Thomas J. Connelly, Cfa, Cfp

Thomas J. Connelly, Cfa, Cfp Email and Phone Number

Founder and Chief Investment Officer at Versant Capital Management @ Versant Capital Management, Inc.
Thomas J. Connelly, Cfa, Cfp's Location
Phoenix, Arizona, United States, United States
Thomas J. Connelly, Cfa, Cfp's Contact Details

Thomas J. Connelly, Cfa, Cfp work email

Thomas J. Connelly, Cfa, Cfp personal email

n/a

Thomas J. Connelly, Cfa, Cfp phone numbers

About Thomas J. Connelly, Cfa, Cfp

Founder, president, and chief investment officer at Versant Capital Management, an independent wealth management and investment firm located in Phoenix, AZ. Our firm helps individuals, their families, and business entities grow their wealth through generations.

Thomas J. Connelly, Cfa, Cfp's Current Company Details
Versant Capital Management, Inc.

Versant Capital Management, Inc.

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Founder and Chief Investment Officer at Versant Capital Management
Thomas J. Connelly, Cfa, Cfp Work Experience Details
  • Versant Capital Management, Inc.
    Founder And Chief Investment Officer
    Versant Capital Management, Inc. Mar 2004 - Present
    Phoenix, Arizona, Us
    View
  • National Kidney Foundation Of Arizona
    Board Member
    National Kidney Foundation Of Arizona Jul 2021 - Present
    Phoenix, Arizona, Us
    View
  • Arizona State University - W. P. Carey School Of Business
    Inaugural Board Member, Financial Planning Program Advisory Board
    Arizona State University - W. P. Carey School Of Business Aug 2021 - Present
    Tempe, Az, Us
    View
  • Arizona State University Student Investment Management Fund
    Committee Member
    Arizona State University Student Investment Management Fund Jan 2013 - Present
  • Board Of Trustees Of The Arizona State Retirement System
    Chairman Of The Investment Committee
    Board Of Trustees Of The Arizona State Retirement System Mar 2009 - Nov 2016
  • Board Of Trustees Of The Arizona State Retirement System
    Trustee
    Board Of Trustees Of The Arizona State Retirement System Dec 2006 - Nov 2016
  • National Advisors Trust
    Executive Board Member
    National Advisors Trust Jan 2001 - Dec 2004
    Kansas City, Missouri, Us
    One of the founding advisors, helped to put the concept together beginning in 1998.
    View
  • Keats, Connelly And Associates, Llc
    President And Chief Investment Officer
    Keats, Connelly And Associates, Llc Oct 1990 - Jul 2004
    Phoenix, Arizona, Us
    View
  • Tiaa-Cref
    Board Member, Financial Advisor Advisory Board
    Tiaa-Cref Feb 2000 - Dec 2003
    New York, Ny, Us
    View
  • Rydex Investments
    Board Member, Advisory Board
    Rydex Investments Jan 2001 - Dec 2002
    Rockville, Md, Us
    View
  • Journal Of Financial Planning
    Editorial Review Board
    Journal Of Financial Planning Jan 1994 - Dec 2000
  • Journal Of Financial Planning
    Contributing Editor
    Journal Of Financial Planning Jan 1996 - Dec 1999
  • Phoenix Cfa Society
    Board Member
    Phoenix Cfa Society Jan 1997 - Dec 1998
  • Phoenix Chapter Of The Icfp
    Board Member
    Phoenix Chapter Of The Icfp Jan 1991 - Dec 1997
  • Phoenix Chapter Of The Icfp
    President
    Phoenix Chapter Of The Icfp Jan 1995 - Dec 1996

Thomas J. Connelly, Cfa, Cfp Skills

Investments Financial Advisory Investment Advisory Wealth Management Finance Asset Allocation Asset Management Wealth Management Services Portfolio Management Securities Retirement Planning Investment Strategies Mutual Funds Investment Management Alternative Investments Retirement Estate Planning Wealth Strategic Financial Planning Financial Planners Morningstar

Thomas J. Connelly, Cfa, Cfp Education Details

  • University Of St. Thomas
    University Of St. Thomas
    Geology
  • Arizona State University
    Arizona State University
    Finance
  • College For Financial Planning
    College For Financial Planning
    Financial Planning
  • Arizona State University
    Arizona State University
    Geology
  • Cretin-Derham Hall
    Cretin-Derham Hall
    High School Diploma

Frequently Asked Questions about Thomas J. Connelly, Cfa, Cfp

What company does Thomas J. Connelly, Cfa, Cfp work for?

Thomas J. Connelly, Cfa, Cfp works for Versant Capital Management, Inc.

What is Thomas J. Connelly, Cfa, Cfp's role at the current company?

Thomas J. Connelly, Cfa, Cfp's current role is Founder and Chief Investment Officer at Versant Capital Management.

What is Thomas J. Connelly, Cfa, Cfp's email address?

Thomas J. Connelly, Cfa, Cfp's email address is t.****@****lly.com

What is Thomas J. Connelly, Cfa, Cfp's direct phone number?

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What schools did Thomas J. Connelly, Cfa, Cfp attend?

Thomas J. Connelly, Cfa, Cfp attended University Of St. Thomas, Arizona State University, College For Financial Planning, Arizona State University, Cretin-Derham Hall.

What skills is Thomas J. Connelly, Cfa, Cfp known for?

Thomas J. Connelly, Cfa, Cfp has skills like Investments, Financial Advisory, Investment Advisory, Wealth Management, Finance, Asset Allocation, Asset Management, Wealth Management Services, Portfolio Management, Securities, Retirement Planning, Investment Strategies.

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