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.

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.

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 Senior Research Analyst in the New York office of 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.

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.

JR Formanek

JR Formanek is Director of Operations in the San Francisco office of Veris Wealth Partners. 

Kristen Gilliam

Kristen Gilliam is a National Client Service Associate in the Portsmouth office of Veris Wealth Partners.

Laura Gracy

Laura Gracy is a Client Service Associate in the Portsmouth Office of Veris Wealth Partners.

Tracey Lynch

Tracey Lynch is a Client Service Associate in the Portsmouth Office of Veris Wealth Partners.

Garrett Markley

Garrett Markley is a Senior Associate, Wealth Management 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.