Veris In The News
October 4, 2023, Family Wealth Report
How Wealth Managers Can Support EDI Objectives Through Asset Manager SelectionOctober 2, 2023, Green Money Journal
Veris Wealth Publishes New Report on Investing in DEIBSeptember 26, 2023, Nonprofit Pro
Veris Wealth Partners Publishes Report on Investing In Diversity, Equity, Inclusion & BelongingSeptember 7, 2023, InvestmentNews
Vetting fund managers on DEI: Why it mattersSeptember 7, 2023, Business Wire
Veris Wealth Partners Publishes New Report on Investing in Diversity, Equity, Inclusion & BelongingSeptember 6, 2023, Financial Advisor
How Big A Gamble Is Monte Carlo For Advisors?July 10, 2023, Veris News Release
Veris Wealth Partners and Firm CIO Michael Lent Win Wealth for Good AwardsMay 9, 2023, Veris News Release
Veris Wealth Partners Recognized as Best ESG Investing Advisory Firm at the 2023 Family Wealth Report AwardsFebruary 6, 2023, Veris News Release
Veris Receives 2023 Real Leaders Impact AwardFebruary 17, 2022, Confluence Philanthropy
The Time Is Now: The Fierce Urgency of This MomentFebruary 9, 2022, Impact Alpha
Rosemont takes a minority stake in Veris to secure employee ownershipFebruary 9, 2022, Veris News Release
Rosemont Announces Minority Equity Investment in Veris Wealth PartnersOctober 24, 2021, Financial Times
Navigating the thicket of ESG metricsOctober 20, 2021, Veris News Release
Veris Wealth Partners Surpasses $2 Billion in Assets Under ManagementMay 25, 2021, Barron’s
Future Returns: How to Invest in Strengthening CommunitiesApril 1, 2021, Veris Statement
Veris Statement on Anti-Asian Racial ViolenceJanuary 28, 2021, Veris News Release
Stephanie Cohn Rupp Appointed CEO of Veris Wealth PartnersJanuary 7, 2021, Veris Statement
Veris Wealth Partners Response to Capitol BreachMay 14, 2020, Benefits Canada
Gender Lens Investing On the Rise Among Institutional InvestorsFebruary 18, 2020, Reuters
YOUR MONEY: What it means to invest with a gender lensOctober 23, 2019, Conservation Finance Network
Investment Advisors Weigh In on Barriers to Conservation in PortfoliosOctober 17, 2019, Financial Times
Rich millennials push to put family wealth into impact investmentsSeptember 25, 2019, Veris News Release
Veris Wealth Partners Honored By B Corp For Seventh Straight YearSeptember 17, 2019, Veris News Release
Veris Wealth Partners Appoints Stephanie Cohn Rupp As Chief Operating OfficerJuly 28, 2019, Financial Times
‘Gender lens’ ETFs seek to promote workplace diversityApril 21, 2019, New Hampshire Union Leader
Seacoast women explore power of impact investingApril 7, 2019, Seacoastonline.com
Initiative seeks more women investors for women entrepreneursMarch 15, 2019, WealthManagement.com
How Financial Advisors Can Join The Fight For Gender EquityMarch 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-RivasMarch 8, 2019, CFA Institute
Women and Finance: 5 Trends To CelebrateJanuary 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 ListNovember 27, 2018, Kind Over Matter
What Type of Changemaker Are You?November 21, 2018, Euromoney
Gender lens investing: Banks not includedNovember 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 investingNovember 14, 2018, Euromoney
Gender-lens investing doubles in a yearNovember 6, 2018, Wealth Professional Canada
Gender lens investing skyrockets in 2018November 1, 2018, Thomson Reuters Foundation
Investors bank on women for financial and social gainsOctober 31, 2018, Financial Times
Funds that help women in business hit $2.2bn totalOctober 31, 2018, Morningstar
More Talent at the TopOctober 31, 2018, Bloomberg Good Business
Sustainable FinanceOctober 30, 2018, ThinkAdvisor
Demand Soars for Gender Lens InvestmentsOctober 30, 2018, Barron’s
Funds That Do Gender-Based Analysis Are Surging in PopularityOctober 30, 2018, ImpactAlpha
Gender Lens Investing Assets Rise 85% In Past Year And Now Exceed $2.4 BillionOctober 30, 2018, Veris News Release
Gender Lens Investing Assets Rise 85% In Past Year And Now Exceed $2.4 BillionOctober 4, 2018, Global Capital
Investors will start to say: us, tooOctober 3, 2018, Robb Report
How Women are Bringing Impact Investing to the MainstreamOctober 3, 2018, ImpactAlpha
Investments products that benefit women are proliferating across asset classesSeptember 14, 2018, Barron’s
The Allure of Funds That Foster Gender DiversityAugust 28, 2018, The Edge Malaysia
Going for EqualityJune 1, 2018, Investopedia
What are Clients Asking Their Advisors Lately?July 11, 2018, InvestmentNews
Looking for a Competitive Edge? Embrace DiversityJune 1, 2018, Investopedia
Valuing the impact of Your InvestmentsMay 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 SearchMay 2, 2018, Euromoney
CSR: Time’s Up for financeMay 1, 2018, Financial Advisor Magazine
10 Young Advisors To Watch
Veris Partner and Senior Wealth Manager, Lori Choi, named to list for 2018.March 15, 2018, Barron’s
‘Gender-Lens Investing’ Is Here to StayMarch 8, 2018, The Economist
Investment by women, and in them, is growingJanuary 21, 2018, CNBC
How to use your investments to support women in the workplaceJanuary 2, 2018, Financial Advisor Magazine
RIAs Join The B Corp MovementNovember 16, 2017, Bloomberg
Investment Assets That Put Women First Surge Past $2.2 BillionNovember 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 SportAugust 17, 2017, Veris News Release
InFaith Community Foundation And Veris Wealth Partners Advance Gender Lens Investing With Portfolio Addressing Root Causes Of Domestic ViolenceAugust 4, 2017, 10 Impacts In 10 Years
10 Years Later – Headed Toward a Brighter FutureJune 25, 2017, Seacoast Online
Veris celebrates 10 years of impact investingJune 6, 2017, Veris News Release
Veris Wealth Partners Celebrates 10th Anniversary
Firm Has Tripled Assets Since It Was Founded In 2007May 12, 2017, Investopedia
Anders Ferguson on Responsible Wealth ManagementMay 12, 2017, Investopedia
Nicole Davis on Finding Impact Portfolio ManagersFebruary 14, 2017, Financial Advisor Magazine
Harnessing the Power of the PurseDecember 15, 2016, Euromoney
CSR: The Alpha Female EffectDecember 14, 2016, InvestmentNews
Advisers Held Find Donor Advised Funds For Clients’ Charitable DollarsDecember 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 SportOctober 11, 2016, ImpactAlpha
Tech-Driven Impact and Other Takeaways From Generation InvestmentSeptember 22, 2016, Bloomberg
Investors Weigh Whether A Female CEO Matters To Market ReturnsSeptember 14, 2016 WealthManagement.com
Gender Lens Investing On The RiseSeptember 12, 2016, Veris News Release
Gender Lens Investing Assets Under Management Grow Fivefold In Past Two YearsAugust 2, 2016, Veris News Release
Veris Wealth Partners Publishes Climate Solutions White PaperMay 19, 2016, Veris News Release
Veris Wealth Partners Named “Best For NYC”May 17, 2016, Financial Advisor Magazine
A Passion For Healthy Living And SustainabilityFebruary 12, 2016, Denver Business Journal
Social Impacts Drive Where Millennials Put Their MoneyDecember 28, 2015, ThinkAdvisor
The Growing Influence Of Impact InvestingNovember 22, 2015, InvestmentNews
Investing In Women A Worthy StrategyAugust 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 portfoliosJuly 13, 2015, Veris News Release
Veris Wealth Partners Names Three New PartnersMay 29, 2015, Sustainable Brands
Want To Make An Impact? Invest In WomenMay 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 CorpMarch 4, 2015, Private Wealth
The 100% ClubMarch 4, 2015, Press Release
Jane Swan Joins Veris Wealth PartnersNovember 3, 2014, Family Wealth Report
Interview: Achieving B Corp Status And What It Means For Veris Wealth PartnersApril 30, 2014, Envestnet News Release
Envestnet | PMC Expands Impact Investing Solutions to Meet Rising Investor DemandJanuary 17, 2014, Reuters
Financial Advisers Changing Approaches for WomenApril 17, 2013, Veris News Release
Veris Named “Best for the World” By B CorpJanuary 16, 2013, Veris News Release
Veris Wealth Partners Receives Top GIIRS RatingJuly 26, 2012, CSRwire
Private Equity: Bain or Boon?June 25, 2012, Blue & Green Tomorrow
Advisers Can Lead by Learning About Sustainable InvestingJune 8, 2012, Euromoney
Philanthropy Debate: Investing’s More Important Evolution?
