COMPASS WEALTH MANAGEMENT - Key Persons
Job Titles:
- Co - Founder
- Senior Portfolio Manager
- Co - Founder and Senior Portfolio Manager at Compass Asset Management
Carolyn is the co-founder and Senior Portfolio Manager at Compass Asset Management, LLC. She is also a senior marketing and management executive of the company.
Carolyn has over 30 years of experience in the financial markets and has guided clients through decades of market cycles. Carolyn attended Albertus Magnus College, and The Ohio State University and holds a B.S. in Finance, cum laude. Prior to co-founding Compass, Carolyn began her career at Kidder Peabody and Co. in 1985, and later became a Vice President of Investments at PaineWebber, Inc. in the Preferred Portfolio Management Program.
Emily Clare Cafasso joins Compass Wealth Management as a Wealth Advisor, bringing 15 years of experience to the firm. She works with clients to understand their comprehensive financial picture; their needs and goals, and helps develop and execute a unique plan for each client. Emily Clare will focus on holistic wealth management, furthering the development of our planning strategies, service offerings, and day-to-day client experience. She brings with her a "client first" attitude and unparalleled attention to detail.
Prior to joining Compass, Emily Clare worked at Coastal Bridge Advisors where she served High & Ultra-High Net Worth clients in various roles. After working as an elementary school teacher, she transitioned to the financial world as an intern, working her way up to a lead client Advisor. In her role as Director of Advisory Services she advised families in areas such as financial planning, investment management, complex trust and estate planning, and other various family office services.
Emily Clare is a 2005 graduate of the University of Michigan - Ann Arbor where she graduated as an NCAA Academic All-American.
She lives in Westport, CT with her husband, Jonathan, and daughter, Nora. In her free time, Emily Clare enjoys working out, watching sports (Go Blue!), and spending time with her family.
Jason Bear is responsible for managing client portfolios. Born into a family of entrepreneurs, Jason loves to dissect business models. Every conversation he has, every book he reads, and each annual report he reviews, is an opportunity to learn and approach challenges in new and creative ways. Jason works directly with clients on their goals, and is completely transparent about what we can and cannot do. You never wonder what's on his mind, and he's never short on ideas. This approach allows Compass the flexibility to go against the grain when necessary, and instill confidence in long-term goals when markets inevitably move between excesses of fear and greed.
Before joining Compass, Jason worked for The Royal Bank of Scotland and Mizuho Securities USA on the Debt Capital Markets team. Jason advised a diverse set of CFOs and Treasurers, giving him a deep understanding of debt and equity capital markets. Jason is a University of Michigan graduate with a B.A. in economics and US history.
Jason lives in Fairfield, CT with his wife, Chrissy. If he's not in the middle of a book, you can find him on his Paddle Board, tending his tomato garden, or doing some other outdoor activity!
Job Titles:
- Compass As the Portfolio Administrator
- Portfolio Administrator
Lisa has over 30 years of experience in the securities industry. She began her career as a Sales Assistant at Fahnestock & Company. In 1988, she was hired by Dean Witter Reynolds as Operations Manager, working with the branch manager at the time, Bill Matthes. Lisa also spent 15 years as an institutional Sales Assistant with Smith Barney.
In 2007, Lisa joined Compass as the Portfolio Administrator. Lisa always "gets it done." She has a deep understanding of everything and a fabulous personality that creates results.
Marilyn has been with Compass since 2008 after spending over 10 years with Smith Barney. She is Compass' Administrative Assistant extraordinaire, in charge of administration and customer relations. Marilyn is detail oriented and dutifully follows through on the numerous tasks that comprise her day. As our Administrative Assistant, Marilyn is generally the first person clients speak with.
She has great rapport with our clients and is extremely dependable and patient. Marilyn keeps all of us on track.
Job Titles:
- Co - Founder
- Senior Portfolio Manager