Patricia is a co-founder, non-practicing partner, and previous CEO of Veris Wealth Partners. She retired in March of 2022. Since 1992, she has supported the growth of the Mission-related Investing industry. Patricia previously co-led the Mission-related Investing introductory day for Confluence Philanthropy and served on the review committee for Transformative 25 2022. She serves as an advisor for the Just Economy Institute.
Michael is a founding principal and the CIO of Veris Wealth Partners. For 20 years, he’s been delivering financial planning and investment consulting services to high-net-worth families, family offices, and foundations. Michael has been recognized by the Calvert Foundation for his advocacy of blended-value community investing and is regularly cited by major media outlets such as AP and Reuters on matters pertaining to sustainable investing. 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.
David Hills is a founding partner at Veris Wealth Partners. David started his investment career in 1983 and is a pioneer in Impact investing. All the way back to when it was called Ethical Investing. Hills began his social activism against the Vietnam war, and later became committed in the fight against nuclear power at the Seabrook, NH, power plant. Never afraid to jump in, he was arrested four times for civil disobedience.
Anders Ferguson is a founding principal of Veris Wealth Partners and previously led the company’s strategic marketing and business development. He is a seasoned entrepreneur and financier building sustainable companies and nonprofits since 1978. Anders specializes in sustainable alternative assets, capital formation, and business strategy. Prior to Veris, Anders chaired Uplift Equity Partners, a firm specializing in sustainable private equity. He speaks frequently about sustainable leadership and investing.
Steve Fahrer is a founding principal of Veris Wealth Partners. He has provided sustainable investment advisory and wealth management services since 1994. Steve specializes in financial consulting, portfolio management and community impact investing across all asset classes. 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.