Dave Carlson
Profile
David Moris Carlson is the founder of Compass Capital Management, Inc. which was founded in 1988.
He held the title of Portfolio Manager & Principal from 2011 to 2012.
Dr. Carlson's former jobs include Vice President at Wells Fargo Bank Minnesota, NA, Chief Technology Officer & Senior Vice President at IHS, Inc., and Principal at Piper Jaffray, Inc. He also held the title of Principal at Lutheran Church of The Cross.
Dr. Carlson's education includes an undergraduate degree from Luther College and graduate and doctorate degrees from the University of Michigan.
Former positions of Dave Carlson
| Companies | Position | End |
|---|---|---|
| IHS INC. | Chief Tech/Sci/R&D Officer | - |
| Lutheran Church of The Cross | Corporate Officer/Principal | - |
Wells Fargo Bank Minnesota, NA
 Wells Fargo Bank Minnesota, NA Major BanksFinance Headquartered in Minneapolis, Minnesota, Wells Fargo Bank Minnesota NA is a subsidiary of Wells Fargo & Co. (NYSE: WFC), a diversified financial services company that provides a range of banking, insurance, investment, mortgage and consumer finance services. | Corporate Officer/Principal | - |
| Piper Jaffray, Inc. | Corporate Officer/Principal | - |
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. | Founder | - |
Training of Dave Carlson
| Luther College | Undergraduate Degree |
| University of Michigan | Doctorate Degree |
Experiences
Positions held
Linked companies
| Private companies | 5 |
|---|---|
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. | Finance |
Wells Fargo Bank Minnesota, NA
Wells Fargo Bank Minnesota, NA Major BanksFinance Headquartered in Minneapolis, Minnesota, Wells Fargo Bank Minnesota NA is a subsidiary of Wells Fargo & Co. (NYSE: WFC), a diversified financial services company that provides a range of banking, insurance, investment, mortgage and consumer finance services. | Finance |
IHS, Inc.
 IHS, Inc. Data Processing ServicesTechnology Services IHS, Inc. provides traditional and on-line critical information and consulting services. The firm renders its services to customers across global interconnected capital intensive industries including energy and natural resources, chemicals, technology, automotive, aerospace, defense, maritime, and trade. The company was founded by Richard E. O'Brien in 1959 and is headquartered in Englewood, CO. | Technology Services |
| Piper Jaffray, Inc. | Finance |
| Lutheran Church of The Cross |
- Stock Market
- Insiders
- Dave Carlson
