Investing in Climate Solutions for Families and Foundations with Lori Choi, Veris Wealth Partners

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Spotlight: Thank You to Lori Choi, from Veris Wealth Partners

We’d like to extend our ?gratitude to Lori Choi ,CFA, Senior Advisor, and Partner of Veris Wealth Partners, for her engaging and insightful presentation at our recent event.

Key Takeaways from the Webinar:

• Impact Across Asset Classes: Veris creates performance-driven portfolios that integrate climate solutions, racial and gender equity, and sustainable agriculture.
• Sample Investments:
• Intersectional Investment Themes: Addressing interconnected challenges for long-term sustainability.

Whether you're seeking to generate positive change or maximize portfolio performance, Lori demonstrated how intentional investing drives meaningful outcomes.

Thank you, Lori, for sharing your vision and empowering our community of innovators!

Missed the Live Session? Don’t worry! Email us at [email protected] to request a copy of the presentation slides.

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Meet our Expert:

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

Connect with Lori Choi

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.

Visit Veris Wealth Partner's Website

Climate Bridge Korea New York

Location

New York, USA

Contact

[email protected]

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