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Compass Capital Management Employee Directory

Financial ServicesConnecticut, United States11-50 Employees

Compass Capital Management operates in the financial services sector, focusing on wealth management as its principal offering. The firm emphasizes a client-first approach and independence, suggesting that advice is guided by the best interests of clients rather than external incentives. Based in Southbury, Connecticut, the company positions itself as a specialty firm serving individuals seeking tailored financial guidance and asset management.
The organization appears to target private clients and families seeking comprehensive wealth management solutions, with a governance model that prioritizes independent advice. While details about its size are limited, the firm is described as a smaller practice within the broader financial services landscape, likely focusing on personalized service within its regional market.

Find Compass Capital Management employees' phone numbers or email addresses

Compass Capital Management Global Highlights

Location
Employees

North America
20

Minus sign iconPlus sign icon
  • United States Of America
    20

Compass Capital Management's Leadership

  • Senior Portfolio Manager at Compass Capital Management
    M. H.
    Senior Portfolio Manager
    Mobile Phone
  • Senior Financial Advisor at Compass Capital Management
    B. K.
    Senior Financial Advisor
    Mobile Phone
  • Client Service Associate Senior at Compass Capital Management
    K. B.
    Client Service Associate Senior
    Mobile Phone

Compass Capital Management Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Community & Social Services
  • Other

Contact profiles from Compass Capital Management

Name
Title
Contact
Location
Last Update
  • Senior Portfolio Manager at Compass Capital Management
    M. H.
    Senior Portfolio Manager
    Mobile Phone
    May 27, 2025
  • Senior Financial Advisor at Compass Capital Management
    B. K.
    Senior Financial Advisor
    Mobile Phone
    Aug 27, 2026
  • Client Service Associate Senior at Compass Capital Management
    K. B.
    Client Service Associate Senior
    Mobile Phone
    Jun 25, 2026

Frequently Asked Questions

What is Compass Capital Management known for?

Minus sign iconPlus sign iconCompass Capital Management was founded in 1965 and operates in the Financial Services industry. Explore Compass Capital Management's company overview page for more information.

What is Compass Capital Management's most common email format?

Minus sign iconPlus sign iconCompass Capital Management employees' email format typically follows the pattern of FLast@ccm-ria.com. Trying to find reliable and up-to-date employee contact data? Find more Compass Capital Management email formats with LeadIQ.

How many employees does Compass Capital Management have currently?

Minus sign iconPlus sign iconCompass Capital Management has approximately 11 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are Compass Capital Management's key employees and leadership?

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As of August 2026, Compass Capital Management's key employees include:

  • Senior Portfolio Manager: M. H.
  • Senior Financial Advisor: B. K.
  • Client Service Associate Senior: K. B.

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