Search by Tag: Veris Wealth Partners
5 total news stories found.
Veris wins three WealthBriefing Wealth For Good awards
2024-06-27 | Veris Wealth Partners is the recipient three awards in the CEO Pursuing Leadership in Wealth Management, Thought Leadership, and Internal Diversity, Equality, and Inclusion Program
Veris Wealth Partners named to Worth Leading Advisors List of independent RIAs
2024-05-13 | The 2024 edition of the Leading Advisors List showcases 300 independent Registered Investment Advisor firms, including Veris Wealth Partners
Veris Wealth Partners named finalist for four 2024 Family Wealth Report Awards
2024-02-22 | Veris Wealth Partners named as finalist in: ESG Investing (Advisory); Impact Investing (Advisory); Diversity in Wealth Management (Company); and Outstanding Contribution to Wealth Management Thought Leadership (Company).
Veris Wealth Partners names new Director of Investments
2024-01-29 | Eric Hsueh, CAIA has joined Veris Wealth Partners as a Director of Investments
US SIF Announces Election of Five Board Members
2024-01-16 | Elizabeth Levy and Kiley Miller join US-SIF Board; Stephanie Cohn Rupp, Mamadou-Abou Sarr and Anthony Eames & Board Chair, Diederik Timmer, are re-elected