FOR IMMEDIATE RELEASE

Veris Wealth Partners Appoints
Stephanie Cohn Rupp As Chief Operating Officer

 Global Impact and ESG Executive Joins Leading Impact Investing Wealth Management Firm

SAN FRANCISCO, September 17, 2019 Veris Wealth Partners, one of the nation’s leading impact wealth management firms, said today that Stephanie Cohn Rupp, an executive leader with more than 20 years of global impact investing experience, has been named Chief Operating Officer.

Cohn Rupp has extensive international experience in impact and ESG investing and in building profitable, sustainable businesses. Based in San Francisco, she will be focused on leading the firm’s impact wealth management growth strategies, financial performance and client experience.

Stephanie Cohn Rupp - Veris WP

“Stephanie Cohn Rupp is a highly accomplished executive whose leadership and experience will help Veris find new ways to serve clients and support our continued growth,” said Patricia Farrar-Rivas, CEO of Veris Wealth Partners.  “Stephanie has a passion for developing sustainable businesses and for innovating impact wealth management, both which are central to our mission at Veris.”

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Founded in 2007, Veris has grown to $1.3 billion in assets under management since inception.

“I am excited to join the Veris team to help grow the industry’s most experienced impact investing wealth management firm,” Cohn Rupp said. “Veris has a national reputation as a trailblazer and has managed impact-only portfolios through multiple market cycles. My goal is to help the firm innovate to serve the expanding number of clients who want to align their wealth with their values.”

Before joining Veris, Rupp was Managing Director and Partner, Head of Impact Investing, at Tiedemann Advisors, where she served clients as a wealth advisor and led the development of the impact investing platform and impact client experience. Prior to that, she was CEO of Toniic, a global community of impact investors which she grew tenfold. Previously, Cohn Rupp held globally focused investment roles at Omidyar Network, PlaNet Finance, UBS, The World Bank and building greenfield micro-finance institutions financed by USAID.

Cohn Rupp is a member of the ImpactAssets 50 Review Committee and an advisory board member to Paris-based Investisseurs et Partenaires’ investment fund for education in Francophone Africa.

She earned a Master of Public Administration from the Harvard University Kennedy School of Government and a Master of Science from the London School of Economics and Political Science. She is a French and US binational and co-authored The ImpactAssets Handbook in 2017 with Jed Emerson.

About Veris Wealth Partners

Veris Wealth Partners, LLC is one of the nation’s leading impact wealth management firms. The Veris team believes that investment performance and positive impact are complementary parts of a holistic investment strategy. Veris has been named Best for the World by B Corp for seven straight years and is in the top 10% of all B Corp firms. Veris has offices in San Francisco, New York, Portsmouth, and Boulder. For information, call 415.814.0580, or visit www.veriswp.com.

Media Contact

Greg Berardi, Blue Marlin Partners
415.239.7826, greg@bluemarlinpartners.com

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