![Mark Anthony Vitelli](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Mark Anthony Vitelli
Membre du Comité d'Investissement chez
Compass Capital Management, Inc.
Profil
Mr. Mark A. Vitelli, CFA, is a Senior Portfolio Manager at Compass Capital Management, Inc. He joined the firm in 2011 and has worked in the financial industry since 1992.
At the company, he is a member of the investment committee, which oversees the equity and fixed income portfolios.
Prior to joining the firm, Mr. Vitelli worked at Wells Fargo Private Bank from 2004 to 2011 where he managed portfolios for high-net-worth and institutional clients.
From 1998 to 2004, he managed portfolios for a Forbes 100 family at Tonkawa, Inc., a Minneapolis area family office.
Prior to that, he worked at the University of Minnesota Foundation, where he was responsible for their endowment portfolio.
He also was an Economic Analyst at IDS Advisory Group (now Ameriprise) and a Credit Analyst at Sit Investment Associates.
He received a BS in Finance from the University of Minnesota - Carlson School of Management, an MBA in Finance from the University of St. Thomas - Opus College of Business, and received a Chartered Financial Analyst designation.
Postes actifs de Mark Anthony Vitelli
| Sociétés | Poste | Début |
|---|---|---|
Compass Capital Management, Inc.
 Compass Capital Management, Inc. Investment ManagersFinance Compass Capital aims to grow real portfolio value over time, ahead of inflation and taxes. They seek to invest in high-quality stocks at attractive prices for long-term capital appreciation and high-quality bonds for principal preservation, liquidity, and predictable cash flow. | Membre du Comité d'Investissement | 01/10/2011 |
Anciens postes connus de Mark Anthony Vitelli
| Sociétés | Poste | Fin |
|---|---|---|
Wells Fargo Bank Minnesota, NA
 Wells Fargo Bank Minnesota, NA Major BanksFinance Provides banking services | Corporate Officer/Principal | 31/01/2010 |
Tonkawa, Inc. | Corporate Officer/Principal | 01/09/2004 |
University of Minnesota Foundation
 University of Minnesota Foundation Investment Trusts/Mutual FundsMiscellaneous Functions as a foundation or endowment | Corporate Officer/Principal | - |
Morgan Stanley Smith Barney Private Management LLC
 Morgan Stanley Smith Barney Private Management LLC Investment ManagersFinance Morgan Stanley Smith Barney Private Management serves as the investment advisor to funds designed to offer qualified investors the opportunity to invest in private equity investment funds-of-funds. The firm does not provide investment advice directly to investors in the funds. | Corporate Officer/Principal | - |
Formation de Mark Anthony Vitelli
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
88
Relations au 1er degré
7
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 7 |
|---|---|
Compass Capital Management, Inc.
Compass Capital Management, Inc. Investment ManagersFinance Compass Capital aims to grow real portfolio value over time, ahead of inflation and taxes. They seek to invest in high-quality stocks at attractive prices for long-term capital appreciation and high-quality bonds for principal preservation, liquidity, and predictable cash flow. | Finance |
Wells Fargo Bank Minnesota, NA
Wells Fargo Bank Minnesota, NA Major BanksFinance Provides banking services | Finance |
University of Minnesota
 University of Minnesota Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of St. Thomas
 University of St. Thomas Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of Minnesota Foundation
University of Minnesota Foundation Investment Trusts/Mutual FundsMiscellaneous Functions as a foundation or endowment | Miscellaneous |
Tonkawa, Inc. | Commercial Services |
Morgan Stanley Smith Barney Private Management LLC
Morgan Stanley Smith Barney Private Management LLC Investment ManagersFinance Morgan Stanley Smith Barney Private Management serves as the investment advisor to funds designed to offer qualified investors the opportunity to invest in private equity investment funds-of-funds. The firm does not provide investment advice directly to investors in the funds. | Finance |
Choisissez Zonebourse 
