Jason Bear

Chief Executive Officer at

Compass Wealth Management LLC (Connecticut)

Consumer Services

Finance

Profile

Mr. Jason W.
Bear, CFA, is a President at Compass Wealth Management LLC (Connecticut).
He is responsible for managing client portfolios.
Before joining Compass, Mr. Bear worked for The Royal Bank of Scotland and Mizuho Securities USA on the Debt Capital Markets team.
He advised a diverse set of CFOs and Treasurers, giving him a deep understanding of debt and equity capital markets.
He received his undergraduate degree from the University of Michigan.

Jason Bear active positions

Companies	Position	Start
Compass Wealth Management LLC (Connecticut) Compass Wealth Management LLC (Connecticut) Investment ManagersFinance Compass believes in asset allocation, not market timing. The firm relies on fundamental research and will, on occasion, use technical charting to help in their buy-sell decisions. The firm's investment strategies range from conservative to aggressive, and this depends on the client's requirements detailed in a written investment policy statement. These strategies are generally concentrated in listed equities and liquid fixed-income securities, but may at times involve some small, illiquid stocks and lower-quality, illiquid bonds if approved by the client in advance and judged to be suitable to the client’s risk tolerance and objectives. Compass offers a flexible investment style of equity management to meet the needs of a wide range of clients.	Chief Executive Officer	01/10/2015

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Private companies	2
University of Michigan University of Michigan Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Compass Wealth Management LLC (Connecticut) Compass Wealth Management LLC (Connecticut) Investment ManagersFinance Compass believes in asset allocation, not market timing. The firm relies on fundamental research and will, on occasion, use technical charting to help in their buy-sell decisions. The firm's investment strategies range from conservative to aggressive, and this depends on the client's requirements detailed in a written investment policy statement. These strategies are generally concentrated in listed equities and liquid fixed-income securities, but may at times involve some small, illiquid stocks and lower-quality, illiquid bonds if approved by the client in advance and judged to be suitable to the client’s risk tolerance and objectives. Compass offers a flexible investment style of equity management to meet the needs of a wide range of clients.	Finance

Private companies