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Charlie Kelley

Founder / Principal / Senior Portfolio Manager

The first things you notice are his handshake and smile. When Charlie Kelley clasps your hand, you are firmly in the grip of an optimist–one who believes each new day will be better than the one before.

When Charlie founded Compass Capital, he and his partners set out to bring clients a better investment experience—one rooted in discipline, integrity, trust, and transparency. They vowed to deliver superior returns and lower risk by investing in only the highest-quality equities and fixed income securities. Compass Capital continues to honor that promise to this day.

In addition to Charlie’s entrepreneurial spirit and optimism, clients value his keen eye for spotting emerging market trends. Charlie is a history buff with a passion for understanding the influence of world events on the equity and bond markets. “Our clients look to us for perspective. The art of informed observation is the essence of what we offer.”

Outside the office, Charlie enjoys traveling with his wife and their two sons. On a recent trip to Europe, his wife introduced him to opera while in Prague. “Now I’m hooked,” he says.

Previous experience

Vice President and Senior Institutional Portfolio Manager, Norwest Bank, Minnesota. Charlie has been in the investment field since 1978.

Education

B.A. from Gustavus Adolphus College.

Community service

Charlie has been active on the Orono City Council, including twelve years of service on the Planning Commission. He is a former president of Woodhill Country Club.

Professional credentials

Member of the CFA Society of Minnesota. Chartered Financial Analyst (CFA).