Profile: Thomas J. Connelly, Versant Capital Management, Phoenix, Arizona

Date: 27 Oct 2006


As President and Chief Investment Officer of Versant Capital Management, Inc based in Phoenix, Arizona, Thomas J Connelly’s primary role is to formulate investment policy for the firm’s clients, draft Investment Policy Statements, monitor world markets, and supervise the management of client portfolios. Tom has been in the financial services industry for over 20 years, and has been selected by Worth magazine as one of the top financial advisors in the United States every year he has competed for the honor (1994, 1996, 1997, and 2003-2006). Tom holds the professional designations of Certified Financial PlannerTM (CFP®) and Chartered Financial Analyst (CFA), and holds Masters degrees in Business Administration and Financial Planning. He served on the board of the Phoenix Society of Financial Analysts. He has been twice past president of the Phoenix chapter of the Institute of Certified Financial Planners (ICFP). Tom was both on the Editorial Advisory Board (1994-2000) and a Contributing Editor (1996-1999) for the Journal of Financial Planning. He is a member of the CFA Institute, and the Financial Planning Association (“FPA”). Tom served as an Executive Board Member for National Advisors Holdings, as well as a Financial Advisor Advisory Board Member to Rydex Funds. Tom served on the Financial Advisor Advisory Board for TIAA-CREF, 2001-2003.

You may also like to read these articles on the Citywealth website

Citywealth survey – what the wealthy and rich listersand private wealth managers think about losses/the markets.

Viva Mayr clinic. Never diet again. Its tough but you will be slim for life.

The Citywealth Tomorrow Club– for people in their first or second job in private wealth management. Make contacts and your own network to fast track your career.

The Shanghai Delhi ClubРmeet wealthy Asians in the UK to facilitate high level connections across the UK and Asia. Next event House of Lords with Lord Andrew Mawson, 17th May 2010. 4 meetings a year. Membership £2,500 per event with minimum four events to be booked.

Drive a Bentley? Read our recent review of the GTC Sport.

If you are inLondon’s Mayfair usethe Janet Ginnings hair and beauty salon and join the likes of Caprice, Sadie Frost and your very own Citywealth Editor, Karen Jones atthe salon.

back to news