![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>)
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.
Aktive Positionen von Charlie Kelley
| Unternehmen | Position | Beginn |
|---|---|---|
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. | Gründer | 01.01.1988 |
Ehemalige bekannte Positionen von Charlie Kelley
| Unternehmen | Position | Ende |
|---|---|---|
Wells Fargo Bank Minnesota, NA
 Wells Fargo Bank Minnesota, NA Major BanksFinance Provides banking services | Corporate Officer/Principal | - |
Ausbildung von Charlie Kelley
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
14
Beziehungen ersten Grades
3
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 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 |
