Compass Capital Logo
Charlie Kelley Photo

Christopher Kelley, CFA, CAIA
Portfolio Manager


While the style and pacing may differ between New York City and Minnesota, Chris prides himself on a conviction that will never change, regardless of his surroundings. It takes conviction to do the necessary homework to best know the right investment strategies for his clients. It takes conviction to choose to get to know a client better through a face-to-face meeting when an email might be easier. And it takes conviction to give up the incredible food and unbeatable energy of New York City to move back to the Midwest to be closer to his family. “New York was an awesome experience. The restaurants and the people there are outstanding, but Minnesota is our home. This is where our family is, and at the end of the day I get more time with my wife and son. My son gets to grow up with the lifestyle I was lucky enough to enjoy in my childhood.” Yes, conviction can be powerful. When not face-to-face with clients and family, Chris finds time to get up close and personal with fairways and ski hills.

© Compass Capital Management. Terms and Conditions of Use|Privacy Information


Previous Experience:
Vice President, Alternate Investment Group, Bank of America Merrill Lynch, New York, NY. Chris has been in the investment field since 2006.

B.A. from Union College

Professional Credentials:
Chartered Financial Analyst (CFA), Chartered Alternative Investment Analyst (CAIA), Member of the CFA Society of Minnesota

home contact us newsletter