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EquityCompass Investment Management, LLC Employee Directory

Financial ServicesMaryland, United States2-10 Employees

EquityCompass Investment Management, LLC is a Baltimore-based, SEC-registered investment adviser offering a range of portfolio strategies and custom plans for individuals, financial intermediaries, and institutional clients across the United States. Founded in 2008, the firm emphasizes a consistent investment process grounded in enduring principles, empirical reasoning, and awareness of a dynamic, globally connected investment landscape. The team combines security analysis, capital markets experience, and portfolio management to support clients managing assets, with total assets under management reported as over $5.7 billion as of November 30, 2025. EquityCompass operates as a wholly owned subsidiary of Stifel Financial Corp. and serves a broad client base through its advisory services. A brief recent development indicates continued activity within the Stifel organization, reflecting ongoing integration in related financial services initiatives.

Find EquityCompass Investment Management, LLC employees' phone numbers or email addresses

EquityCompass Investment Management, LLC Global Highlights

Location
Employees

North America
14

Minus sign iconPlus sign icon
  • United States Of America
    14

EquityCompass Investment Management, LLC's Leadership

  • Stylized image of a person
    R. C.
    Chief Investment Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    T. M.
    Executive Vice President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    B. T.
    Director Of Strategy & Operations
    Phone icon
    Mobile Phone
  • Stylized image of a person
    C. M.
    Senior Managing Director
    Phone icon
    Mobile Phone
  • Stylized image of a person
    L. L.
    Portfolio Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. D.
    Senior Portfolio Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    B. K.
    Senior Portfolio Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    T. M.
    Senior Portfolio Manager
    Phone icon
    Mobile Phone

EquityCompass Investment Management, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Community & Social Services
  • Finance
  • Legal
  • Accounting
  • Other

Contact profiles from EquityCompass Investment Management, LLC

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    R. C.
    Chief Investment Officer
    Phone icon
    Mobile Phone
    United States
    Jun 02, 2026
  • Stylized image of a person
    T. M.
    Executive Vice President
    Phone icon
    Mobile Phone
    May 27, 2025
  • Stylized image of a person
    B. T.
    Director Of Strategy & Operations
    Phone icon
    Mobile Phone
    Nov 04, 2025
  • Stylized image of a person
    C. M.
    Senior Managing Director
    Phone icon
    Mobile Phone
    Mar 14, 2024
  • Stylized image of a person
    L. L.
    Portfolio Manager
    Phone icon
    Mobile Phone
    United StatesMaryland
    Apr 15, 2026
  • Stylized image of a person
    J. D.
    Senior Portfolio Manager
    Phone icon
    Mobile Phone
    United StatesMaryland
    Jun 29, 2026
  • Stylized image of a person
    B. K.
    Senior Portfolio Manager
    Phone icon
    Mobile Phone
    United StatesMaryland
    Apr 13, 2026
  • Stylized image of a person
    T. M.
    Senior Portfolio Manager
    Phone icon
    Mobile Phone
    United StatesMassachusetts
    Apr 14, 2026
  • Stylized image of a person
    B. K.
    Senior Portfolio Manager
    Phone icon
    Mobile Phone
    May 27, 2025
  • Stylized image of a person
    M. S.
    Senior Portfolio Manager
    Phone icon
    Mobile Phone
    UNITED STATES
    May 27, 2025

Frequently Asked Questions

What is EquityCompass Investment Management, LLC known for?

Minus sign iconPlus sign iconEquityCompass Investment Management, LLC was founded in 2008 operates in the Financial Services industry. The company's main headquarters is located in One South Street 16th Floor Baltimore, Maryland United States. Explore EquityCompass Investment Management, LLC's company overview page for more information.

What is EquityCompass Investment Management, LLC's most common email format?

Minus sign iconPlus sign iconEquityCompass Investment Management, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more EquityCompass Investment Management, LLC email formats with LeadIQ.

How many employees does EquityCompass Investment Management, LLC have currently?

Minus sign iconPlus sign iconEquityCompass Investment Management, LLC has approximately 8 employees as of May 2026. These team members are located across 1 continents, including North America.

Who are EquityCompass Investment Management, LLC's key employees and leadership?

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As of May 2026, EquityCompass Investment Management, LLC's key employees include:

  • Chief Investment Officer: R. C.
  • Executive Vice President: T. M.
  • Director Of Strategy & Operations: B. T.
  • Senior Managing Director: C. M.
  • Portfolio Manager: L. L.

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