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Mark Vitelli, Cfa is listed as Senior Portfolio Manager at Compass Capital Management, Inc., based in Greater Minneapolis-St. Paul Area, United States, United States. AeroLeads shows a work email signal at compasscap.com and a matched LinkedIn profile for Mark Vitelli, Cfa.
Mark Vitelli, Cfa previously worked as Financial Professional at Morgan Stanley Smith Barney and Senior Investment Manager at Wells Fargo Private Bank. Mark Vitelli, Cfa holds Bsb, Finance from University Of Minnesota.
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I am proud to be a senior portfolio manager and member of the investment committee at Compass Capital Management, a $2 billion premier boutique asset manager in Minneapolis. I advise individuals, families, and institutions to build customized investment portfolios to meet their goals. Compass has a proven process of selecting high quality securities that has consistently added value for our clients since the inception of the firm in 1988.I have over 30 years of experience managing customized investment portfolios for high net worth individuals, charitable organizations and retirement plans. Please note that I cannot accept or provide endorsements as I am prohibited from doing so due to SEC regulations.
Listed skills include Investments, Portfolio Management, Finance, Mutual Funds, and 35 others.
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Minneapolis, Minnesota, US
We work closely with a select group of clients and seek to invest in high-quality individual stocks at attractive prices for long-term growth and high-quality individual bonds for principal preservation, liquidity, and predictable cash flow. Through diverse economic and market conditions, our disciplined strategy is designed to minimize risk while.
New York, NY, US
Served as the portfolio manager within a team of experienced professionals dedicated to meeting the needs of high net worth clients.
San Francisco, California, US
I managed over $650 million in assets utilizing a custom portfolio management approach for high net worth individuals and charitable organziations.
St. Paul, Minnesota, US
Served as an adjunct professor in the Graduate School of Business teaching courses in financial markets to MBA candidates.
Coordinated educational activities for the society including the start-up of a CFA exam preparation course to assist local candidates in preparing for the CFA examination.
Managed investment portfolios for the members of a Fortune 100 family in the Twin Cities. Also responsible for managing family foundation assets and complex trust portfolios. Consistently delivered excellent investment results during a challenging market environment.
Minneapolis And St. Paul, Minnesota, US
Developed Investment Policy for the $450 million endowment fund. Implemented the policy through manager selection and monitoring.
Served as primary research analyst for the Chief US Economist.
Traded short-term investments for family of 9 mutual funds and institiutional accounts.
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Mark Vitelli, Cfa works for Compass Capital Management, Inc..
Mark Vitelli, Cfa is listed as Senior Portfolio Manager at Compass Capital Management, Inc..
AeroLeads has found 2 work email signals at @compasscap.com for Mark Vitelli, Cfa at Compass Capital Management, Inc..
Mark Vitelli, Cfa is based in Greater Minneapolis-St. Paul Area, United States, United States while working with Compass Capital Management, Inc..
Mark Vitelli, Cfa has worked for Compass Capital Management, Inc., Morgan Stanley Smith Barney, Wells Fargo Private Bank, University Of St. Thomas, and Cfa Society Of Minnesota.
You can use AeroLeads to view verified contact signals for Mark Vitelli, Cfa at Compass Capital Management, Inc., including work email, phone, and LinkedIn data when available.
Mark Vitelli, Cfa holds Bsb, Finance from University Of Minnesota.
Mark Vitelli, Cfa is listed with skills including Investments, Portfolio Management, Finance, Mutual Funds, Retirement Planning, Asset Management, Asset Allocation, and Securities.
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