New York, NY Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Veris Wealth Partners, LLC
Team
Firm-wide stats for Veris Wealth Partners, LLC
About
Veris Wealth Partners advises endowments, foundations, high‑net‑worth individuals, and families, providing investment management, financial planning, OCIO and consulting services on both discretionary and non‑discretionary bases. The firm also offers educational programs and IPS drafting for institutional clients such as foundations and endowments.
Veris’ investment approach centers on sustainable and impact investing with ESG integration across asset classes, using a goals‑based process (Spending Reserve, Glide Path, and Sustaining Allocation) and seven model risk profiles to align liquidity needs with long‑term growth. The firm typically implements portfolios via third‑party managers and a detailed due diligence process that explicitly incorporates an Inclusion and Belonging framework to assess manager practices and impact outcomes.
Distinctively, Veris sponsors and advises private pooled vehicles, most notably the Veris Global Sustainability Fund (VGSF), managed by its wholly owned subsidiary Veris Global Sustainability Management, LLC (VGSM), and offers private placements, community impact notes and CDFI investments as part of client solutions. The brochure discloses that Veris waives its advisory fee on client assets invested in VGSF while acknowledging the potential conflict of interest where management of pooled vehicles could lead to different compensation outcomes.
Based on Veris Wealth Partners, LLC
Expertise
Based on Veris Wealth Partners, LLC
Location
17 State St., Suite 2450
New York NY 10004
Advisors at this office
4
Advisors at this office
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 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.
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.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)