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, charitable planned giving, and community impact 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. Read More
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 non-profits 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 and the Chief Executive Officer of Veris Wealth Partners. She has been providing investment advisory and wealth management services since 1992. 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. Since 1983, he has been advising high net worth individuals and private foundations. The deep relationships he’s formed over the years have enabled him to design financial plans that address clients’ financial goals, while reflecting 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, Investments and Investment Management Consultant with A. G. Edwards & Sons, Inc. in Portsmouth, NH.
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Michael is a founding principal and Chief Investment Officer of Veris Wealth Partners. For 16 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 regarding sustainable investing by major media outlets, including AP and Reuters. 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. Read More