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Jennifer Horwath

Jennifer Horwath

Portfolio Manager at Compass Capital Management, Inc.

Minneapolis, MN , United States

About

Jennifer Horwath serves as a Portfolio Manager at Compass Capital Management, Inc. in Minneapolis, MN, bringing over four years of experience in this role since February 2021. She manages client portfolios with a focus on strategic asset allocation across multiple sectors, including U.S. equities, fixed income, and diversified financial strategies tailored for high-net-worth individuals and family offices. Her responsibilities center on investment research, client advisory, and overseeing portfolio performance to achieve long-term growth objectives.

Prior to joining Compass Capital Management, Jennifer was a Financial Relationship Manager at Heritage Wealth Architects from 2019 to 2020 and previously held the position of CEO at Keller Williams, where she directed organizational strategy and operations between 2013 and 2019. Her background includes expertise in financial planning, leadership, and business development within both investment management and real estate sectors.

Jennifer holds a Bachelor’s Degree in Business Management and Organizational Leadership from Bethel University, equipping her with a strong foundation in strategic analysis and portfolio construction. She is recognized for her commitment to client service and for integrating industry best practices in portfolio management. Her blend of executive leadership and investment expertise has contributed positively to the firm’s stewardship and growth.

Career History

OrganizationRoleDate RangeDetails
Compass Capital Management, Inc.Portfolio ManagerFeb 2021 to Present
Heritage Wealth ArchitectsFinancial Relationship ManagerMar 2019 to Nov 2020
Keller WilliamsCEOMar 2013 to Mar 2019

Education

Bethel University

Bachelor’s Degree, Business Management / Organizational Leadership

Skills & Expertise

Family Wealth Management
Business Relationship Management
Finance
Performance Management
Wealth Preservation Planning
Wealth Management Services
Portfolio Optimization
Investment Management

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
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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