Speaker - Patricia Farrar-Rivas

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Farrar-Rivas is the Managing Partner of Veris Wealth Partners, a national, SEC registered, wealth management firm focused on sustainability. Headquartered in New York City, Veris is committed to aligning client's wealth with their personal values using sustainable solutions. Since 1986 Patricia has helped found and grow successful businesses and nonprofit organizations with a focus on Sustainability and Social Justice. Farrar-Rivas began her financial services career in 1992 at Progressive Asset Management - an Oakland based Socially Responsible Investment Firm - by launching their New York Office. For the last sixteen years Farrar-Rivas has provided wealth management services to individuals, families, family offices and nonprofit institutions. In 2001 Farrar-Rivas joined Frank, Rimerman & Co LLP to establish and build Frank, Rimerman Advisors LLC. After a successful career, Farrar-Rivas saw the need for an independent, sustainable wealth advisory and joined four partners founding Veris in July of 2007. Farrar-Rivas leads Veris' partnership with Envestnet Asset Management co-building the Sustainability Platform: America's leading sustainable investing platform.

1 Program

SoCap08: New Wealth Management

10.13.08 | 00:41:32 min | 0 comments