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96 news stories found
Press Release
May 13, 2024
The 2024 edition of the Leading Advisors List showcases 300 independent Registered Investment Advisor firms, including Veris Wealth Partners
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Press Release
April 8, 2024
The Fund's investments aim to support the financial and technical services needs of banks actively serving minority and low-income customers in 29 states.
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Press Release
February 22, 2024
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).
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Press Release
February 14, 2024
Anjali S. Varma has found success in her role at the International Finance Corporation (IFC), a member of the World Bank Group.
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Press Release
January 29, 2024
Eric Hsueh, CAIA has joined Veris Wealth Partners as a Director of Investments
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Press Release
January 22, 2024
The guide and related trainings aim to provide tailored education to advisors on impact investing opportunities and how they can develop client relationships
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Press Release
December 19, 2023
Ms. Michele L. Sullivan has been endorsed by Marquis Who's Who as a leader in consulting
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Press Release
November 27, 2023
The Fund, anchored by leading investors committed to building better communities, will support banks addressing the racial wealth and income gap
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Press Release
November 14, 2023
Lisa Winslow brings over two decades of traditional banking experience to board
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Press Release
August 31, 2023
Mr. Luis A. Duarte is lauded for his contributions as a partner at Imaginable Futures
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Press Release
June 15, 2023
Impact investment leader joins as Calvert Impact expands focus on climate solutions
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Press Release
April 25, 2023
Michele Sullivan channels years of professional experience into her work with ML Sullivan LLC
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Press Release
March 20, 2023
The largest, most senior gathering in private capital will provide world-class networking with the industry's leading GPs and LPs.
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Press Release
March 9, 2023
Funds to boost lending in developing markets with focus on women-owned businesses
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Press Release
November 10, 2022
New board member brings over 25 years of development finance experience in the private and financial sectors.
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Press Release
October 5, 2022
Private equity investors from around the world will congregate for the world's leading private capital event focused on LP/GP relations
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Press Release
October 5, 2022
As part of their mission to provide greater awareness and education on sustainable investing, US SIF leaders regularly participate in industry events and conferences as well as webinars and events for members.
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Press Release
July 27, 2022
Biennial survey shows Community Investment Note a critical entry point to impact investing
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Press Release
July 20, 2022
Ms. Chambers Lawson serves as the Founder and Chief Executive Officer of Tacit Growth Strategies
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