PORTSMOUTH, NH, January 29, 2024 - Veris Wealth Partners, the leading open-architecture wealth manager with a focus on impact investing across both public and private financial markets, today announced Eric Hsueh, CAIA has joined the firm as a Director of Investments. Veris Wealth Partners advises on approximately $1.98 billion of client assets as of December 31, 2023 and is one of the longest-serving impact and ESG wealth management firms in the United States.
As Director of Investments, Hsueh is part of the team responsible for investment sourcing, due diligence, and monitoring across asset classes. Hsueh also directs thematic research, capital markets analysis, and impact measurement and management in support of the firm's wealth, institutional, and foundation clients. Hsueh's experience working with sophisticated foundation investment strategies supports the firm's growth in this market.
"Eric's dedication to impact themes—not to mention his deep experience in the institutional and foundation investment arena—make him an important addition to our investment team," said Stephanie Cohn Rupp, CEO of Veris. "Eric's brings a robust research background and specialized experience that supports our firm's continued growth serving sophisticated foundation clients."
Hsueh joins the firm with more than 20 years of experience in wealth management and sustainable and impact investment research. He has led due diligence for the sustainable and impact private-market practices at several firms, including Bivium Capital Partners and Cornerstone Capital Group. Earlier in his career, Hsueh spent a dozen years in Northern Trust's Outsourced CIO division in various roles spanning from manager research to institutional client portfolio management.
"I've been well aware of Veris' industry-leading frameworks since its work on gender-lens investing almost a decade ago," said Hsueh. "Now, I'm thrilled to be part of a team meeting client needs and creating impacts through some of the industry's most sophisticated frameworks in climate justice, diversity, equity and inclusion and more."
Hsueh is based in Veris' New York office. In late 2023, the firm also announced the hiring of Elena Ladygina, CFA, CFP® as Senior Advisor and head of the New York office, located at 17 State St., Ste 2450.
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.
Contact Information
Mandy Gardner
Veris Wealth Partners
Portsmouth, NH
USA
Voice: 414-376-7934
