CoverProfile

William Matthes

President

Compass Wealth Management

United States, Connecticut, Guilford

About Me

Prior to founding Compass Asset Management, LLC, Bill began his career in financial services in 1982 when he joined the Greenwich, CT office of Dean Witter Reynolds. He was promoted to Vice President and became Manager of the New Haven office. In 1992, he moved to PaineWebber as Senior Portfolio Manager in their Managed Account Program. A 1969 graduate of the University of Virginia with a B.A. degree in Economics, Bill’s graduate studies included Sociology and Business administration with a concentration in Finance.

Profile Information

President

Compass Wealth Management

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Guilford

Connecticut

United States

Mar 4, 2025

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