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Joseph Meyer

Chief Executive Officer | Capital Tree Holdings, Ltd.

Miami, Florida, USA | Hamilton, Bermuda

Miami, Florida, USA | Hamilton, Bermuda
Joseph Meyer
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Joseph Meyer’s Biography

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Joseph Meyer is a highly regarded entrepreneur and financial services professional with over three decades of experience in asset management, investment management and advisory services. He is well-known for his experience building, managing, scaling and selling multi-product asset management businesses.

Joseph currently serves as the Chief Executive Officer of Capital Tree Holdings, Ltd. With a team of experienced professionals, Capital Tree provides its clients with unparalleled research, analysis, asset allocation and advisory services and a unique opportunity to participate in their world-class global asset management platform. The company’s two-decade record of success is built upon an innovative institutionalized investment process with a platform capable of managing more than $50B while maintaining top one percentile (1%) returns for its clients.

Previously, Joseph previously served as Chief Executive Officer of Compass Holdings, LLC. Founded in 1991, Compass Holdings offered financial and advisory services to clients around the world, including high-net-worth individuals,... Joseph Meyer is a highly regarded entrepreneur and financial services professional with over three decades of experience in asset management, investment management and advisory services. He is well-known for his experience building, managing, scaling and selling multi-product asset management businesses.

Joseph currently serves as the Chief Executive Officer of Capital Tree Holdings, Ltd. With a team of experienced professionals, Capital Tree provides its clients with unparalleled research, analysis, asset allocation and advisory services and a unique opportunity to participate in their world-class global asset management platform. The company’s two-decade record of success is built upon an innovative institutionalized investment process with a platform capable of managing more than $50B while maintaining top one percentile (1%) returns for its clients.

Previously, Joseph previously served as Chief Executive Officer of Compass Holdings, LLC. Founded in 1991, Compass Holdings offered financial and advisory services to clients around the world, including high-net-worth individuals, multi-national corporations, public and private pension plans, sovereign wealth funds and endowments & foundations.

In addition to serving as CEO, he held leadership positions in numerous Compass Holdings affiliate companies, including serving as Executive Director of Compass Global Investors Ltd., Managing Member of Compass Partners, LLC and Chief Executive Officer of Compass Advisors, LLC and Compass Analytics, LLC. Prior to Compass, he held various positions at Kemper Securities Group, Inc., Prudential Bache Securities, Inc. and E.F. Hutton & Company, Inc.

Joseph has also held many Board Director roles in the public and private sectors. more less

Joseph Meyer’s Background

Capital Tree Holdings, Ltd. logo Capital Tree Holdings, Ltd. logo
Capital Tree Holdings, Ltd.
Chief Executive Officer
Jan 2015 - Present
Miami, FL, USA
Capital Tree Holdings is a global asset management firm. Capital Tree provides its clients with unparalleled research, analysis, asset allocation and advisory services and a unique opportunity to participate in their world-class global asset management platform.
 
Compass Holdings, LLC logo Compass Holdings, LLC logo
Compass Holdings, LLC
Chief Executive Officer
1991 - 2012
Miami, FL, USA
Compass Holdings offered financial and advisory services to clients, including high-net-worth individuals, corporations, public and private pension plans and, among others, endowments and foundations.