Veris Wealth Partners Secures Three Awards in Wealth Management for Good Practices

Veris Wealth Partners, a financial advisory firm known for its sustainable and impact investing strategies, has been awarded three significant accolades in the 2024 WealthBriefing Wealth for Good Awards. The awards, which cover the Americas region, highlight Veris' exceptional contributions to leadership in wealth management, thought leadership, and internal diversity, equality, and inclusion (DEI) programs.

The first award, CEO Pursuing Leadership in Wealth Management, honors Veris' CEO Stephanie Cohn Rupp for her outstanding leadership in the field. Under her guidance, the firm has made significant strides in promoting sustainable investing practices and advancing critical industry conversations.

Secondly, the Thought Leadership award recognizes Veris' influential work on various themes, including racial equity, gender-lens investing, and addressing the climate crisis. These contributions have positioned Veris as a thought leader in the financial advisory sector, influencing both public and private market investments.

The third accolade, the Internal Diversity, Equality, and Inclusion Program award, acknowledges Veris' efforts to diversify its team and promote DEI within the industry. This includes publishing a detailed report on diversity, equity, inclusion, and belonging, along with a framework for selecting third-party investment managers who align with these values.

“While I'm honored to be recognized by WealthBriefing, all credit goes to our incredible team for helping advance vital conversations in the investment industry,” said Cohn Rupp. “Looking back over the past year, I'm especially proud of our team's work in the areas of racial equity investing and DEIB asset manager selection factors. Of course, none of this would be possible without clients who want to align their investments with opportunities to make positive impacts.”

The WealthBriefing Wealth for Good Awards aim to celebrate organizations and individuals in the wealth management industry who are committed to impact, diversity, inclusion, and environmental, social, and governance (ESG) criteria. The judging process is conducted by professionals within the wealth management and banking sectors, ensuring a rigorous and impartial selection of winners. More information about the methodology and judging process can be found on the WealthBriefing website.

This marks the second consecutive year that Veris has been recognized in multiple categories by WealthBriefing. In the previous year, the firm won awards for Best Diversity and Inclusion Programme (Americas), Best ESG Communication Strategy (Americas), and Outstanding Individual Contribution in Wealth For Good (Americas).

Founded in 2007, Veris Wealth Partners has been dedicated to helping families and foundations align their investments with their mission and vision for a sustainable future. By applying their expertise in sustainable and impact investing across both public and private markets, Veris continues to lead the way in promoting responsible investment practices. More information about their work can be found on veriswp.com.