Veritable LP

Veritable LP, legally known as VERITABLE LP, is a DE Limited Partnership with 85 employees, 47 of whom are employed in advisory roles. Although the number of clients served is unknown, its SEC status is listed as Approved as of March 12, 2004, indicating the firm's regulatory compliance and authorization to operate in the securities market.

• BRETT IAN RUBINSON

  PARTNER owns less than 5%

• CHARLES PAXSON KEATES

  PARTNER, GENERAL COUNSEL, CHIEF COMPLIANCE OFFICER owns less than 5%

• DARREN ANDREW BRAMEN

  PARTNER owns less than 5%

• DAVID MICHAEL BELEJ

  PARTNER, CHIEF INVESTMENT OFFICER owns less than 5%

• JAMES D. MCCALL

  PARTNER, SENIOR COMPLIANCE OFFICER owns less than 5%

• JEFFREY ALLAN BEACHELL

  PARTNER owns less than 5%

• JOHN JOSEPH SCUTERI

  PARTNER, CHIEF OPERATIONS OFFICER owns less than 5%

• JONATHAN DAVID SCOTT

  PARTNER owns less than 5%

• MICHAEL AARON STOLPER

  PARTNER, CHIEF EXECUTIVE OFFICER owns more than 5% but less than 10%

• ROBERT KEVIN STETSON

  PARTNER owns less than 5%

• SQUAM ACQUISITION GP, LLC

  PARTNER owns less than 5%

• SQUAM ACQUISITION LP, LLC

  PARTNER owns more than 50% but less than 75%

• THOMAS DENNIS MAHONEY

  PARTNER, CHIEF RISK OFFICER owns less than 5%

• VANESSA EDITH KYRANAKIS

  PARTNER, CHIEF FINANCIAL OFFICER owns less than 5%

• AFFILIATED MANAGERS GROUP, INC.

  PARTNER owns 75% or more

• AMG WEALTH PARTNERS, LP

  MEMBER owns 75% or more

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  Singapore
• BANK OF AMERICA, N.A.
  United States
• BNP PARIBAS LONDON BRANCH
  United Kingdom
• BTIG, LLC
  United States
• CITIBANK NA, NEW YORK BRANCH
  United States
• CITIGROUP GLOBAL MARKETS LIMITED
  Hong Kong
• CITIGROUP GLOBAL MARKETS, INC.
  United Kingdom
• CREDIT SUISSE SECURITIES (EUROPE) LIMITED
  United Kingdom
• DEUTSCHE BANK AG
  United Kingdom
• DEUTSCHE BANK AG
  Singapore
• DSP MERRILL LYNCH LIMITED
  India
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  United States
• GOLDMAN SACHS INTERNATIONAL
  United Kingdom
• HSBC LIMITED
  India
• HSBC LIMITED
  United Kingdom
• JEFFERIES LLC
  United States
• JEFFERIES LLC
  United States
• JP MORGAN CHASE BANK, N.A.
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• MERRILL LYNCH INTERNATIONAL
  Singapore
• MORGAN STANLEY & CO INT PLC
  United Kingdom
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  Singapore
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  United Kingdom
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  United States
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  United States
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  United States
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• SOCIETE GENERALE CORPORATE & INVESTMENT BANKING
  France
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  United Kingdom
• UBS AG, LONDON BRANCH
  United Kingdom
• UBS AG, SINGAPORE BRANCH
  Singapore
• UBS LIMITED
  United Kingdom
• INTERACTIVE BROKERS LLC
  United States
• MORGAN STANLEY & CO INT PLC
  Singapore
• UBS AG
  Singapore

• Graham Partners Inc
• Newsquare Capital LLC
• Inverness Graham Investments Inc
• Archean Capital Partners II LLC
• Equus Capital Partners Ltd

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