EquityCompass Investment Management, LLC Employee Directory

Financial ServicesMaryland, United States2-10 Employees

EquityCompass Investment Management, LLC (“EquityCompass”) is a Baltimore-based SEC registered investment adviser offering a broad range of portfolio strategies and custom plans for individuals, financial intermediaries, and institutional clients throughout the U.S. Formally organized in 2008, EquityCompass provides portfolio strategies with respect to total assets over $5.7 billion as of November 30, 2025.† EquityCompass is a wholly owned subsidiary of Stifel Financial Corp.
 
The EquityCompass team of professionals represents deep industry experience in security analysis, capital markets, and portfolio management. We are committed to a consistent investment process that relies on enduring principles, sound empirical reasoning, and the recognition of a dynamic investment environment with a global reach.

Learn more: www.equitycompass.com

Find EquityCompass Investment Management, LLC employees' phone numbers or email addresses

EquityCompass Investment Management, LLC Global Highlights

North America
15

United States Of America
15

EquityCompass Investment Management, LLC's Leadership

R. C.
Chief Investment Officer
Mobile Phone
Email
T. M.
Executive Vice President
Mobile Phone
Email
B. T.
Director Of Strategy & Operations
Mobile Phone
Email
C. M.
Senior Managing Director
Mobile Phone
Email
J. D.
Senior Portfolio Manager
Mobile Phone
Email
L. L.
Portfolio Manager
Mobile Phone
Email
B. K.
Senior Portfolio Manager
Mobile Phone
Email
T. M.
Senior Portfolio Manager
Mobile Phone
Email

EquityCompass Investment Management, LLC Employee Metrics

100%

50%

2026

2025

Banking
Community & Social Services
Finance
Legal
Accounting
Other

Contact profiles from EquityCompass Investment Management, LLC

Name

Title

Contact Info

Location

Last Update

A. C.
Quantitative Analyst
Mobile Phone
Email
United StatesMassachusetts
May 27, 2025
F. A.
Administrative Assistant
Mobile Phone
Email
United StatesMaryland
Nov 10, 2025
L. M.
Junior Analyst
Mobile Phone
Email
UNITED STATES
Oct 23, 2024

Frequently Asked Questions

What is EquityCompass Investment Management, LLC known for?

EquityCompass Investment Management, LLC was founded in 2008 operates in the Financial Services industry. The company's main headquarters is located in One South Street 16th Floor Baltimore, Maryland United States. Explore EquityCompass Investment Management, LLC's company overview page for more information.

What is EquityCompass Investment Management, LLC's most common email format?

EquityCompass Investment Management, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more EquityCompass Investment Management, LLC email formats with LeadIQ.

How many employees does EquityCompass Investment Management, LLC have currently?

EquityCompass Investment Management, LLC has approximately 9 employees as of February 2026. These team members are located across 1 continents, including North America.

Who are EquityCompass Investment Management, LLC's key employees and leadership?

As of February 2026, EquityCompass Investment Management, LLC's key employees include:

Chief Investment Officer: R. C.
Executive Vice President: T. M.
Director Of Strategy & Operations: B. T.
Senior Managing Director: C. M.
Senior Portfolio Manager: J. D.

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