“We are honored to receive this recognition of our firm’s leadership in our industry and dedication to ESG in our investment approach and platform,” said Veris CEO Stephanie Cohn Rupp.
NYC, San Francisco, Portsmouth, – Veris Wealth Partners, an independent, woman-led, B Corp certified impact wealth management firm, has been selected as the winner in the Best ‘ESG Investing (Advisory)’ category at the Tenth Annual Family Wealth Report Awards.
The annual Family Wealth Report Awards program recognizes the most innovative and exceptional firms, teams and individuals serving the family office, family wealth, and trusted advisor communities in North America. Award organizers announced that Veris was selected for Best ESG Investing (Advisory) because “the firm’s 100% focus on impact investing and ESG investing made it a clear winner in this category.” They noted that the judges were also impressed by our firm’s community lending platform which enables Veris clients to invest in entrepreneurs in low-income communities across the United States.
“We are honored to receive this recognition of our firm’s leadership in our industry and dedication to ESG in our investment approach and platform,” said Veris CEO Stephanie Cohn Rupp. “This is a testament to everyone’s hard work at Veris and our leadership in the space of ESG investing, sitting on the shoulders of our founders.”
Veris’ General Counsel Richard Chen, COO Sheryl Kucer & CEO Stephanie Cohn Rupp receive the award for best ESG Investing (Advisory) firm.
The Family Wealth Report Awards’ 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.
“Every category winner and highly commended firm has been subjected to rigorous and independent judging process” said Stephen Harris, ClearView Financial Media’s CEO, and publisher of Family Wealth Report, “and (can) be rightly proud of the success they have achieved this year.”
Winners and highly commended companies were announced on May 4, 2023 at a Gala Ceremony at the Mandarin Oriental Hotel in Manhattan, New York.
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.
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 at Veris Wealth Partners mgardner@veriswp.com
