Jane Swan Email & Phone Number | Senior Wealth Manager at Veris Wealth Partners, LLC

Jane Swan

Senior Wealth Manager at Veris Wealth Partners, LLC
San Francisco, California, United States

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Jane Swan’s Email jswan@veriswp.com

Jane Swan’s Phone Numbers +1-212-349-****

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Jane Swan’s Location San Francisco, California, United States

Jane Swan’s Current Industry Veris Wealth Partners, LLC

Jane Swan’s Prior Industry Northern Trust | Mellon Private Asset Management | Progress Investment Management Company

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Work Experience

Veris Wealth Partners, LLC

Head of Advisory Services, Senior Advisor, and Partner

2015-02-01 - Present

Northern Trust

Portfolio Manager

2000-08-01 - 2015-02-01

Mellon Private Asset Management

Portfolio Analyst

1998-09-01 - 2000-08-01

Progress Investment Management Company

Analyst

1997-07-01 - 1998-09-01

Skills

financial planning portfolio management impact investing consulting sustainable investing wealth management esg investing gender lens investing community wealth building social justice b corp sustainable agriculture sustainable sustainable food systems

Languages

FAQ About Jane Swan

Jane Swan is located at
San Francisco, California, United States

Jane Swan is a Senior Wealth Manager at Veris Wealth Partners, LLC

Jane Swan currently works in the Veris Wealth Partners, LLC |

Jane Swan speaks the following languages: English

Jane Swan has prior
experience in the following industries:
Northern Trust | Mellon Private Asset Management | Progress Investment Management Company

Jane Swan has the following professional experience:
Veris Wealth Partners, LLC | Northern Trust | Mellon Private Asset Management | Progress Investment Management Company