The Veris Team

Brittany Arnold

Brittany Arnold
Analyst, Client Service

Katie Bamberger

Katie Bamberger, AAMS®
Senior Associate, Client Service

Leah Beattie

Leah Beattie, FPQP®, CSRIC®
Associate Advisor

Max Boerstoel

Max Boerstoel
Associate Director, Operations

Richard Chen

Richard Chen
Chief Compliance Officer | General Counsel | Partner

Lori Choi

Lori Choi, CFA
Senior Advisor | Partner

Colin Cunningham

Colin Cunningham
Associate, Operations

Nicole Davis

Nicole Davis, CIMA®
Senior Advisor | Partner

Cathy DeCarlo

Cathy DeCarlo
Bookkeeper

Karen Walls deRochemont

Karen Walls deRochemont
Director, Client Service | Partner

Jessica Earls

Jessica Earls
Associate, Client Service

Shawntelle Ferguson

Shawntelle Ferguson
Senior Associate, Client Service

Mandy Gardner

Mandy Gardner
Associate Director, Marketing

Laura Gracy

Laura Gracy
Associate, Client Service

Sandra Guerrero

Sandra Guerrero
Partner | Advisor

Kelly Hall

Kelly Hall
Executive Assistant

Eric Hsueh

Eric Hsueh, CAIA
Director, Investments

Tim Kingsbury

Tim Kingsbury, CFP®
Partner | Advisor

Sheryl Kucer

Sheryl Kucer
Chief Operating Officer | Partner

Michael Lent

Michael Lent, CIMA®
Co-founder | Senior Advisor | Partner

Elena Ladygina

Elena Ladygina, CFA, CFP®
Partner | Senior Advisor

Tracey Lynch

Tracey Lynch, CDFA®
Associate Director, National Client Service

Garrett Markley

Garrett Markley, CFP®
Associate Advisor

Victor Mbugua

Victor Mbugua
Analyst, Client Service

Mihir Mehan

Mihir Mehan
Senior Associate, Investments

Roraj Pradhananga

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

Stephanie Cohn Rupp

Stephanie Cohn Rupp
Chief Executive Officer | Partner | Board Chair

Haley Saal

Haley Saal
Analyst, National Client Service

Rebekah Sargent

Rebekah Sargent
Client Service Analyst

Jane Swan

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

Tasha Wilson

Tasha Wilson, CRPS®
Senior Associate, Client Service

Maya Zamir

Maya Zamir
Associate Director, Investments