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Charlie Kelley
Chief Executive Officer at Compass Capital Management, Inc.
Profile
Mr. Charles Kelley, CFA, is a Founder, Principal & Senior Portfolio Manager at Compass Capital Management, Inc.
Prior to co-founding Compass Capital Management in 1988, Mr. Kelley was previously employed as Vice President & Senior Institutional Portfolio Manager by Norwest Bank, Minnesota.
He has been in the investment field since 1978.
Mr. Kelley received his BA degree from Gustavus Adolphus College.
He is a Member of the CFA Society of Minnesota and a Chartered Financial Analyst.
Charlie Kelley active positions
Companies | Position | Start |
---|---|---|
Compass Capital Management, Inc.
![]() Compass Capital Management, Inc. Investment ManagersFinance Compass Capital Management, Inc. (Compass) is an independent registered wealth management firm headquartered in Minneapolis, Minnesota. The firm was founded by Charles Kelly and David Carlson in 1988. Compass provides discretionary and non-discretionary investment management services to corporations, corporate and public pension plans, investment partnerships, profit-sharing plans, savings-investment and 401(K) plans, Taft-Hartley plans, private and public foundations and endowments, individual investors and other investment advisors. | Chief Executive Officer | 01/01/1988 |
Former positions of Charlie Kelley
Companies | Position | End |
---|---|---|
Wells Fargo Bank Minnesota, NA
![]() Wells Fargo Bank Minnesota, NA Major BanksFinance Headquartered in Minneapolis, Minnesota, Wells Fargo Bank Minnesota NA is a subsidiary of Wells Fargo & Co. (NYSE: WFC), a diversified financial services company that provides a range of banking, insurance, investment, mortgage and consumer finance services. | Corporate Officer/Principal | - |
Training of Charlie Kelley
Gustavus Adolphus College | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 2 |
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Compass Capital Management, Inc.
![]() Compass Capital Management, Inc. Investment ManagersFinance Compass Capital Management, Inc. (Compass) is an independent registered wealth management firm headquartered in Minneapolis, Minnesota. The firm was founded by Charles Kelly and David Carlson in 1988. Compass provides discretionary and non-discretionary investment management services to corporations, corporate and public pension plans, investment partnerships, profit-sharing plans, savings-investment and 401(K) plans, Taft-Hartley plans, private and public foundations and endowments, individual investors and other investment advisors. | Finance |
Wells Fargo Bank Minnesota, NA
![]() Wells Fargo Bank Minnesota, NA Major BanksFinance Headquartered in Minneapolis, Minnesota, Wells Fargo Bank Minnesota NA is a subsidiary of Wells Fargo & Co. (NYSE: WFC), a diversified financial services company that provides a range of banking, insurance, investment, mortgage and consumer finance services. | Finance |
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