Mark Vitelli
Senior Portfolio Manager at Compass Capital Management, Inc.
About
Mark Vitelli, CFA, is Senior Portfolio Manager and a member of the investment committee at Compass Capital Management, Inc. in Saint Paul, Minnesota. At Compass Capital since 2011, Mark leads portfolio management and strategy, focusing on equity and fixed income investments for high-net-worth and institutional clients, with a particular emphasis on equity investing in high-quality growth companies.
Prior to Compass Capital, Mark held senior investment management roles at Wells Fargo Private Bank, Morgan Stanley Smith Barney, and managed portfolios at a Minneapolis family office and the University of Minnesota Foundation. His experience spans oversight of both equity and fixed income portfolios, and he has extensive expertise in endowment, family office, and private wealth sectors.
Mark holds a BS in Finance from the Carlson School of Management at the University of Minnesota and an MBA in Finance from the University of St. Thomas. He is a Chartered Financial Analyst (CFA) charterholder, recognized for his commitment to integrating ESG considerations and governance quality into the investment process, and is frequently sought out for his views on high-quality growth investing.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Compass Capital Management, Inc. | Senior Portfolio Manager | Oct 2011 to Present | We 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 preservati... |
| Morgan Stanley Smith Barney | Financial Professional | Jan 2010 to Oct 2011 | Served as the portfolio manager within a team of experienced professionals dedicated to meeting the needs of high net worth clients. |
| Wells Fargo Private Bank | Senior Investment Manager | Sep 2004 to Jan 2010 | I managed over $650 million in assets utilizing a custom portfolio management approach for high net worth individuals and charitable organziations. |
| University of St. Thomas | Adjunct Professor | Sep 2001 to Dec 2009 | Served as an adjunct professor in the Graduate School of Business teaching courses in financial markets to MBA candidates. |
| CFA Society of Minnesota | Education Chairperson | Jan 2006 to Jan 2008 | Coordinated educational activities for the society including the start-up of a CFA exam preparation course to assist local candidates in preparing for the CFA examination. |
| Tonkawa, Inc. | Senior Investment Manager | Jun 1998 to Sep 2004 | Managed investment portfolios for the members of a Fortune 100 family in the Twin Cities. Also responsible for managing family foundation assets and complex trust portfolios. Consistently delivered ... |
| University of Minnesota Foundation | Investment Manager | Aug 1996 to Jun 1998 | Developed Investment Policy for the $450 million endowment fund. Implemented the policy through manager selection and monitoring. |
| IDS Advisory Group (now Amerprise Financial) | Economic Analyst | Aug 1994 to Aug 1996 | Served as primary research analyst for the Chief US Economist. |
| Sit Investment Associates | Money Market Trader and Portfolio Administrator | Jan 1992 to Jan 1994 | Traded short-term investments for family of 9 mutual funds and institiutional accounts. |
Education
University of Minnesota
BSB, Finance
University of St. Thomas
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 |
 | 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 |
 | Portfolio Manager | Minneapolis, MN , United States |
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