![Charlie Kelley](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Charlie Kelley
Fondatore presso
Compass Capital Management, Inc.
Profilo
Mr. Charles Kelley, CFA, is a Founder & Senior Portfolio Manager at Compass Capital Management, Inc. He founded the firm in 1988 and has worked in the financial industry since 1978.
At the company, he is a member of the investment committee, which oversees the equity and fixed income portfolios.
He currently serves on the Gustavus Adolphus College's investment committee for its endowment and is actively involved with the economic and management departments.
Prior to founding the firm, Mr. Kelley was Vice President and Senior Portfolio Manager with Norwest, now Wells Fargo, from 1978 to 1988 where he focused on managing portfolios for local non-profit organizations.
He received a BA in economics, accounting, and business from Gustavus Adolphus College.
He received a Chartered Financial Analyst designation and is a member of the CFA Society of Minnesota.
Posizioni attive di Charlie Kelley
| Società | Posizione | Inizio |
|---|---|---|
Compass Capital Management, Inc.
 Compass Capital Management, Inc. Investment ManagersFinance Compass Capital aims to grow real portfolio value over time, ahead of inflation and taxes. They seek to invest in high-quality stocks at attractive prices for long-term capital appreciation and high-quality bonds for principal preservation, liquidity, and predictable cash flow. | Fondatore | 01/01/1988 |
Precedenti posizioni note di Charlie Kelley
| Società | Posizione | Fine |
|---|---|---|
Wells Fargo Bank Minnesota, NA
 Wells Fargo Bank Minnesota, NA Major BanksFinance Provides banking services | Corporate Officer/Principal | - |
Formazione di Charlie Kelley
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
14
Relazioni di 1° grado
3
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 3 |
|---|---|
Compass Capital Management, Inc.
Compass Capital Management, Inc. Investment ManagersFinance Compass Capital aims to grow real portfolio value over time, ahead of inflation and taxes. They seek to invest in high-quality stocks at attractive prices for long-term capital appreciation and high-quality bonds for principal preservation, liquidity, and predictable cash flow. | Finance |
Wells Fargo Bank Minnesota, NA
Wells Fargo Bank Minnesota, NA Major BanksFinance Provides banking services | Finance |
Gustavus Adolphus College
 Gustavus Adolphus College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
