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Carolyn A. Matthes

Co-Founder, Senior Portfolio Manager, Registered Investment Adviser

Compass Wealth Management

United States, Connecticut, Guilford

About Me

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.

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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