Veris Wealth News Archives - Page 2 of 8

Category: Veris Wealth News

Eric Hsueh, Director of Investments at Veris

June 10, 2024

Veris Spotlight: Eric Hsueh, Director of Investments

Eric Hsueh, Director of Investments at Veris, answers a few questions about his career in the financial services industry, his role at Veris, and vision for the future of sustainable, ESG, and impact investing.

You began your career in traditional financial services roles. How did that experience inform your thinking and ultimately lead to your position as Veris’ Director of Investments?

Veris won for Impact Investing (Advisory) and Diversity in Wealth Management (Company) at the 2024 Family Wealth Report Awards.

May 6, 2024

Veris Wins 2024 Family Wealth Report Awards for Impact Investing (Advisory) and Diversity in Wealth

Veris Wealth Partners, an independent, majority-woman-led financial advisory firm that serves families, foundations, and endowments, won awards for Impact Investing (Advisory) and Diversity in Wealth Management (Company) at the 2024 Family Wealth Report Awards.*

Real Leaders magazine named Veris Wealth Partners one of their top impact companies of 2024

January 8, 2024

Veris Named On Real Leaders 2024 List of Top Impact Companies

“At Veris, we’ve always believed in the power of responsible investing to create a positive and lasting impact. Veris is honored to be featured on Real Leaders’ 2024 list alongside so many companies that are working to build a more sustainable future.”

-Veris CEO Stephanie Cohn Rupp

Nonprofit organizations that Veris supported as a firm through monetary donations and volunteer support in 2023.

December 28, 2023

Nonprofit Organizations Veris Supported in 2023

Every year, Veris provides donations and other kinds of support to a variety of nonprofits across the United States. Our firm’s offices seek out local charitable organizations that are doing outstanding work to support vulnerable individuals, families, and communities. In 2023 Veris contributed to or provided volunteer service to the following mission-driven organizations based in New York, NY, San Francisco, CA, Portsmouth, NH, or Denver, CO.

Veris visited Washington D.C. Our firm's delegation to US SIF Capitol Hill Day and Member Day events share their insights.

August 1, 2023

Veris Goes to Washington: Insights from US SIF’s 2023 Capitol Hill Day & Member Day

The US Sustainable Investment Forum (US SIF) is a member-based organization, established to be the leading voice advancing sustainable investing across all asset classes. Their mission is to rapidly shift investment practices toward sustainability, focusing on long-term investment and the generation of positive social and environmental impacts.

Veris wins 3 Wealth for Good Awards in 2023

July 10, 2023

Veris and Firm CIO Michael Lent Honored With Three Wealth for Good Awards

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.