Veris Wealth Partners, LLC Employee Directory

Q: What is Veris Wealth Partners, LLC known for?

Veris Wealth Partners, LLC was founded in 2007. Veris Wealth Partners, LLC operates in the Investment Advice industry.

Q: How many employees does Veris Wealth Partners, LLC have currently?

Veris Wealth Partners, LLC has approximately 37 employees.

Investment AdviceCalifornia, United States11-50 Employees

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 www.veriswp.com.

Find Veris Wealth Partners, LLC employees' phone numbers or email addresses

Veris Wealth Partners, LLC Global Highlights

North America
44

United States Of America
44

Veris Wealth Partners, LLC's Leadership

R. P.
Chief Investment Officer, Board Chair, Executive Committee Member, And Partner
Mobile Phone
Email
S. K.
Chief Operating Officer
Mobile Phone
Email
J. H.
Vice President - Institutional Cash Management
Mobile Phone
Email
L. C.
Head Of Growth
Mobile Phone
Email
A. F.
Partner
Mobile Phone
Email
A. P.
Partner
Mobile Phone
Email
E. L.
Senior Advisor | Partner | Nyc Office Head
Mobile Phone
Email
R. C.
General Counsel And Chief Compliance Officer
Mobile Phone
Email

Contact profiles from Veris Wealth Partners, LLC

Name

Title

Contact Info

Location

Last Update

A. F.
Partner
Mobile Phone
Email
United StatesMassachusetts
Jul 15, 2025
A. P.
Partner
Mobile Phone
Email
United StatesNew Hampshire
Dec 09, 2025
E. L.
Senior Advisor | Partner | Nyc Office Head
Mobile Phone
Email
United StatesNew York
Dec 09, 2025
R. C.
General Counsel And Chief Compliance Officer
Mobile Phone
Email
United StatesNew York
Dec 09, 2025
S. F.
Partner, Senior Portfolio Strategist
Mobile Phone
Email
United StatesNew York
Oct 17, 2025
S. K.
Chief Operating Officer
Mobile Phone
Email
United StatesPennsylvania
Dec 17, 2025
P. F.
Owner
Mobile Phone
Email
UNITED STATES
Mar 07, 2023
M. L.
Partner, Chief Investment Officer
Mobile Phone
Email
United StatesNew York
Sep 09, 2025
L. C.
Head Of Growth
Mobile Phone
Email
Dec 09, 2025
J. H.
Vice President - Institutional Cash Management
Mobile Phone
Email
UNITED STATES
Mar 07, 2023

Frequently Asked Questions

What is Veris Wealth Partners, LLC known for?

Veris Wealth Partners, LLC was founded in 2007 operates in the Investment Advice industry. The company's main headquarters is located in 235 Montgomery Street, Suite 850; you can contact the main corporate office by phone at

+1-415-814-****

. Explore Veris Wealth Partners, LLC's company overview page for more information.

What is Veris Wealth Partners, LLC's most common email format?

Veris Wealth Partners, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Veris Wealth Partners, LLC email formats with LeadIQ.

How many employees does Veris Wealth Partners, LLC have currently?

Veris Wealth Partners, LLC has approximately 37 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are Veris Wealth Partners, LLC's key employees and leadership?

As of December 2025, Veris Wealth Partners, LLC's key employees include:

Chief Investment Officer, Board Chair, Executive Committee Member, And Partner: R. P.
Chief Operating Officer: S. K.
Vice President - Institutional Cash Management: J. H.
Head Of Growth: L. C.
Partner: A. F.

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