Fund Portfolio Manager at Veritable, LP - Newtown Square, PA, US
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
Admin Asst
Contact Patricia Geary
Research Analyst
Contact Rongjing(Jennifer) H.
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.