Senior Associate, Wealth Management
Pat Addeo is Senior Associate, Wealth Management in the New York office of Veris Wealth Partners. She helps design, implement, and manage clients’ investment and financial plans and provides direct client services. She also leads the firm’s shareholder advocacy research. For 12 years, Pat has been working with socially responsible investments on behalf of family offices and foundations.
Prior to joining Veris, Pat worked as an analyst and financial counselor at Rockefeller & Co. She provided SRI research and analysis on two global funds that invested in alternative energy, sustainable agriculture, education, health care, and human capital. In 1991, she also helped launch the company’s pioneering Libra Fund, a large cap global SRI fund. Prior to Rockefeller & Co., she worked at the Ford Foundation’s Office of Communications, where she was responsible for producing the organization’s annual report and bi-monthly newsletter. She also previously worked for the United Nations Association, where she organized joint conferences and seminars for the Arms Control and Economic Policy Group.
Pat is a member of the Financial Women’s Association and serves on their Leadership Committee as Co-Chair of the Impact Investing Committee and as an Advisor to the Financial Backpack Committee. She volunteers teaching NYC High School students “Financial Literacy.” She graduated from Boston College with a B.A. and from Iona College with an M.B.A. She lives with her husband, two children and two labs in Hartsdale, NY.
Client Service Associate
Katie Bamberger is a Client Service Associate in the San Francisco office of Veris Wealth Partners. She provides customer service and operational support to the firm’s Partners and Senior Associates. Katie has more than 13 years of financial services and marketing experience. Prior to joining Veris, Katie was a Fundraising Analyst at the University of California, San Francisco. Before that, Katie was Director of Client Solutions at InvestorFlow and earlier an Analyst at Prime, Buchholz & Associates.
Katie received a Bachelor’s degree in business and an MBA at the University of New Hampshire. She enjoys traveling, exploring and outdoor adventures with friends and family.
Senior Associate, Wealth Management
Leah Beattie is a Senior Associate, Wealth Management, and Financial Paraplanner Qualified Professional (FPQP™) in the Portsmouth office of Veris Wealth Partners. She provides customer service and operational support and assists the firm’s Partners and Senior Associates with portfolio administration and client presentations. Leah has over 20 years of financial services industry experience. She graduated from Wheaton College with a B.A. in Economics and minors in Business Management and Sociology.
Prior to joining Veris, Leah worked with co-founder David Hills at A.G. Edwards and was a financial advisor at Waddell & Reed. Leah was born and raised in New England and currently resides in New Hampshire with her family.
Partner, General Counsel
Richard Chen is a Partner and serves as the General Counsel of Veris and has more than 20 years of legal experience. Located in the firm’s New York office, Richard advises the firm’s senior management on a wide range of legal, regulatory and compliance issues. Prior to joining Veris, Richard worked for some of the world’s pre-eminent law firms. His work included engagements with investment advisory firms, hedge and private equity fund sponsors, investment managers, and financial planners, broker-dealers, and other financial institutions on compliance, fund formation, and other securities law-related matters. Richard graduated from Harvard College in 1995 and Harvard Law School in 1998.
Lori Choi is a Partner, Senior Wealth Manager, and CFA Charterholder in the Veris New York office. Lori has over ten years of experience in wealth management and financial services, including eight years focused on helping clients achieve strong performance and positive social and environmental impact. She also helps to conduct customized due diligence research on asset managers and community development financial institutions for clients. Lori is a member of the firm’s Investment Working Group, Management Committee, Client Service and Wealth Management Committee and Marketing Committee.
Prior to joining Veris, Lori was Vice President of Account Management at Markit, a global financial information services company, and Assistant Vice President and Portfolio Manager at Bank of Hawaii Private Client Services, where she constructed portfolios, performed equity research, and directly managed over $170 million in client assets.
Lori graduated from the Wharton School, University of Pennsylvania with a B.S. in Economics. She is a co-founder of Women Investing for a Sustainable Economy (WISE), a global community of women seeking to take sustainable and impact investing into the mainstream. She is also a former board member of Resource Generation, which organizes young people with financial wealth to leverage resources and privilege for social change. Lori lives with her husband and two children in New York, NY.
Nicole Davis is a Partner and Senior Wealth Manager at Veris Wealth Partners. Nicole specializes in creating highly impactful private investment portfolios, tailored to clients’ thematic interests. She also serves as a consultant to the Envestnet Impact Investing Solutions Platform and is a member of the Veris Investment Committee.
Prior to joining Veris, Nicole was Portfolio Manager and Assistant Vice President with Bank of Hawaii’s Private Client Asset Management Team, where she constructed portfolios, performed equity research, and directly managed over $300 million in client assets.
Nicole serves on the Executive Committee of the Surfrider Foundation NH Chapter, an organization committed to protecting the ocean and beach access. She was previously a member of the CEI Notes Advisory Board, a community investment note program of the Maine based community development financial institution (CDFI), Coastal Enterprises Inc (CEI). Nicole is a Certified Investment Management Analyst professional. Nicole graduated from Stanford University with a B.A. in Political Science and a minor in Economics. She lives with her family and rescued black lab in Portsmouth, NH.
Partner Group Chair, Founding Partner
Patricia Farrar-Rivas is Partner Group Chair, Founding Partner, and a Senior Wealth Manager at Veris Wealth Partners. She is also a Certified Investment Management Analyst professional. She has been providing investment advisory and wealth management services since 1992. Patricia is a principal consultant to the Envestnet Sustainability Platform and was a member of the Envestnet Advisory Board. Prior to Veris, Patricia led the effort by Silicon Valley-based public accounting firm, Frank, Rimerman + Co. to launch its new investment advisory subsidiary, Frank, Rimerman Advisors. She also co-founded the New York office of Progressive Asset Management in 1994.
Earlier in her career, Patricia worked with Veris co-founder Michael Lent and community leaders in Central America on economic development, local empowerment, and social justice. She realized the degree to which economic factors were embedded in the challenges they faced, and, as the responsible investing industry was emerging in the U.S., turned her attention to advising asset owners on the potential impact of their investment policies and decisions.
Patricia is currently a Board member of 18 Reasons, a community cooking school, empowering communities to eat good food every day. Her previous Board experience includes As You Sow, a nonprofit organization promoting corporate responsibility through shareholder advocacy, grant making, and innovative legal strategies. She also served as a member of the Standards Council for the Sustainability Accounting Standards Board (SASB), a nonprofit that works on developing and disseminating industry-specific sustainability accounting standards for material, nonfinancial (ESG) information.
Patricia has been a Certified Investment Management Analyst professional (CIMA®) since 2000 and is a Certified Investment Strategist (CIS). She is also a member of the Investments & Wealth Institute™. Patricia is based in Sonoma, where she lives with her family.
National Client Service Associate
Kristen Gilliam is a National Client Service Associate in the Portsmouth office of Veris Wealth Partners. Kristen provides support to Veris clients and team members. Prior to joining Veris, Kristen was the Investor Relations Manager for a private real estate investment firm. She also was a Congressional campaign staff member and was previously the Donor Relations Manager at Boot Campaign, a veteran-focused 501c3. Kristen received a Bachelor’s degree in Political Science from Texas A&M University. She currently lives in York, Maine.
Tim Kingsbury is a Wealth Manager and CERTIFIED FINANCIAL PLANNER™ professional. He is located in the New York office of Veris Wealth Partners and is focused on helping clients meet their financial and impact goals.
Prior to Veris, Tim worked for eight years at Wetherby Asset Management in San Francisco, most recently as a Senior Investment Associate. At Wetherby, Tim helped high-net-worth families, charitable organizations and institutions with financial planning and portfolio management, employing both impact and traditional investments. Early in his career, he also held positions in research and operations at Llenroc Capital. Tim graduated from James Madison University with a B.B.A in International Business – Finance Concentration and a B.A. in Spanish. He resides in the New York metro area.
Michael is a founding principal and the CIO of Veris Wealth Partners. For 20 years, he’s been delivering financial planning and investment consulting services to high-net-worth families, family offices, and foundations. Michael has been recognized by the Calvert Foundation for his advocacy of blended-value community investing and is regularly cited by major media outlets such as AP and Reuters on matters pertaining to sustainable investing. Prior to Veris, he co-founded the New York office of Progressive Asset Management, the first full-service broker/dealer to focus on socially responsible investing.
Earlier in his career, while working on economic development issues in Central America, Michael realized that, for his work to achieve its full impact, he and his colleagues would need sustained access to new financial resources. So he began to focus his efforts on outreach, educating others who also recognized the important link between capital and social change. He now helps others use their resources to achieve personal financial goals while having a positive impact on the world around them.
Michael served as Chair of the Board of Directors of US SIF, The Forum for Sustainable and Responsible Investment, an association for professionals, firms, institutions and organizations engaged in socially responsible and sustainable investing. In addition, Michael is a member of the Investments & Wealth Institute™, which sets standards and practices for the investment management consulting profession. He received his Certified Investment Management Analyst (CIMA®) designation in 2002. Michael also has a B.A. in Biology from the University of California at Santa Cruz. He lives with his wife in Brooklyn, NY.
Client Service Associate
Garrett Markley is a Client Service Associate in the New York office of Veris Wealth Partners. He provides client service, operational support, and assists the firm’s Partners and Wealth Managers with portfolio administration and client presentations. Prior to joining Veris full-time, Garrett supported Veris’ research department as a Graduate Intern, while earning his Master of Science in Sustainability Management from Columbia University.
Garrett received a Bachelor’s degree in Business Administration from The George Washington University. He is on the Associate Board of New York’s Bottom Line Chapter, which supports first-generation students from low-income backgrounds succeed in their academic and life endeavors. Garrett lives with his wife in New York, NY.
Senior Research Analyst
Roraj is the Senior Research Analyst in the Veris New York office. He is responsible for investment manager due diligence, thematic research and evaluation of impact metrics. He has over ten years of experience in the financial services industry.
Prior to joining Veris, Roraj was a Sustainability Investing Analyst at RobecoSAM in Zurich, Switzerland, where he developed and implemented sustainability, ESG and impact investing solutions across core, thematic and impact investment strategies and covered the consumer discretionary and telecoms sectors. Before RobecoSAM, he was a Vice President at Citigroup Global Markets Inc. in New York, where he was responsible for a portfolio of securitized lending facilities in various asset classes. He started his career at KPMG in New York in the Insurance Industry Practice.
Roraj holds an MBA (Honors) from IMD Business School in Lausanne, Switzerland, and a Bachelor of Science in Accounting (Magna Cum Laude) from SUNY Binghamton. Roraj is also one of the founding members of the IMD MBA Impact Fund with the objective of raising funds from the IMD MBA alumni community and supporting social impact projects and providing catalytic capital to entrepreneurs in emerging and developed markets. He enjoys traveling and hiking. He lives with his wife in White Plains, NY.
Alison Pyott is a Partner, Senior Wealth Manager. She is a CERTIFIED FINANCIAL PLANNER™ and Certified Private Wealth Advisor® (CPWA®) professional. The CPWA certification is an advanced professional education and certification program for advisors who serve high-net-worth clients. She leads the Portsmouth office and the firm’s Women, Wealth and Impact strategy. Alison also speaks internationally on impact and gender lens investing and has co-authored several papers on gender lens investing including Gender Lens Investing: Bending the Arc of Finance for Women & Girls.
Prior to Veris, Alison was the Director of Client and Shareholder Services for Citizens Advisors, a socially responsible mutual fund company. She also worked in client service and management positions at John Hancock Signature Services. In addition to over 20 years of financial services experience, Alison worked for the United Way of the Greater Seacoast, where she managed community investment and outcome measurement programs.
Alison serves as Steering Committee member for Invest for Better | Women Lead the Way, an advisor to the Northern New England Women’s Investor Network (NNEWIN). She is a member of the Seacoast Women’s Giving Circle, New England International Donors (NEID), and the Financial Planning Association of New England. Alison graduated from University of New Hampshire’s Whittemore School of Business and Economics with a B.S. in Hotel Administration and from Merrimack College with a Certificate in Financial Planning. She lives with her husband in Portsmouth, NH.
Stephanie Cohn Rupp
Stephanie Cohn Rupp is a Partner and Chief Executive Officer with more than 20 years of global impact investing experience. During her career, Stephanie has focused on building scalable, profitable, sustainable businesses. Based in San Francisco, she helps lead the firm’s impact wealth management growth strategies, financial performance and client experience.
Before joining Veris, Stephanie was Managing Director and Partner, Head of Impact Investing, at Tiedemann Advisors, where she served clients as a wealth advisor and led the development of the impact investing platform and impact client experience. Prior to that, she was CEO of Toniic, a global community of impact investors which she grew tenfold. Previously, Stephanie held globally focused investment roles at Omidyar Network, PlaNet Finance, UBS, The World Bank and building greenfield micro-finance institutions financed by USAID.
Stephanie is a member of the ImpactAssets 50 Review Committee and an advisory board member to Paris-based Investisseurs et Partenaires’ investment fund for education in Francophone Africa.
She earned a Master of Public Administration from the Harvard University Kennedy School of Government and a Master of Science from the London School of Economics and Political Science. She is a French and U.S. binational and co-authored The ImpactAssets Handbook in 2017 with Jed Emerson.
Jane Swan is a Partner and Senior Wealth Manager in the San Francisco office of Veris Wealth Partners. Jane began working in the field of socially responsible investing in 1996. She builds holistic relationships with wealthy families, individuals and foundations that integrate their values with a personalized investment strategy.
Prior to joining Veris, Jane worked as a Portfolio Manager and Vice President with Northern Trust. During her 15-year career with Northern, Jane worked to build their SRI practice while managing more than $500 million in assets. She served on several committees including the Corporate Social Responsibility Task Force, Women in Leadership, and the LGBT Advisory Team. Jane got her start in 1996 working with Patricia Farrar-Rivas and Michael Lent at Progressive Asset Management.
Jane is a member of the Financial Women’s Association and previously served on the Investment Committee for the Horizons Foundation. Jane graduated from Mills College in Oakland, California with a degree in Economics and holds the Chartered Financial Analyst® designation. She lives in San Francisco with her domestic partner and two children.
Partner, Managing Director of Marketing and Business Development
Casey Verbeck is a Partner and Managing Director of Marketing and Business Development. In this role, Casey leads all marketing, strategy and business development for the firm across the country and is a member of the Firms Executive Committee. Casey has extensive experience in impact investing and has helped many families, individuals and foundations align their wealth with their values.
Over the past 22 years, Casey built and managed three firms focused on strategic advisory and business management. He worked with leading artists, non-profits and Fortune 500 corporations around the globe to accelerate their growth. Among his most rewarding engagements were The Nature Conservancy, Feeding America, the UN Foundation and National Geographic. He also created and launched the [i4c] campaign and venture fund in partnership with Sarah McLachlan and ABC television to support the growth of impact entrepreneurs in the U.S. Casey serves on the Advisory Board for MIT SOLVE and is a founding member of the UN SDG Private Capital Council. Previously, served on the Board of Directors at the the University of Colorado Deming Center for Entrepreneurship, [i4c] LLC, Colorado B Lab Impact Committee and Accion. He enjoys fly-fishing, snowboarding, cycling and is still trying to master the art of surfing. He lives with his wife Lisa and two children, Miles and Avery in Boulder, CO.
National Client Service Manager
Karen Walls is the National Client Service Manager for Veris Wealth Partners. She is responsible for supporting the uniform client service delivery across the firm through proactive client service development, training and communications to all Veris offices. Karen supports client service associates, wealth managers, Partners and external service providers to ensure efficient day-to-day client service and to provide a high level of client service to the firm’s clients. She also manages the private placement administration for all Veris clients.
Karen has over 20 years experience in the financial services industry and previously worked as a Senior Relationship Manager at PENSCO Trust Company, a self directed IRA custodian specializing in alternative assets in retirement accounts. She also worked at Prime, Buchholz & Associates, an investment consulting firm, as a Performance Analyst Manager and an Investment Analyst. Prior to joining Prime, Buchholz & Associates Karen worked in various client service positions at John Hancock.
Karen received a B.S. in Business Administration from the University of New Hampshire’s Whittemore School of Business and Economics and a MBA from Southern New Hampshire University. She lives in Portsmouth, NH.
Client Service Associate
Tasha Wilson is a Client Service Associate in the New York office of Veris Wealth Partners. She provides client service, operational support, and assists the firm’s Partners and Wealth Managers with portfolio administration and client presentations. Tasha has over 15 years of financial services industry experience. Prior to joining Veris, she was a Manager for Customer Service Operations at Old Mutual (Bermuda) Ltd., fostering partnerships with Vendors and external Business Partners to drive operations, service and compliance requirements for an Adviser Service Center. She Graduated from Boston University with a MS in Banking and Financial Services Management and obtained the Chartered Retirement Plans Specialist designation from the College for Financial Planning. She lives in the New York Metropolitan area.
Director of Operations
JR Formanek is Director of Operations. In this role, JR oversees systems and technology improvements, organizational efficiency, and national operations. He has extensive experience in advancing wealth management technologies, particularly within investment advisory firms.
Over his career, JR has designed and launched sophisticated wealth management solutions, including an early robo-advisor later acquired by TIAA-CREF. He has worked to support numerous clients, ranging from small RIAs to institutional wealth managers. His previous roles included executive level management, product operations, and customer success.
JR earned an Master’s degree in Financial Analysis & Investment Management from St. Mary’s College and a Bachelor’s degree in Business Administration from the University of Arizona. In his spare time, JR leads fundraising for ShelterTech.org, a San Francisco non-profit solving technology challenges for people experiencing homelessness. He loves to contemplate challenges facing humanity, anticipate future trends, and apply those learnings to his life. Most of all he loves to spend time with family and friends.