NYC, San Francisco, Portsmouth, – Veris Wealth Partners, an independent, woman-led impact wealth management firm, won two Wealth for Good Awards and the firm’s Co-founder and Chief Investment Officer Michael Lent was honored for Outstanding Individual Contribution in Wealth for Good. 

The Wealth For Good Awards recognizes the most innovative and exceptional firms, teams, and individuals in the global wealth management industry. Winning these Wealth for Good awards, “validates what I’ve been doing for 30 years and what Veris has been doing for 16 years,” said Veris’ CIO Michael Lent. Veris won in the following categories: 

Outstanding Individual Contribution in Wealth For Good (Americas) – Michael Lent 

Award organizers noted that Michael Lent was selected to receive this award as “a pioneering impact investing leader who has been delivering financial planning and investment consulting services to high-net-worth families, family offices, and foundations.” The judges noted that Michael’s “leadership and contributions to the impact sector have been immense” and praised him for his “vision, commitment, and achievements.”  

Best ESG Communication Strategy (Americas)

The ESG communication strategy category applies to internal and/or external communication and also includes a review of how the strategy has been implemented. The judges noted that Veris was selected because the firm has been “a trailblazer” in their distinct focus on ESG and impact investing themes and communications highlighting their belief that the integration of material ESG factors can mitigate risk and have a positive impact on returns.

Best Diversity and Inclusion Program (Americas)

In their award citation, judges highlighted evidence that “Diversity, Equity, Inclusion and Belonging influence all aspects of work” at Veris, including company culture, vendor selection practices, and investments as well as the firm’s “aim to foster an inclusive economy, expand economic and financial access and cultivate a sense of belonging internally and externally.” 

A Look Towards the Future

Speaking to what he hopes the future impact of the Wealth For Good awards will be, Michael Lent said, “we believe that, as a firm and as a field, we will need to rise to meet new, complex challenges related to poverty and climate change. We want to see more investment managers focused on opportunities to create authentic positive impact. Veris participates in efforts to build the field and expand the amount of assets and the number of strategies built to address critical challenges. We believe that investors can play an important role in solving these challenges and that Veris can play a role in helping make that happen.” 

About the Wealth for Good Awards

The Wealth For Good Awards are part of a global program run by WealthBriefing and Family Wealth Report. The awards have been designed to showcase outstanding organizations deemed by a panel of independent judges to have “demonstrated innovation and excellence during the last year.” The judging process was conducted by a panel of experts from family offices, private banks, trusted advisers, consultants, and other service providers with deep knowledge and experience in the industry. 

“I offer my congratulations and best wishes for the future to all winners and highly commended firms – they are all worthy recipients” said Stephen Harris, ClearView Financial Media’s CEO, and publisher of WealthForGood. 

Winners and highly commended companies were announced on July 6, 2023.

About Veris Wealth Partners 

With a mission to create an equitable, just, and sustainable world through capital markets, Veris Wealth Partners is a wealth management firm that builds customized, well-diversified portfolios that focus on creating long-term, sustainable social and environmental impact. 

With offices in New York City, San Francisco, and Portsmouth, NH, Veris helps high net worth individuals, families, and foundations achieve their financial goals while aligning their wealth with their values. Veris believes investors can have positive social and environmental impact across all asset classes and strategies through ESG integrated investing, shareholder advocacy, and thematic impact investing. The firm’s four impact themes are Climate Solutions & The Environment, Sustainable & Regenerative Agriculture, Community Wealth Building, and Racial & Gender Equity. 

For more information, visit www.veriswp.com.   

About ClearView Financial Media Ltd (“ClearView”)

ClearView Financial Media was founded by Chief Executive, Stephen Harris in 2004, to provide high quality ‘need to know’ information for the discerning private client community.  London-based, but with a truly global focus, ClearView publishes the WealthBriefing group of newswires, along with research reports and newsletters, while also running a pan-global thought-leadership events and awards program. 

Contact 

Mandy Gardner, Marketing Associate, Veris Wealth Partners 

mgardner@veriswp.com