May 22, 2018 2:57 AM 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: 61
Chief Financial Officer and Partner
Chief Operating Officer and Partner
Age: 57
Chief Investment Officer and Partner
General Counsel and Chief Compliance Officer
Compensation as of Fiscal Year 2017.

Veritable LP Key Developments

Veritable LP Presents at The 7th Annual OCIO and Investment Outsourcing Summit, Mar-20-2018 04:00 PM

Veritable LP Presents at The 7th Annual OCIO and Investment Outsourcing Summit, Mar-20-2018 04:00 PM. Venue: The Princeton Club, 15 West 43rd Street, New York, New York, United States. Speakers: Brett Rubinson, Founding Partner.

Veritable LP Presents at CIO Leaders In Alternative Investments Summit, Nov-29-2017 02:40 PM

Veritable LP Presents at CIO Leaders In Alternative Investments Summit, Nov-29-2017 02:40 PM. Venue: New York Athletic Club, 180 Central Park South, NEW YORK, United States. Speakers: Jared S. Weiner.

Veritable LP Presents at 6th Annual RIA West Investment Forum, Oct-17-2017 02:45 PM

Veritable LP Presents at 6th Annual RIA West Investment Forum, Oct-17-2017 02:45 PM. Venue: The Ritz-Carlton, 600 Stockton S, San Franicisco, California, United States. Speakers: John Turcik, Portfolio Manager.

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Recent Private Companies Transactions

Type
Date
Target
No transactions available in the past 12 months.
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