We are a small company that does big things.


Nimble, calibrated, candid insight

Versant’s agile leadership believes in demonstrating a one-team attitude, with a sharp focus on achieving results. Leading by example − by always being accountable to our clients and taking responsibility − is how our integrity flows throughout the firm. We are committed to supporting and challenging you in a balanced manner, and harnessing Versant’s resources for the common good of all our clients. We always do the right thing by our clients.

  • Thomas Connelly, CFA, CFP
    Thomas Connelly, CFA, CFPPresident & Chief Investment Officer
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  • Elizabeth Shabaker, CFP
    Elizabeth Shabaker, CFPPrincipal and Chief Operating Officer
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The Team

Our people create solutions, promising alternatives and evolutionary approaches that build upon our firm-wide intelligence across all staff levels. We emphasize teamwork, trust and tolerance for diverging opinions. We are well-versed – versant – through the diversity of specialized and multi-disciplinary talents of our financial architects and investment professionals. Versant was built to reflect this culture throughout the firm.

Our exceptional staff ensures that you will enjoy quality relationships and maximum attention to meet your needs. At Versant, someone is always available to take your call and answer any questions with prompt replies. Our level of follow-up and responsiveness is incomparable in the industry. In short, we are engaged, thorough and always aware and there for you.

  • Laura Countiss
    Laura CountissPortfolio Associate, Operations
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  • Lisa Greve
      Lisa GreveMarketing & Administrative Manager

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    • Erin Itkoe, CFP, CPA/PFS
      Erin Itkoe, CFP, CPA/PFSSenior Wealth Counselor
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    • Joseph Kalmanovitz, CFP®
      Joseph Kalmanovitz, CFP®Senior Wealth Counselor
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    • Megan Kawasaki-Mason
      Megan Kawasaki-MasonPortfolio Associate
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    • Ryan Krafczik
      Ryan KrafczikPortfolio Associate
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    • John Mason
      John MasonManager of Investment Technologies & Operations
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    • Norman Miller, CFP (US & CDA), ADPA, RFG
      Norman Miller, CFP (US & CDA), ADPA, RFGSenior Wealth Counselor
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    • Charlene Ochoa
      Charlene OchoaExecutive Assistant & Client Services Administrator
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    • Trevor Scheid
      Trevor ScheidClient Associate
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