Steve Fahrer is a founding principal of Veris Wealth Partners. He has been providing sustainable investment advisory and wealth management services since 1994. Steve specializes in financial consulting, portfolio management and community impact investing across all asset classes. Prior to Veris, he co-founded the New York office of Progressive Asset Management, the first full-service broker/dealer to focus on socially responsible investing.
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Anders Ferguson is a founding principal of Veris Wealth Partners and leads the company’s strategic marketing and business development. He is a seasoned entrepreneur and financier building sustainable companies and nonprofits since 1978. Anders specializes in sustainable alternative assets, capital formation, and business strategy. Prior to Veris, Anders chaired Uplift Equity Partners, a firm specializing in sustainable private equity. He speaks frequently about sustainable leadership and investing.
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Patricia Farrar-Rivas is a founding principal, as well as the CEO and Chief Compliance Officer, of Veris Wealth Partners. She has been providing investment advisory and wealth management services since 1992. Patricia is a principal consultant to the Envestnet Sustainability Platform and a member of the Envestnet Advisory Board. Prior to Veris, Patricia led the effort by Silicon Valley-based public accounting firm, Frank, Rimerman + Co. to launch its new investment advisory subsidiary, Frank, Rimerman Advisors. She also co-founded the New York office of Progressive Asset Management in 1994.
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David Hills is a founding principal of Veris Wealth Partners and has been advising high-net-worth individuals and private foundations since 1983. David’s deep, long-term relationships with his clients allow him to create financial plans that not only address their financial goals but also align with their personal values and commitments. His expertise also includes investment policy statements, performance measurement, and estate and tax planning strategy. Prior to Veris, David was a Senior Vice President with A. G. Edwards & Sons, Inc. in Portsmouth, NH.
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Michael is a founding principal and the CIO of Veris Wealth Partners. For 18 years, he’s been delivering financial planning and investment consulting services to high-net-worth families, family offices, and foundations. Michael has been recognized by the Calvert Foundation for his advocacy of blended-value community investing and is regularly cited by major media outlets such as AP and Reuters on matters pertaining to sustainable investing. Prior to Veris, he co-founded the New York office of Progressive Asset Management, the first full-service broker/dealer to focus on socially responsible investing.
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