Mark Vitelli Email & Phone Number
Senior Portfolio Manager @ Compass Capital Management, Inc.
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Mark Vitelli Location
- Saint Paul, MN, US
Mark Vitelli Work
- Senior Portfolio Manager @ (October 2011 - Present)
- Financial Professional @ (January 2010 - October 2011)
- Senior Investment Manager @ (September 2004 - January 2010)
- Adjunct Professor @ (September 2001 - December 2009)
- Education Chairperson @ CFA Society of Minnesota (January 2006 - January 2008)
- Senior Investment Manager @ Tonkawa, Inc. (June 1998 - September 2004)
- Investment Manager @ (August 1996 - June 1998)
- Economic Analyst @ IDS Advisory Group (now Amerprise Financial) (August 1994 - August 1996)
- Money Market Trader and Portfolio Administrator @ Sit Investment Associates (January 1992 - January 1994)
Mark Vitelli Education
- University of Minnesota
MBA (Finance)
- University of Minnesota
Mark Vitelli Skills
- Portfolio Management
- Wealth Management
- High Net Worth Individuals
- Investments
- Finance
- Mutual Funds
- Retirement Planning
- Asset Management
- Asset Allocation
- Securities
- Equities
- Financial Analysis
- Alternative Investments
- Series 63
- Strategic Financial Planning
- Investment Management
- Hedge Funds
- Financial Modeling
- Investment Advisory
- Fixed Income
- Valuation
- Customer Relationship Management (CRM)
- Business Development
- Endowment Funds
- Wealth Management Services
- Retirement Plan Consulting
- Retirement Income Strategies
- Personal Financial Planning
- Foundations
- Endowments
- US Equities
- Fixed Income Portfolio Management
- Retirement Savings
- Qualified Retirement Plans
- Helping Clients Succeed
- Institutional Investments
- Series 7
- Non-profits Organizations
- Equity
Mark Vitelli Summary
- Mark Vitelli, based in Saint Paul, MN, US, is currently a Senior Portfolio Manager at Compass Capital Management, Inc.. Mark Vitelli brings experience from previous roles at Morgan Stanley Smith Barney, Wells Fargo Private Bank, University of St. Thomas and CFA Society of Minnesota. Mark Vitelli holds a MBA in Finance @ University of Minnesota. With a robust skill set that includes Portfolio Management, Wealth Management, High Net Worth Individuals, Investments, Finance and more. Mark Vitelli has 2 emails and 2 mobile phone numbers on RocketReach.
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Elisabeth Caldwell
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