Veery Capital
We’re Veery Capital – a team of financial experts committed to helping our clients meet financial goals. Whether you’re wanting to build a 401K program for your organization or learn more about how to best manage your personal wealth, our team has expert guidance you can Veery Capital is a registered investment adviser. This platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Veery Capital and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. As a registered investment advisory firm, we are restricted from posting, publishing or otherwise disclosing any form of testimonial which is related to our investment advisory services. LinkedIn recommendations and endorsements may be viewed as a testimonial. This policy requires that we block any recommendations or endorsements. Links to websites and other resources operated by third parties are provided as information only, and there can be no assurance as to its accuracy, suitability or completeness. Veery Capital does not endorse, authorize or sponsor the content or its respective sponsors and is in no way responsible for third-party content, services, products or information, or for the collection or use of information regarding the web site’s users and/or members. Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC Headquartered at 80 State Street, Albany, NY 12207. Purshe Kaplan Sterling Investments and Veery Capital, are not affiliated companies.
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Verified contacts
13
available on Kipplo
LinkedIn employees
14
11 to 50 range
Open roles
—
no listings
Distinct roles
9
indexed titles
Tech stack
1
tools in use
Monthly traffic
7
organic / mo
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Decision-makers and verified team members
13 contacts with verified email or phone · masked until revealed.
- KM
Kate Muckle
Marketing Coordinator · Advertising & Marketing
EmailPhone - CB
Chris Benfer
Partner · General Business & Management
EmailPhone - CM
Cortney Milner
Partner · General Business & Management
EmailPhone - RW
Robert Welch
Senior Financial Advisor · Finance & Accounting
EmailPhone - AM
Alexandra Myers
Client Services Associate · Customer/Client Service
EmailPhone - CR
Celina Riccardo
Client Service Associate · Customer/Client Service
EmailPhone - KS
Kathleen Simolike
Partner · General Business & Management
EmailPhone - KL
Kelly Law
Chief Operating Officer · General Business & Management
EmailPhone - MM
Matthew MacNeal
Partner · General Business & Management
EmailPhone
Showing 9 of 13 verified contacts
Top roles at Veery Capital
9 distinct titles indexed · top 9 shown.
- 4partner
- 2operations associate
- 1associate financial advisor
- 1chief operating officer
- 1client service associate
- 1client services associate
- 1client services associate retirement plan services
- 1marketing coordinator
- 1senior financial advisor
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