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4 advisors near New York, NY
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Elena L
CFP®, Series 66
New York, NY
Veris Wealth Partners, LLC
Elena Ladygina is a CFP® and Series 66-registered financial advisor at Veris Wealth Partners, LLC with 13 years of industry experience. She previously worked at Pinnacle Associates, Ltd. and Withum Wealth Management. Elena serves on the Board of Directors and the Investment, Audit, and Finance Committee of Springpoint Senior Living, a nonprofit providing senior housing and care services. Veris Wealth Partners advises endowments, foundations, high-net-worth individuals, and families, offering investment management, OCIO-style services, financial planning, and philanthropic advisory support. The firm focuses on sustainable and impact-oriented investment strategies and is a majority woman-led Certified B Corporation.
Richard C
Series 65
New York, NY
Veris Wealth Partners, LLC
Richard Chen is a financial advisor at Veris Wealth Partners, LLC with five years of industry experience. He holds a Series 65 designation and has worked at Veris Wealth Partners since 2020. In addition to his advisory role, Chen is president of Richard L. Chen PLLC, a law firm he has operated since 2019. Veris Wealth Partners advises endowments, foundations, high-net-worth individuals, and families, providing investment management, OCIO-style services, financial planning, and philanthropic advisory support. The firm focuses on sustainable and impact-oriented investment strategies, incorporating ESG analysis and an Inclusion and Belonging framework across public and private asset classes.
Timothy K
CFP®, Series 65
New York, NY
Veris Wealth Partners, LLC
Timothy Kingsbury is a CFP® and holds a Series 65 license, with seven years of industry experience. He has been with Veris Wealth Partners, LLC since 2019 and previously worked at Wetherby Asset Management from 2013 to 2019. Veris Wealth Partners advises endowments, foundations, high-net-worth individuals, and families, providing investment management, OCIO services, financial planning, and philanthropic advisory support. The firm focuses on sustainable and impact-oriented investment strategies, integrating ESG analysis and an Inclusion and Belonging framework across public and private asset classes.
Lori C
CFA®
New York, NY
Veris Wealth Partners, LLC
Lori Choi is a CFA® charterholder with 11 years at Veris Wealth Partners, LLC and four years of industry experience. She is a co-founder of WISE Community, LLC, a professional network focused on advancing women’s leadership in sustainable investing. Veris Wealth Partners advises endowments, foundations, high-net-worth individuals, and families, providing investment management, OCIO services, financial planning, and philanthropic advisory support. The firm specializes in sustainable and impact-oriented strategies, integrating ESG analysis and an Inclusion and Belonging framework across public and private asset classes.
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4 advisors near New York, NY
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