We are driven by the conviction that our role is to contribute to your financial well being with a careful plan for achieving a meaningful result. Reflecting that, our process is heavily focused on maximizing the probability of your success over time. Verity Asset Management is an SEC-Registered Investment Advisor

As investors, we are all inundated by headlines and emotions and often conflicting predictions. Amidst all the noise, what is important, and what is merely superficial? In this challenging world, Verity is first and foremost in the business of providing solutions and mitigating risks, and we don’t wait for solutions, we create them. 

We invite you to examine more closely.

Investment Management

Verity Asset Management

Gordon T. Wegwart

Vyntanna ™

Jae Di Lorenzo

Al Otto

Jeffrey A. Munsey

Amy L. Simonson

The Finance and Operations team at Verity Asset Management is responsible for ensuring the efficient management of financial resources and operational processes that support the company's investment strategies. This team oversees workplace savings programs, manages employer plan services, and ensures compliance with regulatory requirements, all while focusing on maximizing client satisfaction and financial well-being. Through their combined expertise, they help streamline operations and implement innovative solutions to mitigate risks for clients.

Finance and Operations

Leadership Team

Finance and Operations

About

Team members

Other teams at Verity Asset Management

Leadership Team