Joseph Kalmanovitz Joins Versant Capital Management, Inc.
Senior Wealth Manager at Phoenix-based Registered Investment Advisory
Phoenix, AZ, October 18, 2017 – Versant Capital Management, Inc., a Phoenix-based wealth management and RIA (Registered Investment Advisory), announced today that Joseph Kalmanovitz CFP® joined the firm as Senior Wealth Counselor. Joe brings more than fifteen years of experience and knowledge to his role as a wealth manager.
Before joining Versant, Joe was Director of Advisory Services and Chief Compliance Officer at Stonegate Capital Advisors, where, in addition to financial planning services, he was responsible for business development and retention, and all compliance-related activated of the firm and its clientele. Joe was also Vice-President-Financial Consultant with Charles Schwab & Co., Inc., where he managed client relationships and was involved in all areas of wealth management.
Working closely with clients to develop customized financial strategies that incorporate portfolio management, comprehensive financial and tax planning, retirement planning, and succession planning are a few of the areas that Joe specializes in. He advises high net worth clients and business owners/executives on all aspects of wealth management, including development and implementation of investment policies, asset allocation modeling, risk management, philanthropy, estate, education, and retirement planning. In addition to developing custom financial strategies for each client, he conducts ongoing performance review meetings with clients to review and reconfirm financial goals, and make changes and adjustments as lifestyles and economics evolve.
We are pleased to have someone of Joe’s caliber join our growing wealth management team,” said Versant Principal and Chief Operating Officer, Liz Shabaker. “His experience in helping families and individuals successfully navigate financial decision-making further strengthens our capabilities.”
Joe currently holds FINRA Series 7, 24 and 66 securities registrations, is a Certified Financial Planner®, a Chartered Mutual Fund Counselor, a Chartered Retirement Plans Specialist and holds an Arizona Life & Health Insurance license. He is a 4-time “Five Star Wealth Manager” award winner and has a BA degree in Business Economics with an Emphasis in Accounting from the University of California at Santa Barbara.
Through Phoenix Suns Charities, Joe is a member of SC88, a group of Valley business professionals that leverage their experience and network to raise funds for charitable organizations that assist the needs of children and families in Arizona. In addition, Joe provides pro-bono financial planning services to underserved communities.
About Versant Capital Management, Inc.
Versant Capital Management, Inc. is a wealth management and RIA (Registered Investment Advisory with $653 million dollars in assets under management. The firm provides customized wealth management services for high net worth clients, including individuals, families and their related entities, trusts, corporate pension and profit sharing plans, closely held businesses, not-for-profit organizations, and other tax-exempt entities, with a focus on multi-generational and next-generation education. For more information or to view the firm’s disclosures, go to versantcm.com.