Deeply personalized, strategic guidance for modern wealth creators
After decades of leading top-performing businesses in investment banking, private banking, and multi-family office firms, we created Verita Strategic Wealth Partners to redefine wealth management for you, the modern wealth creator.
Verita is our answer to a call we’ve consistently heard from founders, creators, and executives: We want more. More strategic insight. More clarity. More true partnership. More transparency.
We believe wealth is multidimensional spanning not just financial capital, but also health, time, purpose, community, impact, and legacy. Our process embraces this broader perspective, ensuring your strategy reflects the full picture of what success means to you.
Verita is the culmination of our shared vision and experience, a firm that combines top talent and institutional rigor with technology-enabled, bespoke solutions designed to meet the complexity and pace of your dynamic life.
- Christine & Kelly
Deeply personalized, strategic guidance for modern wealth creators
After decades of leading top-performing businesses in investment banking, private banking, and multi-family office firms, we created Verita Strategic Wealth Partners to redefine wealth management for you, the modern wealth creator.
Verita is our answer to a call we’ve consistently heard from founders, creators, and executives: We want more. More strategic insight. More clarity. More true partnership. More transparency.
We believe wealth is multidimensional spanning not just financial capital, but also health, time, purpose, community, impact, and legacy. Our process embraces this broader perspective, ensuring your strategy reflects the full picture of what success means to you
Verita Strategic Wealth Partners is the culmination of our shared vision and experience — a firm that combines top talent and institutional rigor with technology-enabled, bespoke solutions designed to meet the complexity and pace of your dynamic life.
- Christine & Kelly
Why Verita
Operator-led:
We’ve built and scaled top-performing businesses and developed a culture of excellence. We know how to execute so our clients can achieve more.
Values-driven:
Our name means truth, and we live by it. Independent, clear intentions and aligned incentives — we offer exceptional, transparent, purpose-built advice.
Hands-on by choice:
We are active, engaged advisors—this is the work we love to do. Our clients inspire us, and we are energized by helping you solve complex problems and seize opportunities. We’re in it with you.
Co-sourced family office:
Whether you need a fully outsourced partner or support alongside an existing team, we co-source your family office to deliver exactly what you need—no more, no less. Strategic, tailored, and built for you.
Deep founder expertise:
With decades of experience advising successful entrepreneurs and executives, we bring the pattern recognition to anticipate challenges, identify opportunities, and guide you through complexity with clarity and confidence.
Tech-enabled by design:
Verita’s modern architecture embraces emerging technologies to deliver a more personalized, proactive, and scalable solution. Built at a time when AI and innovation are transforming how advice is delivered, we have the advantage of designing for agility, innovation, and what comes next.
Why Now
Clients want more:
Today’s wealth creators want advice that connects every aspect of their financial lives—from personal wealth and business ownership to impact, family, and legacy.
The industry has consolidated, not evolved:
Big firms keep getting bigger, but not better. Consolidation has produced more scale but less personalization, more bureaucracy, and incentives that often serve the firm, not the client.
AI is transforming finance:
Traditional firms are stuck in yesterday’s infrastructure. We built Verita with modern architecture, advanced tools, and intelligent data integration - designed to think smarter, deliver personalized insights, and execute with confidence.
Our Mission
At Verita, we go beyond managing money - we partner with our clients across every dimension of their wealth. Through clarity, strategic guidance, and curated access, we help clients navigate complexity and maximize the impact of their wealth across communities and generations.
three core principles
Strategy
Building & executing a comprehensive strategy inclusive of taxes, estate planning, investments, credit, lending, liquidity, risk, and goals
Clarity
Comprehensive reporting enhanced by a modern tech platform to provide transparency and enable seamless decision making & oversight, simplifying the complex
Legacy
Preparing future generations to make informed choices, ensuring what you’ve built lasts, and making a larger impact aligned with your vision
We provide a bespoke, high touch approach to wealth management, offering:
Wealth Management:
A personalized and disciplined approach to building, preserving, and growing wealth.
Family Advisory and Architecture:
Advising families to lead with purpose, protect legacy, and prepare the next generation.
Comprehensive Family Office Services:
Co-creating custom family offices to manage the financial and operational complexities of significant wealth.
Bringing community together to curate differentiated experiences, access and education
Kelly Coffey
Co-Founder & Executive Chair
Kelly Coffey co-founded Verita after more than three decades leading at the highest levels of finance - including CEO of both City National Bank and J.P Morgan's U.S. Private Bank, where she accomplished significant business growth and transformation. Her career spans investment banking, capital markets, private banking, and operational leadership - and Verita is the culmination of that experience: a firm built to deliver strategic, customized wealth advice to today's most dynamic clients.
As CEO of City National Bank, Kelly expanded its legacy as a trusted partner to the entertainment, sports, and creative industries. Prior to that, she led J.P. Morgan’s U.S. Private Bank to record performance and recognition as the #1 private bank in North America. Kelly also spent over 20 years in investment banking at J.P. Morgan and Goldman Sachs, where she held senior leadership roles across M&A, derivatives, and corporate finance — including leading global businesses and working internationally in Latin America.
Kelly is known for her strategic creativity, operational execution, and ability to build high-performing teams. Kelly has been recognized as CEO of the Year and an Entertainment Business Visionary by the Los Angeles Times. She has been named one of the 25 Most Powerful Women in Banking and Finance by American Banker and one of the Most Powerful Women in New York by Crain’s. She serves on the boards of Snap Inc., the Rock & Roll Hall of Fame Foundation, and Operation HOPE, and is a member of the Council on Foreign Relations and the Economic Club of New York. She holds degrees from Lafayette College and Georgetown University and splits her time between New York and Los Angeles with her husband and daughter.
Recognized by American Banker as one of the Most Powerful Women in Banking & Finance in 2017, 2019, 2020, 2021, 2022, and 2023. Named “CEO of the Year” by Los Angeles Times B2B Publishing (2021), and recognized as an Entertainment Business Visionary by the same publication (2022 and 2024). Please note, no fee was paid to be included in any of the rankings.
Christine Leong Connors
Co-Founder & CEO
Christine Leong Connors co-founded Verita to deliver strategic, values-driven wealth advice to founders, entrepreneurs, and executives — built on decades of experience advising clients through wealth creation. She most recently served as President and Partner at EPIQ Capital Group, a multi-family office spun out of ICONIQ, where she led the firm’s growth from $2.5B to $5.5B in AUM and guided its sale to IEQ Capital. In her role, she oversaw firm strategy, advised clients, and drove business development.
Christine spent the prior two decades at J.P. Morgan, where she advised some of the most prominent founders and executives in Silicon Valley. As Head of the Northern California Private Bank, she led a 100-person team and grew the business from $10B to $25B in assets under management. Her experience also includes roles in investment banking and executive compensation, giving her a rare blend of institutional investment expertise and nuanced, client-first execution across complex liquidity events.
Christine is known for her deep relationships, sharp strategic lens, and track record of building businesses that scale. She has been recognized by the Financial Times as one of the Top 100 Women Financial Advisors in 2014 and by the San Francisco Business Times in 2015 as a 40 Under 40 honoree.
She holds a B.S from Bucknell University and an MBA from the Berkeley-Columbia program. Christine lives in San Francisco with her husband and two daughters and serves on the boards of the San Francisco Ballet, Convent and Stuart Hall - Schools of the Sacred Heart, and Bucknell’s College of Management.
Please note, no fee was paid to be included in any of the rankings.
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Contact us to learn more about Verita.
