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.

Lori Choi

Lori Choi, CFA® is a Partner and Senior Wealth Manager in the Veris New York office.

Nicole Davis

Nicole Davis is a Partner and Senior Wealth Manager for the San Francisco Office of Veris Wealth Partners.

Steve Fahrer

Steve Faher, Certified Investment Management Analyst®, is a founding principal of Veris Wealth Partners. He has been providing sustainable investment advisory and wealth management services since 1994.

Patricia Farrar-Rivas

Patricia Farrar-Rivas is founding principal and CEO Veris Wealth Partners. A Certified Investment Management Analyst®, Patricia has been providing investment advisory and wealth management services since 1992.

Anders Ferguson

Anders Ferguson is a founding principal of Veris Wealth Partners and leads the company’s strategic marketing and business development. He is a seasoned entrepreneur and financier building sustainable companies and nonprofits since 1978.

Michael Lent

Michael Lent, Certified Investment Management Analyst®, is a founding principal and the CIO of Veris Wealth Partners.

Alison Pyott


Alison Pyott is a Partner, Senior Wealth Manager, and a Certified Financial Planner™ for the Veris Portsmouth office.

Jane Swan

Jane Swan, CFA® is a Partner and CFA in the San Francisco office of Veris Wealth Partners LLC.

Casey Verbeck

Casey Verbeck is a Partner and Managing Director of Marketing and Business Development for Veris Wealth Partners.

Veris Staff