Caitlin Nogafsky

Senior Client Service Associate, Phoenix

Caitlin Nogafsky is a Senior Client Service Associate at Versant Capital Management, managing client account setup and maintenance, overseeing transactions and activity, and supporting portfolio and investment strategies. Her role encompasses handling client, custodian, and firm documentation, facilitating asset transfers, preparing reports, and ensuring seamless execution of client- and firm-related tasks.

Before joining Versant in 2023, Caitlin worked as a Senior Advisor Services Specialist at Charles Schwab in Phoenix, acting as the primary contact for financial firms and providing education on Schwab’s products, policies, and procedures. Prior to that, she was a Financial Service Assistant with Rehmann Financial in Michigan, supporting financial advisors with operations and client communications.

Originally from Metro Detroit, Caitlin earned a Bachelor of Science in Political Science from Eastern Michigan University. Now based in Phoenix, she enjoys listening to historical podcasts and documentaries, reading, and paddleboarding on local lakes. Caitlin is a proud mom of two daughters and shares her home with a rescue pup and a tabby cat.