82 total news stories found.
2024-10-30 | Lami Ajibesin, MBA, CPA, honored for over 20 years of success in her field
2024-08-30 | Ovidiu Bujorean, MPA, MBA channels years of expertise to his work with ACDI/VOCA and AV Ventures LlC
2024-07-25 | Latest investments support banks serving communities of color in California and Florida
2024-07-09 | Fund adds new limited partners as it invests capital and provides technical services support to mission-aligned banks
2024-06-28 | Clifford Reginald Nau serves as the chief operating officer at Kura Technologies
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
2024-05-13 | The 2024 edition of the Leading Advisors List showcases 300 independent Registered Investment Advisor firms, including Veris Wealth Partners
2024-04-08 | The Fund's investments aim to support the financial and technical services needs of banks actively serving minority and low-income customers in 29 states.
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).
2024-02-14 | Anjali S. Varma has found success in her role at the International Finance Corporation (IFC), a member of the World Bank Group.
2024-01-29 | Eric Hsueh, CAIA has joined Veris Wealth Partners as a Director of Investments
2024-01-22 | The guide and related trainings aim to provide tailored education to advisors on impact investing opportunities and how they can develop client relationships
2023-12-19 | Ms. Michele L. Sullivan has been endorsed by Marquis Who's Who as a leader in consulting
2023-11-27 | The Fund, anchored by leading investors committed to building better communities, will support banks addressing the racial wealth and income gap
2023-11-14 | Lisa Winslow brings over two decades of traditional banking experience to board
2023-08-31 | Mr. Luis A. Duarte is lauded for his contributions as a partner at Imaginable Futures
2023-06-15 | Impact investment leader joins as Calvert Impact expands focus on climate solutions
2023-04-25 | Michele Sullivan channels years of professional experience into her work with ML Sullivan LLC
2023-03-20 | The largest, most senior gathering in private capital will provide world-class networking with the industry's leading GPs and LPs.
2023-03-09 | Funds to boost lending in developing markets with focus on women-owned businesses