In 2022, the Veris Partners came together to develop a Board of Managers, which 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 is a Partner, Senior Wealth Manager, 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. Lori also leads the client service team in New York and serves as Chair of the firm’s Best Place to Work Committee, Co-Chair of its Compensation Committee, and a member of its Investment Working Group and Marketing committees.
Sheryl Kucer is a Partner and Chief Operating Officer of Veris. She brings over 15 years of experience working with financial advisory firms in leadership and operational capacities. Sheryl 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.
Michael Lent is a founding principal and the CIO of Veris Wealth Partners. For 29 years, he’s been delivering financial planning and investment consulting services to high-net-worth families, family offices, and foundations. 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.
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.
Stephanie Cohn Rupp
Stephanie Cohn Rupp is a Partner and Chief Executive Officer at Veris Wealth Partners. She has more than 20 years of global impact investing experience. Throughout her career, Stephanie has focused on building scalable, profitable, sustainable businesses. Based in Denver, she helps lead the firm’s impact wealth management growth strategies, financial performance, and client experience.