Oakland, CA Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$2,316,067,940
ClientsTotal clients
316
AdvisorsAdvisors at this office
2
Of 8 advisors across 3 offices
Location
1111 Broadway, Suite 300
Oakland CA 94607
Advisors at this office
2
Advisors at this office
Jane S
CFA®
Oakland, CA
Veris Wealth Partners, LLC
Jane Swan is a CFA® charterholder with 11 years of industry experience. She has worked at Veris Wealth Partners, LLC since 2015. 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 strategies, integrating ESG analysis and an Inclusion and Belonging framework across public and private asset classes.
Michael L
Series 63, Series 65
Oakland, CA
Veris Wealth Partners, LLC
Michael Lent is a financial advisor at Veris Wealth Partners, LLC in Oakland, CA, holding Series 63 and Series 65 licenses with 22 years of industry experience. He has been with Veris Wealth Partners since 2007. Lent serves as a trustee of The Edward Hazen Foundation and has held board positions on nonprofit organizations including Lotus Fine Arts, Inc. and CISPES Education Fund. Veris Wealth Partners advises endowments, foundations, high-net-worth individuals, and families, providing discretionary and non-discretionary investment management, OCIO services, financial planning, and philanthropic advisory support. The firm focuses on sustainable and impact-oriented investment strategies with an emphasis on ESG analysis and an Inclusion and Belonging framework.
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