Veris Partners

Veris Wealth Partners is independently owned by the firm’s partnership group.

Practicing Partners

Richard Chen

Richard Chen
Chief Compliance Officer | General Counsel | Partner

Lori Choi

Lori Choi, CFA
Senior Advisor | Partner

Nicole Davis

Nicole Davis, CIMA®
Senior Advisor | Partner

Karen Walls deRochemont

Karen Walls deRochemont
Director, Client Service | Partner

Sandra Guerrero

Sandra Guerrero
Advisor | Partner

Eric Hsueh

Eric Hsueh, CAIA
Director, Investments | Partner

Sheryl Kucer

Sheryl Kucer, CFP®
Chief Operating Officer | Partner | Executive Committee

Elena Ladygina

Elena Ladygina, CFA, CFP®
Senior Advisor | Partner

Tracey Lynch

Tracey Lynch, CDFA®
Associate Director, National Client Service | Partner

Garrett Markley

Garrett Markley, CFP®
Associate Advisor | Partner

Tim Kingsbury

Tim Kingsbury, CFP®
Advisor | Partner

Roraj Pradhananga

Roraj Pradhananga, CIMA®, CPA
Chief Investment Officer | Partner | Executive Committee

Jane Swan

Jane Swan, CFA
Chief Advisory Officer | Senior Advisor | Partner | Executive Committee

Partners

Monica Brinser

Monica Brinser
HR Director | Partner

Michael Lent

Michael Lent CIMA®

Co-founder | Partner 

 Founding CIO of Veris

Patricia Farrar-Rivas

Patricia Farrar-Rivas

Co-founder | Partner 

 Founding CEO of Veris

Alison Pyott

Alison Pyott

Partner

Stephanie Cohn Rupp

Stephanie Cohn Rupp

Partner | Board Member 

Former CEO of Veris

Brad Mook

Partner | Board Member