Elena Ladygina, CFA, CFP® joins as Senior Advisor
PORTSMOUTH, N.H.–(BUSINESS WIRE)–Veris Wealth Partners, an impact-investing wealth management firm, today announced that Elena Ladygina, CFA, CFP® has joined the firm as Senior Advisor and will lead the firm’s New York City office. Ladygina has nearly 20 years’ experience as a wealth manager in the New York-New Jersey area.
“We are growing as a result of families and family foundations seeking out a firm 100% focused on achieving impact across asset classes in the context of their financial goals, and Elena will help serve this growing demand while bringing on significant investment and advisory experience,” said Stephanie Cohn Rupp, CEO of Veris Wealth Partners.
Ladygina started her wealth management career at Morgan Stanley and has served high-net-worth clients at boutique advisory firms. She is an experienced planner with a specialization in intergenerational wealth transfer. Ladygina is also a seasoned asset allocator and longtime investment committee member both at wealth management firms and as a non-profit board member. She has guided clients’ investment allocations throughout market cycles and across a wide range of asset classes.
Cohn Rupp said, “Elena brings deep market experience and is highly attuned to the nuances of helping families achieve wealth growth, preservation and values alignment across generations. She also fully espouses our vision of creating a more just, sustainable and equitable world through the means of investing. Her energy, personal values, professional experience and enthusiasm render her a fabulous addition to our growing team.”
In addition to working with individuals and families, Ladygina will deliver Veris’ institutional approach and mission-related investment consulting services to family foundations and other organizations.
Ladygina said, “As someone who grew up in a communist country, I have a keen understanding of how opportunity—to learn and to do good—can change one’s life at an early age. I see my own purpose as helping others access opportunity, including across generations. When I was a student at Wake Forest University, Maya Angelou was a professor there. She wisely said, ‘Do the best you can until you know better. Then when you know better, do better.’ In my own journey, I embrace Veris’ approach of ‘doing better’ and am thrilled to have the opportunity to help clients align their investments with their social and environmental values.”
Veris’ New York City office is located at 17 State St., Ste 2450. Veris Wealth Partners advises on approximately $1.9 billion of client assets as of October 2023 and is one of the longest serving Impact and ESG wealth management firms in the United States.
About Veris Wealth Partners
Founded in 2007, Veris Wealth Partners is an independent, majority woman-led firm that serves as investment consultants for endowments and foundations and as wealth managers for high-net-worth individuals and families. Veris aims to help their clients achieve their financial goals while aligning their portfolios with their values and mission.
With deep knowledge of the sustainable investing landscape and relevant financial, environmental, social, and governance (ESG) issues, Veris structures diversified portfolios that aim to drive positive change while bringing rigor and discipline to the investment process. The firm operates on the belief that investing in companies committed to sustainability and ESG principles can deliver competitive market performance while mitigating risk and that investors can have positive social and environmental impact across asset classes and strategies through ESG integrated investing, shareholder advocacy, and thematic impact investing.
For more information, visit www.veriswp.com.
Mandy Gardner, Veris Marketing Department