OUR PEOPLE
We are a small company that does big things.

Leadership

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.

  • Tom Connelly
    Tom ConnellyPresident & Chief Investment Officer
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  • Elizabeth Shabaker
    Elizabeth ShabakerPrincipal 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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    • Norman E. Miller
      Norman E. MillerSenior Wealth Counselor
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    • John Mason
      John MasonManager of Investment Technologies & Operations
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    • Charlene Ochoa
      Charlene OchoaExecutive Assistant & Client Services Administrator
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    • Veronica Piper
        Veronica PiperPortfolio Associate, Operations

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