Editor’s note: This article is part of a continuing series in which Paul Ellis, a well-known advisor and consultant on sustainable investing strategies, interviews industry professionals on the topics of millennials and sustainable investing. What follows is an interview with industry expert Lori Choi, wealth manager and partner at Veris Wealth Partners, a pioneering wealth management firm and recognized leader in sustainable and impact investing.
To read the first article in the series, click here: /news/the-wise-woman-and-the-millennial-23738.html
To read the second article in the series, click here: /news/millennials-leading-the-way-in-sustainable-investing-24019.html
To read the third article in the series, click here: /news/millennials-mainstreaming-impact-investing-24487.html
To read the fourth article in the series, click here: /news/an-sri-collaboration-across-generations-and-genders-24873.html
To read the fifth article in the series, click here: /news/like-minded-people-with-purpose-and-passion-25457.html
To read the sixth article in the series, click here: /news/green-investing--all-in-the-family-26082.html
To read the seventh article in the series, click here: /news/sri-investing-well-positioned-for-growth-26394.html
Paul: Lori, let’s begin with your background prior to Veris Wealth Partners. Tell me what brought you to this point in your career.
Lori: I went to undergrad at the University of Pennsylvania’s Wharton School. I joined the financial world when I moved back home to Hawaii, working for the private client asset management group of the Bank of Hawaii. Later, I moved to the East Coast and heard about Veris from a colleague at the Bank of Hawaii.
It was an opportunity to connect my wealth management experience with a personal passion for healthy living and sustainability issues.
Paul: Tell us what you are focusing on with clients and what your partner responsibilities are within the firm.
Lori: I work with Michael Lent, our chief investment officer, to support 30-40 of our largest clients here in the New York office, focusing exclusively on impact investing solutions. I also have my own clients.
Being involved in strategic partner conversations has been very interesting. I’m also taking on managerial responsibilities and have an associate who reports to me.