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.
Elena Ladygina
Elena Ladygina is a Senior Advisor in the New York office of Veris Wealth Partners.
Tracey Lynch
Tracey Lynch is Associate Director, National Client Service in the Portsmouth Office of Veris Wealth Partners.
Garrett Markley
Garrett Markley is an Associate Advisor and CERTIFIED FINANCIAL PLANNER™ in the New York office of Veris Wealth Partners.
Mihir Mehan
Mihir is a Senior Associate, Investments in the New York office of Veris Wealth Partners.
Haley Saal
Haley Saal is a National Client Service – Analyst in the Portsmouth Office of Veris Wealth Partners.
Tasha Wilson
Tasha Wilson is the Senior Client Service Associate in the New York office of Veris Wealth Partners