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"We're working to push the boundaries of how wealth management can do good in the world, and we're honored to be recognized for making an impact in the industry."
Such is the pronouncement of Stephanie Cohn, CEO of Veris Wealth Partners, which has been named a finalist in four categories of the Family Wealth Report Awards: ESG Investing (Advisory), Impact Investing (Advisory), Diversity in Wealth Management ( Company), and Outstanding Contribution to Wealth Management Thought Leadership.
This is the second time in three years that Veris has been named a finalist for ESG Investing (Advisory), notes a press release from the firm, which is based in Portsmouth, New Hampshire.
It also won in 2023.
The Family Wealth Report awards honor the most innovative and exceptional firms in the financial services industry, including family offices, private banks, consultants, and advisory firms.
"We're working to push the boundaries of how wealth management can do good in the world, and we're honored to be recognized for making an impact in the industry," says Cohn.
Selected Grant News Headlines
A customized collection of grant news from foundations and the federal government from around the Web.
Musk Foundation steps in to fill a critical funding gap after federal support unexpectedly fell through earlier this year.The exact amount of the donation has not yet been disclosed, but sources...more
The Keweenaw Community Foundation launched the KEWeenaw Heartland Forest Fund Friday evening.The fund was established to support local management, sustainable access, and long-term care of...more
The initiative saw ZTE donate essential supplies and digital connectivity solutions worth 1 million THB to a Public charity organization, Baan Nokkamin Foundation.This foundation provides foster...more
Akeroyd serves as CIO of Lee Health, a role he assumed in June 2025 after nearly a decade with Children's Health in Dallas.Baker oversees IT, health information management, medical informatics,...more
We provide five core services: Advocacy, Independent Living Skills Training, Peer Support, Information and Referral, and Transition.Early intervention starts at birth and goes to age 3, with...more
The passing of my father was a transformative moment for me.This perspective shift is why I now dedicate much of my energy to youth programs and community development.I've leaned heavily on...more
Janet was joined by the CFNSV's executive director, Nancy Baker, and Erik Beatley, the board chair.They shed light on the foundation's crucial role in the community and their efforts to bolster local...more
OpenAI should continue to be controlled by a nonprofit.The artificial intelligence technology it is developing is "too consequential" to be governed by a corporation alone.The recommendations are not...more
Foundation: Arizona Community Foundation
Arizona Community Foundation of Yavapai County has surpassed $100 million in assets under management.The milestone reflects the deep trust the community places in the community foundation.ACF is...more
The ISWA (International Solid Waste Association) World Congress is the most relevant international meeting on solid waste management.The Congress will provide space for public policies and...more
Nonprofit Management News from...
Arizona Community Foundation
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Marguerite Casey Foundation
San Francisco Foundation
Hewlett Foundation
Zellerbach Family Foundation
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Public Welfare Foundation
Surdna Foundation
McKnight Foundation
Skillman Foundation
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