![Liz Shabaker](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Liz Shabaker
Algemeen Directeur bij Versant Capital Management, Inc.
Profiel
Ms. Elizabeth M.
Shabaker is a Co-Chief Executive Officer at Versant Capital Management, Inc. She is a member of firm’s Investment Committee.
She serves clients through relationships based on mutual trust, integrity, and intimacy.
Her expertise is with family governance and affinity issues of next-generation planning is extensive and visionary.
Ms. Shabaker engages with clients in a discovery process driven by an intensive dialogue to identify the factors that impact their wealth and the preservation of that wealth.
She uncovers short and long-term goals and concerns, understands the structure of her client’s financial assets and their exposure to and tolerance for risk, and is committed to the importance of multi-generational planning and next-generation education.
Ms. Shabaker provides unparalleled client services, and her approach is of the best practices in the industry.
She is a Board member for the Central Arizona Estate Planning Council, and a member of the Financial Planning Association, National Association of Enrolled Agents, Arizona Society of Enrolled Agents, Planned Giving Roundtable of Arizona, and is an Adjunct Faculty Member at the Institute for Preparing Heirs.
Before joining Versant in 2010, Ms. Shabaker was Director of Investment Operations and Relationship Manager for GenSpring Family Offices (formerly Inlign Wealth Management) and was a Senior Associate with KPMG’s Personal Financial Planning Practice.
Ms. Shabaker attended Golden Gate University in San Francisco and received a business management degree from the University of Phoenix.
She is a Certified Financial Planner.
Actieve functies van Liz Shabaker
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. | Algemeen Directeur | 01-01-2010 |
Eerdere bekende functies van Liz Shabaker
Bedrijven | Functie | Einde |
---|---|---|
GFO Advisory Services LLC
![]() GFO Advisory Services LLC Investment ManagersFinance GFO Advisory Services LLC (GFOAS) is a SEC-registered investment advisor and hedge fund manager headquartered in Jupiter, Florida. The firm was founded in 1989 and formerly known as GenSpring Family Offices LLC and prior to that Asset Management Advisors LLC. They are owned by GenSpring Holdings, Inc., a subsidiary of Truist Financial Corp. (NYSE: TFC). GFOAS is the general partner/managing member and/or investment adviser to a group of privately pooled investment vehicles. | Corporate Officer/Principal | 31-12-2009 |
KPMG LLP
![]() KPMG LLP Miscellaneous Commercial ServicesCommercial Services KPMG LLP engages in the provision of audit, tax, and advisory services. It serves the banking and capital markets, building, construction and real estate, consumer and retail, energy, natural resources and chemicals, financial services, government and public sector, healthcare and life sciences, industrial manufacturing, insurance, media and entertainment, private equity, technology, telecommunications, and venture capital industries. The company was founded in 1987 and is headquartered in New York, NY. | Corporate Officer/Principal | - |
Opleiding van Liz Shabaker
University of Phoenix | Undergraduate Degree |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
Bedrijven in privébezit | 3 |
---|---|
GFO Advisory Services LLC
![]() GFO Advisory Services LLC Investment ManagersFinance GFO Advisory Services LLC (GFOAS) is a SEC-registered investment advisor and hedge fund manager headquartered in Jupiter, Florida. The firm was founded in 1989 and formerly known as GenSpring Family Offices LLC and prior to that Asset Management Advisors LLC. They are owned by GenSpring Holdings, Inc., a subsidiary of Truist Financial Corp. (NYSE: TFC). GFOAS is the general partner/managing member and/or investment adviser to a group of privately pooled investment vehicles. | Finance |
KPMG LLP
![]() KPMG LLP Miscellaneous Commercial ServicesCommercial Services KPMG LLP engages in the provision of audit, tax, and advisory services. It serves the banking and capital markets, building, construction and real estate, consumer and retail, energy, natural resources and chemicals, financial services, government and public sector, healthcare and life sciences, industrial manufacturing, insurance, media and entertainment, private equity, technology, telecommunications, and venture capital industries. The company was founded in 1987 and is headquartered in New York, NY. | Commercial Services |
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 |