Charlie Kelley
Algemeen Directeur bij Compass Capital Management, Inc.
Profiel
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.
Actieve functies van Charlie Kelley
| Bedrijven | Functie | Begin |
|---|---|---|
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. | Algemeen Directeur | 01-01-1988 |
Eerdere bekende functies van Charlie Kelley
| Bedrijven | Functie | Einde |
|---|---|---|
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 | - |
Opleiding van Charlie Kelley
| Gustavus Adolphus College | Undergraduate Degree |
Ervaring
Beklede functies
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Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
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Bedrijven verbonden in de eerste graad
Man
Vrouw
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Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 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 |
