Jane Swan
Portfolio Manager-Aktien bei Veris Wealth Partners LLC
Profil
Ms. Jane E.
Swan, CFA, is a Partner & Senior Wealth Manager 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.
Aktive Positionen von Jane Swan
Unternehmen | Position | Beginn |
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Veris Wealth Partners LLC
Veris Wealth Partners LLC Investment ManagersFinance Veris Wealth Partners LLC is an independent, SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded in 2007 and specializes in Impact and Sustainable Investing and designing investment portfolios for individuals, trusts, pensions and profit-sharing plans, families and family offices, non-profit organizations, and foundations. | Portfolio Manager-Aktien | 01.02.2015 |
Ausbildung von Jane Swan
Mills College | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
Private Unternehmen | 1 |
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Veris Wealth Partners LLC
Veris Wealth Partners LLC Investment ManagersFinance Veris Wealth Partners LLC is an independent, SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded in 2007 and specializes in Impact and Sustainable Investing and designing investment portfolios for individuals, trusts, pensions and profit-sharing plans, families and family offices, non-profit organizations, and foundations. | Finance |