September 30, 2016 4:11 AM 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 2016.

Veris Wealth Partners, LLC Key Developments

Veris Wealth Partners, LLC Presents at 2nd Annual ESG, SRI, & Impact Investing Summit, Mar-31-2016 10:45 AM

Veris Wealth Partners, LLC Presents at 2nd Annual ESG, SRI, & Impact Investing Summit, Mar-31-2016 10:45 AM. Venue: The Princeton Club, 15 West 43rd Street, New York, NY 1003, United States. Speakers: Lori Choi, Partner.

Veris Wealth Partners Names Three New Partners

Veris Wealth Partners announced the promotion of three of its wealth managers to Partner. Alison Pyott, Nicole Dolan and Lori Choi will join the executive management team of the firm and continue to work closely with individual and institutional investors to execute their impact investing and wealth management strategies. Choi joined Veris in 2010 and has more than 7 years of wealth management experience. She is based in the firm's New York City office. Prior to joining Veris, Choi was Vice President of Account Management at Markit and was Assistant Vice President and Portfolio Manager at Bank of Hawaii Private Client Services. She serves on the board of Resource Generation and co-founded Women Investing for a Sustainable Economy (WISE). Dolan joined Veris in 2008 and has 10 years of wealth management experience. She is based in the firm's Portsmouth, New Hampshire office. Prior to joining Veris, Dolan was Portfolio Manager and Assistant Vice President with Bank of Hawaii's Private Client Asset Management Team. Pyott helped start the Veris Portsmouth, New Hampshire office in 2007. She has 18 years of financial services experience. Prior to joining Veris she was the Director of Client and Shareholder Services for Citizens Advisors, Director of Community Impact at United Way of the Greater Seacoast, and held client service and management positions at John Hancock Signature Services. Pyott currently serves as the Treasurer for the New Hampshire Women's Foundation and is Vice Chair for the New Hampshire Charitable Foundation Piscataqua Region Advisory Board.

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.

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Recent Private Companies Transactions

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