OUR PEOPLE

We are a small company that does big things.

 

Leadership

Versant’s leadership believes in a one-team attitude focused on achieving results. Leading by example − by being accountable to our clients and employees − is taught and reinforced at every level.

Elizabeth Shabaker, CFP®, CDC®

Elizabeth Shabaker, CFP®, CDC®

Chief Executive Officer

Thomas Connelly, CFA, CFP®

Thomas Connelly, CFA, CFP®

President & Chief Investment Officer

The Team

Our people work to create solutions, alternatives, and approaches that build upon our firm-wide intelligence across staff levels. We emphasize teamwork, trust, and tolerance for diverging opinions. Versant was built to reflect this culture throughout the firm.

 

Austin Anthony, CFP®

Austin Anthony, CFP®

Wealth Counselor

Anthony Calderon, CFP®

Anthony Calderon, CFP®

Client Associate

Brandon Yee, CFA, CAIA

Brandon Yee, CFA, CAIA

Senior Research Analyst

John Mason

John Mason

Manager of Investment Technologies & Operations

Jose Perez

Jose Perez

Portfolio Associate

Kim Carvalho

Kim Carvalho

Executive Assistant

Kyle Irion

Kyle Irion

Client Associate

Laura Countiss, FPQP™

Laura Countiss, FPQP™

Administrative Processes Manager

Lisa Greve

Lisa Greve

Marketing & Administrative Manager

Sara Szczublewski, CFP®

Sara Szczublewski, CFP®

Wealth Counselor

Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Versant Capital Management, Inc. is engaged, or continues to be engaged, to provide investment advisory services.