Advisors at this firm
Brandon Y
Series 63, Series 65
Phoenix, AZ
Versant Capital Management, Inc.
Brandon Yee is a financial advisor at Versant Capital Management, Inc. in Phoenix, AZ, with 10 years of industry experience. He has been with Versant Capital Management since 2015. He holds the Series 63 and Series 65 licenses. Versant Capital Management provides investment management, financial planning, and family office services to high-net-worth individuals, families, institutional, and charitable clients. The firm combines traditional wealth management with an automated ETF program, managing approximately $1.24 billion in client assets.
Bailey Y
Series 65
Phoenix, AZ
Versant Capital Management, Inc.
Bailey Yates is a financial advisor at Versant Capital Management, Inc. in Phoenix, AZ, holding a Series 65 designation with two years of industry experience. Prior to joining Versant, Yates worked in various roles including positions at Arizona State University and Bobby Q Great Steaks Real BBQ. Versant Capital Management provides discretionary and non-discretionary investment management, financial planning, and family office services to high-net-worth individuals, families, institutional, and charitable clients. The firm combines traditional wealth management with an automated ETF program, managing approximately $1.24 billion in client assets.
William M
CFP®
Dallas, TX
Versant Capital Management, Inc.
William Moore is a CFP® professional with experience at several financial firms, including Tolleson Wealth Management and Simmons Bank. He currently works at Versant Capital Management, Inc. in Dallas, TX. Versant Capital Management provides discretionary and non-discretionary investment management, financial planning, and family office services to high-net-worth individuals, families, institutional, and charitable clients. The firm combines traditional wealth management with an automated ETF program, using diversified portfolios that include mutual funds, ETFs, separate managers, and private investment funds.
Elizabeth S
CFP®, Series 65
Phoenix, AZ
Versant Capital Management, Inc.
Elizabeth Shabaker is a CFP® with 22 years of industry experience and has been with Versant Capital Management, Inc. since 2010. She holds a Series 65 license and works out of Phoenix, AZ. Versant Capital Management provides investment management, financial planning, and family office services to high-net-worth individuals, families, institutional, and charitable clients. The firm offers both high-touch wealth management and an automated ETF-based portfolio program, managing approximately $1.24 billion in client assets.
Thomas C
CFP®, CFA®, Series 63, Series 65
Phoenix, AZ
Versant Capital Management, Inc.
Thomas Connelly is a CFP® and CFA® with 31 years of industry experience. He has been with Versant Capital Management, Inc. since 2004 and is also a shareholder and officer at Cross Border Tax & Accounting, a firm providing tax preparation and basic financial planning services. Additionally, he serves as an executive board member and shareholder of National Advisors Trust Company. Versant Capital Management offers discretionary and non-discretionary investment management, financial planning, and family office services to high-net-worth individuals, families, institutions, and charitable clients. The firm combines personalized wealth management with an automated ETF-based portfolio program, managing approximately $1.24 billion in client assets.
Kenneth C
CFP®, Series 65
Phoenix, AZ
Versant Capital Management, Inc.
Kenneth Chavis is a CFP® and Series 65-licensed financial advisor with seven years of industry experience. He is currently with Versant Capital Management, Inc., where he has worked since 2023. Prior to joining Versant, he held roles at Hightower Advisors LLC, Mercer Global Advisors Inc., Empirical Wealth Management, and Cordant Wealth Partners. Versant Capital Management provides discretionary and non-discretionary investment management, financial planning, and family office services to high-net-worth individuals, families, institutional, and charitable clients. The firm combines traditional wealth management with an automated ETF program, offering diversified portfolios and adviser-only investment vehicles tailored to client needs.
Nicholas H
Series 65
Phoenix, AZ
Versant Capital Management, Inc.
Nicholas Hayes is a financial advisor at Versant Capital Management, Inc. with a Series 65 credential and three years of industry experience. Prior to joining Versant, he served in the United States Marine Corps from 2014 to 2018 and held various roles in the private sector and at Arizona State University. Versant Capital Management provides investment management, financial planning, and family office services to high-net-worth individuals, families, institutional, and charitable clients. The firm combines traditional wealth management with an automated ETF program, managing approximately $1.24 billion in client assets.
Royce R
CFA®, Series 66
Phoenix, AZ
Versant Capital Management, Inc.
Royce Ramey is a CFA® charterholder with 18 years of industry experience. He is currently with Versant Capital Management, Inc., where he has worked since 2023, following a 13-year tenure at Tolleson Private Wealth Management. Versant Capital Management provides investment management, financial planning, and family office services to high-net-worth individuals, families, institutional clients, and charitable entities. The firm combines personalized wealth management with an automated ETF-based program, using diversified portfolios that include mutual funds, separate managers, interval funds, and private investment funds.
Hayley S
Series 65
Dallas, TX
Versant Capital Management, Inc.
Hayley Singleton is a financial advisor at Versant Capital Management, Inc. in Dallas, TX, holding a Series 65 credential. She joined Versant in 2025 after completing her education at Texas Christian University and prior work at Springfield Catholic High School. Versant Capital Management provides discretionary and non-discretionary investment management, financial planning, and family office services to high-net-worth individuals, families, institutional, and charitable clients. The firm combines traditional wealth management with an automated ETF program, employing a diversified investment approach that includes mutual funds, ETFs, separate managers, interval funds, and private investment funds.