Meet the Veris Team

Brittany Arnold is a Client Service Associate in the New York office of Veris Wealth Partners. She provides client service and office support by assisting the firm’s Partners and Advisors with portfolio administration and client presentations. Brittany has over eleven years of experience in the financial services industry. Prior to joining Veris, she worked as a Registered Representative and Experience Improvement Analyst for New York Life Insurance, cultivating partnerships with internal and external business partners to drive service, compliance adherence and operations for the Variable Product Service Center.

Brittany graduated from Clark Atlanta University with a Bachelor of Science degree in business administration, and she earned her MBA from Wilmington University. She lives in the New York metropolitan area. In her spare time, she enjoys spending time with her family and friends and helping to make an impact through community work with her church.

Katie Bamberger is a Senior Client Service Associate at Veris Wealth Partners, stationed in the firm’s New Hampshire office. She provides client service and operational support to the firm’s Partners and Advisors. Katie is an Accredited Asset Management SpecialistSM (AAMS®) with 17 years of financial services experience. Prior to joining Veris, Katie was a Fundraising Analyst at the UCSF Foundation where she supported senior fundraising professionals at the medical school. Before that, Katie was Director of Client Solutions at InvestorFlow and a Fixed Income and Private Equity Analyst at Prime, Buchholz & Associates. Katie earned her bachelor’s degree and MBA at the University of New Hampshire.

Leah Beattie is an Associate Advisor, Financial Paraplanner Qualified Professional SM (FPQP®), and Chartered SRI Counselor SM (CSRIC®) in the Portsmouth office of Veris Wealth Partners. She supports Senior Advisors in the management of significant client relationships and execution of impact wealth management services, including financial planning and prospective client proposal support. Leah also provides customer service and operations support to the firm as Chairwoman of the firm’s Policies & Procedures Team and through her involvement in the Client Service Group.

Leah has over 20 years of financial services industry experience. She graduated from Wheaton College with a B.A. in Economics and minors in Business Management and Sociology. Prior to joining Veris, Leah worked with co-founder David Hills at A.G. Edwards and was a financial advisor at Waddell & Reed. She was born and raised in New England and currently resides in New Hampshire with her family.

Sage Beresin is a National Client Service Analyst in Veris’ Portsmouth office. She supports the firm’s private placement investments and account operations, assisting with the onboarding process and digital workflows. Prior to Veris, Sage was a Financial Representative at Fidelity Investments, where she worked closely with clients to address their financial planning needs and helped implement new account technologies. She also gained experience as an Operations Summer Analyst at Goldman Sachs, focusing on account management and improving internal reporting systems.

Sage graduated from St. Lawrence University with a BA in Business and Economics. Outside of work, she enjoys spending time with friends and family.

Max Boerstoel is the Associate Director of Operations in the New York office of Veris Wealth Partners. Max is responsible for maintaining and improving both the digital and physical environment that colleagues and clients experience, maximizing efficiency in business operations while maintaining a strong control and compliance environment.

Before joining Veris, Max worked as a Project Manager at JP Morgan Chase & Co, where he managed system migrations, software development, and large-scale data sourcing projects.

Max is also a Certified Tree Tender through the Pennsylvania Horticultural Society (PHS), furthering the goal of increasing Philly’s urban tree canopy by leading volunteer planting groups multiple times a year with a with a focus on historically underserved and disenfranchised neighborhoods.

Max graduated from The College of New Jersey with a bachelor’s degree in business management. He lives in Philadelphia with his partner and their dog. He enjoys cycling, hiking, skiing, pickup basketball, and live music.

Richard Chen is a Partner and serves as the General Counsel of Veris. He has more than 20 years of legal experience. Located in the firm’s New York office, Richard advises the firm’s senior management on a wide range of legal, regulatory and compliance issues.

Prior to joining Veris, Richard worked for some of the world’s pre-eminent law firms. His work included engagements with investment advisory firms, hedge and private equity fund sponsors, investment managers, and financial planners, broker-dealers, and other financial institutions on compliance, fund formation, and other securities law-related matters. Richard graduated from Harvard College in 1995 and Harvard Law School in 1998.

Maleia Chester is a Client Service Analyst in Veris’ Oakland office. Maleia has 10+ years of experience in financial services, with a strong focus on customer success. She provides support across account operations and client interactions.

Before joining Veris, Maleia was a Client Service Analyst with J.P Morgan Chase, where she oversaw the full onboarding process while maintaining accuracy and supporting clients throughout.

Maleia enjoys spending her free time watching movies and cheering on the Golden State Warriors.

Lori Choi is a Partner, Senior Advisor, and CFA® Charterholder at Veris Wealth Partners. Lori has over 18 years of experience in wealth management and financial services, and is passionate about helping individuals, families, and foundations have a positive social and environmental impact with their wealth. Lori also serves on the Veris Board of Managers.

Prior to joining Veris, Lori was Vice President of Account Management at Markit, a global financial information services company, and Assistant Vice President and Portfolio Manager at Bank of Hawaii Private Client Services.

Lori graduated from the Wharton School, University of Pennsylvania with a B.S. in Economics. Lori is a co-founder of Women Investing for a Sustainable Economy (WISE), a community for people who identify as women to connect, grow, and share, with the purpose of advancing sustainable investing and women’s leadership.

Colin Cunningham is an Operations Associate in the New York office of Veris Wealth Partners. Colin supports the Director of Operations in maintaining systems and software along with working to generally improve business operations. 

Before joining Veris, Colin was an Operations Specialist with RetireWell Administrators Inc, where he facilitated 401(k) Plan transactions and assisted in day-to-day operations. This included customer service, systems management and compliance testing.

Colin graduated from Muhlenberg College with a bachelor’s degree in political science. He also earned a full-stack web developer certification from the University of Pennsylvania following his studies at Muhlenberg. Colin lives in the greater Philadelphia area and enjoys taking his dog Cali on walks to as many parks as possible. Most of all he loves traveling to see friends and family whenever he gets the chance.

Nicole Davis is a Partner and Senior Advisor at Veris Wealth Partners, and she also serves on the Board of Managers and also is a member of the firm’s Investment Committee. Nicole is a Certified Investment Management Analyst (CIMA®) professional. She specializes in creating highly impactful private investment portfolios, tailored to clients’ thematic interests and works with many of the firm’s largest foundation clients. 

Prior to joining Veris, Nicole was Portfolio Manager and Assistant Vice President with Bank of Hawaii’s Private Client Asset Management Team, where she constructed portfolios, performed equity research, and directly managed over $300 million in client assets. She has over 20 years of financial services industry experience.

Nicole is a volunteer and former Executive Committee member of the Surfrider Foundation NH Chapter, an organization committed to protecting the ocean and beach access. She was previously a member of the CEI Notes Advisory Board, a community investment notes program of the Maine based CDFI, Coastal Enterprises Inc (CEI). Nicole graduated from Stanford University with a B.A. in Political Science and a minor in Economics. She lives with her family in Portsmouth, NH.

Cathy DeCarlo has served as the bookkeeper for Veris Wealth Partners since 2008. She is based in the firm’s New York office. With over 26 years of experience as a bookkeeper in the greater New York City area, Cathy is responsible for managing all bookkeeping functions along with budgeting, payroll and generating all financial reports for management/finance committees and partner group.

She has a bachelor’s degree in business administration and management from Pace University’s Lubin School of Business.

Karen Walls deRochemont is a Partner and the Managing Director of Client Service for Veris Wealth Partners. She is responsible for supporting the uniform client service delivery across the firm through proactive client service development, training, and communications to all Veris offices. Karen supports Client Service Associates, Advisors, Partners and external service providers to ensure efficient day-to-day client service and to provide a high level of client service to the firm’s clients. She also manages the private placement administration for all Veris clients.

Karen has over 20 years of experience in the financial services industry and previously worked as a Senior Relationship Manager at PENSCO Trust Company, a self-directed IRA custodian specializing in alternative assets in retirement accounts. She also worked at Prime, Buchholz & Associates, an investment consulting firm, as a Performance Analyst Manager and an Investment Analyst. Prior to joining Prime, Buchholz & Associates, Karen worked in various client service positions at John Hancock.

Jessica Earls is a Client Service Associate in the Portsmouth office of Veris Wealth Partners, where she supports clients and advisors with an aim to deliver seamless, high-quality service. She holds the Certified Retirement Planning Counselor (CRPC®) designation and brings over five years of experience in banking and financial services.

Prior to joining Veris, Jessica spent four years as a Registered Client Service Associate at Morgan Stanley, where she worked closely with clients to ensure smooth account maintenance, accurate financial transactions, and timely financial planning updates.

Jessica earned a Bachelor of Business Administration with concentrations in Finance and Marketing from the University of Massachusetts Lowell. Outside of work, she enjoys skiing, playing soccer, working on her golf game, and spending time with family and friends.

Shawntelle Ferguson is a Senior Client Service Associate in Veris Wealth Partners’ Oakland office. Shawntelle has over 20 years of experience in the financial sector servicing high net worth clients and health care systems.

Prior to joining Veris, Shawntelle served as a Senior Financial Analyst in the healthcare sector providing financial guidance and data analysis for leadership. She spent a majority of her career delivering high level service in both client service and core operations for Asset and Wealth Management Firms in the San Francisco Bay Area. Shawntelle attended the University of California at Berkeley majoring in Interdisciplinary Studies with a focus on American Studies.

Mandy Gardner serves as the Associate Director of Marketing for Veris. She collaborates with the firm’s Advisors and Investments Team to develop and edit the firm’s marketing materials and thought leadership including articles, research briefs, editorials, and other communications including the firm’s annual Impact Report.

Prior to joining Veris, Mandy was the Senior Content Strategist and Brand Journalist at a digital marketing agency focused on impact sector clients including the Social Capital Markets Conference (SOCAP). In that role, she served as the lead writer for SOCAP’s blog between 2015 and 2020.  

Mandy has served on the Editorial Committee of Impact Entrepreneur Magazine since 2022. She is also a Moth StorySLAM winning storyteller who has been featured on the Moth podcast. Mandy lives with her wife in Asheville, North Carolina.

Sandra Guerrero is Veris Partner and an Advisor in the firm’s Oakland office. She is passionate about helping individuals, families, and foundations have a positive social and environmental impact with their wealth. Sandra has more than 20 years of experience in the financial services industry. She serves as the Co-Chair of Veris’ Diversity, Equity, Inclusion, and Belonging (DEIB) Committee. 

Prior to joining Veris, Sandra worked as a Senior Portfolio Manager with Mellon Capital where she was responsible for the oversight and management of international, domestic, emerging and frontier index strategies across separate accounts, mutual funds, ETFs, and currency hedged funds for foundations, Institutions and Ultra-High Wealth clients. She has also worked at other firms such as BlackRock, Barclays Global Investors in various capacities from operations, index research, Asset Allocation, Portfolio Management including assisting and creating customized solutions for clients.

Kelly Hall serves as Executive Assistant to the Veris Partner Group. Prior to joining Veris in 2023, Kelly served as Operations and Communications Associate at Nia Impact Capital and as a Communications Associate at the Bay Area non-profit Donor Network West. She is excited to apply her organizational and communications skills to her work at Veris.

Kelly was born and raised in the East Bay area of San Francisco and graduated from San Francisco State University with a degree in Communication Studies.

Eric Hsueh is a Partner and Managing Director of Investments at Veris. He is responsible for sourcing, due diligence and monitoring of investments across asset classes, thematic research, capital markets analysis, and impact measurement and management.

Prior to Veris, Eric led the sustainable and impact private markets investments due diligence practice at Bivium Capital Partners. Before that, Eric led the manager due diligence team at Cornerstone Capital Group (later acquired by Pathstone Family Office), a sustainable and impact investment focused boutique. At Cornerstone, he was responsible for sourcing, analysis, and monitoring of multi-asset class sustainable and impact investments. Preceding Cornerstone Capital Group, Eric spent a dozen years in Northern Trust’s Outsourced CIO division in various roles spanning from manager research to institutional client portfolio management. He started his career at Cambridge Associates in the Marketable Manager Research group.

Eric earned his BA in Economics from Johns Hopkins University. He is a Chartered Alternative Investment Analyst (CAIA) charter holder and is a member of the CAIA Association and CAIA New York. He is also a member of the Association of Asian American Investment Managers (AAAIM). He lives with his family in Westchester, NY.

Tim Kingsbury is a Veris Partner, Advisor, and a CERTIFIED FINANCIAL PLANNER® professional. Based in the firm’s New York office, Tim is focused on helping clients meet their financial and impact goals.

Prior to Veris, Tim worked for eight years at Wetherby Asset Management in San Francisco, most recently as a Senior Investment Associate. At Wetherby, Tim helped high-net-worth families, charitable organizations and institutions with financial planning and portfolio management, employing both impact and traditional investments. Early in his career, he also held positions in research and operations at Llenroc Capital. Tim graduated from James Madison University with a B.B.A in International Business – Finance Concentration and a B.A. in Spanish. He resides in the New York metro area.

Sheryl Kucer is a Partner and Chief Operating Officer of Veris, and she serves on the firm’s Executive Committee and Board of Managers. Sheryl has over 15 years of experience working with financial advisory firms in leadership and operational capacities and holds the CERTIFIED FINANCIAL PLANNER® certification.

Prior to joining Veris, Sheryl was Chief Operating Officer and Chief Compliance Officer at Dyson Capital Advisors, where she had general oversight of information technology, human resources, operations, finance, and compliance. Sheryl began her career learning the operational aspects of the investment advisory business at several small to mid-size investment advisory firms and her experience includes managing operations teams through mergers and acquisitions. As Director and Head of Client Service and Operations at Tiedemann Advisors, Sheryl managed a team of 20 associates tasked with handling the operational needs of advisors and clients.

Sheryl serves on the board of PowerCorpsPHL, a Philadelphia-based nonprofit organization focused on green workforce development initiatives that help un- and under-employed 18–30-year-olds get work experience and living wage jobs in clean energy, green infrastructure, and other fields. She graduated from George Washington University. Sheryl lives in Philadelphia, PA with her husband and two children.

Elena Ladygina is a Veris Partner and Senior Advisor in the firm’s New York office. She is CFA® Charterholder and holds the CERTIFIED FINANCIAL PLANNER® certification. Elena brings two decades of wealth management and financial services experience to Veris. She partners with high net worth individuals and families as well as foundations and other organizations to help them preserve, grow, and make impact with their wealth through ongoing tailored advice and implementation of multi-asset investment portfolios. She takes pride in acting as her clients’ personal financial life consultant and simplifying the complicated.

Before joining Veris, Elena held senior roles at several national boutique wealth management firms both in New York City and New Jersey. She was responsible for analyzing clients’ portfolios, overseeing investment strategy and manager selection, recommending and implementing investment solutions, and maintaining client relationships with complicated financial structures. She was also head of the wealth management business in regional offices and co-headed the firms’ marketing and business strategy efforts. Elena has over 10 years of experience serving on Investment Committees. 

Elena is on the board of trustees of one of the largest nonprofit senior housing organizations in NJ. She chairs the organization’s Investment Committee and serves on the Finance and Audit committees.

A graduate of Wake Forest University with a Bachelor of Science degree in Business, Elena lives in Rumson, NJ. She is an avid tennis player and enjoys traveling, gardening and spending time with her husband and sons.

Tracey Lynch is a Partner and Associate Director of National Client Service at Veris Wealth Partners and holds the Certified Divorce Financial Analyst (CDFA®) designation. Based in our Portsmouth office, Tracey oversees the onboarding, administration, and performance reporting of clients’ private placement and CDFI investments. She has fourteen years of experience in the financial services industry, and previously worked at Prime, Buchholz & Associates, an investment consulting firm, as an Investment Analyst. Most recently, Tracey was the Donor Relations Manager at Education for All Children, a nonprofit that provides access to education, mentoring and career training to disadvantaged youth in Kenya.

Tracey serves on the board of the Seacoast Women’s Giving Circle, a nonprofit that assesses needs in the community and raises funds, through collective giving, to address those needs. She received a B.S. in Business Administration from the University of Rhode Island. Tracey lives with her family in Portsmouth, NH.

Garrett Markley is a Partner, Advisor, and CERTIFIED FINANCIAL PLANNER® in the New York office of Veris Wealth Partners. He specializes in creating impactful investment portfolios tailored to clients’ values and financial goals.

Prior to joining Veris full-time, Garrett supported Veris’ research department as a Graduate Intern, while earning his Master of Science in Sustainability Management from Columbia University. Garrett received a bachelor’s degree in business administration from The George Washington University.  He lives with his family in Westchester, New York.

Victor Mbugua is a Client Service Analyst in the Portsmouth office of Veris Wealth Partners. He provides client, and operational support across a broad range of wealth management services to ensure client needs are met.

Prior to joining Veris, Victor was a Client Service Associate at RWA Wealth Partners, a boutique RIA where he served multiple teams of advisors in day to day operations. Victor has 5 years of customer service experience and a background in banking.

Victor lives outside of Boston, MA and is an avid car lover and sports fan.

Mihir Mehan is an Associate Director, Investments in the New York office of Veris Wealth Partners. He is responsible for investment manager due diligence, thematic research, and pipeline development.

While obtaining his MBA, Mihir was a Principal of Sustainable Investment Fund, a $4.5M student-run fund investing in public markets with an ESG lens and a Founding Venture Partner for Haas Impact Fund, a student-run impact investing fund focused on early-stage impact-oriented startups. He also interned with Connectivity Capital, deploying high-impact debt to fund infrastructure development improving internet access and affordability in frontier markets.

Prior to his MBA, Mihir spent three years at Tata Trusts, one of India’s largest philanthropic organizations, where he worked on the intersection of technology and women empowerment helping bridge the online gender divide in rural India. Previously, he worked in the investment banking division for J.P. Morgan advising financial institutions in Southeast Asia.

Roraj Pradhananga is a Partner and the Chief Investment Officer at Veris Wealth Partners. He chairs the firm’s Board of Managers and Executive Committee. Roraj also leads Veris’ Investments team and chairs the firm’s Investment Committee. He is responsible for thought leadership, investments across asset classes, thematic research, and impact measurement and management.

Roraj has over 18 years of experience across wealth management, asset management, banking, and insurance. Prior to joining Veris, Roraj was a Sustainability Investing Analyst at RobecoSAM in Zurich, Switzerland, where he developed and implemented sustainability, ESG and impact investing solutions across core, thematic, and impact investment strategies and covered the consumer discretionary and telecoms sectors. Before RobecoSAM, he was a Vice President in Debt Capital Markets at Citigroup in New York. He started his career at KPMG in New York in the Insurance and Asset Management practices.

Roraj holds an MBA (Honors) from IMD Business School in Switzerland and is a Certified Investment Management Analyst (CIMA®) and a Certified Public Accountant (CPA). He lives with his family in NY.

Haley Saal is a National Client Service Assoicate in Veris’ Portsmouth office. She administers the firm’s private placement investments and assists in the onboarding of new private placement investments for Veris clients, including completion of new account applications and subscription agreements.

Prior to joining Veris, Haley worked at a small financial planning firm. She received a Bachelor’s degree in Marketing from Roger Williams University. She enjoys traveling, skiing, going to the beach and spending time with friends and family.

Rebekah Sargent is a Client Service Associate in the Portsmouth office of Veris Wealth Partners. Rebekah provides customer service and operational support to the firm’s Partners and Advisors. Rebekah has two years of financial services experience.

Before joining Veris, Rebekah was a Client Service Associate at Measured Wealth Private Client group, a boutique RIA, where she provided customer service and operational support to a team of advisors. Rebekah has over 10 years of customer service experience in the food service industry and a background in special education.

She graduated from the University of Massachusetts Amherst with a BA in Economics and a minor in studio and visual arts. Rebekah lives in Lee, New Hampshire and enjoys drawing and exploring outdoors.

Jane Swan, CFA is a Partner, Senior Advisor, and the Chief Advisory Officer at Veris Wealth Partners and she serves on the firm’s Executive Committee. She leads the firm’s Oakland office. Jane began working in the field of socially responsible investing in 1996. Jane serves as investment advisor to foundations and endowments interested in leveraging their investment strategy to maximize community impact in service of their mission. She builds holistic relationships with wealthy families, individuals, foundations, and endowments, integrating their values and mission with a customized investment strategy. 

Jane serves on Veris’ DEIB Committee in the role of Partner Sponsor. She also serves as Head of Advisory Services, and on Veris’ Management Team, Investment Committee, Compensation Committee, and Compliance Committee. Jane brings an equity lens to each of these committees, reinforcing that we cannot simply be better than our industry peers on issues like compensation and career pathing. We must recognize areas where industry standards perpetuate inequality, and we must also strive to dismantle those barriers to equality. In leading our Advisory Services, she elevates opportunities for innovation on impact with a robust investment analysis process.  

Prior to joining Veris, Jane worked as a Portfolio Manager and Vice President with Northern Trust where she served families as well as private and community foundations. Jane got her start in the investment industry at Progressive Asset Management. 

Jane is on the Board of Horizons Foundation, supporting LGBTQ+ communities, primarily in California. She is chair of their Investment Committee and serves on their Executive Committee. Jane graduated from Mills College in Oakland, California with a degree in Economics and holds the Chartered Financial Analyst® designation.  

Tasha Wilson is a Senior Associate, Client Service in Veris’ New York office. She provides client service, operational support, and assists the firm’s Partners and Advisors with portfolio administration and client presentations. Tasha has over 20 years of financial services industry experience.

Prior to joining Veris, Tasha was a Manager for Customer Service Operations at Old Mutual (Bermuda) Ltd., fostering partnerships with Vendors and external Business Partners to drive operations, service, and compliance requirements for an Adviser Service Center. She Graduated from Boston University with a MS in Banking and Financial Services Management and obtained the Chartered Retirement Plans Specialist designation from the College for Financial Planning. She lives in the New York Metropolitan area.

Maya Zamir is the Associate Director, Investments at Veris. She is responsible for sourcing, due diligence and monitoring of investments across asset classes, oversees impact measurement and management and contributes to thematic research.

During her MBA, Maya gained experience across the impact investing landscape through internships with The Rockefeller Foundation, Veris, Bridges Fund Management Israel, and TomorrowNow.org. Maya also serves on the Board and Investment Committee of LEO Impact Fund, a venture debt fund managed by MBA students at Columbia Business School, investing in early-stage companies addressing financial inclusion and climate solutions.

Prior to her MBA studies, Maya was a corporate lawyer at FBC & Co., specializing in renewable energy and infrastructure, finance, and banking. Previously, Maya served as an intelligence officer in the Israeli Defense Forces.

Maya earned her MBA from Columbia Business School and holds an LLB in Law and BA in Psychology from the Hebrew University of Jerusalem. She lives with her family in Brooklyn, NY.

Alexa Zavlek is a Client Service Associate in the New York office of Veris Wealth Partners, where she provides client service and administrative support to the firm’s Partners and Advisors. Prior to joining Veris, Alexa served as a Client Service Associate at multiple RIAs across New Jersey. She brings five years of experience in the financial services industry and enjoys collaborating with advisors to deliver a seamless client experience.

Alexa graduated from Ramapo College and currently resides in the New York City metropolitan area. Outside of work, she enjoys long walks in nature, reading a good novel, scrapbooking and spending time at home with her partner and two cats.

Sarah Zhukovsky is an Associate, Investments in the New York office of Veris. She is responsible for investment manager due diligence, thematic research, and impact management.

Before joining Veris, Sarah worked with impact investing fund managers in the private markets, evaluating investments for both financial and impact performance. During her MBA at Columbia, she gained direct experience with managers through internships at DWM Asset Management and H/L Ventures, continuing this work after graduation. Previously, she supported industry research and developed impact management tools at the Global Impact Investing Network (GIIN) and worked at FTSE Russell on ESG-integrated indices and exchange-traded products.

Sarah also serves on the Board and Investment Committee of LEO Impact Fund, a venture debt fund run by MBA students at Columbia Business School investing in early-stage financial inclusion and climate solutions.

Sarah earned her MBA from Columbia Business School and a BS in Business Administration with a minor in Social Entrepreneurship from Northeastern University. Sarah lives in New York City and enjoys taking her rescue dog on adventures.