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

Sheryl Kucer

Sheryl Kucer
Chief Operating Officer | Partner

Michael Lent

Michael Lent, CIMA®
Co-Chief Investment Officer | Partner

Roraj Pradhananga

Roraj Pradhananga, CIMA®, CPA
Co-Chief Investment Officer | Partner

Alison Pyott

Alison Pyott, CFP®, CPWA®
Senior Advisor | Partner

Stephanie Cohn Rupp

Stephanie Cohn Rupp
Chief Executive Officer | Partner | Board Chair

Jane Swan

Jane Swan, CFA
Senior Advisor | Head of Advisory Services | Partner

Partners

Monica Brinser

Monica Brinser
HR Director | Partner

Patricia Farrar-Rivas

Patricia Farrar-Rivas

Co-founder | Partner 

 Founding CEO of Veris

Brad Mook

Brad Mook

Partner 

Rosemont Investment Group