I am an Atlanta native that has been in the financial services industry for over 25 years. Before founding Compass Wealth Management, I was a Vice President and Senior Portfolio Manager at Morgan Stanley Smith Barney. I have a business degree in Finance from the University of Georgia and hold the Certified Financial Planner (CFP®) and Certified Investment Management Analyst (CIMA®) designations.
Robert Amato
Co-Founder, Principal, Managing Partner
Compass Wealth Management
United States, Georgia, Atlanta
About Me
Profile Information
Co-Founder, Principal, Managing Partner
Compass Wealth Management
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Atlanta
Georgia
United States
Aug 9, 2024
Work Experience
Compass Wealth Management
Co-Founder, Principal, Managing Partner Jan 2021 - Present
Email: robert.amato@compasswm.net
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