Stephanie Cohn Rupp

Chief Operating Officer, Veris Wealth Partners

Stephanie Cohn Rupp is the Chief Operating Officer of Veris Wealth Partners and has over 20 years of experience in international impact investing working with families and foundations. Prior to her current position, she was Managing Director of Tiedemann Wealth Management’s Impact Investing practice and headed the firm’s burgeoning San Francisco office.

Contributions

Choosing Your Impact Investment Advisor

Posted on March 27, 2018 by Brad Harrison, Stephanie Cohn Rupp

Aligning your financial assets with your values in a holistic way most often requires intermediaries and advisors, or what is sometimes referred to as the "artisans of impact." This chapter from "The Impact Assets Handbook for Investors" offers an overview of the vast landscape of resources available. … Read More

2018 Trustee Education Institute: The Signature Seminar for Family Foundation Board Members

Posted on March 6, 2018 by Virginia M. Esposito, Andrew Schulz, David Grant, Hanh Le, Holli Rivera, Alice Buhl, Leticia Peguero, Lindsey Griffith, Mary Phillips, Nat Chioke Williams

NCFP’s Trustee Education Institute provides a comprehensive introduction to all of the key legal, investment, ethical, grantmaking, and family dynamics issues facing family foundation board members. Featuring a faculty made up of NCFP’s senior staff and highly respected philanthropy experts, this three day, intensive seminar typically covers: What does it mean to be a steward of both the public’s trust… Read More

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