What to Expect from the Webinar:

Presentation Topic: 

Veris Wealth Partners: Investing in climate solutions for families and foundations

Our Speaker:

Lori Choi is a Partner, Senior Advisor, and CFA® Charterholder in the Veris New York office. Lori has over seventeen 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, where she constructed portfolios, performed equity research, and directly managed over $170 million in client assets.

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. Lori lives with her husband and three children in Dallas, Texas.

Find Lori Choi on LinkedIn!

https://www.linkedin.com/in/lori-choi-cfa-7302078/

About Veris Wealth Partners:

Veris is an investment advisory firm that applies sustainable and impact investing expertise across public & private markets to help families and mission-driven organizations meet their financial objectives & goals for social and environmental impact. A majority women-led firm, Veris has been helping investors align their financial assets with their values and vision for the future since 2007.

More links:

https://www.linkedin.com/company/veris-wealth-partners/

https://www.veriswp.com/