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.
Steve has a long history of management and director-level roles within the nonprofit sector. His deep understanding of public and private philanthropy enables him to provide a broad range of client services that complement his wealth management skills.
In 1991, after fifteen years in the leadership of a successful nonprofit housing and community development organization, Steve oversaw the development of a national network of community foundations. He came to believe that the failure of governmental programs to provide social services and raise the global standard of living required another path. He saw that by engaging more directly with project funding sources and the capital markets, he could generate even greater social impact. This led him to Progressive Asset Management and socially responsible investing.
Steve serves on the Board of Directors and is the former Co-Chair of the Jewish Funds for Justice. He is the former Chair of the Shefa Fund, dedicated to Jewish social justice, and Grassroots International, a global aid organization. Steve is a Certified Investment Management Analyst (CIMA®). He graduated from the University of Florida with a B.A. in Political Science. He is a voracious reader and enjoys kayaking. Steve lives with his family in Brooklyn, NY.