Pat Addeo, Senior Associate, Wealth Management

Pat Addeo is Senior Associate, Wealth Management in the New York Office of Veris Wealth Partners. She helps design, implement, and manage clients’ investment and financial plans and provides direct client services. For 12 years, Pat has been working with socially responsible investments on behalf of family offices and foundations.

Prior to joining Veris, she worked as an analyst and financial counselor at Rockefeller & Co. Pat provided SRI research and analysis on two global funds that invested in alternative energy, sustainable agriculture, education, health care, and human capital. In 1991, she also helped launch the company’s pioneering Libra Fund, a large cap global SRI fund. Prior to Rockefeller & Co., she worked at the Ford Foundation’s Office of Communications, where she was responsible for producing the organization’s annual report and bi-monthly newsletter.

Pat previously worked for the United Nations Association, where she organized joint conferences and seminars for the Arms Control and Economic Policy Group. She graduated from Boston College with a B.A. and from Iona College with an M.B.A. She lives with her husband, two children, and two labs in Hartsdale, NY.