inspires them but also makes them grow professionally”

Saray Uribe, CharSan Insurance & Consulting

Leadership

Michael Lent

Co-Chief Investment Officer, Partner

Michael Lent is a founding principal and Co-CIO of Veris Wealth Partners. He is a Certified Investment Management Analyst (CIMA®) with 30+ years of experience delivering financial planning and investment consulting services to high-net-worth families, family offices, and foundations. Prior to Veris, he co-founded the New York office of Progressive Asset Management, the first full-service broker/dealer to focus on socially responsible investing. Lent served as chair of the board of directors of US SIF, The Forum for Sustainable and Responsible Investment. In addition, he is a member of the Investments & Wealth Institute™.

Co-Chief Investment Officer, Partner

Michael Lent

Richard Chen

General Counsel, Chief Compliance Officer, Partner

Richard Chen is a Veris partner and serves as the firm’s general counsel and CCO. He has more than 20 years of legal experience. Located in the firm’s New York office, Chen advises the firm’s senior management on a wide range of legal, regulatory, and compliance issues. Prior to joining Veris, he worked for some of the world’s pre-eminent law firms. His work included engagements with investment advisory firms, hedge and private equity fund sponsors, investment managers, and financial planners, broker-dealers, and other financial institutions on compliance, fund formation, and other securities law-related matters.

General Counsel, Chief Compliance Officer, Partner

Richard Chen

Veris Wealth Partners LLC 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. A majority women-led firm providing intergenerational wealth management solutions and serving as an OCIO for endowments and foundations, Veris has been helping investors align their financial assets with their values and vision for the future since 2007.

Jane Swan

Senior Advisor, Head of Advisory Services, Partner

Lori Choi

Senior Advisor, Partner

Nicole Davis

Senior Advisor, Partner

Simon Williams

Chief Strategy & Distribution Officer, Arch Insurance International and Active Underwriter, Syndicate 1955

Jane Swan, CFA, is a partner, senior advisor, and head of advisory services at Veris. She is based in the firm’s San Francisco office. She began working in the field of socially responsible investing in 1996. Prior to joining Veris, she worked as a portfolio manager and vice president with Northern Trust, where she served families as well as private and community foundations. Swan got her start in the investment industry at Progressive Asset Management.

Senior Advisor, Head of Advisory Services, Partner

Jane Swan

Lori Choi is a partner, senior advisor, and CFA® charterholder in the Veris New York office. Choi has over 17 years of experience in wealth management and financial services. She also serves on the Veris board of managers. Prior to joining Veris, she was vice president of account management at Markit, a global financial information services company, and assistant vice president and portfolio manager at Bank of Hawaii Private Client Services, where she constructed portfolios, performed equity research, and directly managed over $170 million in client assets. She is a co-founder of Women Investing for a Sustainable Economy (WISE).

Senior Advisor, Partner

Lori Choi

Nicole Davis is a partner and senior advisor at Veris. She specializes in creating impactful private investment portfolios, tailored to clients’ thematic interests. She is a Certified Investment Management Analyst (CIMA®) professional. Prior to joining Veris, Davis was portfolio manager and assistant vice president with Bank of Hawaii’s Private Client Asset Management Team, where she constructed portfolios, performed equity research, and directly managed over $300 million in client assets.

Senior Advisor, Partner

Nicole Davis

Kimi leads the Estate Planning and Wealth Protection team and is a member of the Society of Trust and Estate Practitioners. She understands the complex and delicate nature of family estate planning, the technical requirements around probate and estate administration, and the importance of preserving wealth for future generations. Her advice is accurate, commercial, strategic and tailored to each situation.

Partner

Kimi Shah

Partner

Kimi Shah

Partner

Kimi Shah

Veris Wealth Partners LLC

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“We believe in handling our clients’ matters as if they were our own, and with this approach, we seek solutions wherever possible”

Brett Vincent, Vincent Young Lawyers

“Having four insurance designations, and the wealth of knowledge that comes with it, enables me to better counsel customers regarding the importance of having the appropriate insurance coverage”

Saray Uribe, CharSan Insurance & Consulting

employee benefits regional retail P&C specialty P&C underwriting direct-to-consumer programs

Underscoring the value proposition the firm offers, Vincent says, “Our clients get direct access to our partners. We are always available, and we pride ourselves on being highly responsive. We are lean and efficient. Our work is of the quality of larger law firms, without the price tag.” To operate optimally for clients, the firm engaged the founder of a major construction management company to be chairman. Under their guidance, Vincent Young has expanded its practice areas to include property, projects, commercial and insolvency law. Today, Vincent Young is advised by a chairman and two advisors, none of whom are lawyers, resulting in invaluable industry insight and client-side perspective. “The balance between technical legal skills and proactive solutions lies at the heart of our business and our success in legal matters,” says Vincent. “We believe in handling our clients’ matters as if they were our own, and with this approach, we seek solutions wherever possible.”

more than $1 million in funds over $2.3 million in combined monetary and in-kind donations through an annual World Food Derby initiative 2,320 volunteer hours to numerous deserving organizations, making a significant community impact

Alliant’s progress is set to continue, as underlined by Zimmer, who has confidence in the firm’s people to deliver continued excellence. “We believe in our business plan, and it has proven successful. We don’t feel the need to change that. Our core business plan will continue to drive the company forward, complemented by new opportunities that may arise in the future.”

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