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September 02, 2015 6:15 PM ET

Capital Markets

Company Overview of Veritable LP

Company Overview

Veritable LP is an employee owned investment manager. The firm primarily provides its services to individuals and families, typically high net worth individuals. It also manages accounts for pension and profit sharing plans, pooled investment vehicles, charitable organizations, and corporations. The firm manages separate client-focused equity and fixed income portfolios. It invests in the public equity and fixed income markets across the globe. Veritable LP was founded in 1997 and is based in Newtown Square, Pennsylvania with additional office in San Francisco, California. As of June 29, 2012, Veritable LP operates as a subsidiary of AMG Wealth Partners, LP.

6022 West Chester Pike

Newtown Square, PA 19073

United States

Founded in 1997

Phone:

610-640-9551

Fax:

610-640-9554

Key Executives for Veritable LP

Founder, Chief Executive Officer, and Partner
Age: 59
Chief Financial Officer and Partner
Chief Operating Officer, Partner, Member of Executive Committee, and Chairman of Operating Committee
Age: 55
Chief Investment Officer, Partner, and Chairman of Investment Policy Committee, Member of Strategic Investment Committee, and Member of Operating Committee
Partner, General Counsel, Chief Compliance Officer, and Member of the Operating Committee
Compensation as of Fiscal Year 2015.

Veritable LP Key Developments

Veritable LP Presents at Family Office & Private Wealth Management Forum, Jul-21-2015 04:45 PM

Veritable LP Presents at Family Office & Private Wealth Management Forum, Jul-21-2015 04:45 PM. Venue: Hyatt Regency Newport, Newport, Rhode Island, United States.

Veritable LP Presents at Family Office & Private Wealth Management Forum - West, Oct-28-2014 11:00 AM

Veritable LP Presents at Family Office & Private Wealth Management Forum - West, Oct-28-2014 11:00 AM. Venue: Napa Valley Marriott Hotel & Spa, 3425 Solano Avenue, Napa, CA 94558, United States.

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Recent Private Companies Transactions

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Date
Target
No transactions available in the past 12 months.
 

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