Rachael Reese Joins Versant Capital Management as Managing Director
Dallas, TX – September 2, 2026 – Versant Capital Management, Inc., an independent multi-family office, today announced that Rachael Reese, CFP®, has joined the firm as Managing Director. Reese will be based in Versant’s Dallas office and will work with client families across the firm.
Reese brings nearly two decades of experience advising ultra-high-net-worth individuals and multi-generational families on the opportunities and complexities that accompany significant wealth. In her role at Versant, she will work directly with client families across investment management, estate planning, philanthropy, trust structures, wealth transfer, and family governance.
“Rachael brings the kind of experience and perspective that fits extremely well with how we work with families at Versant,” said Royce Ramey, CFA®, Co-CEO and Chief Investment Officer of Versant Capital Management. “She understands that managing complex wealth extends well beyond investments, and she has an ability to build strong relationships, navigate family situations, and help clients think across generations. Her experience will strengthen our work with families across the firm, and we’re excited to welcome her to our team and to our growing presence in North Texas.”
Reese has spent her career working closely with families through significant financial and personal transitions. She began her career at Kanaly Trust Company in Houston and went on to spend 15 years at Tolleson Wealth Management in Dallas. Most recently, she advised multi-generational families at AlTi Tiedemann Global.
She has particular experience working with women navigating major life transitions and with families preparing rising generations for the responsibilities that accompany wealth. Her approach emphasizes collaboration across a family’s advisors and helping clients connect financial decisions with their longer-term priorities.
Reese earned a Bachelor of Science in Personal Financial Planning with a minor in Business Administration from Texas Tech University. She is a CERTIFIED FINANCIAL PLANNER™ professional and was a recipient of the Family Wealth Alliance Young Professionals Award in 2022.
About Versant Capital Management, Inc.
Founded in 2004, Versant Capital Management, Inc. is a multi-family office and independent registered investment advisory (RIA) providing customized wealth management and investment solutions. With offices in Dallas and Phoenix, Versant serves high-net-worth individuals, multi-generational families, entrepreneurs, and women navigating major life transitions such as divorce, the loss of a spouse, retirement, or professional advancement. For more information, visit versantcm.com.
