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).
PORTSMOUTH, NH, February 22, 2024 /24-7PressRelease/ — Veris Wealth Partners, the leading open-architecture wealth manager with a focus on impact investing across both public and private financial markets, was selected as a finalist in four categories of the 2024 Family Wealth Report Awards: ESG Investing (Advisory); Impact Investing (Advisory); Diversity in Wealth Management (Company); and Outstanding Contribution to Wealth Management Thought Leadership (Company). Veris previously won the Family Wealth Report Award for ESG Investing (Advisory) in 2023.
“We’re working to push the boundaries of how wealth management can do good in the world, and we’re honored to be recognized for making an impact in the industry,” said Stephanie Cohn Rupp, CEO. “We believe impact investing creates more opportunity for all.”
The annual Family Wealth Report Awards program recognizes the most innovative and exceptional firms, teams and individuals serving the family office, family wealth and trusted advisor communities in North America. The judges that select the nominees and winners are recognized experts from across the financial services industry, including family offices, private banks, consultants, and advisory firms.
Stephen Harris, CEO of ClearView Financial Media and publisher of Family Wealth Report, noted that every firm selected as an award finalist has been “subjected to rigorous and independent judging process” and said, “I offer my congratulations and best wishes for the future to all winners and highly commended firms.”
Winners will be announced on May 2, 2024, at the Gala Ceremony at the Mandarin Oriental Hotel in Manhattan, New York. For more information on the methodology and judging process, visit the Family Wealth Report website.
About Veris Wealth Partners
Founded in 2007, Veris Wealth Partners is an independent, majority woman-led firm that serves as investment consultants for endowments and foundations and as wealth managers for high-net-worth individuals and families. Veris aims to help their clients achieve their financial goals while aligning their portfolios with their values and mission.
With deep knowledge of the sustainable investing landscape and relevant financial, environmental, social, and governance (ESG) issues, Veris structures diversified portfolios that aim to drive positive change while bringing rigor and discipline to the investment process. The firm operates on the belief that investing in companies committed to sustainability and ESG principles can deliver competitive market performance while mitigating risk and that investors can have positive social and environmental impact across asset classes and strategies through ESG integrated investing, shareholder advocacy, and thematic impact investing.
For more information, visit www.veriswp.com.
About ClearView Financial Media Ltd (“ClearView”)
ClearView Financial Media was founded by Chief Executive, Stephen Harris in 2004, to provide high quality ‘need to know’ information for the discerning private client community. London-based, but with a truly global focus, ClearView publishes the WealthBriefing group of newswires, along with research reports and newsletters, while also running a pan-global thought-leadership events and awards program.
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