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
- 2011 -now Senior Portfolio Manager @
- 2010 -2011 Financial Professional @
- 2004 -2010 Senior Investment Manager @
- 2001 -2009 Adjunct Professor @
- 2006 -2008 Education Chairperson @ CFA Society of Minnesota
- 1998 -2004 Senior Investment Manager @ Tonkawa, Inc.
- 1996 -1998 Investment Manager @
- 1994 -1996 Economic Analyst @ IDS Advisory Group (now Amerprise Financial)
- 1992 -1994 Money Market Trader and Portfolio Administrator @ Sit Investment Associates
Mark Vitelli Education
- University of Minnesota
BSB (Finance)
- University of St. Thomas
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 BSB 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 3 emails and 1 mobile phone numbers on RocketReach.
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Mark Vitelli
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Top Compass Capital Management, Inc. Employees
Hava Kishinevsky
Office Manager
Englewood, CO, US
Elisabeth Caldwell
Client Relations and Operations
Minneapolis, MN, US
Elizabeth Alward
Relationship Manager
Saint Paul, MN, US
Christopher Nuth
Portfolio Manager
Saint Paul, MN, US
Christopher Kelley
CEO and Senior Portfolio Manager
Saint Paul, MN, US
Jay Jackley
Senior Portfolio Manager
Saint Paul, MN, US
Phil Stern
President
Saint Paul, MN, US
Mark Halverson
Portfolio Manager
Saint Paul, MN, US
Leigh Niebuhr
Principal, Senior Portfolio Manager, Chief Compliance Officer
Saint Paul, MN, US
Mark Vitelli
Senior Portfolio Manager
Saint Paul, MN, US
Amy Danio
Client Relations and Operations Supervisor
Saint Paul, MN, US
Alyssa Craggs
Portfolio Manager
Saint Paul, MN, US
Charles Kelley
Founder, Principal and Senior Portfolio Manager
Minneapolis, MN, US
Jennifer Oseth
Portfolio Manager
Minneapolis, MN, US
Rachel Krube
Relationship Manager
Minneapolis, MN, US
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