Pat Addeo

Gestionnaire de Portefeuille-Actions chez Veris Wealth Partners LLC

Profil

Ms. Patricia B.
Addeo is a Senior Associate at Veris Wealth Partners LLC.
She helps design, implement, and manage clients’ investment and financial plans and provides direct client services.
She also leads the firm’s shareholder advocacy research.
For over 12 years, she has been working with socially responsible investments on behalf of family offices and foundations.
She is a member of the Financial Women’s Association and serves on their Leadership Committee as Co-Chair of the Impact Investing Committee and as an Advisor to the Financial Backpack Committee.
Prior to joining Veris, Ms. Addeo worked as an analyst and financial counselor at Rockefeller & Co. She provided SRI research and analysis on two global funds that invested in alternative energy, sustainable agriculture, education, health care, and human capital.
In 1991, she also helped launch the company’s pioneering Libra Fund, a large cap global SRI fund.
Prior to Rockefeller & Co., she worked at the Ford Foundation’s Office of Communications, where she was responsible for producing the organization’s annual report and bi-monthly newsletter.
She also previously worked for the United Nations Association, where she organized joint conferences and seminars for the Arms Control and Economic Policy Group.
She graduated from Boston College with a B.A.
and from Iona College with an M.B.A.

Postes actifs de Pat Addeo

Sociétés	Poste	Début
Veris Wealth Partners LLC	Gestionnaire de Portefeuille-Actions	-

Anciens postes connus de Pat Addeo

Sociétés	Poste	Fin
Rockefeller & Co., Inc.	Corporate Officer/Principal	-

Formation de Pat Addeo

Iona College

Masters Business Admin