79 total news stories found.
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
2022-11-10 | New board member brings over 25 years of development finance experience in the private and financial sectors.
2022-10-05 | Private equity investors from around the world will congregate for the world's leading private capital event focused on LP/GP relations
2022-10-05 | As part of their mission to provide greater awareness and education on sustainable investing, US SIF leaders regularly participate in industry events and conferences as well as webinars and events for members.