Alison Lyn Pyott
Portefeuillebeheerder-Aandelen bij Veris Wealth Partners LLC
Profiel
Ms. Alison L.
Pyott is Partner at Veris Wealth Partners LLC.
She is also a Senior Wealth Manager of the Veris Portsmouth office.
She manages client portfolios and designs comprehensive strategies to meet a wide range of clients’ financial and impact goals.
She currently serves as the Treasurer for the New Hampshire Women’s Foundation and Chair for New Hampshire Charitable Foundation – Piscataqua Region Advisory Board.
She is also a member of the Seacoast Women’s Giving Circle, New England International Donors, and the Financial Planning Association of New England.
She has over 20 years of financial services experience.
Prior to Veris, Ms. Pyott was the Director of Client and Shareholder Services for Citizens Advisors, a socially responsible mutual fund company.
She also worked in client service and management positions at John Hancock Signature Services.
She worked for the United Way of the Greater Seacoast, where she managed community investment and outcome measurement programs.
She graduated from University of New Hampshire’s Whittemore School of Business and Economics with a B.S.
in Hotel Administration and from Merrimack College with a Certificate in Financial Planning.
Actieve functies van Alison Lyn Pyott
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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. | Portefeuillebeheerder-Aandelen | 01-08-2007 |
Opleiding van Alison Lyn Pyott
University of New Hampshire | Undergraduate Degree |
Ervaring
Beklede functies
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Beursgenoteerde bedrijven
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Bedrijven in privébezit | 1 |
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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 |