Roraj Pradhananga, recently appointed co-CIO of Veris Wealth Partners, provides an inside look at the $2.3 billion firm’s model portfolios and impact investing philosophy.
In 2017, Cheryl Canzanella lost her husband to an accidental overdose. Now, she’s working to educate advisors on how they can help families ripped apart by the opioid crisis.
To ensure uninterrupted delivery of this critical eNewsletter alert be sure to add WealthManagement.com and the reply address to your list of safe sender contacts.