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PARTNER PROFILES

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.

JEFFREY A. MORRISON

Jeff is an investment officer at Veritable. He joined the firm in 2000 after graduating with highest honors from The Pennsylvania State University with a B.S. in Finance and an Economics minor. In addition to portfolio management, Jeff is integral to our recruitment and new hire development efforts.

Timothy Alles Fred Bacani Jeffrey Beachell David Belej Darren Bramen Regina DiFelice Patrick Dougherty Dennis Ersin Charles Keates Robert Lazaroff Courtney Mills Jeffrey Morrison Sonia Florio Peterson Ari Pontz Timothy Reading Kenneth Rowles Brett Rubinson Jonathan Scott John Scuteri Robert Stetson Michael Stolper Gordon Stone Matthew Taylor Richard Tregerman Jared Weiner