Due to the degree of customization in the firm’s client reporting and the depth of analysis performed by the investment team, data management is a vital function at Veratis.  Peggy oversees the firm’s data management model and ensures that our team members and clients receive pertinent information in formats that increase the efficiency of data analysis and the prudence of decisions.  Her efforts have meaningfully contributed to the evolution of the firm’s investment reporting, which based upon feedback from clients and retirement plan providers far exceeds the standards of the industry.

Peggy was an initial investor in Veratis and remains a shareholder today.  Prior to Veratis, she served in a similar capacity with another investment advisory firm.