OUR PEOPLE

We are a small company that does big things.

 

Leadership

Nimble, calibrated, candid insight

Versant’s agile leadership believes in demonstrating a one-team attitude, with a sharp focus on achieving results. Leading by example − by always being accountable to our clients and taking responsibility − is how our integrity flows throughout the firm. We are committed to supporting and challenging you in a balanced manner, and harnessing Versant’s resources for the common good of all our clients. We always do the right thing by our clients.

Thomas Connelly, CFA, CFP®

Thomas Connelly, CFA, CFP®

President & Chief Investment Officer

Elizabeth Shabaker, CFP®, CDC®

Elizabeth Shabaker, CFP®, CDC®

Chief Executive Officer

The Team

Our people create solutions, promising alternatives and evolutionary approaches that build upon our firm-wide intelligence across all staff levels. We emphasize teamwork, trust and tolerance for diverging opinions. We are well-versed – versant – through the diversity of specialized and multi-disciplinary talents of our financial architects and investment professionals. Versant was built to reflect this culture throughout the firm.
Our exceptional staff ensures that you will enjoy quality relationships and maximum attention to meet your needs. At Versant, someone is always available to take your call and answer any questions with prompt replies. Our level of follow-up and responsiveness is incomparable in the industry. In short, we are engaged, thorough and always aware and there for you.
Austin Anthony, CFP®

Austin Anthony, CFP®

Client Associate

Brandon Yee, CFA, CAIA

Brandon Yee, CFA, CAIA

Research Analyst

Brian Poe, CFP®, ChFC®, AEP®

Brian Poe, CFP®, ChFC®, AEP®

Wealth Counselor

Charlene Ochoa

Charlene Ochoa

Senior Executive Assistant

John Mason

John Mason

Manager of Investment Technologies & Operations

Jose Perez

Jose Perez

Portfolio Associate

Larissa Grantham, CFP®, CDFA®

Larissa Grantham, CFP®, CDFA®

Senior Wealth Counselor

Laura Countiss, FPQP™

Laura Countiss, FPQP™

Administrative Processes Manager

Lisa Greve

Lisa Greve

Marketing & Administrative Manager

Logan Robertson

Logan Robertson

Client Associate

Matt Miller, CFP®

Matt Miller, CFP®

Wealth Counselor

Megan Kawasaki-Mason, IACCP®

Megan Kawasaki-Mason, IACCP®

Senior Client Associate

Pamela Houser, IACCP

Pamela Houser, IACCP

Senior Portfolio Associate & Compliance Manager

Sean Campbell, CFP®, CDC®

Sean Campbell, CFP®, CDC®

Senior Wealth Counselor

Shari Homan

Shari Homan

Executive Assistant