Mark Vitelli, CFA, is a Senior Portfolio Manager at Compass Capital Management, Inc. Prior to joining Compass in 2011, he managed high net worth and institutional client portfolios for Wells Fargo Private Bank. From 1998 until joining Wells Fargo in 2004, he managed portfolios for a Forbes 100 family at Tonkawa, Inc., a Minneapolis-area family office. Mr. Vitelli began his career in the fixed income group at Sit Investment Associates in 1992. He completed his MBA in finance at the University of St. Thomas, holds the Chartered Financial Analyst — CFA — designation and earned his undergraduate degree in finance from the Carlson School of Management at the University of Minnesota.
Managing Risk While Striving for High Returns
July 18, 2014