Christopher Kelley
CEO & Senior Portfolio Manager at Compass Capital Management, Inc. | Greater Minneapolis-St. Paul Area
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Christopher Kelley serves as the President and Senior Portfolio Manager at Compass Capital Management, Inc., where he plays a pivotal role in shaping the firm's strategic direction and investment philosophy. With a deep understanding of finance and portfolio management, Chris leverages his extensive expertise to guide the investment committee in making informed decisions that align with the unique goals of their diverse clientele. His work encompasses a wide array of financial vehicles, including equities, mutual funds, and real estate investments, allowing him to craft tailored strategies for individuals, non-profits, family offices, retirement plans, and institutional investors.
Under Chris's leadership, Compass Capital has undertaken several key projects aimed at enhancing client engagement and optimizing investment performance. He is particularly adept at navigating the complexities of high net worth individuals' portfolios, ensuring that each investment strategy is customized to meet specific financial objectives and risk tolerances. His hands-on approach to investment advisory has earned him a reputation for building strong relationships with clients, fostering trust and transparency throughout the investment process.
Chris's commitment to excellence is further demonstrated through his active participation in the management of qualified retirement plans and endowments, where he applies his knowledge of US equities to maximize returns while minimizing risk. His strategic insights and ability to anticipate market trends have positioned Compass Capital as a leader in the investment management industry, making him a sought-after expert for those looking to navigate the evolving financial landscape. Through his leadership and innovative thinking, Christopher Kelley continues to drive Compass Capital Management toward sustained growth and success.
Member at YPO in February 2020 to Present
CEO & Senior Portfolio Manager at Compass Capital Management, Inc. in January 2025 to Present
President & Senior Portfolio Manager at Compass Capital Management, Inc. in April 2019 to December 2024
Senior Portfolio Manager at Compass Capital Management, Inc. in April 2014 to March 2019
Vice President; Hedge Fund Technical Specialist of Global Macro and Relative Value Strategies at Bank of America Merrill Lynch in December 2007 to March 2014
Sales & Service Representative at US Trust in October 2006 to December 2007
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Union College, B.A.
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Portfolio Management
Asset Allocation
Investments
Equities
Fixed Income
Asset Management
Mutual Funds
Real Estate
Finance
Relationship Management
Investment Management
Investment Strategies
Institutional Investments
Valuation
Endowments
Family Office
Investment Advisory
High Net Worth Individuals
Foundations
401(k) Retirement Savings Plans
Retirement Planning
Qualified Retirement Plans
Helping Clients Succeed
Retirement Solutions
Retirement Plan Consulting
US Equities
Personal Financial Planning
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Discover more about Compass Capital Management, Inc.What is Christopher Kelley email address?
Email Christopher Kelley at [email protected] and [email protected]. This email is the most updated Christopher Kelley's email found in 2026.
What is Christopher Kelley phone number?
Christopher Kelley phone number is 9523008009.
How to contact Christopher Kelley?
To contact Christopher Kelley send an email to [email protected] or [email protected]. If you want to call Christopher Kelley try calling on 9523008009. (updated on April 17, 2024)
What company does Christopher Kelley work for?
Christopher Kelley works for Compass Capital Management, Inc.
What is Christopher Kelley's role at Compass Capital Management, Inc.?
Christopher Kelley is CEO & Senior Portfolio Manager
What industry does Christopher Kelley work in?
Christopher Kelley works in the Financial Services industry.
Christopher Kelley Email Addresses
Christopher Kelley Phone Numbers
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