Veritable’s Partners represent widely diverse
backgrounds—from financial analysis, to the law, to engineering—but
share a fundamental commitment to service, innovation and entrepreneurship.
Some of Veritable's employees hold professional degrees, designations and licenses (such as CPA, JD or Esq.) that they have earned and are entitled to use in association with their names. However, the use of a professional designation herein does not expressly or impliedly suggest in any way that an employee is authorized to perform public accountancy or legal services for its advisory clients. Veritable does not offer public accounting or legal advice as part its services to its investment advisory clients and Veritable specifically limits its advice to investment consulting services. The use of any such designations by any employee is for informational purposes only, and is specifically related to that employee's experience and training.
