Gordon Stone

Prior to joining Veritable in 2007, Gordon was a Managing Director at a hedge fund serving some of the nation’s top university and foundation endowments. Earlier in his career he was a Vice President at Morgan Stanley in London and at UBS in New York doing investment banking for technology companies. He also worked at AIC Ventures, a Texas-based real estate private equity firm. Gordon received a BA in Economics from the University of Pennsylvania and holds an MBA from Harvard University. He leads a team of four investment professionals that is in high demand at Veritable. He is also a thoughtful member of the firm’s Investment Committee where his extensive investment and business experience are invaluable. He has a keen interest in ESG and SRI-focused investing and is often brought in to consult with other Veritable investment teams in these areas.