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.* 

Veris' COO Sheryl Kucer and Co-CIO Roraj Pradhananga accept the award for Impact Investing Advisory at the 2024 Family Wealth Report Awards.

Veris’ COO Sheryl Kucer and Co-CIO Roraj Pradhananga accept the award for Impact Investing (Advisory) at the 2024 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. Veris, which has a 100% focus on impact investing and ESG, won the Family Wealth Report Award for the ESG Investing (Advisory) category in 2023. 

“We are honored to again be recognized as leaders in our field by the Family Wealth Report Awards’,” said Veris’ CEO Stephanie Cohn Rupp. “At Veris, we believe that financial success and sustainable, positive impact are not mutually exclusive. Our aim to foster diversity and equity within our team and across our industry and economy reflects our conviction that inclusive perspectives drive better decisions and outcomes for our clients and for society. We see these nominations as an acknowledgment of our efforts and motivation to continue pushing the boundaries of what is possible in wealth management. Our journey towards creating a more sustainable and equitable financial future is far from over, and we are excited to continue leading the way.”

Veris' Co-CIO Roraj Pradhananga, CCO & GC Richard Chen, and COO Sheryl Kucer

Veris’ Co-CIO Roraj Pradhananga, CCO & GC Richard Chen, and COO Sheryl Kucer accept the award for Diversity in Wealth Management (Company) at the 2024 Family Wealth Report Awards. 

Stephen Harris, ClearView Financial Media’s CEO and publisher of Family Wealth Report, noted that every firm selected as an award finalist has been “subjected to rigorous and independent judging process” and said, “I offer my congratulations and best wishes for the future to all winners and highly commended firms.”

The judges that select the winners of The Family Wealth Report Awards are recognized experts from across the financial services industry, including family offices, private banks, consultants, and advisory firms. 

In their citation, the judges noted they selected Veris as the winner in the Impact Investing (Advisory) category because the firm “has had 100% focus on impact investing since inception; dedicated field-building efforts and research has helped Veris Wealth Partners build a reputation for leadership in this sector. The impact investments available to their clients are unusual, supporting first time fund managers and new impact themes.” 

For the Diversity in Wealth Management (Company) category, the judges said they chose Veris because the firm “showed strong statistics on diversity both internally and via the firm’s investment approach. Diversity, equity, inclusion and belonging are core aspects of how the winning firm operates and invests.”  

Winners were announced on May 2, 2024, at the Gala Ceremony at the Mandarin Oriental Hotel in New York, New York.

About Veris Wealth Partners

Veris is a financial advisory firm that applies sustainable and impact investing expertise across public and private markets to help foundations and families meet their financial and impact goals. Since 2007, Veris has been helping families and foundations align their investments with their mission and vision for the future. Learn more about Veris’ approach to impact investing.

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.

 

*No compensation was paid in connection with the receipt of the award.