Will Verity, Verity Investment Partners

Will Verity, President and Managing Director

Will has over 30 years of experience in the investment and private equity business. Prior to forming Verity Investment Partners, Will served as Chairman and co-CEO Leaver Corporation, a private equity investment company, and he currently serves as director of American Financial Group (NYSE: AFG). Prior to forming Leaver, Will worked as an investment banker with Alex Brown, Inc. Will received a BA from the University of Virginia and an MBA from Harvard Business School. Contact

 
Jon Verity, Verity Investment Partners

Jon Verity, Managing Director

Jon has over 40 years of experience in the investment an financial services industry. Prior to joining Verity Investment Partners, Jon spent 38 years with JP Morgan Chase and its affiliates, most recently as the CEO of Bank One Trust Company in Chicago, IL. Jon earned his BA from the University of Virginia and a BFT from Thunderbird University in Phoenix, AZ. Contact

 
Andy Anderson, Verity Investment Partners

Andy Anderson, Managing Director

Andy is located in San Antonio, Texas, and specializes in serving veterinarians and vet specialists. Andy is a board certified veterinary surgeon and built a successful veterinary hospital network, which he and his partner recently merged into BluePearl Veterinary Partners. He also serves as Treasurer for the American College of Veterinary Surgeons. Prior to being a veterinary surgeon, Andy spent 10 years as an investment banker with Goldman Sachs, DLJ, and The Sterling Group. He holds a BS and a DVM from Texas A&M and an MBA from Harvard Business School. Contact   

 
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Joseph J. Costigan, Senior Portfolio Manager & Director of Research

Joe has over 25 years of portfolio management and investment experience and is responsible for equity and fixed income research, in-house portfolio management and sub-advisor due diligence. Prior to joining VIP, Joe was the Director of Research for Bryn Mawr Trust Company where he oversaw and participated in research supporting over $5 billion of client and institutional assets invested in individual equities, bonds, mutual funds and alternative investments. Joe is a Chartered Financial Analyst (“CFA”). He received a BS from Elizabethtown College and an MBA from Pennsylvania State University. Contact

 
Paula Verity, Verity Investment Partners

Paula Verity, Chief Operating Officer

Paula manages all operating issues including compliance, client services, and technology support. Paula gained client and technical support experience with Real Soft Systems and with National Data Corporation in Atlanta as well as through her work as an independent consultant. Paula received a BA from the University of North Carolina at Chapel Hill and an MBA from the University of Cincinnati. Contact

 
Andrews Jones, Verity Investment Partners

Andrew Jones, Financial Advisor

Andrew serves as a financial advisor and is also responsible for financial planning. Prior to joining Verity Investment Partners in May of 2013, Andrew worked as a financial advisor for Abacus Planning Group in Columbia, SC. Andrew received a BS in Financial Management from Clemson University in 2006 and is a CFP®. Contact

 

Michael A. Klaiber, Equity Analyst

Mike serves as an Equity Analyst, focusing on bottom-up, fundamental research with additional trading responsibilities.  Prior to joining Verity Investment Partners in July 2017, Mike worked for UBS as an Equity Research Associate for both the Equity Strategy and Property & Casualty Insurance (Ranked #3 by Institutional Investors in 2016) teams.  Mike earned a BS in Analytical Finance from Wake Forest University and an MBA from Duke University’s The Fuqua School of Business, where he graduated as a Fuqua Scholar (top 10%).  He is also a CFA charterholder and member of the New York Society of Security Analysts. Contact

 

Nancy Harvey, Para-planner

Nancy serves as Para-planner and Client Administrator. She earned her Registered Para-planner designation while working for another Registered Investment Advisory firm. Contact