About
Jennifer Oseth is Portfolio Manager at Compass Capital Management, Inc. in Minneapolis, MN, where she leverages over 20 years of experience to guide high-net-worth individuals through comprehensive financial and investment strategies. Her responsibilities center on managing client portfolios, collaborating with the firm's investment committee in security research and portfolio construction, and building detailed financial, tax, and estate plans tailored to client objectives.
Her career includes prior roles as Financial Relationship Manager and Business Development Consultant at Heritage Wealth Architects, where she provided customized financial plans and business strategies, and as CEO of a large real estate organization, honing expertise in leadership, operations, and client relationship management. At Compass Capital, she is instrumental in analyzing and selecting investments across equities and fixed income, applying a disciplined, collaborative investment process focused on long-term wealth growth and preservation.
Jennifer holds a B.A. in Business Management and Organizational Leadership from Bethel University, graduating with honors. She is also active in industry groups, serving as Vice-Chair on the Chartered Financial Analyst (CFA) Programs Committee, and is recognized for her strong communication and innovative problem-solving in both professional and community roles.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Compass Capital Management, Inc. | Portfolio Manager | Feb 2021 to Present | — |
| Heritage Wealth Architects | Financial Relationship Manager | Mar 2019 to Nov 2020 | — |
| Keller Williams | CEO | Mar 2013 to Mar 2019 | — |
Education
Bethel University
Bachelor’s Degree, Business Management / Organizational Leadership
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 | |
| Senior Portfolio Manager | Saint Paul, MN , United States |
Similar Fund Managers
| Name | Role | Fund | Location |
|---|---|---|---|
| Chief Investment Officer | Northrock Partners, LLC | Minneapolis, MN , United States | |
| Associate | Northrock Partners, LLC | Saint Paul, MN , United States | |
P Paul Kronlokken | Principal and Portfolio Manager | Palisade Asset Management, LLC | Minneapolis, MN , United States |
S Shawn Eells | Portfolio Manager | Palisade Asset Management, LLC | Excelsior, MN , United States |