Brent Pressentin, MBA, CEPA
Senior Wealth Counselor
As a Senior Wealth Counselor at Versant Capital Management, I advise our high-net-worth clients on complex financial issues to help them reach their long-term goals and have peace of mind about their financial wellbeing. My focus areas include cash flow analysis, estate and tax consultation, risk management, wealth transfer, and exit planning for business owners. I leverage my experience in client engagement, customer service, and business development to mentor Versant’s young talent. It’s particularly gratifying to me that together we strive to create bespoke client experiences emphasizing white glove service and communication, along with collective creativity and problem-solving skills.
With thirteen years of financial advisory experience, I am committed to helping people preserve and grow family wealth in the pursuit of their personal, financial, business, and charitable goals. Before joining Versant Capital Management, I partnered with AdvicePeriod to launch a wealth management practice focused on delivering an exceptional client experience. Prior to that, I led business development and client engagement in regional roles for Morgan Stanley Investment Management (MSIM) and Calamos Investments.
I hold an MBA with a concentration in global management from the UCLA Anderson School of Management and a BS in marketing from Arizona State University’s W. P. Carey School of Business and Barrett, The Honors College.As a Certified Exit Planning Advisor (CEPA), I help business owners create value in their companies, establishpersonal financial plans, and align their personal goals with their business goals.
Although I was born and raised in Madison, Wisconsin, I feel like an Arizona native, as my extended family haslived here since 1972. My wife, Dawn, and I, and our two children, make our home in Scottsdale, where I love spending my free time coaching youth sports and volunteering with my family at United Food Bank.