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Stephanie Rupp
Ceo And Partner at Veris Wealth Partners,
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Work Experience
Ceo And Partner
Aug 2019 - Present · 5 years and 4 months
Ceo Group Member
Aug 2022 - Present · 2 years and 4 months
Advisory Board Member
Jun 2021 - Present · 3 years and 6 months
Company Details
11-50 Employees
Veris Wealth Partners, LLC is a partner-owned, independent wealth management firm that specializes in impact, ESG, and sustainable investing. Veris believes that superior investment performance and positive impact are complementary parts of a holistic investment strategy. Veris is a certified B Corp based in San Francisco with offices in New York, NY, Portsmouth, NH, and Denver, CO. For information, call 415.815.0580, or visit www.veriswp.com.
Year Founded
2007
Social Media
LinkedinFacebookTwitter
Industry
Financial Services
HQ Location
235 Montgomery Street Suite 850 San Francisco, California 94104, US
Keywords
Financial PlanningPortfolio ManagementImpact InvestingConsultingSustainable InvestingWealth ManagementESG InvestingGender Lens InvestingCommunity Wealth BuildingSocial Justice
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