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.

Connect with Us

Stay Informed

New York City

17 State Street, Suite 2450
New York, NY 10004

P: 212.349.4172
F: 917.720.8423


Portsmouth

1 Cate St. 4th Floor
Portsmouth, NH 03801

P: 603.319.1917
F: 603.244.3198

San Francisco

235 Montgomery St. Suite 850
San Francisco, CA 94104

P: 415.814.0580
F: 415.413.0685


Boulder

Niwot, CO 80503

P: 303.532.4181
F: 415.413.0685