Mark Halverson

Mark Halverson Email and Phone Number

Senior Portfolio Manager at Compass Capital Management, Inc. @ Compass Capital Management, Inc.
706 Second Avenue South,
Mark Halverson's Location
Greater Minneapolis-St. Paul Area, United States, United States
Mark Halverson's Contact Details

Mark Halverson personal email

n/a
About Mark Halverson

Mark is a Senior Portfolio Manager at Compass Capital where he advises individuals, families, and institutions to build customized investment portfolios to meet their goals. He is also a member of the investment committee, which oversees the equity and fixed income portfolios. Prior to joining Compass, Mark worked on the private placement team at Prudential Capital Group in San Francisco from 2000 to 2005 where he invested debt and equity capital on behalf of Prudential Financial and other institutional clients directly through the private market. Prior to that, he was an analyst in the mergers and acquisitions group of US Bancorp Piper Jaffray in Minneapolis. Mark received a BA in finance from the Carlson School of Management at the University of Minnesota. Outside of Compass, Mark serves on the board of the St. Louis Park Boys' Traveling Basketball Association and volunteers with high school golf teams.

Mark Halverson's Current Company Details
Compass Capital Management, Inc.

Compass Capital Management, Inc.

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Senior Portfolio Manager at Compass Capital Management, Inc.
706 Second Avenue South,
Website:
compasscap.com
Employees:
26
Mark Halverson Work Experience Details
  • Compass Capital Management, Inc.
    Portfolio Manager
    Compass Capital Management, Inc. Oct 2006 - Present
    View
  • Prudential Capital Group
    Senior Analyst
    Prudential Capital Group 2000 - 2005
    Chicago, Il, Us
    View
  • Piper Jaffray
    Analyst
    Piper Jaffray 1999 - 2000
    Minneapolis, Mn, Us
    View
  • (Various Tours)
    Professional Golfer
    (Various Tours) 1997 - 1999

Mark Halverson Skills

Retirement Planning Investment Management Financial Planning Financial Advisory Investments Asset Allocation Investment Strategies Fixed Income Equities Asset Management Financial Analysis 401 Retirement Savings Plans Succession Planning Nonprofit Organizations Trusts Estate Planning Wealth Management Golf Profit Sharing Retirement Plan Consulting High Net Worth Individuals Us Equities Business Owner Planning Institutional Investments Personal Financial Planning

Mark Halverson Education Details

  • University Of Minnesota - Carlson School Of Management
    University Of Minnesota - Carlson School Of Management
    Bachelor Of Arts - Ba
  • Fargo North High School
    Fargo North High School

Frequently Asked Questions about Mark Halverson

What company does Mark Halverson work for?

Mark Halverson works for Compass Capital Management, Inc.

What is Mark Halverson's role at the current company?

Mark Halverson's current role is Senior Portfolio Manager at Compass Capital Management, Inc..

What is Mark Halverson's email address?

Mark Halverson's email address is ma****@****cap.com

What is Mark Halverson's direct phone number?

Mark Halverson's direct phone number is +161233*****

What schools did Mark Halverson attend?

Mark Halverson attended University Of Minnesota - Carlson School Of Management, Fargo North High School.

What skills is Mark Halverson known for?

Mark Halverson has skills like Retirement Planning, Investment Management, Financial Planning, Financial Advisory, Investments, Asset Allocation, Investment Strategies, Fixed Income, Equities, Asset Management, Financial Analysis, 401 Retirement Savings Plans.

Who are Mark Halverson's colleagues?

Mark Halverson's colleagues are Phil Stern, Caia, Jay M. Jackley, Cima, Alyssa Craggs, Vivian Marben, Madeline Robertson, Charles Kelley, Cfa, Dillon Smisek.

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