Jane Swan Joins Veris Wealth Partners

SAN FRANCISCO, March 3, 2015 /PRNewswire/ -- Veris Wealth Partners, one of the nation's leading independent wealth advisors for sustainable and impact investors, announced today that portfolio manager Jane Swan joined the firm as Senior Wealth Manager.

Swan has more than 15 years of experience in private wealth management and specializes in creating impact investing strategies for individuals, families and foundations. She is located in San Francisco at Veris' headquarters.

"Jane Swan is an outstanding wealth advisor who has been a leader in aligning investors' wealth with their values," said CEO Patricia Farrar-Rivas. "Jane shares our commitment to providing exceptional wealth management solutions that also deliver positive environmental and social impact across every asset class."

Prior to joining Veris, Swan worked as Portfolio Manager and Vice President for Northern Trust. During her 15-year career with the company, Swan developed impact investing strategies for individuals and families. At Northern Trust, she also served on several committees, including the Corporate Social Responsibility Task Force, Women in Leadership, and the LGBT Advisory Team.

Swan is a member of the Financial Women's Association and previously served on the Investment Committee of the Horizons Foundation. She graduated from Mills College in Oakland, California with a degree in Economics and holds the Chartered Financial Analyst® designation.

About Veris Wealth Partners
Veris Wealth Partners, LLC is an independent, partner-owned private wealth management firm that aligns investors' wealth with their financial and social objectives. Veris believes that superior investment performance and positive impact are complementary parts of a holistic investment strategy. Veris is based in San Francisco with offices in New York City, Portsmouth, New Hampshire and Boulder, Colorado. For information, call 415.815.0580, or visit www.veriswp.com.

Media Contact
Greg Berardi, Blue Marlin Partners
(415) 239-7826, [email protected]

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SOURCE Veris Wealth Partners

Related Links

http://www.veriswp.com

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