Partner at Veritable, LP - Newtown Square, PA, US
Managing Director
Contact Gary Shugrue
Assistant Portfolio Manager
Contact Jason Cooper
Partner, General Counsel and Chief Compliance Officer
Contact Charles Keates
Head of Private Markets & Partner
Contact Robert Lazaroff
Director
Contact Jeannette Grabe
Assistant Counsel, Legal and Compliance Group
Contact Rebecca Immel
Business Development
Contact Kathleen Bowen
Veritable is an owner operated investment advisory firm founded in 1986 as Stolper & Co. We are Chief Investment Officers, striving to provide unbiased, integrated investment solutions for families of substantial wealth.