Veris News & Media Coverage
- September 15, 2025 Financial Advisor 
 Why Some Advisors Are Daffy For DAFs
- September 12, 2025 Family Wealth Report 
 Shareholder Advocacy: Engagement Under Pressure
- July 17, 2025 Crain Currency 
 The growth and evolution of family office impact investing
- July 10, 2025 Pensions & Investments 
 Trump’s diversity rollback creates proxy season tension. Proposals for, against DEI earn less support.
- July 10, 2025 Pensions & Investments 
 Governance leads 2025 proxy season: Political spending disclosure wins while climate proposals struggle
- March 26, 2025 SRI360 Podcast 
 Inside the First Impact-Only Wealth Management Firm: Veris Walks The Impact Talk | Stephanie Cohn Rupp
- March 1, 2025 Kiplinger 
 Roth or Traditional? Seven Considerations for High Earners
- February 26, 2025 Citywire 
 How a $2.2bn ESG firm’s top gatekeeper weathers the anti-ESG storm
- February 13, 2025 Pensions & Investments 
 Veris Wealth Partners names sole investment chief
- February 11, 2025 Financial Advisor 
 Super Catch-Up’ Contributions Are Here, But With Limits
- February 11, 2025 Veris News 
 Veris Wealth Partners Elevates Chief Advisory Officer, Completes Planned CIO Succession
- January 24, 2025 Sustainable Post 
 Sustainable investing will still shine during second Trump administration
- January 17, 2025 Pioneers Post 
 The Impact World This Week: 17 January 2025
- January 13, 2025 Responsible Investor 
 People & Appointments: S&P Global names new head of Sustainable1
- January 10, 2025 Environmental Finance 
 People Moves, 10 January: SBTi, S&P, Impax, Natixis, HSBC, Morningstar Sustainalytics … and more
- January 9, 2025 ESG Investor 
 US SIF Names New Board Members, Chair
- January 9, 2025 Impact Alpha 
 The Brief: G is for Governance in the new social media operating environment
- January 8, 2025 Morningstar 
 Stephanie Cohn Rupp Named Board Chair for US SIF: The Sustainable Investment Forum
- December 6, 2024 Stockhead 
 The Ethical Investor: ESG vs Impact Investing… what’s the safer bet?
- November 5, 2024 CityWire 
 What Wall Street’s watching as America goes to the polls
- October 31, 2024 Advisorpedia 
 Impact Investing vs. ESG: Which Approach Delivers More Value?
- October 7, 2024 InvestmentNews 
 Veris Wealth Partners: Standing up for ESG
- September 19, 2024 ESG Investor 
 US Advisory Firm Introduces Just Transition Framework
- September 18, 2024 Veris News 
 Veris introduces just transition investing framework to advance climate and environmental progress
- September 17, 2024 Family Wealth Report 
 How Project 2025 Might Affect Impact Investors
- September 16, 2024 Kiplinger 
 How to Make a Charitable Plan That Won’t Break Your Bank
- August 1, 2024 CIO Magazine 
 The Alpha Opportunities of Declining Biodiversity
- July 24, 2024 Equities.com 
 Women of Impact: Veris Wealth Partner’s Stephanie Cohn Rupp and her 100% commitment to ESG
- July 12, 2024 FinancialAdvisor 
 Veris Featured in FinancialAdvisor’s 2024 RIA Ranking
- July 2, 2024, Equities.com 
 Regenerative agriculture: Investing in food production in a more sustainable way
- June 27, 2024, Veris News 
 Veris wins three WealthBriefing Wealth For Good awards
- June 17, 2024, Scripps News 
 Roraj Pradhananga Interviewed About ESG live on Main & Wall
- June 4, 2024, ImpactAlpha 
 What We’re Reading: The state of regenerative ag.
- May 14, 2024, Veris News Release 
 Veris named to Worth Leading Advisors List of Independent RIAs
- May 6, 2024, Veris News Release 
 Veris Wins 2024 Family Wealth Report Awards for Impact Investing (Advisory) and Diversity in Wealth
- April 16, 2024, WealthManagement.com 
 What’s in My Model Portfolio – Veris Wealth Partners: Using Capital Markets to Drive Change
- March 8, 2024, Pensions & Investments 
 Commentary: Racial equity investing — a call to counter anti-DEI attacks
- March 8, 2024, Financial Advisor IQ 
 Climate Rule a ‘Minor Miracle’ But Weak, RIAs Say
- March 4, 2024, Fintech.TV 
 Insight into sustainable investing and climate justice
- February 29, 2024, Mergers & Acquisitions 
 Veris Wealth Partners Promotes Roraj Pradhananga
- February 28, 2024, Veris News Release 
 Veris promotes Roraj Pradhananga to co-CIO and Jane Swan to Head of Advisory Services
- February 27, 2024, Financial Advisor Magazine 
 Senior Advisor Elena Ladygina quoted in the article Helping Retirees Get Their Charitable Giving Right
- February 22, 2024, Veris News Release 
 Veris Wealth Partners named finalist for four 2024 Family Wealth Report Awards
- February 1, 2024, Non-Profit Times 
 Commentary: Racial Equity Investing — Time to Double Down: By Stephanie Cohn Rupp and Santhosh Ramdoss
- January 29, 2024, Veris News Release 
 Eric Hsueh, CAIA has joined Veris Wealth Partners as a Director of Investments
- December 7, 2023, ESG Clarity 
 Four action steps for investment firms to address climate justice priorities
- October 6, 2023, ImpactAlpha Podcast 
 Veris’ due diligence framework for racial and gender justice
- October 4, 2023, Family Wealth Report 
 How Wealth Managers Can Support EDI Objectives Through Asset Manager Selection
- October 2, 2023, Green Money Journal 
 Veris Wealth Publishes New Report on Investing in DEIB
 
- September 26, 2023, Nonprofit Pro 
 Veris Wealth Partners Publishes Report on Investing In Diversity, Equity, Inclusion & Belonging
- September 7, 2023, InvestmentNews 
 Vetting fund managers on DEI: Why it matters
- September 7, 2023, Business Wire 
 Veris Wealth Partners Publishes New Report on Investing in Diversity, Equity, Inclusion & Belonging
- September 6, 2023, Financial Advisor 
 How Big A Gamble Is Monte Carlo For Advisors?
- July 10, 2023, Veris News Release 
 Veris Wealth Partners and Firm CIO Michael Lent Win Wealth for Good Awards
- May 9, 2023, Veris News Release 
 Veris Wealth Partners Recognized as Best ESG Investing Advisory Firm at the 2023 Family Wealth Report Awards
- February 6, 2023, Veris News Release 
 Veris Receives 2023 Real Leaders Impact Award
- September 7, 2022, Morningstar 
 Defenders of ESG Go On The Offensive
- February 17, 2022, Confluence Philanthropy 
 The Time Is Now: The Fierce Urgency of This Moment
- February 9, 2022, Impact Alpha 
 Rosemont takes a minority stake in Veris to secure employee ownership
- February 9, 2022, Veris News Release 
 Rosemont Announces Minority Equity Investment in Veris Wealth Partners
- October 24, 2021, Financial Times 
 Navigating the thicket of ESG metrics
- October 20, 2021, Veris News Release 
 Veris Wealth Partners Surpasses $2 Billion in Assets Under Management
- May 25, 2021, Barron’s 
 Future Returns: How to Invest in Strengthening Communities
- April 1, 2021, Veris Statement 
 Veris Statement on Anti-Asian Racial Violence
- January 28, 2021, Veris News Release 
 Stephanie Cohn Rupp Appointed CEO of Veris Wealth Partners
- January 7, 2021, Veris Statement 
 Veris Wealth Partners Response to Capitol Breach
- February 18, 2020, Reuters 
 YOUR MONEY: What it means to invest with a gender lens
- October 23, 2019, Conservation Finance Network 
 Investment Advisors Weigh In on Barriers to Conservation in Portfolios
- October 17, 2019, Financial Times 
 Rich millennials push to put family wealth into impact investments
- September 25, 2019, Veris News Release 
 Veris Wealth Partners Honored By B Corp For Seventh Straight Year
- September 17, 2019, Veris News Release 
 Veris Wealth Partners Appoints Stephanie Cohn Rupp As Chief Operating Officer
- July 28, 2019, Financial Times 
 ‘Gender lens’ ETFs seek to promote workplace diversity
- April 21, 2019, New Hampshire Union Leader 
 Seacoast women explore power of impact investing
- April 7, 2019, Seacoastonline.com 
 Initiative seeks more women investors for women entrepreneurs
- March 15, 2019, WealthManagement.com 
 How Financial Advisors Can Join The Fight For Gender Equity
- March 14, 2019, Fortune 
 JPMorgan’s Private Prison Pullback: A Generational Shift, or Low-Risk Lip Service?
- March 8, 2019, ImpactAlpha 
 Agents of Impact: Patricia Farrar-Rivas
- March 8, 2019, CFA Institute 
 Women and Finance: 5 Trends To Celebrate
- January 15, 2019, MarketPlace 
 Looking At Wealth Management Through A “Gender Lens”
- November 21, 2018, Euromoney 
 Gender lens investing: Banks not included
- November 19, 2018, Financial Planning 
 Assets balloon in gender equality funds, but do they work?
- November 15, 2018, Citywire 
 UK at ‘tipping point’ for gender lens investing
- November 14, 2018, Euromoney 
 Gender-lens investing doubles in a year
- November 6, 2018, Wealth Professional Canada 
 Gender lens investing skyrockets in 2018
- November 1, 2018, Thomson Reuters Foundation 
 Investors bank on women for financial and social gains
- October 31, 2018, Financial Times 
 Funds that help women in business hit $2.2bn total
- October 31, 2018, Morningstar 
 More Talent at the Top
- October 31, 2018, Bloomberg Good Business 
 Sustainable Finance
- October 30, 2018, ThinkAdvisor 
 Demand Soars for Gender Lens Investments
- October 30, 2018, Barron’s 
 Funds That Do Gender-Based Analysis Are Surging in Popularity
- October 30, 2018, ImpactAlpha 
 Gender Lens Investing Assets Rise 85% In Past Year And Now Exceed $2.4 Billion
- October 30, 2018, Veris News Release 
 Gender Lens Investing Assets Rise 85% In Past Year And Now Exceed $2.4 Billion
- October 4, 2018, Global Capital 
 Investors will start to say: us, too
- October 3, 2018, Robb Report 
 How Women are Bringing Impact Investing to the Mainstream
- October 3, 2018, ImpactAlpha 
 Investments products that benefit women are proliferating across asset classes
- September 14, 2018, Barron’s 
 The Allure of Funds That Foster Gender Diversity
- August 28, 2018, The Edge Malaysia 
 Going for Equality
- June 1, 2018, Investopedia 
 What are Clients Asking Their Advisors Lately?
- July 11, 2018, InvestmentNews 
 Looking for a Competitive Edge? Embrace Diversity
- June 1, 2018, Investopedia 
 Valuing the impact of Your Investments
- May 22, 2018, Financial Planning 
 Gender Lens investing ‘is coming into its own’
- May 21, 2018, B Corp 
 Meet the 2018 Best For The World Honorees
 
- May 14, 2018, Barron’s 
 Amazon Vows To Include Women, Minorities In Board Search
- May 2, 2018, Euromoney 
 CSR: Time’s Up for finance
- May 1, 2018, Financial Advisor Magazine 
 10 Young Advisors To Watch
 Veris Partner and Senior Wealth Manager, Lori Choi, named to list for 2018.
- March 15, 2018, Barron’s 
 ‘Gender-Lens Investing’ Is Here to Stay
- March 8, 2018, The Economist 
 Investment by women, and in them, is growing
- January 21, 2018, CNBC 
 How to use your investments to support women in the workplace
- January 2, 2018, Financial Advisor Magazine 
 RIAs Join The B Corp Movement
- November 16, 2017, Bloomberg 
 Investment Assets That Put Women First Surge Past $2.2 Billion
- November 14, 2017, Veris News Release 
 Gender Lens Investing Assets Rise 41% In Past Year
- November 28, 2016, Fast Company 
 Stop Meditating Alone–For Productivity Gains, It’s A Team Sport
- August 17, 2017, Veris News Release 
 InFaith Community Foundation And Veris Wealth Partners Advance Gender Lens Investing With Portfolio Addressing Root Causes Of Domestic Violence
- August 4, 2017, 10 Impacts In 10 Years 
 10 Years Later – Headed Toward a Brighter Future
- June 25, 2017, Seacoast Online 
 Veris celebrates 10 years of impact investing
- June 6, 2017, Veris News Release 
 Veris Wealth Partners Celebrates 10th Anniversary
 Firm Has Tripled Assets Since It Was Founded In 2007
- May 12, 2017, Investopedia 
 Anders Ferguson on Responsible Wealth Management
- May 12, 2017, Investopedia 
 Nicole Davis on Finding Impact Portfolio Managers
- February 14, 2017, Financial Advisor Magazine 
 Harnessing the Power of the Purse
- December 15, 2016, Euromoney 
 CSR: The Alpha Female Effect
- December 14, 2016, InvestmentNews 
 Advisers Held Find Donor Advised Funds For Clients’ Charitable Dollars
- December 2, 2016, Financial Times 
 The Business of Women
 (Subscription Required)
- November 28, 2016, Fast Company 
 Stop Meditating Alone–For Productivity Gains, It’s A Team Sport
- October 11, 2016, ImpactAlpha 
 Tech-Driven Impact and Other Takeaways From Generation Investment
- September 22, 2016, Bloomberg 
 Investors Weigh Whether A Female CEO Matters To Market Returns
- September 14, 2016 WealthManagement.com 
 Gender Lens Investing On The Rise
- September 12, 2016, Veris News Release 
 Gender Lens Investing Assets Under Management Grow Fivefold In Past Two Years
- August 2, 2016, Veris News Release 
 Veris Wealth Partners Publishes Climate Solutions White Paper
- May 19, 2016, Veris News Release 
 Veris Wealth Partners Named “Best For NYC”
- May 17, 2016, Financial Advisor Magazine 
 A Passion For Healthy Living And Sustainability
- February 12, 2016, Denver Business Journal 
 Social Impacts Drive Where Millennials Put Their Money
- December 28, 2015, ThinkAdvisor 
 The Growing Influence Of Impact Investing
- November 22, 2015, InvestmentNews 
 Investing In Women A Worthy Strategy
- August 14, 2015, The New York Times 
 With an Eye to Impact, Investing With a ‘Gender Lens’
- July 31, 2015, InvestmentNews 
 Climate change could impact client portfolios
- July 13, 2015, Veris News Release 
 Veris Wealth Partners Names Three New Partners
- May 29, 2015, Sustainable Brands 
 Want To Make An Impact? Invest In Women
- May 14, 2015, The Wall Street Journal 
 Voices: Patricia Farrar-Rivas, on Gender Lens Investing
 (Subscription Required)
- May 14, 2015, The Wall Street Journal 
 Voices: Patricia Farrar-Rivas, on Gender Lens Investing
 (Subscription Required)
- April 16, 2015, Veris News Release 
 Veris Wealth Partners Named “Best for the World” By B Corp
- March 4, 2015, Private Wealth 
 The 100% Club
- March 4, 2015, Press Release 
 Jane Swan Joins Veris Wealth Partners
- November 3, 2014, Family Wealth Report 
 Interview: Achieving B Corp Status And What It Means For Veris Wealth Partners
- April 30, 2014, Envestnet News Release 
 Envestnet | PMC Expands Impact Investing Solutions to Meet Rising Investor Demand
- January 17, 2014, Reuters 
 Financial Advisers Changing Approaches for Women
- April 17, 2013, Veris News Release 
 Veris Named “Best for the World” By B Corp
- January 16, 2013, Veris News Release 
 Veris Wealth Partners Receives Top GIIRS Rating
- July 26, 2012, CSRwire 
 Private Equity: Bain or Boon?
- June 25, 2012, Blue & Green Tomorrow 
 Advisers Can Lead by Learning About Sustainable Investing