Sign in
Jay Jackley

Jay Jackley

Senior Portfolio Manager at Compass Capital Management, Inc.

Saint Paul, MN , United States

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

OrganizationRoleDate RangeDetails
Compass Capital Management, Inc.Senior Portfolio ManagerMay 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 LynchVice President, Wealth Management AdvisorJan 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

Portfolio Management
Wealth Management
Investment Strategies
Strategic Financial Planning
Investments
Retirement Planning
Retirement Income Strategies
Retirement Plan Consulting
Personal Financial Planning
Endowments
Foundations
Fixed Income Portfolio Management
US Equities
Equities
Retirement Savings
Helping Clients Succeed
High Net Worth Individuals
Endowment Funds
Fixed Income Analysis
Institutional Investments

Others at Compass Capital Management, Inc. (10)

NameRoleLocation
Alyssa Blair Wilke
Alyssa Blair Wilke
Portfolio ManagerSaint Paul, MN , United States
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
Jennifer Oseth
Jennifer Oseth
Portfolio ManagerMinneapolis, MN , United States

Similar Fund Managers

NameRoleFundLocation
Brent Field
Brent Field
Chief Investment OfficerNorthrock Partners, LLCMinneapolis, MN , United States
Cuc Nguyen
Cuc Nguyen
AssociateNorthrock Partners, LLCSaint Paul, MN , United States
P
Paul Kronlokken
Principal and Portfolio ManagerPalisade Asset Management, LLCMinneapolis, MN , United States
S
Shawn Eells
Portfolio ManagerPalisade Asset Management, LLCExcelsior, MN , United States