They are one of the largest and oldest independent investment advisors, operating as a multi-family office, serving over 200 families and managing $15 billion

Finance

Veritable

Veritable's headquarters in Newtown Square, PA, United States

Michael Stolper

Thomas Mahoney

Jeffrey Beachell

John Scuteri

Vanessa Kyranakis

The Partners team at Veritable comprises senior leaders and experts who oversee the firm's operations, client relations, investment strategies, risk management, and legacy planning. They work collaboratively to provide comprehensive financial advice and management services to the firm's multi-family office clients, ensuring the preservation and growth of their assets.

Partners

The Leadership Team at Veritable is responsible for setting the strategic direction of the firm, ensuring operational efficiency, and overseeing risk management and financial performance. Comprising senior partners with diverse expertise, they work collaboratively to serve the unique needs of their client families while maintaining the firm's commitment to integrity and excellence in investment advisory services.

Veritable

Org chart

Teams

Partners

Leadership Team

Offices

Veritable

Org chart

Teams

Partners

Leadership Team

Offices

Related companies