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Jason Bear
Vorstandsvorsitzender bei Compass Wealth Management LLC (Connecticut)
Aktive Positionen von Jason Bear
Unternehmen | Position | Beginn | Ende |
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Compass Wealth Management LLC (Connecticut)
![]() Compass Wealth Management LLC (Connecticut) Investment ManagersFinance Compass Wealth Management LLC (Compass) is an independent, SEC-registered investment advisor headquartered in Guilford, Connecticut. The firm was founded in 1997 by William Matthes and Carolyn Matthes. Compass provides investment advisory services that include listed and over-the-counter securities, corporate, municipal and government bonds such as agencies, mortgaged backed securities, certificates of deposit and exchange traded/index funds to individuals, pension and profit-sharing plans, or charitable organizations. | Vorstandsvorsitzender | 01.10.2015 | - |
Präsident | 01.10.2015 | - |
Karriereverlauf von Jason Bear
Ausbildung von Jason Bear
University of Michigan | Undergraduate Degree |
Statistik
International
Vereinigte Staaten | 3 |
Operativ
Chief Executive Officer | 1 |
President | 1 |
Undergraduate Degree | 1 |
Sektoral
Finance | 2 |
Consumer Services | 2 |
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
Private Unternehmen | 1 |
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Compass Wealth Management LLC (Connecticut)
![]() Compass Wealth Management LLC (Connecticut) Investment ManagersFinance Compass Wealth Management LLC (Compass) is an independent, SEC-registered investment advisor headquartered in Guilford, Connecticut. The firm was founded in 1997 by William Matthes and Carolyn Matthes. Compass provides investment advisory services that include listed and over-the-counter securities, corporate, municipal and government bonds such as agencies, mortgaged backed securities, certificates of deposit and exchange traded/index funds to individuals, pension and profit-sharing plans, or charitable organizations. | Finance |
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