Portfolio Manager
Jennifer Oseth is a dedicated wealth manager with over 20 years of experience driving growth across diverse industries. Her expertise in strategic planning, financial management, team building, and strong client relationships enables her to guide high-net-worth individuals toward financial security. She received a B.A. in Business Management and Organizational Leadership from Bethel University, graduating with honors.
Prior to joining Compass, Jennifer was Financial Relationship Manager and Business Development Consultant at her previous firm where she developed customized business strategies and comprehensive financial plans, building trust with clients and delivering exceptional results. Before entering the financial industry, she led a large real estate organization as CEO. Her excellent communication skills and innovative problem-solving foster a culture of collaboration and achievement.
Currently, as a Portfolio Manager at Compass Capital, Jennifer excels in navigating investment strategies and managing client portfolios. She builds strong relationships with clients, attorneys, and CPAs to create comprehensive financial plans that encompass investment, tax, and estate strategies. She works closely with the investment committee researching and analyzing securities and developing strategies.
Beyond her professional work, Jennifer is deeply involved in her community. She serves as Vice-Chair on the Chartered Financial Analyst’s (CFA) Programs Committee, volunteers at church, and cherishes quality time with her husband and three children enjoying golf, hiking, board games, and travel.