Compass Ion Advisors, LLC

Description

Address: 300 Conshohocken State Rd #230, Conshohocken, PA 19428 Phone: (877) 799-6830: Place name: Category: Website: : : : : : Hours: Website: http://www.ionadv.com/ Category: Financial consultant Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo.Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Compass Ion Advisors Posting publicly on the Web Write a review Reviews Be the first to review

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Compass Ion Advisors, LLC Employees

Employee
Years
Job
Industry
Jonathan Baird Jonathan Baird New York, New York Details
Jonathan Baird's Compass Ion Advisors, LLC Experience June 2009 - August 2011
Job Investment Banking Analyst at BMO Capital Markets
Industry Banking
Experience
BMO Capital Markets  July 2014 - Present
BMO Capital Markets  June 2013 - August 2013
Diamond Hill Investments  May 2012 - August 2012
Compass-Ion Advisors, LLC  June 2009 - August 2011
Emerging Growth Equities, LTD   June 2007 - August 2008

Skills
Valuation, Financial Modeling, Bloomberg Terminal, Morningstar, Financial Analysis, Portfolio Management, Investments, Microsoft Excel, PowerPoint, Economics, Accounting, Investment Banking, Finance

Education
Goizueta Business School, Emory University   2010 — 2014
Bachelor of Business Administration (BBA), Accounting and Finance

Allison Morrison Allison Morrison New York, New York Details
Allison Morrison's Compass Ion Advisors, LLC Experience May 2014 - August 2014
Job Student at Lehigh University College of Business and Economics
Industry Financial Services
Experience
Credit Suisse  May 2015 - Present
Compass Ion Advisors, LLC   May 2014 - August 2014
Fleming's Prime Steakhouse & Wine Bar   June 2010 - August 2013

Skills
Economics, Microsoft Office, Microsoft Excel, Statistics, PowerPoint, Econometrics, Teamwork, Microsoft Word, Data Analysis, Access, Access Database, Organization, Leadership, National Honor Society, Customer Service, Event Planning, Public Speaking, Social Media, Time Management

Education
Lehigh University   2012 — 2016
Bachelor of Science (B.S.), Finance, General, 3.6

Lehigh University - College of Business and Economics   2012 — 2016
Bachelor of Science (B.S.), Finance, General

Conestoga High School   2008 — 2012

Matthew D. Kane Matthew D. Kane Greater Philadelphia Area Details
Matthew D. Kane's Compass Ion Advisors, LLC Experience December 2008 - Present
Job President at Compass Ion Advisors, LLC
Industry Financial Services
Experience
Compass Ion Advisors, LLC   December 2008 - Present
EGE Advisors, LTD   April 2006 - December 2008
Young Life  January 1996 - March 2006
SEI Investments  August 1993 - January 1996

Skills
Wealth Management, Leadership, Management, Insurance, Finance, Fundraising, Asset Management, Public Speaking, Investment Advisory, Entrepreneurship, Financial Analysis

Education
Eastern University   1989 — 1993
Bachelor's degree, Business Administration and Management, General

Douglas MacGray, J.D., C.F.P. Douglas MacGray, J.D., C.F.P. Greater Philadelphia Area Details
Douglas MacGray, J.D., C.F.P.'s Compass Ion Advisors, LLC Experience August 2006 - Present
Job Wealth Advisor to Families, Endowments and Businesses
Industry Financial Services
Experience
Compass Ion Advisors, LLC   August 2006 - Present
Wilmington Christian School  July 2002 - June 2012
Delaware Youth for Christ, Inc.   2004 - 2011
Andesa Investment Solutions, Inc.   June 2001 - August 2006
Andesa Strategies, Inc.   September 2000 - August 2006
The Bear Law Firm   September 1995 - September 2000
Murphy Spadaro & Landon   September 1992 - October 1995
Ashby & Geddes   January 1990 - September 1992
The Bayard Firm  April 1988 - January 1991
Emmaus High School  May 1982 - June 1984

Skills
Leadership, Management, Strategic Planning, Strategy, Executive Management, Finance, Investments, Financial Planning, Public Speaking, Fundraising

Education
Suffolk University Law School   1985 — 1988
JD, cum laude, Law

Harvard Law School   1986 — 1986
Non-Degree, Legal Defense Practicum

Institut d'Etudes politiques de Strasbourg   1984 — 1984
Certificate of Completion, Human Rights, Theology, International Law

Gordon College   1977 — 1981
B.A., Political Science

Holliston High School   1973 — 1977
High School Diploma, General

Logan MacGray Logan MacGray Greater Philadelphia Area Details
Logan MacGray's Compass Ion Advisors, LLC Experience June 2009 - August 2010
Job Investor Reporting Analyst at Access Group.
Industry Financial Services
Experience
Access Group.  April 2015 - Present
Schreiner Capital Management, Inc.   November 2012 - March 2015
State Street  August 2011 - November 2012
Gordon College Physical Plant   September 2007 - May 2011
CollegeBound   September 2010 - December 2010
Compass Ion Advisors, LLC   June 2009 - August 2010
Camp Win-Some   May 2008 - August 2010
Compass-Ion Advisors, LLC  June 2009 - August 2009

Skills
Microsoft Office 2007, Financial Analysis, Financial Research, Portfolio Management, Customer Service, Salesforce, ACT Database, Python programming..., Evolve, STATA

Education
Gordon College   2007 — 2011
BA, Finance, Business Administration

Other

Rick Nicolai Rick Nicolai Greater Philadelphia Area Details
Rick Nicolai's Compass Ion Advisors, LLC Experience May 2011 - September 2011
Job Account Executive
Industry Computer Software
Experience
Fiberlink  January 2013 - Present
Toshiba Business Solutions  September 2011 - January 2013
Compass Ion Advisors, LLC   May 2011 - September 2011
Verizon  May 2010 - August 2010
CertaPro Painters  June 2009 - August 2009

Skills
Cold Calling, Sales, Account Management, Social Media, Social Media Marketing, Salesforce.com, Microsoft Excel, Marketing Strategy, Microsoft Office, Direct Sales, Customer Service, Sales Process, PowerPoint, Recruiting, Advertising

Education
Shippensburg University of Pennsylvania   2007 — 2011
Bachelor of Science in Business Administration, Management

Eric Giovagnoli Eric Giovagnoli Wayne, Pennsylvania Details
Eric Giovagnoli's Compass Ion Advisors, LLC Experience January 2015 - Present
Job Processing Associate at Vanguard
Industry Higher Education
Experience
Vanguard  June 2015 - Present
Compass Ion Advisors, LLC   January 2015 - Present
Outback Steakhouse  March 2013 - Present
Eastern University  January 2012 - Present
Eastern University  May 2014 - August 2014
Philadelphia Union  April 2011 - May 2012

Skills
Leadership, Teamwork, Public Speaking, Time Management, Critical Thinking, Communication, Community Outreach, Soccer Coaching, Team Motivation, Tenacious Work Ethic, Microsoft Excel, Microsoft Office, Social Networking, PowerPoint, Higher Education, Organizational Learning, Microsoft Word, Interpersonal..., Quick Study, Finance, Nonprofits, Sales, Teaching, Customer Service, Series 63, Series 6, Coaching, Soccer

Education
Eastern University   2011 — 2015
Bachelor's Degree, Business Management

Spring-Ford Area High School   2008 — 2011
Spring-Ford Area High School

Jon Tornetta Jon Tornetta Philadelphia, Pennsylvania Details
Jon Tornetta's Compass Ion Advisors, LLC Experience May 2010 - November 2010
Job Healthcare IT
Industry Information Technology and Services
Experience
InstaMed  March 2014 - Present
Epic  July 2012 - March 2014
InnoBlue  March 2010 - March 2012
IMS Consulting  May 2011 - August 2011
Compass Ion Advisors, LLC   May 2010 - November 2010
Nittany Lion Inn  June 2009 - June 2010

Skills
Entrepreneurship, Healthcare, Web Design, Public Speaking, Microsoft Office, Social Media, Strategic Planning, Data Analysis, PowerPoint, Fundraising, Research, Microsoft Excel, Start-ups, Project Management, Business Development, Customer Service, Leadership, Management, Operations Management, Marketing, Change Management, Business Strategy, Consulting, Strategy

Education
Penn State University   2008 — 2012
BS, Science BS/MBA

The Haverford School   2005 — 2008

Cassandra (Logue) Queen Cassandra (Logue) Queen Greater Philadelphia Area Details
Cassandra (Logue) Queen's Compass Ion Advisors, LLC Experience June 2010 - Present
Job Client Services at Compass Ion Advisors, LLC
Industry Financial Services
Experience
Stella & Dot  2014 - Present
Compass Ion Advisors, LLC   June 2010 - Present
Complete Investment Management   May 2008 - June 2010
Morgan Stanley  January 2008 - April 2008
Morgan Stanley  January 2007 - December 2007
Newtown Athletic Club  June 2006 - December 2006

Skills
Investments, Strategic Financial..., Microsoft Excel, Asset Managment, Financial Services, PowerPoint, Financial Planners, Wealth Management, Investment Advisory, Microsoft Word, Insurance, Mutual Funds, Relationship Management, Alternative Investments, Event Planning, Data Analysis, Outlook, Leadership, Employee Benefits, Fundraising

Education
La Salle University   2003 — 2007
Bachelors of Science in Business Administration, Finance and Education

Alexander O'Neil Alexander O'Neil Elon, North Carolina Details
Alexander O'Neil's Compass Ion Advisors, LLC Experience June 2015 - Present
Job Intern at Compass Ion Advisors, LLC
Industry
Experience
Compass Ion Advisors, LLC   June 2015 - Present
Burke Lawton Brewer & Burke  July 2014 - August 2014
Walsh and Nicholson Financial Group   December 2013 - January 2014
Deerfoot Lodge  June 2013 - August 2013

Skills
Microsoft Office, Leadership, Microsoft Excel, Microsoft Word, PowerPoint, Public Speaking, Social Media, Teamwork

Education
Elon University   2012 — 2016
Finance, General

Benjamin M. Dourte, CFP®, ChFC® Benjamin M. Dourte, CFP®, ChFC® Greater Philadelphia Area Details
Benjamin M. Dourte, CFP®, ChFC®'s Compass Ion Advisors, LLC Experience February 2007 - Present
Job Senior Vice President at Compass Ion Advisors, LLC
Industry Financial Services
Experience
Compass Ion Advisors, LLC   February 2007 - Present
SEI Investments  March 1999 - January 2007

Skills
Wealth Management, Asset Managment, Investment Advisory, Personal Financial..., Alternative Investments, Financial Services, Portfolio Optimization, Investments, Financial Planners, Asset Management, Wealth, Financial Advisory, Asset Allocation

Education
Messiah College   1993 — 1997

Michael Cummings Michael Cummings Boston, Massachusetts Details
Michael Cummings's Compass Ion Advisors, LLC Experience June 2010 - August 2010
Job Investment Associate at ABRY Partners
Industry Venture Capital & Private Equity
Experience
ABRY Partners  August 2014 - Present
J.P. Morgan   June 2012 - June 2014
J.P. Morgan   June 2011 - August 2011
Compass Ion Advisors, LLC   June 2010 - August 2010

Skills
Private Equity, Due Diligence, Financial Modeling, Valuation, Mergers & Acquisitions, Investment Banking

Education
Bowdoin College   2008 — 2012
B.A., Mathematics

Shead High School   2004 — 2008

Sean Carson Sean Carson Greater Philadelphia Area Details
Sean Carson's Compass Ion Advisors, LLC Experience May 2009 - August 2009
Job Helping Companies Sell Equipment Easier and Get Paid Faster at Univest Capital
Industry Financial Services
Experience
Univest Capital   June 2013 - Present
Niche Financial Services   May 2011 - August 2012
Compass Ion Advisors, LLC   May 2009 - August 2009

Skills
Commercial Leasing, Lease Financing, Capital Equipment, Sales, Investments, Microsoft Excel, Financial Analysis, Leadership, Marketing, Finance, Microsoft Word, Public Speaking, Microsoft Office, Time Management, Business Development, Innovator, Writing, Teamwork, People Skills, Entrepreneurship, Social Media, Access, Management, Mathematics, People-oriented, Financial Services, Market Research, Organization

Education
Shippensburg University of Pennsylvania   2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance

Upper Dublin High School   2005 — 2009

Glen Gangewer, RP® Glen Gangewer, RP® Greater Philadelphia Area Details
Glen Gangewer, RP®'s Compass Ion Advisors, LLC Experience 2006 - Present
Job Assistant Financial Planner
Industry Financial Services
Experience
Compass Ion Advisors, LLC   2006 - Present

Education
Lebanon Valley College   1987 — 1991

Dan Soderberg Dan Soderberg Greater Philadelphia Area Details
Dan Soderberg's Compass Ion Advisors, LLC Experience April 2010 - Present
Job Financial Coach/Advisor helping individuals and families be financially strong. Investment, Insurance and Budgeting.
Industry Financial Services
Experience
Compass Ion Advisors LLC  April 2010 - Present
Innovative Planning Group   June 2008 - April 2010
Penn Mutual  September 2006 - June 2008
Penn Mutual  January 1998 - January 2007
Penn Mutual  June 1993 - January 1998
Penn Mutual  January 1984 - June 1993

Skills
Strategic Financial..., Retirement Planning, Investment Advisory, Wealth Management, Retirement, Fixed Annuities, Estate Planning, Life Insurance, Management Consulting, Financial Services, Financial Advisory, Marketing Strategy, Alternative Investments, Long-term Care, Pensions, Insurance, Disability Insurance, Financial Planners, Product Marketing, Insurance Planning, Sales Management, Management, Asset Management, Portfolio Management, IRAs, Small Business, Budgets, FInancial Planning, Leadership, Investments, Finance, Employee Benefits, Mutual Funds, Risk Management, Career Counseling

Education
University of Pennsylvania   1989 — 1993
MS, Organizational Dynamics

Philadelphia University   1971 — 1975
BS, Accounting