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.
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.
Patricia Farrar-Rivas is a founding principal, as well as the CEO, 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 was 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.
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.
Michael is a founding principal and the CIO of Veris Wealth Partners. For 20 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.
Lori Choi is a Partner, Wealth Manager, and CFA Charterholder in the Veris New York office. She manages client portfolios and designs comprehensive strategies to meet a wide range of clients’ financial goals. She also helps to conduct customized due diligence research on asset managers and community development financial institutions for clients. Lori is a member of the firm’s Investment Working Group and Marketing Committee.
Nicole Davis is a Partner and Wealth Manager for the San Francisco Office of Veris Wealth Partners. She is responsible for the design, implementation, and management of clients’ investments and financial plans as well as manager research for Veris’ Investment Committee. Nicole also manages the Veris Sustainable Strategies Mutual Funds and the Veris Sustainable UMA, Veris’ signature financial products offered through the Envestnet Impact Investing Solutions Platform.
Alison Pyott is a Partner, Senior Wealth Manager, and a Certified Financial Planner™ for the Veris Portsmouth office. She manages client portfolios and designs comprehensive strategies to meet a wide range of clients’ financial and impact goals.