New York, NY Office

Team
Updated today

Client AUM

$2,316,067,940

Clients

316

Advisors

4

Of 8 advisors across 3 offices

Location

17 State St., Suite 2450

New York NY 10004

Advisors at this office

4

Advisors at this office

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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.

ESG / Sustainable investing Charitable giving & philanthropy College savings (529s, UTMA, etc.) Elder care planning Retirement income strategy Founder/Business Owner Women Professionals Values-based investing
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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.

ESG / Sustainable investing Charitable giving & philanthropy College savings (529s, UTMA, etc.) Elder care planning Retirement income strategy Founder/Business Owner Women Professionals Values-based investing
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Timothy K

CFP®, Series 65

New York, NY

Veris Wealth Partners, LLC

Timothy Kingsbury is a CFP® and Series 65-registered financial advisor with eight years of industry experience. He has worked at Veris Wealth Partners, LLC since 2019 and previously spent six years at Wetherby Asset Management. Veris Wealth Partners, LLC advises endowments, foundations, high-net-worth individuals, and families, offering investment management, financial planning, OCIO, and consulting services. The firm emphasizes sustainable and impact investing with ESG integration, employing a goals-based process and an Inclusion and Belonging framework in its manager due diligence.

ESG / Sustainable investing Charitable giving & philanthropy College savings (529s, UTMA, etc.) Elder care planning Retirement income strategy Founder/Business Owner Women Professionals Values-based investing
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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.

ESG / Sustainable investing Charitable giving & philanthropy College savings (529s, UTMA, etc.) Elder care planning Retirement income strategy Founder/Business Owner Women Professionals Values-based investing
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