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November 22, 2022

Veris Celebrates 15 Years of Impact in our 2022 Impact Report

In this season of thanks, we are grateful to be celebrating our firm’s 15th Anniversary with the release of our 2022 Impact Report.

In this year’s Impact Report, we illustrate the positive social and environmental progress we have helped create, thanks to our wonderful clients, team, investment managers and industry partners.

Download Report

November 21, 2022

Veris Condemns Violence Against the LGBTQ Community

“Places that are supposed to be safe spaces of acceptance and celebration should never be turned into places of terror and violence. Yet it happens far too often. We must drive out the inequities that contribute to violence against LGBTQI+ people. We cannot and must not tolerate hate.”
– President Biden’s Statement on the Shooting in Colorado Springs ¹

November 18, 2022

Sheryl Kucer Named COO of Veris Wealth Partners

We are thrilled to welcome Sheryl Kucer to Veris as our new Chief Operating Officer.

Sheryl brings to the role over 15 years of operational and human capital experience and her deep commitment to the Veris values of social justice, racial and gender equity and environmental sustainability.

September 19, 2022

Veris Wealth Partners Signs Onto The SME Climate Commitment to Achieve Net-Zero Emissions

Veris Wealth Partners is pleased to announce that we have formalized our longstanding goal to achieve Net-Zero carbon emissions by signing onto The Small and Medium Enterprise (SME) Climate Commitment. By making this commitment, Veris has pledged to:

Reduce our greenhouse gas emissions by 50% before 2030*
Achieve Net Zero Emissions before 2040
Disclose our progress on a yearly basis

September 14, 2022

A Look at a Few of the Potential Benefits & Limitations of The Inflation Reduction Act & Biden Student Loan Forgiveness Plan

by Tim Kingsbury, Advisor at Veris Wealth Partners

August 2022 saw encouraging news coming from Washington with the passage of the Inflation Reduction Act (IRA)¹ and the introduction of the Biden Student Loan Forgiveness plan.² The potential effects of these initiatives are too extensive to unpack quickly, but this brief overview offers insights into a few of the most promising benefits and some of the limitations.

September 7, 2022

ESG Critics Are On The Wrong Side of History

by Stephanie Cohn Rupp, CEO of Veris Wealth Partners

“Don’t take the wrong side of an argument just because your opponent has taken the right side.” — Baltasar Gracián

Environmental, Social, and Governance (ESG) investing is facing a new round of criticism from American conservative leaders. Senator Ted Cruz, to offer one example, has framed BlackRock’s ESG policies as “abusing the market.”¹ More alarming to me, are the new state-level policy attacks on ESG led by elected officials from across the United States. To offer three recent examples: