Investing in Climate Solutions for Families & Foundations

​What to Expect from the Webinar:

​Topic:
Investing in Climate Solutions for Families and Foundations – Presented by Veris Wealth Partners

​Speaker:
Lori Choi, CFA® – Partner & Senior Advisor, Veris Wealth Partners

• ​Experience: 17+ years in wealth management and financial services

• ​Passion: Helping individuals, families, and foundations create social and environmental impact through their wealth

• ​Role: Serves on the Veris Board of Managers

​Background:

• ​Previous Roles: Vice President at Markit, Portfolio Manager at Bank of Hawaii, managing $170M in assets

• ​Education: B.S. in Economics from the Wharton School, University of Pennsylvania

• ​Co-Founder: Women Investing for a Sustainable Economy (WISE), a community advancing sustainable investing and women’s leadership

​About Veris Wealth Partners:
Veris is a women-led investment advisory firm specializing in sustainable and impact investing for families and mission-driven organizations since 2007.

​Connect with Lori: Lori Choi on LinkedIn

​Learn More About Veris: Veris Wealth Partners on LinkedIn | Veris Website