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"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."
Such is the pronouncement of Stephanie Cohn, CEO of Veris Wealth Partners, which has been named a finalist in four categories of the Family Wealth Report Awards: ESG Investing (Advisory), Impact Investing (Advisory), Diversity in Wealth Management ( Company), and Outstanding Contribution to Wealth Management Thought Leadership.
This is the second time in three years that Veris has been named a finalist for ESG Investing (Advisory), notes a press release from the firm, which is based in Portsmouth, New Hampshire.
It also won in 2023.
The Family Wealth Report awards honor the most innovative and exceptional firms in the financial services industry, including family offices, private banks, consultants, and advisory firms.
"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," says Cohn.
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A customized collection of grant news from foundations and the federal government from around the Web.
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TechSoup Global – Tapping the Debt Markets for Impact
TechSoup is tapping impact investors to raise capital to fund initiatives that enable the nonprofit organization to grow and strengthen its work.
