Learn more at veriswp.com. Veris Wealth Partners announced today the designation of Jane Swan, CFA, as Chief Advisory Officer and Roraj Pradhananga as Chief Investment Officer.

Roraj Pradhananga has been named the sole chief investment officer of Veris Wealth Partners, a Feb. 11 news release said. Also a partner and managing director of investments, he will lead ...

Jane Swan promoted; Roraj Pradhananga serves as chief investment officer NEW YORK, February 11, 2025--(BUSINESS WIRE)--Veris Wealth Partners, a sustainable financial advisor to foundations ...

DiligentIQ, the AI due diligence company for PE, founded by KKR alum Ed Brandman, secures Series A funding led by FINTOP ...

The RIA giant welcomes a veteran with more than 20 years' experience, including time supporting JPMorgan's First Republic ...

NEW YORK, February 04, 2025--(BUSINESS WIRE)--Focus Financial Partners Inc., an interdependent network ... today announced that Jason Dubinsky will join Focus in March as its new Chief Financial ...

Pitney Bowes named Bob Gold as it next chief financial officer, effective March 10, tapping an outsider for its top finance job. Gold succeeds John Witek, who has served as interim financial chief ...

Since joining the firm in 2020 as chief content officer ... encouraged to visit integrated-partners.com. Since 1996, Integrated Partners has been helping financial advisors to achieve their ...