2022 CEO Letter
by Stephanie Cohn Rupp, CEO
It’s with great pleasure that I share with you reflections on 2021 from my perspective as CEO as well as Veris Wealth Partners’ vision and priorities for 2022.
2021 in Review: A Year of Growth
I am excited to report that 2021 was a year of significant growth for our firm. Veris exceeded $2B in Assets under Management (AUM) by October. Many new clients joined us in 2021, which resulted in 15% organic annual growth rate for the year.