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Meet the Compass Team

William L. Matthes is the co-founder and Senior Portfolio Manager at Compass Asset Management, LLC. Bill emphasizes value and diversification. Value is important because the market offers the patient investor the opportunity to buy assets at significant discounts and realize high quality returns. Diversification is key because it is the best way to control risk without diminishing performance.
Prior to founding Compass Asset Management, LLC, Bill began his career in financial services in 1982 when he joined the Greenwich, CT office of Dean Witter Reynolds.  He was promoted to Vice President and became Manager of the New Haven office. In 1992, he moved to PaineWebber as Senior Portfolio Manager in their Managed Account Program.
A 1969 graduate of the University of Virginia with a B.A. degree in Economics, Bill's graduate studies iincluded Sociology and Business administration with a concentration in Finance.
Carolyn A. Matthes is the co-founder and Senior Portfolio Manager at Compass Asset Management, LLC. She is also a senior marketing and management executive of the company. 
Carolyn has over 30 years of experience in the financial markets and has guided clients through decades of market cycles. Carolyn attended Albertus Magnus College, and The Ohio State University and holds a B.S. in Finance, cum laude. Prior to co-founding Compass, Carolyn began her career at Kidder Peabody and Co. in 1985, and later became a Vice President of Investments at PaineWebber, Inc. in the Preferred Portfolio Management Program.
Jason W. Bear is dedicated to providing comprehensive services and financial advice to current and prospective clients. Jason holds the Chartered Financial Analyst (CFA) designation.  He is responsible for reviewing client portfolios, and discovering new investment opportunities across all asset classes.
Jason’s financial career began with the Royal Bank of Scotland, where he spent nearly 6 years within the debt capital markets group and also had the same position with Mizuho Securities USA as Vice President.  Jason worked directly with a diverse set CFOs and Treasurers of Fortune 500 companies.  Jason is a University of Michigan graduate with a B.A. in economics and US history.
Lisa Popolizio has over 30 years of experience in the securities industry.  She began her career as a Sales Assistant at Fahnestock & Company.  In 1988, she was hired by Dean Witter Reynolds as Operations Manager, working with the branch manager at the time, Bill Matthes.  Lisa also spent 15 years as an institutional Sales Assistant with Smith Barney.
In 2007, Lisa Joined Compass as the  Portfolio Administrator.  Lisa always "gets it done."  She has a deep understanding of everything and a fabulous personality that creates results.
Marilyn Fappiano has been with Compass since 2008 after spending over 10 years with Smith Barney.  She is Compass' Administrative Assistant extraordinaire, in charge of administration and customer relations.  Marilyn is detail oriented and dutifully follows through on the numerous tasks that comprise her day.  As our Administrative Assistant, Marilyn is generally the first person clients speak with.
She has great rapport with our clients and is extremely dependable and patient.  Marilyn keeps all of us on track.