Patricia Farrar-Rivas is a founding principal, as well as the CEO, of Veris Wealth Partners. She has been providing investment advisory and wealth management services since 1992. Patricia is a principal consultant to the Envestnet Sustainability Platform and was a member of the Envestnet Advisory Board. Prior to Veris, Patricia led the effort by Silicon Valley-based public accounting firm, Frank, Rimerman + Co. to launch its new investment advisory subsidiary, Frank, Rimerman Advisors. She also co-founded the New York office of Progressive Asset Management in 1994.
Patricia served on the board of As You Sow, a nonprofit organization promoting corporate responsibility through shareholder advocacy, grant making, and innovative legal strategies. She is also a member of the Standards Council for the Sustainability Accounting Standards Board (SASB), a nonprofit that works on developing and disseminating industry-specific sustainability accounting standards for material, nonfinancial (ESG) information.
Patricia has been a Certified Investment Management Analyst (CIMA®) since 2000 and is a Certified Investment Strategist (CIS). She is also a member of the Investment Management Consultants Association (IMCA).
Areas of Expertise:
- Knowledge of the Impact Investing Landscape
- Translating Environmental and Social Concerns into Impact Solutions
- Gender Lens Investing
- Inclusion and Impact Investing