Veris Wealth Partners Promotes Leadership Team for Growth

Veris Wealth Partners Promotes Leadership Team for Growth

Veris Wealth Partners, a leading financial advisor focused on sustainable impact, has announced the promotion of Jane Swan, CFA, to Chief Advisory Officer and Roraj Pradhananga as Chief Investment Officer. These strategic moves are designed to meet the continuing growth and needs of their diverse institutional client base.

New Roles Elevate Advisory and Investment Strategy

Jane Swan’s new role as Chief Advisory Officer marks an important phase in Veris’ evolution, particularly as the firm has expanded its services to better serve foundations and family clients. With over 29 years of experience as a sustainability-focused advisor, Swan has been instrumental in building a robust service platform that caters to the unique needs of their clients.

According to the CEO, Stephanie Cohn Rupp, Swan’s dedication to client service embodies the ethos of Veris. Rupp emphasizes, “Jane’s commitment ensures that our institutional clients receive tailored advisory experiences and performance-focused investment strategies.” This close partnership among firm leaders is expected to significantly enhance the firm’s advisory service capabilities.

Roraj Pradhananga Takes Charge as CIO

With Pradhananga stepping into the role of CIO, he brings a wealth of experience and knowledge. Previously serving as co-CIO alongside Veris co-founder Michael Lent, Pradhananga now leads the firm’s investment team and focuses on advancing Veris’ expertise in the evolving impact-investing landscape. Amid challenges faced by the industry, Pradhananga's rigorous approach to investment, grounded in thematic research and capital market analysis, will guide Veris’ continued success.

“I’m grateful for Michael’s steadfast example of insight and service,” Pradhananga noted. His commitment to applying Veris’ investment philosophy will help clients navigate market complexities while achieving their social and environmental impact goals.

Focus on Impact Investing

The recent leadership changes come amid a growing trend of investors wanting their investments to align more closely with their values. Swan highlighted that family foundations are increasingly focused on mission alignment, reflecting a broader interest across all investors in sustainable and impact-related investments. This shift is prompting Veris to develop services that help these organizations effectively integrate their investments with their impact goals.

About Veris Wealth Partners

Founded in 2007, Veris Wealth Partners operates as a women-led investment advisory firm that specializes in sustainable and impact investing. The firm harnesses its expertise across both public and private markets to help families and mission-driven organizations achieve their financial objectives and create positive social and environmental effects. With a focus on aligning financial assets with core values, Veris has been a pioneer in leading investors towards a more purpose-driven approach to wealth management.

Frequently Asked Questions

Who are the new leaders at Veris Wealth Partners?

Jane Swan has been promoted to Chief Advisory Officer, while Roraj Pradhananga takes on the role of Chief Investment Officer.

What is the focus of Veris Wealth Partners?

Veris Wealth Partners focuses on sustainable and impact investing, aiming to align financial objectives with social and environmental goals.

When was Veris Wealth Partners founded?

Veris Wealth Partners was founded in 2007 and has since evolved into a leader in sustainable investment advisory services.

What experience does Jane Swan bring to her new role?

Jane Swan brings over 29 years of experience as a sustainability-focused advisor, emphasizing exceptional client service and tailored solutions.

How is Veris addressing the needs of family foundations?

Veris is enhancing its services to help family foundations align mission-driven objectives with their investment strategies, reflecting a growing demand for impact investments.

About The Author

Greetings, I'm 32-year-old author and financial specialist Evelyn Baker. My introduction into the financial industry started with an economics degree and continued with a wealth of experience in wealth management and financial consulting. My great passion over the years has been assisting people and companies in making wise, well-informed decisions to reach their financial objectives.

My goal with writing is to simplify difficult financial ideas into understandable, doable guidance. My goal in writing many books and articles is to make personal finance understandable to everyone, irrespective of their experience or background. I want to give readers the information they need to take charge of their financial futures, from investing and retirement planning to budgeting and saving.

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