Alyssa Blair Wilke
Portfolio Manager at Compass Capital Management, Inc.
About
Alyssa Blair Wilke is a Portfolio Manager at Compass Capital Management, Inc., based in Saint Paul, MN, where she oversees investment portfolios and manages asset allocation for clients. Her current responsibilities include developing investment strategies, conducting financial analysis, and providing tailored recommendations to high-net-worth individuals and institutional investors. She focuses on diversified equities and fixed income investments, with particular attention to U.S. large-cap stocks and municipal bonds.
Wilke brings over six years of progressive experience at Compass Capital Management, having previously served in client relations and operations from 2018 to 2024. This background provides her with deep expertise in client service, investment operations, and regulatory compliance, enhancing her ability to bridge investment strategy with efficient portfolio administration. While her primary investment focus is on mainstream asset classes, her operational expertise supports a broad and disciplined investment process across multiple industry sectors.
She holds a Bachelor of Science in Finance from Metropolitan State University, as well as an Associate of Arts and Sciences in Accounting from Minneapolis Community and Technical College. Wilke also attended the University of Minnesota-Twin Cities, further strengthening her background in finance and analytics. Her commitment to professional excellence is demonstrated by her steady career advancement and her dual engagement in both investment management and operational leadership.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Compass Capital Management, Inc. | Portfolio Manager | Oct 2024 to Present | — |
| Compass Capital Management, Inc. | Client Relations and Operations | Aug 2018 to Oct 2024 | — |
| Life Time Inc. | Group Fitness Instructor | Feb 2023 to Present | — |
| Simple Energy Testing | Accountant | Aug 2016 to Apr 2018 | • Match vendor invoices with purchase orders • Code and enter invoices to the appropriate expense or asset account • Verify and process expense reports for employee expense reimbursement • Ensure accu... |
| Residential Science Resources, LLC | Accounting Assistant | Sep 2015 to Dec 2017 | • Match vendor invoices with purchase orders • Code and enter invoices to the appropriate expense or asset account • Verify and process expense reports for employee expense reimbursement • Ensure accu... |
| Prepare + Prosper | Tax Preparer | Nov 2014 to Apr 2015 | • IRS VITA certified • Proficient with TaxWise system • Work one-on-one with customers to prepare state and federal tax returns • Help the customer access important tax credits like the Earned Income ... |
| Prepare + Prosper | Tax Site Specialist | Nov 2013 to Apr 2014 | • Initiate the customer sign-in process, ensuring that customers meet the basic eligibility requirements for services • Answer customer questions and act as a navigator through the multi-step process ... |
Education
Metropolitan State University
Bachelor of Science - BS, Finance
2019 — 2021
Minneapolis Community and Technical College
Associate of Arts and Sciences (A.A.S.), Accounting
2013 — 2015
University of Minnesota-Twin Cities
2010 — 2013
Others at Compass Capital Management, Inc. (10)
| Name | Role | Location |
|---|---|---|
| CEO and Senior Portfolio Manager | Saint Paul, MN , United States | |
| Portfolio Manager | Minneapolis, MN , United States | |
| Analyst | Minneapolis, MN , United States | |
M Mark Halverson | Portfolio Manager | Saint Paul, MN , United States |
| Senior Portfolio Manager | Saint Paul, MN , United States | |
| Portfolio Manager | Minneapolis, MN , United States | |
| Founder, Principal and Senior Portfolio Manager | Minneapolis, MN , United States | |
| Portfolio Manager | Saint Paul, MN , United States | |
| Senior Portfolio Manager | Saint Paul, MN , United States | |
| Portfolio Manager | Minneapolis, MN , United States |
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