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Alyssa Blair Wilke

Alyssa Blair Wilke

Portfolio Manager at Compass Capital Management, Inc.

Saint Paul, MN , United States

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

OrganizationRoleDate RangeDetails
Compass Capital Management, Inc.Portfolio ManagerOct 2024 to Present
Compass Capital Management, Inc.Client Relations and OperationsAug 2018 to Oct 2024
Life Time Inc.Group Fitness InstructorFeb 2023 to Present
Simple Energy TestingAccountantAug 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, LLCAccounting AssistantSep 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 + ProsperTax PreparerNov 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 + ProsperTax Site SpecialistNov 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)

NameRoleLocation
Christopher Kelley
Christopher Kelley
CEO and Senior Portfolio ManagerSaint Paul, MN , United States
Jennifer Horwath
Jennifer Horwath
Portfolio ManagerMinneapolis, MN , United States
Jordan Thorpe
Jordan Thorpe
AnalystMinneapolis, MN , United States
M
Mark Halverson
Portfolio ManagerSaint Paul, MN , United States
Mark Vitelli
Mark Vitelli
Senior Portfolio ManagerSaint Paul, MN , United States
Rishi Biswas
Rishi Biswas
Portfolio ManagerMinneapolis, MN , United States
Charles Kelley
Charles Kelley
Founder, Principal and Senior Portfolio ManagerMinneapolis, MN , United States
Chris Nuth
Chris Nuth
Portfolio ManagerSaint Paul, MN , United States
Jay Jackley
Jay Jackley
Senior Portfolio ManagerSaint Paul, MN , United States
Jennifer Oseth
Jennifer Oseth
Portfolio ManagerMinneapolis, MN , United States

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