Charles Kelley
Founder, Principal and Senior Portfolio Manager at Compass Capital Management, Inc.
About
Charles Kelley is the Founder, Principal, and Senior Portfolio Manager at Compass Capital Management, Inc., based in Minneapolis, MN. He established Compass in 1988 and leads its investment committee, overseeing portfolio strategy and client asset management for institutional and individual investors.
Kelley’s investment expertise centers on U.S. large-cap equities, with particular focus on technology, financial services, consumer discretionary, and industrial sectors. Portfolio holdings under his management have recently included Microsoft, Amphenol, Visa, Fiserv, Intercontinental Exchange, and leading companies within software, payment processing, and industrial technology.
Before founding Compass Capital, Kelley was Vice President and Senior Portfolio Manager at Norwest Bank (now Wells Fargo), gaining over a decade of institutional asset management experience. He holds a Bachelor of Arts in Economics, Accounting, and Business from Gustavus Adolphus College and is a CFA charterholder, recognized for his disciplined, research-driven investment approach and commitment to client-oriented portfolio construction.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Compass Capital Management, Inc. | Founder, Principal and Senior Portfolio Manager | Aug 1988 to Present | — |
| Norwest Bank | Vice President and Senior Portfolio Manager with Norwest now (Wells Fargo) | Jan 1978 to Jan 1988 | — |
Education
Gustavus Adolphus College
Bachelor of Arts - BA, Economics, Accounting and Business
Others at Compass Capital Management, Inc. (10)
| Name | Role | Location |
|---|---|---|
 | Portfolio Manager | Saint Paul, MN , United States |
 | 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 |
 | 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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