Our Team
PORTFOLIO RESEARCH / MARKETING / WEB
Joseph K. Meyer
President & CEO
Randall Doser
VP & Chief Actuary
Jonathan Simcoe
Marketing Specialist
PERFORMANCE EVALUATION
David Dameron
Executive VP
SYSTEMS & TECHNOLOGY
Stephen Titus
VP of Technology
ADMINISTRATIVE
Ayumi Angel
Office Manager
LEGAL & COMPLIANCE
Karl Hausafus
General Counsel
Chief Compliance Officer
FINANCE
Ayumi Angel
Office Manager
- Primarily responsible for managing vendor relationships, preparing printed materials, and managing the maintenance of back office equipment and supplies
- Previously worked as a Graphic Designer for Donde Latino Marketing
- Previous experience as a freelance graphic designer, language teacher and translator in Tokyo
David Dameron
Executive Vice President, Operations
- Primarily responsible for the overall production and operational aspects of Compass and its global affiliates
- Previously the Director of Reporting at Payden & Rygel Investment Counsel of Los Angeles
- Managed the accounting and performance evaluation of over $7.5 billion in fixed income assets
Randall Doser, FSA, CFA
Vice President & Chief Actuary
- Primarily responsible for portfolio management, manager research, and systems development and maintenance for Compass and its global affiliates
- Previously the Manager of Benefit Investments for Freightliner, LLC, managing $900 million
- Previously Consulting Actuary with Watson Wyatt Worldwide
- Performed medical and retirement benefit plan valuation and design for Howard Johnson & Company
Karl Hausafus, JD
General Counsel & Chief Compliance Officer
- Primarily responsible for the compliance function of Compass and its global affiliates
- Previously a senior associate attorney with Preston Gates & Ellis, LLC (now Kirkpatrick & Lockhard Preston Gates Ellis LLP)
- Advised both public and private companies on general securities, business and compliance issues
Joseph K. Meyer
Chief Executive Officer
- Primarily responsible for the overall management of Compass and its investment recommendations
- Executive Director of Compass Global Investors Ltd. and various Compass-branded investment funds
- Director of the ADM Gladius Fund Limited
- Advisory Board Member of BPW Israel Ventures LLC and Emerging Markets Ventures I L.P.
- Prior to Compass, held various positions at Kemper Securities, Prudential Bache Securities, and E.F. Hutton
- FINRA registered General Securities Principal
Frank Moreno, MBA, CMA
Chief Financial Officer
- Primarily responsible for the financial reporting, management and control of Compass and its global affiliates
- Previously served as Corporate Controller and Vice President for a $250 million financial services subsidiary of Lennar Corporation where he managed the company's financial reporting, business planning, profitability analysis and expense control. Prior to this, Mr.
- Previously served as Corporate Controller for Vitech America, a NASDAQ-listed manufacturer of PCs, servers and related products for the Brazilian marketplace.
Jonathan Simcoe
Marketing Analyst
- Primarily responsible for creation of marketing content, including graphic, print and web design, as well as web application design and coding for Compass and its global affiliates
- Previously worked at Anvil Media on search engine marketing campaigns for Microsoft, Converse, Tazo, and Schering-Plough
- Previously ran the Support and Training departments at a Portland, OR software company, managing all new client account setup and support
Stephen Titus
IT Director
- Primarily responsible for creation and maintenance of proprietary database systems, and storing performance results for investment advisors, index returns, and client accounts for Compass and its global affiliates
- Previously a Principal of Payden & Rygel Investment Counsel where he was responsible for all portfolio trading and reporting systems
OVERVIEW
