VERIS WEALTH PARTNERS, LLC of OAKLAND, CA is an SEC-registered investment adviser (CRD 143588). Regulatory assets under management: $2.9B.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities, Investment cos, Other.
| Name | Role | Location |
|---|---|---|
| Michael Lent | CHIEF FINANCIAL OFFICER & CO-CHIEF INVESTMENT OFFICER | New York, NY |
| Richard Leeway Chen | GENERAL COUNSEL / CHIEF COMPLIANCE OFFICER | — |
| Nicole Mariko Davis | SENIOR WEALTH MANAGER | — |
| Lori Kim Choi | SENIOR WEALTH MANAGER | — |
| Stephanie Cohn Rupp | CHIEF EXECUTIVE OFFICER | — |
| Alison Lyn Pyott | CHIEF CLIENT SERVICES OFFICER | — |
| Sheryl Sue Kucer | CHIEF OPERATING OFFICER | — |
| Roraj Pradhananga | CO-CHIEF INVESTMENT OFFICER | — |
| FARRAR RIVAS PATRICIA | CHIEF COMPLIANCE OFFICER; CHIEF EXECUTIVE OFFICER; SENIOR WEALTH MANAGER | — |
| FAIJERSSON-FERGUSON ANDERS | DIRECTOR OF DEVELOPMENT; MANAGING MEMBER | — |
| FAHRER STEVE HARVEY | CHIEF COMPLIANCE OFFICER; CHIEF OPERATIONS OFFICER; PARTNER | — |
| LENT MICHAEL | CHIEF FINANCIAL OFFICER; CHIEF FINANCIAL OFFICER & CHIEF INVESTMENT OFFICER; CHIEF FINANCIAL OFFICER & CO-CHIEF INVESTMENT OFFICER | — |
| HILLS DAVID EMERY | PARTNER | — |
| RIVAS LUIS ARMANDO | CHIEF OPERATIONS OFFICER; CHIEF OPERATIONS OFFICER/CHIEF COMPLIANCE OFFICER | — |
| PYOTT ALISON LYN | CHIEF CLIENT SERVICES OFFICER; CHIEF OPERATIONS OFFICER | — |
| DAVIS NICOLE MARIKO | SENIOR WEALTH MANAGER | — |
| CHOI LORI KIM | SENIOR WEALTH MANAGER | — |
| RUPP STEPHANIE COHN | CHIEF EXECUTIVE OFFICER; CHIEF EXECUTIVE OFFICER/CHIEF OPERATING OFFICER; CHIEF OPERATIONS OFFICER | — |
| Chen Richard Leeway | GENERAL COUNSEL / CHIEF COMPLIANCE OFFICER | — |
| Kucer Sheryl | CHIEF OPERATING OFFICER | — |
| KUCER SHERYL SUE | CHIEF OPERATING OFFICER | — |
| Pradhananga Roraj | CO-CHIEF INVESTMENT OFFICER | — |
| Fund | Type | Formed | Owners | Gross asset value | Min investment |
|---|---|---|---|---|---|
| VERIS GLOBAL SUSTAINABILITY FUND, LLC | Other Private Fund | Delaware | 66 | $124.1M | $500K |
| City | State | Employees | Phone |
|---|---|---|---|
| NEW YORK | NY | 4 | (212) 349-4172 |
| NEW YORK | NY | 4 | (212) 349-4172 |
| PORTSMOUTH | NH | 1 | 603-319-1917 |
| PORTSMOUTH | NH | 1 | 603-319-1917 |
| — | — | 0 | (415) 814-0580 |
| — | — | 0 | (415) 814-0580 |
| PHILADELPHIA | PA | 0 | (646) 804-6497 |
| PHILADELPHIA | PA | 0 | (646) 804-6497 |