EquityCompass Investment Management, LLC

Company Email Format Management

EquityCompass Investment Management, LLC

Financial Services One South Street 8 employees

Employees: 8
Contacts: 4
Emails: 4
Phones: 1

equitycompass.com LinkedIn

EquityCompass Investment Management, LLC Overview

Headquarters: One South Street
Phone Number: Available in AeroLeads
Website: equitycompass.com
Industry: Financial Services
Employees: 8
Founded: 2008
Funding: 1919
Company Email: Available in AeroLeads
NAICS: Finance and Insurance

Monetary Authorities-Central Bank

Keywords

Portfolio Management

About EquityCompass Investment Management, LLC

EquityCompass Investment Management, LLC ("EquityCompass") is a registered investment adviser and a wholly owned subsidiary of Stifel Financial Corp. EquityCompass offers a broad range of portfolio strategies based on its research-driven, rules-based investment process, which merges traditional investment theory with quantitative techniques. SMA portfolios and equity-linked instruments based on EquityCompass model portfolios are available primarily through affiliated broker dealer, Stifel, Nicolaus & Company, Incorporated. As of August 30, 2022, EquityCompass provided portfolio strategies with respect to assets of approximately $4.5 billion. Learn more: www.equitycompass.com

EquityCompass Investment Management, LLC Contact Details

People in AeroLeads: 4
With contact data: 4
Email contacts: 4; 100.0% coverage
Phone contacts: 1; 25.0% coverage

EquityCompass Investment Management, LLC Org Chart

Sample employees and titles

Name	Title	Location	Contact
Bernie Kavanagh	Senior Portfolio Manager	Frederick, Maryland, United States	Email Phone
Lauren Loughlin	Portfolio Manager at Equitycompass	Baltimore, Maryland, United States	Email
Felicia Andrews	Administrative Assistant	Baltimore City County, Maryland, United States	Email
Timothy Mccann	Some Position at Some Company	Lexington, Massachusetts, United States	Email