Veris in the News

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
May 14, 2020, Benefits Canada
Gender Lens Investing On the Rise Among Institutional Investors
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”
December 17, 2018, Veris News Release
Casey Verbeck Named To 2018 Who’s Who In Impact Investing List
November 27, 2018, Kind Over Matter
What Type of Changemaker Are You?
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.
April 12, 2018, News Deeply
‘Who Gets to Build the Future?’: The Rise of Gender Lens Investing
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
September 25, 2017, Impact Alpha
Gender Diversity is about Radical Innovation … and Outperformance

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
July 25, 2017, SoCap
Veris Wealth Partners’ Reflections on 10 Years of Impact and Insights Into the Future of Our Industry
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 30, 2017, Maine Public Radio
Impact Investing
May 12, 2017, Investopedia
Anders Ferguson on Responsible Wealth Management
May 12, 2017, Investopedia
Nicole Davis on Finding Impact Portfolio Managers
March 28, 2017, Green Money Journal
Momentum Grows for Gender Lens Investing
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
October 4, 2016, The Chronicle of Philanthropy
New Venture Connects Socially Minded Artists With Cash
(Subscription Required)
September/October 2016, PlanAdviser Magazine
Millennials Essential
September 27, 2016, Finbuzz
Are Women Better Finance Bosses Than Men?
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
December 15, 2015, ValueWalk
Gender Lens Investing Approach A Critical Factor In Investment Analysis
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
February 10, 2013, Seacoastonline
Socially Responsible Investing at Veris Wealth Partners
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
June 8, 2012, Euromoney
Philanthropy Debate: Investing’s More Important Evolution?

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