Veris Wealth Partners
Veris is an investment advisory firm that applies sustainable and impact investing expertise across public & private markets to help families and mission-driven organizations meet their financial objectives & goals for social and environmental impact. A majority women-led firm, Veris has been helping investors align their financial assets with their values and vision for the future since 2007. Serving clients across the United States with offices in Oakland, CA; New York, NY; Portsmouth, NH; Denver, CO; and Philadelphia, PA. For information about our firm or services, email info@veriswp.com or visit
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Verified contacts
32
available on Kipplo
LinkedIn employees
37
11 to 50 range
Open roles
—
no listings
Distinct roles
22
indexed titles
Tech stack
3
tools in use
Monthly traffic
199
organic / mo
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Decision-makers and verified team members
32 contacts with verified email or phone · masked until revealed.
- TL
Tracey Lynch
Associate Director · General Business & Management
EmailPhone - KW
Karen Walls Derochemont
National Client Service Manager · Customer/Client Service
EmailPhone - CC
Colin Cunningham
Operations Associate · Operations
EmailPhone - HS
Haley Saal
National Client Service Analyst · Other
EmailPhone - KB
Katie Bamberger
Client Service · Customer/Client Service
EmailPhone - SG
Sandra Guerrero
Advisor · Finance & Accounting
EmailPhone - AP
Alison Pyott
Partner Senior Impact Wealth Manager · Other
EmailPhone - JP
Julia Pasek
Project Lead, Strategy Consultant Case I3 Impact Investing Initiative Consulting Practicum · Other
EmailPhone - LC
Lori Choi
Veris Wealth Partners, Llc · Other
EmailPhone
Showing 9 of 32 verified contacts
Top roles at Veris Wealth Partners
22 distinct titles indexed · top 10 shown.
- 2,,
- 2advisor
- 2senior advisor partner nyc office head
- 2wealth manager
- 1associate advisor
- 1associate director
- 1chief operating officer
- 1client service
- 1client service analyst
- 1co-chief investment officer
- +12more titles
Sign up to unlock all 32 contacts at Veris Wealth Partners
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