Veratis Advisors Employee Directory

Q: Who are Veratis Advisors key employees?

Some of Veratis Advisors key employees are Bryce Kain , Peggy Brinn

Veratis Advisors corporate office is located in 1400 Crescent Green Ste 110, Cary, North Carolina, 27518, United States and has 1-10 employees.

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Employees by Department

Departments

Number of employees

Finance

Human Resources

Sales

Key Employees of Veratis Advisors

BK
Bryce Kain
Director, Investment Research & Partner
PhoneEmail
PB
Peggy Brinn
Director, Data Management
PhoneEmail
PhoneEmail
PhoneEmail
PhoneEmail
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Veratis Advisors Global Presence

Location	People at location
North America	1-10

Index of contact profiles from Veratis Advisors

Hundreds of professionals searching for Veratis Advisors have connected with key decision-makers. Join them?

Contact Name

Contact Info

Job Title

HQ Location

BK
Bryce Kain
Email Direct
Director, Investment Research & Partner
United States , North Carolina , Cary

LJ
Liam Johnson
Email Direct
Retirement Plan Consultant
United States , North Carolina , Cary

DW
Derek Williams
Email Direct
Wealth Advisor
United States , North Carolina , Cary

EF
Ellen Frazier
Email Direct
Manager, Client Services
United States , North Carolina , Cary

TR
Trinette Ray
Email Direct
Retirement Plan Consultant
United States , North Carolina , Cary

PB
Peggy Brinn
Email Direct
Director, Data Management
United States , North Carolina , Cary

Former Employees at Veratis Advisors

Explore people who held key positions, contributed to Veratis Advisors's success, and advanced their careers.

CW
Cindy Wolfe
Controller at Apogee Consulting Grou...
Worked as Controller
at Veratis Advisors (2012-2017)
Email Direct
LD
Laura Duggan
Manager, Finance at Cisco
Worked as Financial Controller
at Veratis Advisors (2017-2018)
Email Direct
SD
Steve D'Agostino
RED Hat Technical Solu... at Arrow
Worked as Partner and Wealth Advisor
at Veratis Advisors (2015-2022)
Email Direct

Explore More

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Frequently Asked Questions Regarding Veratis Advisors Employees

How many employees does Veratis Advisors have?

Veratis Advisors has 1-10 employees

Who are Veratis Advisors key employees?

Some of Veratis Advisors key employees are Bryce Kain, Peggy Brinn

Where is Veratis Advisors located?

Veratis Advisors’s headquarters are located at 1400 Crescent Green Ste 110, Cary, North Carolina, 27518, United States

How do I contact Veratis Advisors?

Veratis Advisors Contact Info: Phone number: (919) 460-8875 Website: www.veratisadvisors.com

What does Veratis Advisors do?

Veratis Advisors is an independent advisory firm based in Raleigh, NC, specializing in Corporate Retirement Plans and Personal Wealth Management. With a focus on quality and long-term value, the firm supports organizations in managing their retirement plans and provides individuals and families with comprehensive financial, investment, tax, and est... Read More

Is Veratis Advisors a public company?

Veratis Advisors is private company therefore does not currently have an official ticker symbol

See more information about Veratis Advisors Employees