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.

  • Thomas Connelly, CFA, CFP
    Thomas Connelly, CFA, CFPPresident & Chief Investment Officer
    Read More

  • Elizabeth Shabaker, CFP
    Elizabeth Shabaker, CFPPrincipal and Chief Operating Officer
    Read More

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
    Read More

  • Lisa Greve
      Lisa GreveMarketing & Administrative Manager

      Read More

    • Erin Itkoe, CFP, CPA/PFS
      Erin Itkoe, CFP, CPA/PFSSenior Wealth Counselor
      Read More

    • Ryan Krafczik
      Ryan KrafczikPortfolio Associate
      Read More

    • John Mason
      John MasonManager of Investment Technologies & Operations
      Read More

    • Norman Miller, CFP (US & CDA), ADPA, RFG
      Norman Miller, CFP (US & CDA), ADPA, RFGSenior Wealth Counselor
      Read More

    • Charlene Ochoa
      Charlene OchoaExecutive Assistant & Client Services Administrator
      Read More

    • Trevor Scheid
      Trevor ScheidClient Associate
      Read More