Jane Swan

Corporate Officer/Principal chez Veris Wealth Partners LLC

Profil

Ms. Jane E.
Swan, CFA, is a Partner, Senior Advisor & Chief Advisory Officer at Veris Wealth Partners LLC.
She began working in the field of socially responsible investing in 1996.
She builds holistic relationships with wealthy families, individuals and foundations that integrate their values with a personalized investment strategy.
She is a member of the Financial Women’s Association and previously served on the Investment Committee for the Horizons Foundation.
She is also Senior Wealth Manager of the firm.
Prior to joining Veris, Ms. Swan worked as a Portfolio Manager and Vice President with Northern Trust.
During her 15-year career with Northern, she worked to build their SRI practice while managing more than $500 million in assets.
She served on several committees including the Corporate Social Responsibility Task Force, Women in Leadership, and the LGBT Advisory Team.
Jane got her start in 1996 working with Patricia Farrar-Rivas and Michael Lent at Progressive Asset Management.
She graduated from Mills College in Oakland, California with a degree in Economics and holds the Chartered Financial Analyst designation.

Postes actifs de Jane Swan

Sociétés	Poste	Début
Veris Wealth Partners LLC	Corporate Officer/Principal	01/01/2025