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

Date: 27 Oct 2006

Citywealth

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.

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