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By now you may have heard the news that, as of January 31, 2022, the private investment firm Rosemont Investment Group has partnered with Veris as a minority investor. We are thrilled to share this news, as this move means that we are successfully managing succession at Veris by doubling down on our independence and…
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A Letter from Patricia Farrar-Rivas and Stephanie Cohn Rupp
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By Jane Swan and Roraj Pradhananga The year started with a robust recovery from the negative returns at the end of 2018, followed by a resting period in the third quarter, and then more growth at the end of 2019.
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The Veris team mourns the sudden loss of Jud Bergman and his wife, Mary Miller-Bergman, with great sadness. Jud was more than just a great friend and strategic partner of Veris.
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By Jane Swan, Partner and Senior Wealth Manager Positive returns across investment markets seem to have largely removed the decline and worry from the end of 2018 from our memories. The solid rebound from the negative returns at the end of 2018 suggests investors may have a renewed confidence within financial markets.
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By Alison Pyott, Partner and Senior Wealth Manager, and Rebecca Orlowitz Many of us are struggling with the current global refugee crisis and seeking some small way to make a difference. Ban Ki-Moon wrote an op-ed for The New York Times titled, “The refugee crisis is a test of our collective conscience.” The situation is…
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Veris Guest Blog: By Timothy P. Dunn, CFA Pacific Gas & Electric (PG&E) Corporation, California’s largest investor-owned utility, which serves roughly 5.2 million households in central and northern California, filed for bankruptcy and is facing an estimated $30 billion of potential liabilities stemming from its equipment’s role in the historic 2017 and 2018 wildfires. PG&E’s…
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By Jane Swan, Partner and Senior Wealth Manager Stock markets finished 2018 with the worst quarter in more than seven years and the first year of negative returns in 10 years. All major global risk asset classes had negative returns. This includes stocks, REITs, and high yield bonds. As we look to the year ahead,…
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By Anders Ferguson, Partner Public companies committed to sustainable innovation are playing a growing role in transforming the global economy. In the past year, we’ve seen this commitment translated into new thinking that is addressing climate change and the environment, while placing more emphasis on positively impacting the communities in which companies operate.