Veris Wealth Partners, a sustainable financial advisor to foundations, endowments and families, has announced the designation of Jane Swan, CFA, as chief advisory officer and Roraj Pradhananga as CIO. Both are Veris partners.
Swan’s promotion comes one year after her designation as Head of Advisory Services. In that role, Swan has led the advisory team across Veris’ offices nationwide. Now as CAO, Swan is responsible for the entire service platform, the firm’s advisory committee, and advisor training. In her executive role, she works alongside Cohn Rupp, Pradhananga, COO Sheryl Kucer, CCO Richard Chen and other partners in the firm. Swan has worked in the sustainable investment field since 1996 and holds the Chartered Financial Analyst designation.
“As we have grown to serve more institutions, Jane Swan has championed the construction of a comprehensive service platform designed to meet the specific needs of foundations,” said Stephanie Cohn Rupp, CEO. “Jan
