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.

Carolyn A. Matthes
Co-Founder, Senior Portfolio Manager, Registered Investment Adviser
Compass Wealth Management
United States, Connecticut, Guilford
About Me
Profile Information
Co-Founder, Senior Portfolio Manager, Registered Investment Adviser
Compass Wealth Management
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Guilford
Connecticut
United States
Jul 29, 2024
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