As a portfolio associate, Brennan is responsible for the set-up, quality control and maintenance of the firm’s client accounts; the compilation and completion of client, custodian and firm paperwork; the review and maintenance of client transactions and activity; and the execution of client and firm tasks such as asset transfers, preparation of reports, and general support of portfolio and investment strategies.
Prior to joining Versant Capital Management, Brennan was a Front Office Manager for Copper Ridge Elementary, one of Arizona’s largest schools. She personally supports Child Crisis of Arizona, a social services organization that provides emergency shelter, foster care, and early education services to the state’s most vulnerable children and their families.
Originally from Charlotte, North Carolina, Brennan has a degree in communications/journalism from East Carolina University in Greenville, NC. Brennan stays busy raising her fifteen-year-old twin boys, and in her free time, she can be found at her sons’ high school football games or on the water at Bartlett Lake.