As a Client Associate on Versant Capital Management’s wealth management team, I work closely with our wealth managers to provide comprehensive financial planning and assist in developing investment portfolios. My focus is on fact-finding, data analysis, tracking analytics, and supporting the creation of financial plans and presentations to help ensure our clients receive holistic financial planning services.
I joined Versant Capital Management in 2023 after working as a Private Wealth Manager at Curran Wealth Management in Albany, NY. During my time there, I conducted annual reviews encompassing various aspects of our client’s financial well-being, including evaluating investment performance, retirement funding options, insurance needs, estate planning recommendations, and education funding sources. Before that, I gained valuable experience as a Foundational Counseling Analyst at Goldman Sachs, Ayco Financial Planning, in Latham, NY.
I graduated from Ithaca College in Ithaca, NY, with a Bachelor of Science degree in Health Care Management and a minor in Business Administration and Legal Studies. While at Ithaca College, I had the privilege of competing nationally as a member of the Varsity Women’s Track and Field Team and two-year captain, where I was a nationally ranked high jumper, placing 10th in the nation.
I grew up very close to my family in New York. My dad, first-generation from Ukraine, has always instilled in me to make the most of every day. He often said, “You’ll never regret having your independence and performing in a rewarding career.” The wealth management field has made it inherently clear that each and every day, we’re given opportunities to make a real difference in people’s lives. I am often reminded through various client situations and life changes just how rewarding a career I am in.
Outside of work and family gatherings, I can be found exploring all that Phoenix has to offer. Recently, that included hiking Camelback Mountain (I will not be doing this again in the summer months), trying different restaurants, attending concerts, and going to a few Suns games. I look forward to this next chapter of life and hearing about the chapters clients decide to share with me.