Veris Wealth Partners, which focuses on impact and sustainable investing, has promoted its COO Stephanie Cohn Rupp to the role of CEO.
Rupp replaces Veris’ founding partner Patricia Farrar-Rivas, who has served as the CEO for the last 13 years.
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Farrar-Rivas will remain with the company as chair of its Partner Group and as senior wealth manager.
The company said that the promotion of Rupp as its head reflects its continuing commitment to talent development and its focus on impact investing.
The decision also underlines signals Veris’ dedication to remaining an independent wealth management firm during a time of consolidation across the industry, it said.
Commenting on her appointment as CEO, Rupp said: “I’m thrilled to be furthering my role at Veris.
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By GlobalData“After working closely with Patricia to ensure a smooth transition, I’m excited to apply my experience to the CEO role as I work with our experienced team to ensure Veris remains at the leading edge of the impact investing movement.”
Rupp has over 20 years of experience in impact investing in the US, Europe and Frontier Markets.
She has held several major leadership roles previously, including Tiedemann Advisor impact investing head, and Toniic CEO.
She also joined the board of US SIF: The Forum for Sustainable and Responsible Investment.
Farrar-Riva said: “Since starting Veris Wealth Partners in 2007, my co-founders and partner group and I have always sought out talented leaders like Stephanie for roles across the firm.
“Stephanie brings with her impressive impact investing experience, deep knowledge of the field, a vision for what we can achieve and skills that will enable our firm to take a continued leading role in helping the impact investing industry achieve its full potential.”
In her new role, Rupp unveiled Veris’ updated investment themes; namely, climate solutions and the environment, sustainable and regenerative agriculture, racial and gender equity, community wealth building.
Rupp said: “We are seeking to invest in innovative opportunities and in best in class managers associated with these themes in public and private markets and across all asset classes.
“We will do so in an intentional way that will help us track our impact as we work towards achieving our mission to create an equitable, just and sustainable world.”
