A 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.

 

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.

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 the Chief Investment Officer of Veris Wealth Partners

Roraj Pradhananga

Roraj Pradhananga is the Managing Director of Investments 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.

Jane Swan

Jane Swan is a Senior Advisor, Partner, and CFA Charterholder in Veris Wealth Partners’ San Francisco Office.

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 San Francisco 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.

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.

Sandra Guerrero

Sandra Guerrero is an Advisor in the San Francisco office of Veris Wealth Partners.

Kelly Hall

Kelly Hall is the Administrative Assistant to the CEO at Veris Wealth Partners.