Portfolio Management Team

About

The Portfolio Management Team at Compass is responsible for overseeing the investment strategies and asset allocations for a diverse range of client portfolios, including institutional investors, family offices, and high-net-worth individuals. The team’s primary duties include research and analysis of global markets, asset selection, and performance monitoring, with specialized expertise in equities, alternative assets, and private credit. The goal is to ensure optimal performance and alignment with clients' financial objectives.