Veris Wealth Partners
Investment Advice
235 Montgomery Street
36 employees
- Employees
- 36
- Contacts
- 4
- Emails
- 4
- Phones
- 3
Veris Wealth Partners Overview
- Headquarters
- 235 Montgomery Street
- Phone Number
- Available in AeroLeads
- Website
- veriswp.com
- Industry
- Investment Advice
- Employees
- 36
- Founded
- 2007
- Company Email
- Available in AeroLeads
- NAICS
-
Investment Advice
About Veris Wealth Partners
Veris is an investment advisory firm that applies sustainable and impact investing expertise across public & private markets to help families and mission-driven organizations meet their financial objectives & goals for social and environmental impact. A majority women-led firm, Veris has been helping investors align their financial assets with their values and vision for the future since 2007. Serving clients across the United States with offices in Oakland, CA; New York, NY; Portsmouth, NH; Denver, CO; and Philadelphia, PA. For information about our firm or services, email info@veriswp.com or visit www.veriswp.com.
Veris Wealth Partners Contact Details
- People in AeroLeads
- 4
- With contact data
- 4
- Email contacts
- 4
- 100.0% coverage
- Phone contacts
- 3
- 75.0% coverage
Veris Wealth Partners Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Lori Choi, Cfa | Senior Advisor, Partner, of Veris | Dallas-fort Worth Metroplex, United States |
Email
Phone
|
| Garrett Markley, Cfp® | Impact/esg Investing Associate Advisor | Scarsdale, New York, United States |
Email
Phone
|
| Alison Pyott, Cfp®, Cpwa®(emeritus) | Partner - Veris Wealth Partners, Llc | Portsmouth, New Hampshire, United States |
Email
Phone
|
| Stephanie Rupp | Board Chair of Us Sif & Partner ( | Denver, Colorado, United States |
Email
|
Employees by Management Level
Individual contributor
8 profiles
Associate / junior
3 profiles
Senior / Lead
2 profiles
Executive
1 profile
Director
1 profile
Manager
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| General | 3 | 3 | 1 |
| Sales | 1 | 1 | 1 |
| Executive | 1 | 1 | 1 |
| Operations | 1 | 1 | 0 |
| Legal | 1 | 1 | 0 |
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