Chris Kelley

President at Compass Capital Management, Inc.

Finance

Consumer Services

Profile

Mr. Christopher C.
Kelley, CFA, is a President & Senior Portfolio Manager at Compass Capital Management, Inc. Prior to joining Compass Capital Management , Mr. Kelley was employed as Vice President by Merrill Lynch, Pierce, Fenner & Smith, Inc. He was also employed by Banc of America Investment Services, Inc., Columbia Management Advisors LLC, and Piper Jaffray Co. Mr. Kelley received his BA in History from Union College.
He is a Chartered Financial Analyst and Chartered Alternative Investment Analyst.
He is also a Member of the CFA Society of Minnesota.

Chris Kelley active positions

Companies	Position	Start
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.	President	2020-12-31

All active positions of Chris Kelley

Former positions of Chris Kelley

Companies	Position	End
Merrill Lynch, Pierce, Fenner & Smith, Inc. Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC).	Corporate Officer/Principal	-

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Training of Chris Kelley

Union College (New York)

Undergraduate Degree

Experiences
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Private companies

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Linked companies

Private companies	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
Merrill Lynch, Pierce, Fenner & Smith, Inc. Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC).	Finance