CoverProfile

Robert Amato

Co-Founder, Principal, Managing Partner

Compass Wealth Management

United States, Georgia, Atlanta

About Me

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.

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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