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Jennifer Oseth

Jennifer Oseth

Portfolio Manager at Compass Capital Management, Inc.

Minneapolis, MN , United States

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

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

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
Jay Jackley
Jay Jackley
Senior Portfolio ManagerSaint Paul, MN , United States

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