Financial Advisor Magazine
“Tom Connelly’s Many Pursuits”
When at the end of 2003 Tom Connelly told his partners at Phoenix-based KeatsConnelly that he wanted to leave the firm he had helped found, he simply was looking to pursue a new set of personal priorities. With his new firm, Versant Capital Management … read more http://www.fa-mag.com/news/tom-connelly-s-many-pursuits-18041.html
The Arizona Republic
“Designate beneficiary on accounts”
Tom Connelly discusses the importance of designating beneficiaries on various investment and insurance accounts. http://archive.azcentral.com/arizonarepublic/business/articles/2009/11/22/20091122biz-Wiles1122.html
“ASU Alumni Launch new Angel Investor Group in Arizona”
A new angel investor group, The Biltmore Angels, has been formed by a local group composed of Arizona State University alumni to invest in startups and early stage companies in Scottsdale and the greater Phoenix area.
Financial Advisor Magazine
“Private Equity Pitfalls”
Tom Connelly discusses private equity and alternative investment issues with Andrew Gluck.
Phoenix Business Journal
“Angel fund forms with focus on Arizona”
Arizona State University alumni have created an angel investor group to fund startup and early-stage high-tech companies in the Valley. Behind the Biltmore Angels is Tom Connelly, president and chief investment officer of Versant Capital Management, Inc.
“Contemporary Forum Auction s Off 60 Pieces of Art Today”
Versant Capital Management is a Bronze Partner for Phoenix Art Museum’s 2015 Contemporary Forum Art Auction.
Tom Connelly, Versant Capital Management President and Chief Investment Officer, was named a 2014 5-Star Wealth Manager by Five Star Professional in the September 2014 issue of Phoenix Magazine. The honor was presented to a select group representing 6 percent of Phoenix-area wealth managers that exemplified “quality service to their clients.”
Erin Itkoe, Versant Capital Managment Senior Investment Counselor, was elected to the Financial Planning Association of Greater Phoenix’s 2015 Board of Directors. The FPA is the largest membership organization for Certified Financial Planners in the U.S. and is the premier source of professional development and continuing education in the Valley. She is the organization’s treasurer and also a member of the executive committee.
Liz Shabaker, Versant COO and Senior Investment Counselor, is a member and investor of ASU Women & Philanthropy, an engagement program of the ASU Foundation for a New American University. ASU Women & Philanthropy has awarded more than 2.57 million dollars to 71 ASU programs, supporting the University’s most innovative endeavors.
Liz Shabaker and Shauna Connelly (wife of Versant President and CIO Tom Connelly), were co-chairs of the 2015 Dancing with the Stars Arizona dance competition, featuring Arizona’s community superstars partnered with professional dance instructors, benefiting the National Kidney Foundation of Arizona.
Liz Shabaker has been named to Free Arts of Arizona 2015 Board of Directors and is the Vice-President of Development. She will be chairing the organization’s Annual Campaign. Free Arts of Arizona helps homeless and abused children through artistic expression.
Tom Connelly, Liz Shabaker, Erin Itkoe and Norm Miller were named 2015 5-Star Wealth Managers by Five Star Professional and will be featured in the September 2015 issue of Phoenix Magazine. The honor was presented to a select group representing 6 percent of Phoenix-area wealth managers that exemplified “quality service to their clients.”