A Gender-Diverse Team

The Veris team helps clients by providing comprehensive wealth management services with an emphasis on impact and sustainable investing.

An Expert Team


A key part of the client experience at Veris is working with our highly experienced team. Our team is recognized as pioneers in impact investing and sustainability. They have long-standing relationships that offer access to unique and often limited investment opportunities.

Our senior staff has 10 to 25 years of wealth management experience. We’ve been through up and down markets, so we understand how to manage through market volatility and help clients make sense of it in turbulent moments.

Richard Chen

Richard Chen is a Partner and General Counsel of Veris Wealth Partners.

Lori Choi

Lori Choi is a Partner, Senior Wealth Manager, and CFA® Charterholder in the Veris New York office.

Nicole Davis

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

Patricia Farrar-Rivas

Patricia Farrar-Rivas is Partner Group Chair, Founding Partner, and a Senior Wealth Manager at Veris Wealth Partners. She is also a Certified Investment Management Analyst professional. Patricia has been providing investment advisory and wealth management services since 1992.

Michael Lent

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

Alison Pyott

Alison Pyott is a Partner, Senior Wealth Manager, and a CERTIFIED FINANCIAL PLANNER™ professional for the Veris Portsmouth office.

Stephanie Cohn Rupp

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

Jane Swan

Jane Swan, CFA® is a Partner and CFA in the San Francisco office of Veris Wealth Partners LLC.

Casey Verbeck

Casey Verbeck is a Partner and Managing Director of Marketing and Business Development for Veris Wealth Partners.

Veris Staff

Pat Addeo

Pat Addeo is Senior Associate, Wealth Management in the New York office of Veris Wealth Partners. 

Katie Bamberger

Katie Bamberger is a Senior Associate, Wealth Management in the San Francisco office of Veris Wealth Partners.

Leah Beattie

Leah Beattie is a Senior Associate, Wealth Management, and FPQP™ professional in the Portsmouth office of Veris Wealth Partners.

JR Formanek

JR Formanek is Director of Operations in the San Francisco office of Veris Wealth Partners. 

Kristen Gilliam

Kristen Gilliam is a National Client Service Associate in the Portsmouth office of Veris Wealth Partners.

Tim Kingsbury

Tim Kingsbury is a Wealth Manager and CERTIFIED FINANCIAL PLANNER™ professional.

Garrett Markley

Garrett Markley is a Senior Associate, Wealth Management in the New York office of Veris Wealth Partners.

Tracey Lynch

Tracey Lynch is a Client Service Associate in the Portsmouth Office of Veris Wealth Partners.

Roraj Pradhananga

Roraj Pradhananga is the Senior Research Analyst in the New York office of Veris Wealth Partners.

Karen Walls

Karen Walls is the National Client Service Manager in the Portsmouth office of Veris Wealth Partners.

Tasha Wilson

Tasha Wilson is a Client Service Associate in the New York office of Veris Wealth Partners.

Maya Zamir

Maya Zamir is the Research Analyst in the New York office of Veris Wealth Partners.