Michael Lent
Founder at Veris Wealth Partners LLC
Profile
Mr. Michael Lent is Partner, Chief Investment Officer & Chief Financial Officer at Veris Wealth Partners LLC.
For over 20 years, he’s been delivering financial planning and investment consulting services to high-net-worth families, family offices, and foundations.
He has been recognized by the Calvert Foundation for his advocacy of blended-value community investing and is regularly cited by major media outlets such as AP and Reuters on matters pertaining to sustainable investing.
He is a member of the Investments & Wealth Institute, which sets standards and practices for the investment management consulting profession.
He received his Certified Investment Management Analyst designation in 2002.
Prior to Veris, Mr. Lent co-founded the New York office of Progressive Asset Management, the first full-service broker/dealer to focus on socially responsible investing.
He served as Chair of the Board of Directors of US SIF, The Forum for Sustainable and Responsible Investment, an association for professionals, firms, institutions and organizations engaged in socially responsible and sustainable investing.
He received his B.A.
in Biology from the University of California at Santa Cruz.
Michael Lent active positions
| Companies | Position | Start |
|---|---|---|
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. | Founder | 30/06/2007 |
| The Edward W. Hazen Foundation | Director/Board Member | - |
| Investment Management Consultants Association | Corporate Officer/Principal | - |
Former positions of Michael Lent
| Companies | Position | End |
|---|---|---|
US SIF
 US SIF Miscellaneous Commercial ServicesCommercial Services US SIF is a forum for sustainable and responsible investment that aims to shift investment practices towards sustainability and generate positive social and environmental impacts. The non-profit company is based in Washington. Its members include investment management and advisory firms, mutual fund companies, asset owners, research firms, financial planners and advisors, community investing organizations, and nonprofit associations. | Chairman | - |
Training of Michael Lent
| University of California, Santa Cruz | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 4 |
|---|---|
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 |
US SIF
US SIF Miscellaneous Commercial ServicesCommercial Services US SIF is a forum for sustainable and responsible investment that aims to shift investment practices towards sustainability and generate positive social and environmental impacts. The non-profit company is based in Washington. Its members include investment management and advisory firms, mutual fund companies, asset owners, research firms, financial planners and advisors, community investing organizations, and nonprofit associations. | Commercial Services |
| The Edward W. Hazen Foundation | |
| Investment Management Consultants Association |
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