We are thrilled to have assisted Veris in their succession planning and new partner deal structuring. Here is what our client had to say about us:
“Veris has worked with Corey and his team for over 5 years. Over the last 18 months, Corey led Veris’ five founders through a succession planning process including full updating of our operating agreements and partner documents. This successfully laid the foundation to admit the first new partners since company founding. Corey was great at both the business and governance issues and, frankly, the “letting-go” issues of the founders. We have great operating documents for the next 7 years and 3 wonderful new partners.”
Anders Ferguson, Founding Partner
Veris Wealth Partners, LLC
Here is Veris' press release:
SAN FRANCISCO, July 13, 2015 – Veris Wealth Partners, one of the nation’s leading independent wealth advisors for sustainable and impact investors, today announced the promotion of three of its wealth managers to Partner.
Alison Pyott, Nicole Dolan and Lori Choi will join the executive management team of the firm and continue to work closely with individual and institutional investors to execute their impact investing and wealth management strategies.
“Lori, Nicole, and Alison are exceptional wealth managers who are key to the continued growth and future of Veris Wealth Partners,” said CEO Patricia Farrar-Rivas. “All three have the experience and expertise to help our clients align their values with their wealth and create positive environmental and social impact across every asset class, including their philanthropy.”
Choi joined Veris in 2010 and has more than 7 years of wealth management experience. She is based in the firm’s New York City office. Prior to joining Veris, Choi was Vice President of Account Management at Markit and was Assistant Vice President and Portfolio Manager at Bank of Hawaii Private Client Services. She serves on the board of Resource Generation and co-founded Women Investing for a Sustainable Economy (WISE). Choi received a Bachelor of Science degree in Economics from the Wharton School, University of Pennsylvania. She also holds the Chartered Financial Analyst® designation, and is a member of the New York Society of Security Analysts.
Dolan joined Veris in 2008 and has 10 years of wealth management experience. She is based in the firm’s Portsmouth, New Hampshire office. Prior to joining Veris, Dolan was Portfolio Manager and Assistant Vice President with Bank of Hawaii’s Private Client Asset Management Team. She received a Bachelor of Arts degree in Political Science, with a minor in Economics, from Stanford University. Dolan serves on the Executive Committee of the Surfrider Foundation NH Chapter, and is on the Coastal Enterprises Inc. (CEI) Investment Notes Advisory Board. She has also done volunteer work for Bay Area Wilderness Training, a project of the Earth Island Institute, which creates opportunities for urban youth to experience the outdoors.
Pyott helped start the Veris Portsmouth, NH office in 2007. She has 18 years of financial services experience. Prior to joining Veris she was the Director of Client and Shareholder Services for Citizens Advisors, Director of Community Impact at United Way of the Greater Seacoast, and held client service and management positions at John Hancock Signature Services. Pyott currently serves as the Treasurer for the New Hampshire Women’s Foundation and is Vice Chair for the New Hampshire Charitable Foundation Piscataqua Region Advisory Board. She is a member of the Seacoast Women’s Giving Circle and the Financial Planning Association of New England. Pyott received a Bachelor of Science degree in Hotel Administration from the University of New Hampshire, Peter T. Paul College of Business and Economics. She also received a Certified Financial Planner™ designation from Merrimack College.
About Veris Wealth Partners
Veris Wealth Partners, LLC is a partner-owned independent, impact private wealth management firm that aligns investors’ wealth with their financial and social objectives. Veris believes that superior investment performance and positive impact are complementary parts of a holistic investment strategy. Veris is based in San Francisco with offices in New York City, Portsmouth, New Hampshire and Boulder, Colorado. For information, call 415.815.0580, or visit www.veriswp.com.
Greg Berardi, Blue Marlin Partners
(415) 239-7826, firstname.lastname@example.org