People Moves

Impact Investment Firm Veris Wealth Partners Promotes Three

Eliane Chavagnon Editor - Family Wealth Report July 14, 2015

Impact Investment Firm Veris Wealth Partners Promotes Three

The trio will join the executive management team and continue working with individual and institutional investors.

Veris Wealth Partners, the impact investment firm, has promoted three of its wealth managers - Alison Pyott, Nicole Dolan and Lori Choi - to partner-level.

Choi joined Veris in 2010 and is based in New York City. Previously, Choi was vice president of account management at Markit and assistant vice president and portfolio manager at Bank of Hawaii Private Client Services.

Dolan started in 2008 and is based in Portsmouth, NH. Before joining Veris, Dolan was a portfolio manager and assistant vice president within Bank of Hawaii's private client asset management team.

Meanwhile, Pyott helped launch Veris' Portsmouth office in 2007, having previously been director of client and shareholder services at Citizens Advisors. Earlier, she was director of community impact at United Way of the Greater Seacoast and held client service and management roles at John Hancock Signature Services.

Veris is based in San Francisco, CA, and has offices in New York City, Portsmouth and Boulder, CO.

Family Wealth Report spoke to the firm year about its business model and unique focus on impact investing - see here.

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