Compass Financial Management, LLC (compassfmllc.com) is a Registered Investment Advisor (RIA). We provide discretionary private investment management for individuals and corporate accounts as well as 401(k) advisory services. Compass was founded by Robert Kleiber, CFP. He has five decades of cumulative experience providing investment services in a personal, professional and attentive manner. The Compass office is located in the Waterview Plaza Building, 2001 Route 46, Suite 310, Parsippany, New Jersey 07054 (973-402-9700).
What Makes Us So Good at What We Do?
Robert C. Kleiber, Certified Financial Planner (CFP)
President & CEO
As a founding Member of Compass Financial Management, Bob directs the firm's asset allocation, investment due diligence and investment strategies. He is personally and directly involved with every client. Bob develops and monitors the firm’s investment policy statements and conducts 401(k) employee education forums.
Bob has provided investment management services to individuals and corporate clients for over 30 years. Prior to Compass, Bob was a founding member, President & CEO of New Century Asset Management (1995), Director and Developer of Enhanced Asset Management at a major national bank (1990), President of Kleiber Financial Management (1985), and co-owner of a technology firm specializing in financial modeling (1980). In addition, Bob has authored numerous financial articles, and lectured business and client groups on global asset allocation. He was a frequent guest on the CNN Financial Network as an investment authority and regularly contributed to "Ask the Expert" on CNN's website.
Bob earned a BS Degree in Economics and Organizational Communication from Ohio University, and attended MBA coursework at the University of Dayton. He has been awarded a CFP designation from the College for Financial Planning, Denver, CO. Bob also holds 63, 65, 66 and 7 Securities Licenses and Life/Variable Insurance Licenses. He serves as a Board Member of The Albrook School.
Simon C. Woodhouse
Senior Research Analyst
Simon works closely with Bob and collaborates on analysis, investment due diligence and research. The research efforts undertaken include specific investments, sectors, asset classes, industries for equities, fixed income, mutual funds and ETFs. Simon implements various asset allocation strategies and provides portfolio monitoring and management. He also attends investment conferences and meets with appropriate mutual fund representatives and managers.
Simon has a distinguished career in the financial services industry that spans over 30 years. He was educated in Europe at Haileybury and Imperial Service College, Alliance Francaise and Goethe Institute. He and his family owned and managed the Woodhouse Drake and Carey Group: London, England and New York, New York for 225 years. Subsequent to that Simon held senior positions at Westway Merkuria, Inc., Machado and Co., Inc. and Plantation Asset Management LLC in New York.
Kathleen S. Kleiber
Chief Financial Officer
Kathleen develops and directs the Compass Business Plan including strategic planning, marketing, accounting, finance, forecasting, legal, property management and partnership/business compliance.
Her 25 year business background includes profit and loss responsibility for a $2 billion international business. Kathleen created and negotiated business ventures in over twenty countries around the world and restructured numerous businesses. As head of a national sales organization, she increased market share, company revenues and profits significantly and was instrumental in the creation and launch of several new domestic and international products.
Kathleen has a BS Degree from Ohio University and completed the Masters Program in Communications/Business from University of Dayton. Kathleen is also a graduate of the MIT Computer Services Program, the University of Virginia, Darden Graduate School of Business (Executive Education Program) and the International Institute for Management Development in Lausanne, Switzerland (The Seminar for Senior Executives).
Kathleen has held board and trustee positions with WorldPartners Company, Sharinga Network Inc. (Australia), Basking Ridge Open Space, Basking Ridge Board of Adjustments and Zoning, KMS Farmstead and Newark Academy. She is currently a member of the DeVry University College, Business and Management Advisory Committee and a Member of the Women's Association of MMH.
Eleanor J. Vanduyne
Director of Operations
Eleanor is responsible for directing the day-to-day operations of Compass Financial Management. This includes working closely with the Compass Team and supporting all operations, administering the budget, overseeing areas of client services, leading implementation of compliance requirements, directing record retention and managing client billing.
Eleanor brings to Compass Financial Management over 20 years of experience in the financial services and insurance industries. Prior to joining Compass Financial Management, she served as Office Manager for The New Century Asset Management Company from 1997-2011 and for Sarantos Financial Services from 1990-1997.
Eleanor is active with the Mayo Performing Arts Center and the American Cancer Society.