Brandon Yee, CFA, a Research Analyst at Versant Capital Management, Inc. in Phoenix earned the distinguished CAIA (Chartered Alternative Investment Analyst) Charterholder distinction, a [...]
Thomas Connelly, CFA, founder, president and chief investment officer of Versant Capital Management, Inc., was named to the prestigious Sun Devil 100 Class of 2018, which is sponsored by the [...]
Versant Capital Management CEO Liz Shabaker, CFP®, announced today that Erin Itkoe, CFP®, CPA®/PFS, Senior Wealth Counselor at the firm, will take on the role of Director of Client Experience.
Versant Capital Management acquires clients of Barnes Investment Advisory Both firms are Phoenix-based registered investment advisories February 7, 2018 (Phoenix, AZ) – Versant Capital [...]
Versant Capital Management President and Chief Investment Officer Thomas Connelly, CFA®, CFP®, announced today that Liz Shabaker, CFP® – currently the firm’s chief operating officer and a [...]
Versant Capital Management, a Phoenix-based investment advisor and wealth management firm, was recently ranked by AdvisoryHQ on its 2017 list of the top 11 financial advisors in Phoenix and Scottsdale.
Versant Capital Management, Inc., a Phoenix-based wealth management and RIA (Registered Investment Advisory), announced today that Joseph Kalmanovitz CFP®
Erin Itkoe, CFP, CPA/PFS was one of 16 CPAs age 40 and under honored by the American Institute of CPAs (AICPA) for their contributions to personal financial planning