Compass Investments LLC

Olivia Knecht is a financial advisor at Compass Investments LLC in Pittsburgh, PA, holding a Series 65 designation with five years of industry experience. She has been with Compass Investments since 2021 and has concurrent roles at Bright Horizons, Crossroads Counseling, Inc., and the University of Pittsburgh. Compass Investments serves a diverse client base including high net worth individuals, trusts, estates, charitable organizations, and various professionals. The firm employs a tailored asset management approach combining fundamental and technical analysis, active and passive strategies, and emphasizes tax efficiency and account consolidation.

Pegler Swift is a financial advisor with Compass Investments LLC based in Pittsburgh, PA. He holds the ChFC® designation and Series 66 license and has 18 years of industry experience. He has worked with Northwestern Mutual Investment Services, LLC since 2007 and with Keith Dragoo since 2006. Compass Investments serves individual and institutional clients, including high net worth households, trusts, estates, charitable organizations, and self-employed persons. The firm delivers tailored asset management primarily on a discretionary basis, combining financial planning and account consolidation with an investment process that incorporates fundamental and technical analysis alongside active and passive strategies.

Glen Rolofson is a financial advisor at Compass Investments LLC with 18 years of industry experience. He holds a Series 63 designation and has been with Compass Investments since 2007. Compass Investments serves a diverse client base including high net worth individuals, trusts, estates, charitable organizations, and professionals across various fields. The firm offers tailored asset management with a focus on individualized investment processes, combining fundamental and technical analysis alongside active and passive strategies, while emphasizing tax efficiency and intergenerational planning.

Dennis Criteser is a financial advisor at Compass Investments LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Bayside Financial, LLC since 1999. Outside of finance, he has been involved with the Blue Bear School of American Music since 1982. Compass Investments serves a diverse client base including high net worth individuals, trusts, charitable organizations, and professionals from various fields. The firm offers tailored asset management with an individualized investment process that combines fundamental and technical analysis, active and passive strategies, and emphasizes tax efficiency and account consolidation.