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

Sheryl Kucer

This department focuses on managing and enhancing client relationships and ensuring their service needs are met.

Client Services

This department provides expert advice and guidance to clients and partners.

Advisory Services

This department focuses on providing personalized financial advisory and investment management services to clients.

Wealth Management

This department focuses on managing and analyzing investment opportunities to drive financial growth and impact.

Investment Management

This department oversees the integration of marketing strategies and operational processes to enhance overall efficiency and effectiveness.

Marketing Operations

This department oversees organizational operations and ensures legal and regulatory compliance across all functions.

Veris Wealth Partners

Org chart

Teams

Client Services

Advisory Services

Wealth Management

Investment Management

Marketing Operations

Operations and Compliance

Offices

Veris Wealth Partners

Org chart

Teams

Client Services

Advisory Services

Wealth Management

Investment Management

Marketing Operations

Operations and Compliance

Offices

Related companies