assistant portfolio manager at Veritable, LP - Newtown Square, PA, US
Partner, Portfolio Manager, Senior Manager Due Diligence Analyst
Contact Andrew CFA
Fund Portfolio Manager
Contact Timothy Reading
Portfolio Accountant
Contact Nga Wong
Research Assistant
Contact Jake Reichlin
Team Administrator
Contact Jacqueline Berge
Fund Operations - Senior
Contact Anthony Rotonda
senior tax accountant and investment fund accountant
Contact Sandy He
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.