Patricia Farrar-Rivas is a founding principal, as well as the CEO, of Veris Wealth Partners. She has been providing investment advisory and wealth management services since 1992, with a focus on sustainable, responsible and impact investing. Patricia is a principal consultant to the Envestnet Sustainability Platform. Prior to Veris, Patricia led the effort by Silicon Valley-based public accounting firm, Frank, Rimerman + Co. to launch its new investment advisory subsidiary, Frank, Rimerman Advisors. She also co-founded the New York office of Progressive Asset Management in 1994.
Earlier in her career, Patricia worked with Veris co-founder Michael Lent and community leaders in Central America on economic development, local empowerment, and social justice. She realized the degree to which economic factors were embedded in the challenges they faced, and, as the responsible investing industry was emerging in the U.S., turned her attention to advising asset owners on the potential impact of their investment policies and decisions.
Patricia currently serves as the Board Secretary for 18 Reasons, a non-profit providing Cooking Matters classes to low income communities in the San Francisco Bay Area. Patricia was previously a member of the Advisory Board for Envestnet Asset Management, a member of the Standards Council for the Sustainable Accounting Standards Board (SASB), and a Board Member of As You Sow. Patricia is a Certified Investment Management Analyst (CIMA®) and a Certified Investment Strategist (CIS).