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.

William Matthes
President
Compass Wealth Management
United States, Connecticut, Guilford
About Me
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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