Board of Managers

Veris’ Board of Managers is a distinct governance body, separate from the Partnership and the Management Team. Board members have two-year terms with two consecutive term limits.

Lori Choi

Lori Choi is a Partner, Senior Advisor, and CFA® Charterholder in the Veris New York office. Lori has over seventeen years of experience in wealth management and financial services, and is passionate about helping individuals, families, and foundations have a positive social and environmental impact with their wealth.

Prior to joining Veris, Lori was Vice President of Account Management at Markit, a global financial information services company, and Assistant Vice President and Portfolio Manager at Bank of Hawaii Private Client Services, where she constructed portfolios, performed equity research, and directly managed over $170 million in client assets.

Lori graduated from the Wharton School, University of Pennsylvania with a B.S. in Economics. Lori is a co-founder of Women Investing for a Sustainable Economy (WISE), a community for people who identify as women to connect, grow, and share, with the purpose of advancing sustainable investing and women’s leadership. Lori lives with her husband and three children in Dallas, Texas.

Nicole Davis

Nicole Davis is a Partner and Senior Advisor at Veris Wealth Partners. She is a Certified Investment Management Analyst (CIMA®) professional. Nicole specializes in creating highly impactful private investment portfolios, tailored to clients’ thematic interests and works with many of the firm’s largest foundation clients. She is a member of the Veris Investment Committee.

Prior to joining Veris, Nicole was Portfolio Manager and Assistant Vice President with Bank of Hawaii’s Private Client Asset Management Team, where she constructed portfolios, performed equity research, and directly managed over $300 million in client assets. She has over 20 years of financial services industry experience.

Nicole is a volunteer and former Executive Committee member of the Surfrider Foundation NH Chapter, an organization committed to protecting the ocean and beach access. She was previously a member of the CEI Notes Advisory Board, a community investment notes program of the Maine based CDFI, Coastal Enterprises Inc (CEI). Nicole graduated from Stanford University with a B.A. in Political Science and a minor in Economics. She lives with her family in Portsmouth, NH.

Sheryl Kucer

Sheryl Kucer is a Partner and Chief Operating Officer of Veris and she serves on the firm’s Executive Committee. Sheryl has over 15 years of experience working with financial advisory firms in leadership and operational capacities, and holds the CERTIFIED FINANCIAL PLANNER™ certification. Prior to joining Veris, Sheryl was Chief Operating Officer and Chief Compliance Officer at Dyson Capital Advisors, where she had general oversight of information technology, human resources, operations, finance, and compliance.

Sheryl began her career learning the operational aspects of the investment advisory business at several small to mid-size investment advisory firms and her experience includes managing operations teams through mergers and acquisitions. As Director and Head of Client Service and Operations at Tiedemann Advisors, Sheryl managed a team of 20 associates tasked with handling the operational needs of advisors and clients.

Sheryl currently serves on the board of PowerCorpsPHL, a Philadelphia-based nonprofit organization focused on green workforce development initiatives that help un- and under-employed 18–30 year olds get work experience and living wage jobs in clean energy, green infrastructure, and other fields.

She graduated from George Washington University. Sheryl lives in Philadelphia, PA with her husband and two children.

Brad Mook

Brad Mook is Managing Director of Investments at Rosemont Investment Group. He is responsible for sourcing and evaluating Rosemont’s investment opportunities, overseeing the investment process, and working closely with portfolio partners on strategic issues. Prior to joining Rosemont in 2019, Brad served as Director of Manager Research at SEI Investments, a $167 billion multi-manager advisory business. He conducted and oversaw manager selection and due diligence across multiple asset classes and provided strategic and tactical leadership for growth opportunities and internal operations.

Before arriving at SEI in 2009, Brad spent 15 years as a sell-side analyst and director of research at various firms, performing industry, business, financial and valuation analysis on a wide range of investment opportunities. He is a CFA® Charterholder and holds a BA in Political Economy from Williams College.

Roraj Pradhananga

Roraj Pradhananga is a Partner and the Chief Investment Officer at Veris Wealth Partners. He serves on Veris’ Executive Committee and management team and as Chair of the firm’s Board of Managers. Roraj also leads Veris’ Investments team and chairs the firm’s Investment Committee. He is responsible for thought leadership, investments across asset classes, thematic research, and impact measurement and management.

Roraj has over 17 years of experience across wealth management, asset management, banking, and insurance.

Prior to joining Veris, Roraj was a Sustainability Investing Analyst at RobecoSAM in Zurich, Switzerland, where he developed and implemented sustainability, ESG and impact investing solutions across core, thematic, and impact investment strategies and covered the consumer discretionary and telecoms sectors. Before RobecoSAM, he was a Vice President in Debt Capital Markets at Citigroup in New York. He started his career at KPMG in New York in the Insurance and Asset Management practices.

Roraj holds an MBA (Honors) from IMD Business School in Switzerland and is a Certified Investment Management Analyst (CIMA®) and a Certified Public Accountant (CPA). He lives with his family in NY.