Charlie Kelley
Amministratore Delegato presso Compass Capital Management, Inc.
Profilo
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.
Posizioni attive di Charlie Kelley
| Società | Posizione | Inizio |
|---|---|---|
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. | Amministratore Delegato | 01/01/1988 |
Precedenti posizioni note di Charlie Kelley
| Società | Posizione | Fine |
|---|---|---|
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 | - |
Formazione di Charlie Kelley
| Gustavus Adolphus College | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
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Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
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Società collegate
| Aziende private | 2 |
|---|---|
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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