Profiel
Mr. Thomas J.
Connelly, CFA MBA, is a Chief Investment Officer at Versant Capital Management, Inc.
He began my financial career more than 35 years ago and realized early on that I especially enjoy helping people with investment planning, estate planning, and manager research and investment valuation.
Before forming Versant in 2004, he was Co-Founder, President, and Chief Investment Officer of Keats, Connelly & Associates and President of Connelly & Associates for 15 years.
He was responsible for global market research and supervision of client portfolios.
Over my career, he served the complex wealth management needs of high net-worth individuals, families, corporate executives, foundations, endowments, pension, and profit-sharing plans, as well as other tax-exempt and institutional clients.
He received his undergraduate degree from the University of St. Thomas (Minnesota) and an MBA from Arizona State University.
He Certified Financial Planner, Chartered Financial Analyst, a member of the Financial Planning Association, and a 25-year charter member of the CFA Institute.
Actieve functies van Tom Connelly
| Bedrijven | Functie | Begin |
|---|---|---|
Versant Capital Management, Inc.
 Versant Capital Management, Inc. Investment ManagersFinance Versant Capital Management, Inc. (Versant) is a SEC-registered investment advisor and wealth management firm headquartered in Phoenix, Arizona. The firm was founded by Thomas Connelly in 2004 and they are a subsidiary of The Connelly Family Trust. Versant offers discretionary and non-discretionary investment advisory, financial planning, and related consulting services to high net-worth clients, including individuals, families, and their related entities (trusts, estates, and private foundations) as well as pension and profit sharing plans, charitable organizations, corporations, and business entities. | Oprichter | 01-03-2004 |
Opleiding van Tom Connelly
| Arizona State University | Masters Business Admin |
| University of St. Thomas | Undergraduate Degree |
Ervaring
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Beursgenoteerde bedrijven
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| Bedrijven in privébezit | 1 |
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Versant Capital Management, Inc.
Versant Capital Management, Inc. Investment ManagersFinance Versant Capital Management, Inc. (Versant) is a SEC-registered investment advisor and wealth management firm headquartered in Phoenix, Arizona. The firm was founded by Thomas Connelly in 2004 and they are a subsidiary of The Connelly Family Trust. Versant offers discretionary and non-discretionary investment advisory, financial planning, and related consulting services to high net-worth clients, including individuals, families, and their related entities (trusts, estates, and private foundations) as well as pension and profit sharing plans, charitable organizations, corporations, and business entities. | Finance |