Stephanie Cohn-Rupp
Chief Executive Officer at Veris Wealth Partners LLC
Profile
Stephanie Cohn-Rupp is currently the Partner & Chief Executive Officer at Veris Wealth Partners LLC.
She is also the Secretary & Director at The Social Investment Forum and US SIF.
Additionally, she serves as a Member at Vistage Worldwide, Inc. and an Advisory Board Member at P.R.I.M.E.
Finance Foundation.
Stephanie is an Advisor at One World Impact Investments LLC.
In her former roles, Stephanie was the Chief Executive Officer at Toniic LLC from 2013 to 2016.
She then worked as the Managing Director & Partner at Tiedemann Advisors LLC from 2016 to 2019.
Stephanie also held the position of Managing Director of Impact Investing at Threshold Group LLC.
She served as a Board Director at Microfinance Information Exchange, Inc. and MFX Solutions, Inc. from 2010 to 2012.
Stephanie was a Principal-Investments at Omidyar Network LLC from 2007 to 2012.
She was a Principal at Acdi from 2001 to 2003 and a Consultant at The World Bank from 2000 to 2001.
Stephanie also worked as a Senior Investment Officer at Planet Finance Maroc in 2007 and a Consultant at Unesco, Inc. in 1999.
She was a Consultant at CGAP, Inc. in 2004.
Ms. Cohn-Rupp completed her undergraduate studies at the University of Bristol in 1998.
She pursued her graduate studies at the London School of Economics & Political Science, earning a degree in 1999.
Stephanie also holds a graduate degree from Harvard Kennedy School of Government, which she obtained in 2005.
Stephanie Cohn-Rupp active positions
| Companies | Position | Start |
|---|---|---|
The Social Investment Forum
 The Social Investment Forum Miscellaneous Commercial ServicesCommercial Services The Social Investment Forum provides investment advice. Its programs include Center for Sustainable Investment Education and Global Sustainable Investment. The company is headquartered in Washington, DC. | Director/Board Member | - |
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. | Chief Executive Officer | 31/01/2021 |
P.R.I.M.E. Finance Foundation
 P.R.I.M.E. Finance Foundation Investment ManagersFinance P.R.I.M.E. Finance Foundation provides financial and advisory services. The non-profit company is based in The Hague, Netherlands. | Director/Board Member | 31/05/2021 |
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. | Director/Board Member | 31/12/2020 |
One World Impact Investments LLC
 One World Impact Investments LLC Investment ManagersFinance One World Impact Investments LLC (One World Impact Investments) is a venture capital firm founded in 2015 by Scott Saslow and Angelina Mertens. The firm is headquartered in Palo Alto, California. | Consultant / Advisor | - |
Vistage Worldwide, Inc.
 Vistage Worldwide, Inc. Miscellaneous Commercial ServicesCommercial Services Vistage Worldwide, Inc. engages in the provision of business and executive coaching services. It offers programs such as chief executives, small business owners, key executives, and professional service providers. The company was founded by Robert Nourse, Fred Chaney and Bill Hall in 1957 and is headquartered in San Diego, CA. | Corporate Officer/Principal | 31/07/2022 |
Former positions of Stephanie Cohn-Rupp
| Companies | Position | End |
|---|---|---|
Tiedemann Advisors LLC
 Tiedemann Advisors LLC Investment ManagersFinance Tiedemann Advisors LLC is a SEC-registered wealth advisory firm headquartered in New York City. The firm was founded as Tiedemann Wealth Management LLC in 1999 and is a subsidiary of Alvarium Wealth Management Non-UK Ltd. in Great Britain. Tiedemann Advisors manages money for high-net-worth families and individuals as well as trusts, foundations, endowments, charitable organizations and other business or family related entities. | Private Equity Investor | 28/02/2019 |
Toniic LLC
 Toniic LLC Miscellaneous Commercial ServicesCommercial Services Toniic LLC is a private company that serves around 500 high net worth individuals, family offices, and foundation asset owners who are focused on deepening their impact across the spectrum of capital and personal resources. The company is based in San Francisco, CA. The company operates in more than 25 countries around the world. | Chief Executive Officer | 30/01/2016 |
Omidyar Network LLC
 Omidyar Network LLC Investment ManagersFinance Omidyar Network LLC (Omidyar Network) is a venture capital, a subsidiary of Omidyar Network Commons LLC founded in 2004 by Pierre Omidyar and Pam Omidyar. The firm is headquartered in Redwood City, California. | Private Equity Investor | 30/12/2012 |
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Training of Stephanie Cohn-Rupp
| University of Bristol | Undergraduate Degree |
| London School of Economics & Political Science | Graduate Degree |
| Harvard Kennedy School of Government | Graduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 18 |
|---|---|
Tiedemann Advisors LLC
Tiedemann Advisors LLC Investment ManagersFinance Tiedemann Advisors LLC is a SEC-registered wealth advisory firm headquartered in New York City. The firm was founded as Tiedemann Wealth Management LLC in 1999 and is a subsidiary of Alvarium Wealth Management Non-UK Ltd. in Great Britain. Tiedemann Advisors manages money for high-net-worth families and individuals as well as trusts, foundations, endowments, charitable organizations and other business or family related entities. | Finance |
Omidyar Network LLC
Omidyar Network LLC Investment ManagersFinance Omidyar Network LLC (Omidyar Network) is a venture capital, a subsidiary of Omidyar Network Commons LLC founded in 2004 by Pierre Omidyar and Pam Omidyar. The firm is headquartered in Redwood City, California. | Finance |
Vistage Worldwide, Inc.
Vistage Worldwide, Inc. Miscellaneous Commercial ServicesCommercial Services Vistage Worldwide, Inc. engages in the provision of business and executive coaching services. It offers programs such as chief executives, small business owners, key executives, and professional service providers. The company was founded by Robert Nourse, Fred Chaney and Bill Hall in 1957 and is headquartered in San Diego, CA. | Commercial Services |
The Social Investment Forum
The Social Investment Forum Miscellaneous Commercial ServicesCommercial Services The Social Investment Forum provides investment advice. Its programs include Center for Sustainable Investment Education and Global Sustainable Investment. The company is headquartered in Washington, DC. | Commercial Services |
Acdi/Voca
 Acdi/Voca Miscellaneous Commercial ServicesCommercial Services Acdi/Voca provides business consulting services. It promotes broad-based economic growth and the development of civil society in emerging democracies and developing countries. The firm provides programs for agribusiness, enterprise development, financial services, community development, and food security. The company was founded in 1953 and is headquartered in Washington, DC. | Commercial Services |
UBS Investment Bank (US)
 UBS Investment Bank (US) Investment Banks/BrokersFinance UBS Investment Bank provides investment banking and securities brokerage services. Its clients include institutional and corporate clients, intermediaries, governments, and hedge funds. The firm also provides merger and acquisition advisory, private placement, investment research, foreign exchange, equity, and leverage finance advisory services. The firm is headquartered in San Francisco, CA. | Finance |
Threshold Group LLC
 Threshold Group LLC Investment ManagersFinance Founded in 1999, Threshold Group LLC is a wealth management firm and registered investment advisor located in Gig Harbor, Washington. The firm is primarily owned by RT Management LLC, which is primarily owned by the 2006 Threshold Return of Capital Trust. Threshold Group provides investment advisory services to ultra high net-worth families, especially large, complex, multigenerational families; large family foundations; and high net-worth individuals and families. | Finance |
| The World Bank | Government |
| Planet Finance Maroc | |
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 |
Microfinance Information Exchange, Inc.
 Microfinance Information Exchange, Inc. Data Processing ServicesTechnology Services Microfinance Information Exchange, Inc. provides financial data solutions. The private company is based in Washington. | Technology Services |
MFX Solutions, Inc.
 MFX Solutions, Inc. Regional BanksFinance MFX Solutions, Inc. provides hedging products and risk management education to entrepreneurs in low-income countries. Its products includes currency forward contracts, cross currency swaps, currency options, spot transactions and currency delivery and portfolio risk management. The company was founded in 2005 and is headquartered in Washington, DC. | Finance |
P.R.I.M.E. Finance Foundation
P.R.I.M.E. Finance Foundation Investment ManagersFinance P.R.I.M.E. Finance Foundation provides financial and advisory services. The non-profit company is based in The Hague, Netherlands. | 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 |
Toniic LLC
Toniic LLC Miscellaneous Commercial ServicesCommercial Services Toniic LLC is a private company that serves around 500 high net worth individuals, family offices, and foundation asset owners who are focused on deepening their impact across the spectrum of capital and personal resources. The company is based in San Francisco, CA. The company operates in more than 25 countries around the world. | Commercial Services |
Unesco, Inc.
 Unesco, Inc. Miscellaneous Commercial ServicesCommercial Services Unesco, Inc. provides program management services. It offers planning, architecture, engineering, construction, operating costs and longevity services. The company is headquartered in St. Paul, MN. | Commercial Services |
One World Impact Investments LLC
One World Impact Investments LLC Investment ManagersFinance One World Impact Investments LLC (One World Impact Investments) is a venture capital firm founded in 2015 by Scott Saslow and Angelina Mertens. The firm is headquartered in Palo Alto, California. | Finance |
CGAP, Inc.
 CGAP, Inc. Finance/Rental/LeasingFinance CGAP, Inc. operates as a mortgage broker. It specializes in residential and commercial mortgages. The company was founded in 2013 and is headquartered in Kew Gardens, NY. | Finance |
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