Kathleen Kelly Appointed to WSSU Board of Trustees
Greensboro, NC. – The University of North Carolina Board of Governors has
appointed Kathleen Kelly as a member to the Winston-Salem State University
Board of Trustees. The WSSU Board of Trustees serves as advisor to the Board of
Governors on matters pertaining to WSSU and also serves as advisor to the
Chancellor concerning the management and development of the institution. It is
comprised of 13 members with eight members elected by the UNC Board of
Governors and four appointed by the governor. The Student Government
Association president serves an ex officio member.
Named to the 2017 Financial Times 401 Top Retirement Plan Advisers
Greensboro, NC – October 2017 – Compass Financial Partners in Greensboro, North Carolina is pleased to announce that Managing Partner Kathleen Kelly has been named to the 2017 edition of the Financial Times 401 Top Retirement Plan Advisers. The list recognizes the top financial advisers who specialize in serving defined contribution (DC) retirement plans.
Compass Financial Partners Named to NAPA’s Inaugural Top DC Advisor Firms
Greensboro, NC – September 2017 – Compass Financial Partners in Greensboro, North Carolina has been named to the National Association of Plan Advisors (NAPA) inaugural Top DC Advisor Firms list. The NAPA Top DC Advisor Firms is a compilation of leading individual advisor firms, or teams, ranked by DC assets under advisement.
Compass Financial Partners named to 2017 PLANADVISER Top 100 Retirement Plan Advisers
Greensboro, NC – February 2017 – Compass Financial Partners is pleased to announce it has been named as one of the 2017 PLANADVISER Top 100 Retirement Plan Advisers.
Compass Named A Finalist For The 2017 Plansponsor Retirement Plan Adviser Of The Year Award
Greensboro, NC – Compass Financial Partners is pleased to announce it has been named as one of the finalists for the 2017 PLANSPONSOR Retirement Plan Adviser of the Year award in the LARGE TEAM category.
Kelly and Stevenson Named Two of the Industry's Top Women Retirement Plan Advisors
Greensboro, NC: December 29, 2016 — Kathleen Kelly and Lori Stevenson, independent financial advisors at Compass Financial Partners in Greensboro, NC have been recognized by NAPA, the editorial arm of the National Association of Plan Advisors, as 2016 Top Woman Advisors for their significant contributions to the retirement plan industry.
“On behalf of LPL, we are extremely proud of Kathleen and Lori for receiving this recognition within the retirement plan industry,” said David Reich, LPL Financial executive vice president and head of LPL Retirement Partners, High Net Worth and The Private Trust Company. “More than ever, Americans need support to plan for a successful retirement. The work Kathleen and Lori do to enable employees to invest in their futures is tremendously important and we wish them continued success.”
CIO Chas Mansfield Quoted in PLANADVISER
Greensboro, NC – October 13, 2016 – Compass Financial Partners’ new CIO Chas Mansfield was quoted in PLANADVISER on the necessity for retirement plan fiduciaries to use rigorous, independent methods and analytics when selecting investments for plan sponsor lineups. With the expanding universe of products, advisors face a growing challenge in matching plan sponsors with the most appropriate products. By better understanding the available options, as well as the demographics and behaviors of the plan and its participants, advisors like Compass Financial Partners are better able to serve retirement plans.
Markov Process International is a separate entity from Compass Financial Partners and LPL Financial.
The target date is the approximate date when investors plan to start withdrawing their money. The principal value of a target fund is not guaranteed at any time, including at the target date.
LaMuraglia Earns Certified Divorce Financial Analyst® Designation
Greensboro, NC October 2016 – Peter LaMuraglia, Wealth Advisor, at Compass Financial Partners in Greensboro, NC has achieved the Certified Divorce Financial Analyst (CDFA®) designation.
Named to the 2016 Financial Times 401 Top Retirement Plan Advisors
Greensboro, NC: September 15, 2016 — Compass Financial Partners in Greensboro, North Carolina has been named to the 2016 edition of the Financial Times 401 Top Retirement Plan Advisers. The list recognizes the top financial advisers who specialize in serving defined contribution (DC) retirement plans.
Compass Named to P&I 2016 Top Consultants
Greensboro, NC - Compass Financial Partners has been named to Pensions & Investments 2016 Top Consultants ranking in the Top 100. The Top Consultants is a listing of investment management consulting firms based on assets under advisement. P&I's consultant survey focuses on firms providing investment management consulting services. The assets under advisement are tracked for total clients worldwide, institutional clients and U.S. institutional, tax-exempt clients, as of June 30, 2016. Retainer and non-retainer clients may be counted in the AUA.
Compass Financial Partners Adds Key Team Member
Greensboro, NC – July 2016 – Compass Financial Partners, a leading institutional retirement plan consulting and private wealth management firm, announced today that it has hired Chas Mansfield as their Chief Investment Officer based in Charlotte and Cindy Patterson as their Director of Financial Wellness based in Greensboro.
Jake Connors Receives 40 Under 40 Leadership Award
Raleigh, NC – June 24, 2016 – Jake Connors, AIF®, CPFA®, Director of Institutional Consulting at Compass Financial Partners, LLC was among the recipients of the prestigious 2016 40 Under 40 Leadership Award from the Triangle Business Journal. The 40 Under 40 awards recognize outstanding professionals under the age of 40 for their contributions to their organizations and to the community. Five judges from the local business community and the Triangle Business Journal pored over nearly 250 nominations to come up with the final list of 40 winners.
COMPASS FINANCIAL PARTNERS RECOGNIZED AS A FINALIST FOR THE 2016 PLANSPONSOR RETIREMENT PLAN TEAM OF THE YEAR
Greensboro, NC – April 2016 – Compass Financial Partners in Greensboro, North Carolina was recognized as a finalist for the Retirement Plan Small Team of the Year by PLANSPONSOR, a leading financial industry publication.
COMPASS FINANCIAL PARTNERS NAMED TO 2016 PLANADVISER TOP 100 RETIREMENT PLAN ADVISERS
Greensboro, NC - February 2016 – Compass Financial Partners is pleased to announce it has been named as one of the 2016 PLANADVISER Top 100 Retirement Plan Advisers. The PLANADVISER Top 100 Retirement Plan Advisers is an annual listing of adviser individuals and teams that stand out in the industry in terms of a series of quantitative measures. These include the dollar value of qualified plan assets under administration (AUA), as well as the number of plans under advisement.
KELLY PARTICIPATES IN LEADERSHIP BOOT CAMP FOR INVESTMENT STEWARDS
Greensboro - November 2014. Kathleen Kelly has recently completed an intensive leadership development program at West Point, New York. The Leadership Boot Camp for Investment Stewards, which is conducted by 3ethos and The Thayer Leader Development Group, is only offered to elite professionals in the financial services industry. The curriculum is based on the recently released book, LeaderMetrics®: What Key Decision-makers Need to Know
Kathleen Kelly featured in PLANSPONSOR Magazine Article "20 Questions: #2 -How are your plan participants fairing?"
It does not have to be challenging for plan sponsors to answer the question: “How are your plan participants faring?” says Tom Kmak, CEO and co-founder of Fiduciary Benchmarks a benchmark provider service in Scottsdale, Arizona.
Kmak’s firm focuses solely on delivering benchmarking services to retirement plan sponsors
Barron's Magazine Names Compass Financial Partners Among Best In It's Industry
Greensboro, NC - April 23, 2015 — Compass Financial Partners, Greensboro, North Carolina was recently named a Top Institutional Consultant by Barron's. The leading financial magazine published its inaugural list of 30 teams that are among the best in the nation in guiding institutional investing, including foundations, endowments, pensions and defined-contribution plans. Compass Financial Partners, is supported by LPL Financial LLC, the nation's largest
Compass Financial Partners Recognized as a Finalist for the 2015 PLANSPONSOR Retirement Plan Adviser Team of the Year
Greensboro, NC - March, 2015 — Compass Financial Partners was honored to be recognized at the annual PLANSPONSOR/PLANADVISER Awards for Excellence celebration on Tuesday, March 31st in New York City as a Finalist for the 2015 PLANSPONSOR Retirement Plan Adviser Team of the Year Award. The event showcased the very best practices from the nation’s very best advisers, adviser teams, and multi-office teams, who—by their example—help
Bray Earns Chartered Financial Analyst® Designation
Greensboro, NC October 2014 – Andrew Bray, Manager, Investment Consulting, at Compass Financial Partners, LLC in Greensboro, NC has earned the prestigious Chartered Financial Analyst® (CFA®) designation.
The CFA charter, a highly respected and recognized investment credential, represents a tradition of upholding the
Kelly, Compass Financial Partners Win 401(k) Advisor Leadership Award
The advisory team at Compass Financial Partners in Greensboro, NC, represented by Kathleen A. Kelly, CRPS®, AIFA®, has won the 2014 NAPA 401(k) Advisor Leadership Award. Kelly, a Founding and Managing Partner of Compass, received the award on behalf of the team during a session of the NAPA 401(k) Summit in New Orleans on March 24.
Compass Expands Participant Financial Wellness Programs in Partnership with Financial Finesse
August 2014--Compass Financial Partners, LLC , a leading national investment and plan consulting advisory firm, announced today it has partnered with Financial Finesse, the nation’s leading provider of unbiased workplace financial wellness programs, to provide plan sponsors with enhanced, comprehensive financial wellness programs designed to help employees better save and invest for retirement.
Kelly Judges 2014 PSCA Signature Awards
Greensboro NC – Kathleen Kelly, Managing Partner of Compass Financial Partners participated in the 2014 judging of the Plan Sponsor Council of America (PSCA) Signature Awards in Chicago on July 15th. PSCA's annual Signature Awards is a competition designed to honor excellence in plan communication and investment education. By sponsoring the Signature Awards competition.
Compass Financial Partners named to Pensions & Investments 2013 Top Consultants
GREENSBORO, NC December 2013 - Compass Financial Partners has been named to Pensions & Investments 2013 Top Consultants*, ranking in the Top 100. The Top Consultants is a listing of investment management consulting firms based on assets under advisement. Kathleen Kelly, Founding and Managing Partner commented, “We regard this recognition from Pensions & Investments as an honor that demonstrates our leadership in the retirement plan industry, and are both
LPL Financial Congratulates Compass Financial Partners for Recognition in PLANADVISER’s 2014 Top 100 Retirement Plan Advisers List
San Diego, CA and Greensboro, NC - February 2014 – LPL Financial LLC, the nation’s largest independent broker-dealer, an RIA custodian, and a wholly owned subsidiary of LPL Financial Holdings Inc. (NASDAQ: LPLA), congratulated Compass Financial Partners in Greensboro, NC for being recognized in PLANADVISER’s 2014 Top 100 Retirement Plan Advisers list. PLANADVISER is a leading financial industry publication. The financial professionals of Compass Financial
Kathleen Kelly Attends Elite Advisor Forum in Washington, D.C.
The National Association of Plan Advisors Event Provided an Opportunity for Advisors to Meet with Members of Congress and Federal Officials
Greensboro, NC September 25, 2013 – Kathleen Kelly, Managing Partner of Compass Financial Partners was recently
LPL Financial Launches Retirement Partners Group, An Elite Membership Network Of Its Top Retirement Plan Financial Advisors
New Group Provides Exceptional Support for Advisors and their Retirement Plan Sponsor Clients -Identifies and Differentiates Top - Tier Retirement Plan Advisors and Highlights Commitment of LPL Financial to Retirement Advisory Leadership