Veris Wealth Partners, LLC

Veris' Director of Investments Eric Hsueh, CAIA was quoted in Debbie Carlson's article The Alpha Opportunities of Declining Biodiversity: How institutional investors are starting to navigate the challenges of natural capital investments, published in Chief Investment Officer https://lnkd.in/eYTpGhKW

Read the Equities.com interview with Veris' CEO Stephanie Rupp to learn about her fascinating career in impact and her vision for the future. https://lnkd.in/edqUAK3T

Read the Equities.com interview with Veris' CEO Stephanie Rupp to learn about her fascinating career in impact and her vision for the future. https://lnkd.in/edqUAK3T

July is National BIPOC Mental Health Awareness Month. Learn more and find a list of organizations that provide mental health services & support and advocate for policies to expand access to high quality care options for Black, Indigenous, People of Color (BIPOC) and Asian American and Pacific Islander communities in the United States here: https://lnkd.in/e8Bgf9SQ

Congrats to Confluence Philanthropy members Align Impact, RPCK Rastegar Panchal, RSF Social Finance, Sonen Capital LLC, and Veris Wealth Partners, LLC, who are among the newest recipients of the Real Leaders of Impact Investing award from Real Leaders. https://lnkd.in/gRbBa-rT

Explore how investors can support the shift from traditional to regenerative agricultural practices. Learn about the benefits this transition offers for people and the planet, as well as the risks we face if we continue with current methods. Read Regenerative agriculture: Investing in food production in a more sustainable way by Maya Zamir and M.A. Miller published by Equities.com. https://lnkd.in/e3it3fkK #regenerativeagriculture #impactinvesting

Align Impact, AlTi Tiedemann Global, Caprock , CREO, GCM Grosvenor, Office of the NYS Comptroller Thomas P. DiNapoli, Veris Wealth Partners, LLC, and many more are amongst the first speakers announced for the Impact & Transition Investor Summit this year. Download the agenda to see the full list of renowned industry experts and the topics they will cover on November 12-13 in New York here⬇️ https://okt.to/cjPDEQ #ImpactNA #ImpactNA24 #ImpactInvesting #SustainableFinance #TransitionFinance Régine Clément Jed Emerson Jennifer Kenning Roraj Pradhananga Andrew Siwo Marieke Beeuwkes Spence

Align Impact, AlTi Tiedemann Global, Caprock, CREO, GCM Grosvenor, Office of the NYS Comptroller Thomas P. DiNapoli, Veris Wealth Partners, LLC, and many more are amongst the first speakers announced for the Impact & Transition Investor Summit this year. Download the agenda to see the full list of renowned industry experts and the topics they will cover on November 12-13 in New York here⬇️ https://okt.to/jP78Lo #ImpactNA #ImpactNA24 #ImpactInvesting #SustainableFinance #TransitionInvesting Régine Clément Jed Emerson Jennifer Kenning Roraj Pradhananga Andrew Siwo Marieke Beeuwkes Spence

Veris was recognized as one of the Real Leaders of Impact Investing by Real Leaders Magazine (Fall 2024). Real Leaders® listed our firm as one of 65 organizations they deemed to be “most innovative impact investing companies from around the world who are using capital for good.”  To be considered, our firm shared information about our investment approach and how we aim to help our clients achieve positive social and environmental impact in the context of their financial goals. Learn more here: https://lnkd.in/gRbBa-rT #RealLeadersofImpactInvesting #RealLeadersMagazine

Our firm was honored to win three 2024 Wealth for Good Awards: •CEO Pursuing Leadership in Wealth Management (Americas) Stephanie Rupp •Thought Leadership (Americas) •Internal Diversity, Equality, and Inclusion Program (Americas) When the awards were announced, Stephanie Cohn Rupp said "While I'm honored to be recognized by WealthBriefing, all credit goes to our incredible team for helping advance vital conversations in the investment industry. Looking back over the past year, I am especially proud of our team's work in the areas of racial equity investing and DEIB asset manager selection factors. Of course, none of this would be possible without clients who want to align their investments with opportunities to make positive impacts." The WealthBriefing Wealth For Good Awards highlight organizations and individuals in the wealth management industry with a commitment to impact, diversity and inclusion and ESG. The judging process is conducted by professionals in the wealth management and banking sectors. There is no fee to be considered for these awards. For more information, visit https://lnkd.in/erB6CrHx