Megan Kawasaki-Mason, IACCP®
Portfolio Associate & Compliance Administrator
Megan holds dual roles at joined Versant Capital Management. She joined the firm in 2017 as a portfolio associate Megan is responsible for the set-up, quality control and maintenance of the firm’s client accounts; the compilation and completion of client, custodian and firm paperwork; the review and maintenance of client transactions and activity; and the execution of client and firm tasks such as asset transfers, preparation of reports, and general support of portfolio and investment strategies.
As compliance administrator, Megan invokes the rules and regulations required for investment advisers, including the Investment Advisers Act of 1940 and related state and federal regulations, which support our compliance program and industry best practices.
Megan is passionate about helping people with their finances and is especially interested in helping women learn how to better manage and grow their money. Prior to joining Versant, Megan was with The Vanguard Group – one of the world’s largest investment management companies – as a Retail Client Account Services Processing Specialist, where she assisted with bringing client assets into Vanguard, provided support to high-net worth advisors, and served as a subject matter expert and staff trainer. In addition, Megan was a Volume Licensing Specialist at Adobe Systems, working with large corporations, government entities, and educational institutions to arrange software purchasing contracts.
Megan holds a BS in Business Management from Utah Valley University. She grew up in Provo, Utah, and moved to Arizona to work in the Arabian horse industry. Megan and her family are supporters of Hunkapi, a non-profit organization that rescues horses and provides equine therapy for adults and children with AD/HD and autism. She also supports Healing Hearts Animal Rescue, dedicated to the rescue and rehabilitation of abused animals. Megan is an avid quilter and any chance she can get, she can be found designing unique, artful, custom pieces.