Charlie Kelley
Chief Executive Officer at Compass Capital Management, Inc.
Network origin in Charlie Kelley first degree
Entity | Entity type | Industry | |
---|---|---|---|
Compass Capital Management, Inc.
Compass Capital Management, Inc. Investment ManagersFinance Compass Capital Management, Inc. (Compass) is an independent registered wealth management firm headquartered in Minneapolis, Minnesota. The firm was founded by Charles Kelly and David Carlson in 1988. Compass provides discretionary and non-discretionary investment management services to corporations, corporate and public pension plans, investment partnerships, profit-sharing plans, savings-investment and 401(K) plans, Taft-Hartley plans, private and public foundations and endowments, individual investors and other investment advisors.
9
| Private Company | Investment Managers | 9 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Charlie Kelley via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
IHS INC. | Data Processing Services | Chief Tech/Sci/R&D Officer | |
Securian Financial Services, Inc.
Securian Financial Services, Inc. Investment ManagersFinance Securian Financial Services, Inc. engages in the provision of securities and investment advisory services. The company was founded on March 27, 1984 and is headquartered in Roseville, MN. | Investment Managers | Corporate Officer/Principal | |
Minnesota Life Insurance Co.
Minnesota Life Insurance Co. Multi-Line InsuranceFinance Minnesota Life Insurance Co. engages in provision of health and life insurance services. It offers financial security for individuals and businesses in the form of insurance, pensions and investments. It also offers financial, retirement, group insurance and asset management services. The company is founded in 1880 and is headquartered in St. Paul, Minnesota. | Multi-Line Insurance | Corporate Officer/Principal | |
Luther College | College/University | Undergraduate Degree | |
Macalester College | College/University | Undergraduate Degree | |
Union College (New York) | College/University | Undergraduate Degree | |
The University of Alabama | College/University | Undergraduate Degree | |
University of Michigan | College/University | Doctorate Degree | |
University of Minnesota
University of Minnesota Other Consumer ServicesConsumer Services Digi-Key Corp. distributes electronic components. It also distributes semiconductors, discrete, electromechanical parts. Its products include audio products, batteries, cable assemblies, capacitors, computer & video accessories, connectors, crystals & oscillators, discrete semiconductor products and many more. The company was founded by Ronald A. Stordahl in 1972 and is headquartered in Thief River Falls, MN. | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
RBC Capital Markets LLC
RBC Capital Markets LLC Investment Banks/BrokersFinance RBC Capital Markets LLC is a full-service brokerage and financial services firm headquartered in New York City. They are a direct subsidiary of RBC USA Holdco Corp. and a wholly-owned indirect subsidiary of Royal Bank of Canada (TSE, NYSE: RY). Founded in 2010, the firm is comprised of 3 major business lines: the Private Client Group, the Fixed-Income Group and the Clearing and Execution Services Group. The Private Client Group serves individual investors, while the Fixed-Income Group provides services to institutions, municipalities and non-profit organizations. The Clearing and Execution Services Group is a provider of clearing and execution services to independent brokers/dealers throughout the US. RBC Capital Markets focuses on the following sectors: communications, media, consumer/retail, diversified industries, energy, financial institutions, forest products, healthcare, infrastructure finance, mining & metals, real estate, social infrastructure, technology and the US municipal markets. | Investment Banks/Brokers | Corporate Officer/Principal | |
University of St. Thomas
University of St. Thomas Other Consumer ServicesConsumer Services The University of St. Thomas is an institution that values diversity, equity, and inclusion. The private company is based in St. Paul, MN. It offers over 150 undergraduate majors and minors, as well as graduate programs in various fields such as business, engineering, law, education, social work, and arts and humanities. The University of St. Thomas was founded in 1885 by John Ireland. | College/University | Masters Business Admin Masters Business Admin | |
PGIM Private Capital
PGIM Private Capital Investment ManagersFinance PGIM Private Capital is a private equity firm, a subsidiary of Prudential Capital Group, founded in 1998. The firm is headquartered in Illinois, Chicago. | Investment Managers | Corporate Officer/Principal | |
University of Minnesota Foundation | Investment Trusts/Mutual Funds | Corporate Officer/Principal | |
Tonkawa, Inc. | Corporate Officer/Principal | ||
InvestEdge, Inc.
InvestEdge, Inc. Investment ManagersFinance InvestEdge, Inc. engages in the provision of wealth management software solutions. It offers portfolio management, performance measurement, client reporting, compliance and monitoring, rebalancing and trading, data aggregation, and client portal. The company was founded by Robert S. Stewart and Roland E. Collins, III in June 2000 and is headquartered in Pittsburgh, PA. | Investment Managers | Corporate Officer/Principal | |
Project for Pride in Living, Inc.
Project for Pride in Living, Inc. Services to the Health IndustryHealth Services Project for Pride in Living, Inc. provides transformative housing and employment readiness services to low income individuals and families. Its services include housing development and property management, renting and buying from PPL, home ownership and repair programs. The company was founded in 1972 and is headquartered in Minneapolis, MN. | Services to the Health Industry | Director/Board Member | |
Lutheran Church of The Cross | Corporate Officer/Principal | ||
Gradient Investments LLC
Gradient Investments LLC Investment ManagersFinance Gradient Investments LLC (GI) is an independent, privately-owned, fee-based, SEC registered investment advisor headquartered in Arden Hills, Minnesota. The firm was founded by Charles E. Lucius in 2006. GI provides professional money management services to individuals, employer-sponsored pension plans, foundations, endowments and corporations primarily through exchange-traded funds (ETFs) and individual equities within separately managed accounts. | Investment Managers | Analyst-Equity | |
Merrill Lynch, Pierce, Fenner & Smith, Inc.
Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC). | Investment Banks/Brokers | Corporate Officer/Principal |
Statistics
International
United States | 26 |
Sectoral
Finance | 14 |
Consumer Services | 8 |
Technology Services | 2 |
Miscellaneous | 2 |
Health Services | 2 |
Operational
Corporate Officer/Principal | 16 |
Undergraduate Degree | 8 |
Portfolio Manager-Equities | 7 |
Analyst-Equity | 4 |
Masters Business Admin | 2 |
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