Mark CFA

Senior Portfolio Manager at Compass Capital Management - Southbury, CT, US

Mark CFA's Colleagues at Compass Capital Management
Amy Danio

Client Relations & Operations Supervisor

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Alyssa Wilke

Client Relations/Operations

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Mark Halverson

Portfolio Manager

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Chris Nuth

Associate Portfolio Manager

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Elizabeth Alward

Portfolio Administrator

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Dawn Taft

Portfolio Administrator

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Heather Cochran

Front Desk Administrator

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Mark CFA's Contact Details
Email (Verified)
***@ccm-ria.com
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Mobile Number
(XXX) XXX-XXXX
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HQ
203-264-8282
Location
Company
Compass Capital Management
Mark CFA's Company Details
Compass Capital Management logo, Compass Capital Management contact details

Compass Capital Management

Southbury, CT, US • 20 - 49 Employees
Financial Services

COMPASS CAPITAL MANAGEMENTis an independent firm, specializing in providing comprehensive financial planning and investment advice, including 403(b) deferred compensation programs to employees of educational institutions and hospitals. We also provide group benefit solutions including group health, dental, disability, life and long-term care.Our independent status allows us to represent the interest of our clients rather than those of a particular insurance or investment company. Our company was founded on the principle that what is best for our clients will, in the long run, be best for our company. Our primary goal has always been to provide the highest quality of professional service for each individual client.

Finance Financial Services Financial Advisory Services
Details about Compass Capital Management
Frequently Asked Questions about Mark CFA
Mark CFA currently works for Compass Capital Management.
Mark CFA's role at Compass Capital Management is Senior Portfolio Manager.
Mark CFA's email address is ***@ccm-ria.com. To view Mark CFA's full email address, please signup to ConnectPlex.
Mark CFA works in the Financial Services industry.
Mark CFA's colleagues at Compass Capital Management are Amy Danio, Alyssa Wilke, Mark Halverson, Chris Nuth, Elizabeth Alward, Dawn Taft, Heather Cochran and others.
Mark CFA's phone number is 203-264-8282
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