Charis Veney

Charis Veney is a finance professional with a diverse background in client management and investment operations. Currently serving as a Client Manager at Pathstone since August 2022 following the acquisition of Dyson Capital Advisors, Charis has also held titles of Senior Advisor and Senior Associate. Prior experience includes roles as an Investment Operations Analyst at Dyson Capital Advisors, an Investment Performance Analyst at Cambridge Associates, and various positions in account management and sales at AssuredPartners, The Children's Place, and Justice. Charis earned a Bachelor's degree in Finance from Virginia Commonwealth University between 2015 and 2019.