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Charlie Kelley, CFA

Founder, Principal & Senior Portfolio Manager

Charlie founded Compass in 1988 and has worked in the financial industry since 1978. At Compass, he is a member of the investment committee, which oversees the equity and fixed income portfolios. Prior to founding Compass, Charlie was Vice President and Senior Portfolio Manager with Norwest, now Wells Fargo, from 1978 to 1988 where he focused on managing portfolios for local non-profit organizations. Charlie received a BA in economics, accounting, and business from Gustavus Adolphus College. He currently serves on the college’s investment committee for its endowment and is actively involved with the economic and management departments. Charlie received a Chartered Financial Analyst designation and is a member of the CFA Society of Minnesota. Outside of Compass, he serves on the investment committee of Project for Pride in Living.