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June 03, 2015 6:13 PM ET

Capital Markets

Company Overview of Veris Wealth Partners, LLC

Company Overview

Veris Wealth Partners, LLC provides wealth management and investment advisory solutions to high net worth families, and their foundations and endowments. The company’s wealth management products and services include financial and wealth transfer planning, wealth counseling, estate and tax planning consultation, and investment portfolio planning and management, as well as philanthropy strategy, structure, and management. Veris Wealth Partners was incorporated in 2007 and is based in New York, New York.

90 Broad Street

24th Floor

New York, NY 10004

United States

Founded in 2007

Phone:

212-349-4172

Fax:

212-346-0084

Key Executives for Veris Wealth Partners, LLC

Chief Executive Officer
Partner
Compensation as of Fiscal Year 2014.

Veris Wealth Partners, LLC Key Developments

Veris Wealth Partners Appoints Jane Swan as Senior Wealth Manager

Veris Wealth Partners appointed Jane Swan as Senior Wealth Manager. Swan has more than 15 years of experience in private wealth management and specializes in creating impact investing strategies for individuals, families and foundations. She is located in San Francisco at Veris' headquarters. Prior to joining Veris, Swan worked as Portfolio Manager and Vice President for Northern Trust. At Northern Trust, she also served on several committees, including the Corporate Social Responsibility Task Force, Women in Leadership, and the LGBT Advisory Team. Swan is a member of the Financial Women's Association and previously served on the Investment Committee of the Horizons Foundation.

Veris Wealth Partners, LLC Presents at SRI Conference on Sustainable, Responsible, Impact Investing, Oct-28-2013 10:30 AM

Veris Wealth Partners, LLC Presents at SRI Conference on Sustainable, Responsible, Impact Investing, Oct-28-2013 10:30 AM. Venue: The Broadmoor, Colorado Springs, Colorado, United States.

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