The Veris Team


Practicing Partners


Richard Chen

Richard Chen is the Chief Compliance Officer, General Counsel, and a Partner at Veris Wealth Partners.

Lori Choi

Lori Choi is a Senior Advisor, Partner, and CFA Charterholder in the New York Office of Veris Wealth Partners.

Nicole Davis

Nicole Davis is a Senior Advisor and  Partner in the Portsmouth office of Veris Wealth Partners.

Karen Walls deRochemont

Karen Walls deRochemont is the Director of National Client Service and a Partner at Veris Wealth Partners.

Sheryl Kucer

Sheryl Kucer is the Chief Operating Officer and a Partner of Veris Wealth Partners

Michael Lent

Michael Lent, Certified Investment Management Analyst®, is a founding principal and a Co-CIO of Veris Wealth Partners

Roraj Pradhananga

Roraj Pradhananga is the Co-CIO and a Partner at Veris Wealth Partners

Alison Pyott

Alison Pyott is a Partner and Senior Advisor. She is a CERTIFIED FINANCIAL PLANNER™ and Certified Private Wealth Advisor® (CPWA®) professional for the Veris Portsmouth office.

Stephanie Cohn Rupp

Stephanie Cohn Rupp is the Chief Executive Officer and a Partner at Veris Wealth Partners and has extensive global experience in impact investing.

Veris Staff

Brittany Arnold

Brittany Arnold is a Client Service Analyst in the New York office of Veris Wealth Partners. 

Katie Bamberger

Katie Bamberger is a Senior Client Associate in the New Hampshire office of Veris Wealth Partners.

Leah Beattie

Leah Beattie is an Associate Advisor, Financial Paraplanner Qualified Professional SM (FPQP®), and Chartered SRI Counselor SM (CSRIC®) in the Portsmouth office of Veris Wealth Partners.

Cathy DeCarlo

Cathy DeCarlo serves as the bookkeeper for Veris.

Max Boerstoel

Max Boerstoel is the Associate Director of Operations at Veris Wealth Partners

Colin Cunningham

Colin Cunningham is an Operations Associate in the New York office of Veris Wealth Partners.

Shawntelle Ferguson

Shawntelle Ferguson is a Senior Client Service Associate in the San Francisco office of Veris Wealth Partners

Mandy Gardner

Mandy Gardner is the Associate Director of Marketing at Veris Wealth Partners.

Laura Gracy

Laura Gracy is a Client Service Analyst in the Portsmouth Office of Veris Wealth Partners.