Veris Wealth Partners elevates a co-CIO and a Head of Advisory Services

Managing Director of Investments Roraj Pradhananga adds CIO responsibilities; Jane Swan named Head of Advisory Services

PORTSMOUTH, N.H.–(BUSINESS WIRE)–Veris Wealth Partners, a financial advisory and wealth management firm with a focus on impact investing across both public and private financial markets, today announced the elevation of two leaders within the firm. Roraj Pradhananga, Managing Director of Investments, has assumed the role of co-CIO, sharing CIO responsibilities with Veris partner and co-founder Michael Lent. The firm also announced that Senior Advisor Jane Swan has been named Head of Advisory Services at Veris. Both Pradhananga and Swan are Veris partners.


“Elevating Roraj to co-CIO and Jane as Head of Advisory Services supports Veris’ continued growth,” said Stephanie Cohn Rupp, CEO of Veris Wealth Partners. “More and more families and foundations look for a firm that has deep investment experience and expertise and a commitment to impact investments, and with our expanded leadership team, we are more equipped than ever to meet their needs.”

With more than 16 years of experience in the financial sector, Pradhananga will be co-responsible for and a key partner in implementing Veris’ investment philosophy and strategies, managing the Investments Team and collaborating with Advisory Services. He will continue to lead sourcing, due diligence and investments across asset classes, thematic research, capital market analysis, and impact measurement and management. At Veris, Pradhananga also chairs the firm’s Diversity, Equity, Inclusion and Belonging (DEIB) Committee and Investment Working Group. Pradhananga is a Certified Investment Management Analyst (CIMA®) who holds an MBA (Honors) from IMD Business School in Lausanne, Switzerland and a Bachelor of Science in Accounting from SUNY Binghamton. He is also a Certified Public Accountant (CPA).

Swan has been working in the field of socially responsible investing since 1996 and is co-author, along with Pradhananga, of Investing in Diversity, Equity, Inclusion & Belonging: 2023 Report from Veris Wealth Partners. As Head of Advisory Services, she will continue to build holistic relationships with wealthy families, individuals, and foundations that integrate their values with a personalized investment strategy. She graduated from Mills College in Oakland, California with a degree in Economics and holds the Chartered Financial Analyst designation. Swan and Pradhananga will collaborate to make sure the investment and advisory teams will work together to achieve client outcomes.

“Interest in impact investing has become mainstream, and Veris is growing to meet the needs of families and foundations that want to ensure some, or all their investment dollars align with their impact goals,” said Brad Mook, a member of the Veris’ Board of Managers and Managing Director of Investments & Finance Rosemont Investment Group, which partnered with Veris as a co-owner in 2022. “Roraj and Jane are great contributors to Veris as it brings its unmatched impact-investing authenticity and outstanding investment toolkit to a growing roster of clients, including institutions.”

Veris continues to invest in and grow its team. The firm recently announce the addition of Elena Ladygina, CFA, CFP®, who joined the firm in late 2023 as Senior Advisor and now leads the firm’s New York City office, and Eric Hsueh, CAIA, who joined the firm as a Director of Investments. Veris Wealth Partners advises on approximately ~$2 billion of client assets as of February 1, 2024, and is one of the longest-serving impact and ESG wealth management firms in the United States. Pradhananga works from Veris’ New York office. Swan is based in San Francisco.

About Veris Wealth Partners

Founded in 2007, Veris is a leading values-aligned investment advisory and wealth management firm. In its work with foundations and families, Veris brings extensive investment capabilities and a commitment to service excellence. Across public and private financial markets, Veris can focus client portfolios 100% on sustainable finance and impact investing. Learn more at veriswp.com

Contacts

Mandy Gardner, Veris Marketing Department

info@veriswp.com