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 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.
Sheryl Kucer
Sheryl Kucer is a Partner and the Chief Operating Officer of Veris Wealth Partners.
Michael Lent
Michael Lent, Certified Investment Management Analyst®, is a founding principal and the CIO of Veris Wealth Partners.
Roraj Pradhananga
Roraj Pradhananga is a Partner and the Managing Director of Research at Veris Wealth Partners.
Alison Pyott
Alison Pyott is a Partner and Senior Impact Wealth Manager. 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 a Partner and Chief Executive Officer of Veris Wealth Partners and has extensive global experience in impact investing.
Jane Swan
Jane Swan is a Partner, Senior Wealth Manager, and CFA® Charterholder in Veris Wealth Partners’ San Francisco Office.
Veris Staff
Brittany Arnold
Brittany Arnold is a Client Service Associate 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 an Associate Wealth Manager and Financial Paraplanner Qualified Professional (FPQP™) in the Portsmouth office of Veris Wealth Partners.
Shawntelle Ferguson
Shawntelle Ferguson is a Senior Client Service Associate in Veris Wealth Partners’ San Francisco office.
JR Formanek
JR Formanek is Director of Operations in the San Francisco office of Veris Wealth Partners.
Mandy Gardner
Mandy Gardner is Veris Wealth Partners’ Marketing Associate.
Laura Gracy
Laura Gracy is a Client Service Associate in the Portsmouth Office of Veris Wealth Partners.
Sandra Guerrero
Sandra Guerrero is a Wealth Manager in the San Francisco office of Veris Wealth Partners.
Kelly Hall
Kelly Hall joined Veris Wealth Partners in 2023 as Administrative Assistant to the firm’s CEO.
Tracey Lynch
Tracey Lynch is the Senior National Client Service Associate in the Portsmouth Office of Veris Wealth Partners.
Garrett Markley
Garrett Markley is an Associate Wealth Manager and CERTIFIED FINANCIAL PLANNER™ in the New York office of Veris Wealth Partners.
Mihir Mehan
Mihir is the Research Analyst in the New York office of Veris Wealth Partners.
Haley Saal
Haley Saal is a National Client Service Associate 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.
Maya Zamir
Maya Zamir is a Research Analyst in the New York office of Veris Wealth Partners.
