Phil Stern Email & Phone Number
President @ Compass Capital Management, Inc.
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Phil Stern Location
- Saint Paul, MN, US
Phil Stern Work
- President @ (January 2025 - Present)
- Chief Operating Officer @ (April 2016 - December 2024)
- Director, Alternative Investments Sales Desk Manager @ (January 2010 - March 2016)
- Vice President, Head of Alternative Investments Product Information and Service Desk @ (January 2008 - December 2010)
- Assistant Vice President, Head of Business Analytics @ (January 2007 - December 2007)
- Senior Specialist, Alternative Investments @ (February 2004 - December 2004)
- Exchange Fund Product Specialist @ (June 2003 - January 2004)
Phil Stern Education
- Penn State University
Bachelor of Science (B.S.) (Management Science & Information Systems)
Phil Stern Skills
- 401(k) Retirement Savings Plans
- Alternative Investments
- Analytics
- Asset Allocation
- Asset Managment
- Business Planning
- Equities
- Financial Planning
- Financial Services
- Fixed Income
- Hedge Funds
- Institutional Investments
- Investment Management
- Investment Strategies
- Investments
- Mutual Funds
- Portfolio Management
- Private Equity
- Salesforce.com
- Securities
- Strategy
- US Equities
- Wealth Management
- Wealth Management Services
Phil Stern Summary
- Phil Stern, based in Saint Paul, MN, US, is currently a President at Compass Capital Management, Inc.. Phil Stern brings experience from previous roles at Compass Capital Management, Inc. and Merrill Lynch. Phil Stern holds a Bachelor of Science (B.S.) in Management Science & Information Systems @ Penn State University. With a robust skill set that includes 401(k) Retirement Savings Plans, Alternative Investments, Analytics, Asset Allocation, Asset Managment and more. Phil Stern has 2 emails and 1 mobile phone numbers on RocketReach.
Looking for a different Phil Stern?
Find contact details for 700 million professionals.
Others Named Phil Stern
Phil Stern
Managing Director
Newton, MA, US
Phil Stern
President and Ceo
St. Louis, MO, US
Phil Stern
Field Research Manager
New York, NY, US
Phil Stern
President
Saint Paul, MN, US
Phil Stern
Partner
Denver, CO, US
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
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
Lisa Carpenter
Client Relations and Operations
Saint Paul, MN, US
Charles Kelley
Founder, Principal and Senior Portfolio Manager
Minneapolis, MN, US
Mack Byers
Client Relations and Operations Associate
Saint Paul, MN, US
Jordan Thorpe
Analyst
Saint Paul, MN, US
Jennifer Oseth
Portfolio Manager
Minneapolis, MN, US
Madeline
Business Analyst
Minneapolis, MN, US
Alyssa Craggs
Portfolio Manager
Saint Paul, MN, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co