Jay Jackley
Senior Portfolio Manager at Compass Capital Management, Inc.
About
Jay Jackley is a Senior Portfolio Manager at Compass Capital Management, Inc., based in Saint Paul, MN. He has over 25 years of experience in the financial investment industry and is a member of Compass Capital's investment committee, where he plays a key role in shaping the firm's investment strategy and portfolio management. Jackley is responsible for overseeing client portfolios and ensuring disciplined, high-quality investment selection across a range of asset classes.
Jackley specializes in equity and fixed income investments, with a focus on identifying quality investment opportunities across diverse sectors including technology, healthcare, consumer goods, and financial services. His approach emphasizes thorough research, risk management, and a collaborative investment process, reflecting Compass Capital's commitment to a round-table investment discipline and long-term client outcomes.
Prior to joining Compass Capital in 2009, Jackley served as a Vice President and Wealth Management Advisor at Merrill Lynch, where he provided comprehensive financial planning and investment advisory services. He holds a BA in Economics and Philosophy from Macalester College, is a Certified Investment Management Analyst (CIMA), and attended The Blake Schools and Breck School. Jackley is recognized for his expertise in portfolio management and his contributions to the investment industry through disciplined, client-focused strategies.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Compass Capital Management, Inc. | Senior Portfolio Manager | May 2009 to Present | I work closely with a select group of clients and seek to invest in high-quality individual stocks at attractive prices for long-term growth and high-quality individual bonds for principal preservatio... |
| Merrill Lynch | Vice President, Wealth Management Advisor | Jan 1997 to May 2009 | I was a wealth consultant trained in financial planning and investment management. I managed investments for high net worth families, retirement plans and institutional accounts. |
Education
Certified Investment Management Analyst
2000 — 2001
Macalester College
BA, Economics and Philosophy
1978 — 1984
The Blake Schools
1969 — 1976
Breck School
1963 — 1969
Skills & Expertise
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 | |
| Founder, Principal and Senior Portfolio Manager | Minneapolis, MN , United States | |
| Portfolio Manager | Saint Paul, MN , United States | |
| Portfolio Manager | Minneapolis, MN , United States |
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