Katie Storey

Sr. Client Associate at Veris Wealth Partners - San Francisco, CA, US

Katie Storey's Contact Details
HQ
415-814-0580
Location
New York,New York,United States
Company
Veris Wealth Partners
Katie Storey's Company Details
Veris Wealth Partners logo, Veris Wealth Partners contact details

Veris Wealth Partners

San Francisco, CA, US • 20 - 49 Employees
Financial Services

Veris Wealth Partners, LLC is a partner-owned, independent wealth management firm that specializes in impact and sustainable investing. Veris believes that superior investment performance and positive impact are complementary parts of a holistic investment strategy. Veris is based in San Francisco with offices in New York, Portsmouth, and Boulder. For information, call 415.815.0580, or visit www.veriswp.com.

Financial Planning Portfolio Management Impact Investing Consulting Sustainable Investing Wealth Management ESG Investing Gender Lens Investing Community Wealth Building Social Justice B Corp Sustainable Agriculture Sustainable Sustainable Food Systems B2B B2C Financial Services Financial Advisory Services
Details about Veris Wealth Partners
Frequently Asked Questions about Katie Storey
Katie Storey currently works for Veris Wealth Partners, LLC.
Katie Storey's role at Veris Wealth Partners, LLC is Sr. Client Associate.
Katie Storey's email address is ***@veriswp.com. To view Katie Storey's full email address, please signup to ConnectPlex.
Katie Storey works in the Financial Services industry.
Katie Storey's colleagues at Veris Wealth Partners are Sandra Guerrero, Tracey Lynch, Erika Jenkinson, Maya Zamir, Linda Farran, Anders Ferguson, Alicia Liono and others.
Katie Storey's phone number is 415-814-0580
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