Area(s) of expertise: Impact, sustainable Investing, wealth
Summary of expertise:
Patricia Farrar-Rivas is a founding principal, as well as the CEO and Chief Compliance Officer, of Veris Wealth Partners. She has been providing investment advisory and wealth management services since 1992. She is a principal consultant to the Envestnet Sustainability Platform and a member of the Envestnet Advisory Board. Prior to Veris, Patricia led the effort by Silicon Valley-based public accounting firm, Frank, Rimerman + Co. to launch its new investment advisory subsidiary, Frank, Rimerman Advisors. She also co-founded the New York office of Progressive Asset Management in 1994. Earlier in her career, Patricia worked with Veris co-founder Michael Lent and community leaders in Central America on economic development, local empowerment, and social justice. She realized the degree to which economic factors were embedded in the challenges they faced, and, as the responsible investing industry was emerging in the U.S., turned her attention to advising asset owners on the potential impact of their investment policies and decisions.
Blog/Web site: http://www.veriswp.com/
An active board member of As You Sow, a nonprofit organization promoting corporate responsibility through shareholder advocacy, grant making, and innovative legal strategies. She is also a member of the Standards Council for the Sustainability Accounting Standards Board (SASB), a nonprofit that works on developing and disseminating industry-specific sustainability accounting standards for material, nonfinancial (ESG) information. Patricia has been a Certified Investment Management Analyst (CIMA®) since 2000 and is a Certified Investment Strategist (CIS). She is also a member of the Investment Management Consultants Association (IMCA).
Veris Wealth Partners Receives Top GIIRS Rating
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