Phil Stern
President at Compass Capital Management, Inc.
- Role
- President at Compass Capital Management, Inc
- Location
- Minneapolis, MN, US
- LinkedIn followers
- 500 followers
About Phil Stern
Phil is President at Compass Capital Management. He joined Compass in 2016 as Chief Operating Officer and has played a pivotal role in shaping the firm\'s success. Phil provides thoughtful leadership and ensures the firm’s mission and values are reflected in every aspect of its operations. He works closely with the team to guide strategic initiatives and uphold the firm’s commitment to delivering exceptional service to its clients. Prior to joining Compass, he spent 13 years at Merrill Lynch (from 2003 to 2016) where he was Director of the Alternative Investments Division of Bank of America Merrill Lynch in New York. In his most recent role at Merrill, Phil oversaw a team that focused on business analytics, portfolio analytics and sales. Phil received a BS from Penn State University and received a Chartered Alternative Investments Analyst designation.
Experience
President
Compass Capital Management, Inc
Jan 2025 — Present · Minneapolis, MN, US
Education
Penn State University
Bachelor of Science (B.S.)
Skills
- Fixed Income
- Investment Strategies
- Alternative Investments
- Private Equity
- Salesforce.com
- Portfolio Management
- Wealth Management
- Investments
- Equities
- Series 63
- Asset Management
- Analytics
- Securities
- Asset Allocation
- Mutual Funds
- Hedge Funds
- Series 7
- Asset Managment
- Strategy
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