![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
Fondateur chez
Compass Capital Management, Inc.
Profil
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.
Postes actifs de Charlie Kelley
| Sociétés | Poste | Début |
|---|---|---|
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. | Fondateur | 01/01/1988 |
Anciens postes connus de Charlie Kelley
| Sociétés | Poste | Fin |
|---|---|---|
Wells Fargo Bank Minnesota, NA
 Wells Fargo Bank Minnesota, NA Major BanksFinance Provides banking services | Corporate Officer/Principal | - |
Formation de Charlie Kelley
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
14
Relations au 1er degré
3
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 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 |
