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Fall 2018

Compass Welcomes Maren Lapham

Personalized service and quality investment management have been cornerstones of Compass Capital Management since its inception thirty years ago. We are pleased to announce that Maren Lapham has joined the firm as Head of Marketing & Business Development to help build upon that foundation.

Maren joins us in a newly created role where she will be responsible for marketing materials, branding, public relations and expanding firm relationships across a variety of channels. This will allow our portfolio managers to focus on what they do best—picking individual high-quality stocks and bonds for client portfolios and delivering the dedicated service and communication our clients have come to expect. We are currently working on initiatives to enhance the effectiveness of our client experience and we welcome feedback as we roll out these improvements. Maren will help ensure that our business is well positioned to grow and serve clients for years to come.

Maren spent the last thirteen years working in related roles in the financial services and real estate industries, most recently as Managing Director, Head of Investor Relations at Pine River Capital Management. She has extensive experience in client service and managing internal and external communications. She received a BA in Art History from Bowdoin College in 2005, an MBA from the University of Minnesota, Carlson School of Management in 2012 and received a Certified Alternative Investment Analyst designation in 2014.

Outside of work, Maren enjoys going to the theater, cycling and spending time with her husband and two sons.

Compass continues to attract talent that shares our core values and investment philosophy. The Compass investment team meets each Thursday morning to discuss general economic and capital market conditions, review core holdings and discuss news about the companies and funds we hold. Additionally, the team discusses and reviews the high-quality, intermediate-term, individual bond holdings we utilize for capital preservation, liquidity and income. By strategically adding to our team, we ensure that we can continue to dedicate this time to portfolio management as the firm grows.

A LOOK AT DONOR ADVISED FUNDS

If you’re charitably inclined and have a desire to lower your taxes, consider a Donor Advised Fund.

Donor Advised Funds have become popular in recent years and are investment vehicles administered by public charities (e.g., Schwab charitable). Perhaps the biggest advantage is the ability to make donations to the account and receive immediate tax benefits while allowing to disburse the funds according to your timetable.

Please feel free to contact us for more information on Donor Advised Funds or other investment topics

 

 

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