Austin Anthony, CFP®

Client Associate

As a client associate, Austin works closely with Versant’s wealth management team in the core areas of financial planning and investment portfolio development. This includes assisting with client fact finding, data analysis, and tracking clients’ analytics to ensure that comprehensive planning has been accomplished.

Austin joined Versant Capital Management in 2021, working remotely during the pandemic from his home in Virginia and then San Jose. A few months later, the Versant team was happy to be collaborating with Austin in person. Austin comes to our firm from Pathstone, an advisory firm located in Potomac, MD. There, Austin started as an associate and rose to a senior advisor, working on the investment advisory team with the firm’s managing directors.

A graduate of the Pamplin College of Business at Virginia Tech, Auston majored in finance with a B.S. degree in business and a minor in Spanish. While a student, he interned at McLean Asset Management in McLean VA.

Austin is a CERTIFIED FINANCIAL PLANNER® who is committed to helping people understand and progress toward a strong financial future. He explains, “The thing that excites me is the ability to spread financial literacy and help as many people as possible achieve their financial goals. Financial planning should not involve a one size fits all approach, and I enjoy the challenge of solving complex needs for clients and building a plan that works best for them.”

Austin grew up in northern Virginia and is an avid DC sports fan who enjoys exploring new places and cultures with his fiancé. When not working, he can be found hiking, skiing, in a CrossFit gym, or playing a game of pickup basketball.

Brandon Yee